Ns Partners Ltd Top Holdings and 13F Report (2024) About Ns Partners LtdInvestment ActivityNs Partners Ltd has $2.42 billion in total holdings as of September 30, 2024.Ns Partners Ltd owns shares of 77 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 3.08% of the portfolio was sold this quarter.This quarter, Ns Partners Ltd has purchased 75 new stocks and bought additional shares in 14 stocks.Ns Partners Ltd sold shares of 53 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $222,353,052NVIDIA $202,457,350Apple $144,940,591Alphabet $134,175,835Amazon.com $100,444,859 Largest New Holdings this Quarter Globant $18,933,286 HoldingQifu Technology $17,176,854 HoldingAlibaba Group $5,825,073 HoldingFull Truck Alliance $1,789,628 HoldingSpotify Technology $805,284 Holding Largest Purchases this Quarter Globant 88,300 shares (about $18.93M)Qifu Technology 447,547 shares (about $17.18M)Alibaba Group 68,700 shares (about $5.83M)Salesforce 13,161 shares (about $4.40M)Credicorp 20,000 shares (about $3.67M) Largest Sales this Quarter Itaú Unibanco 1,532,900 shares (about $7.60M)Trip.com Group 67,400 shares (about $4.63M)Taiwan Semiconductor Manufacturing 16,631 shares (about $3.28M)NVIDIA 18,980 shares (about $2.55M)Microsoft 3,817 shares (about $1.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNs Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$222,353,052$1,608,866 ▼-0.7%527,5289.2%Computer and TechnologyNVDANVIDIA$202,457,350$2,548,824 ▼-1.2%1,507,6138.4%Computer and TechnologyAAPLApple$144,940,591$1,223,552 ▼-0.8%578,7906.0%Computer and TechnologyGOOGAlphabet$134,175,835$1,200,534 ▲0.9%704,5575.5%Computer and TechnologyAMZNAmazon.com$100,444,859$1,226,609 ▼-1.2%457,8374.2%Retail/WholesaleMETAMeta Platforms$99,276,734$1,962,630 ▲2.0%169,5564.1%Computer and TechnologyINTUIntuit$62,937,991$705,806 ▼-1.1%100,1402.6%Computer and TechnologyMAMastercard$57,330,309$958,884 ▼-1.6%108,8752.4%Business ServicesVVisa$54,003,967$684,859 ▼-1.3%170,8772.2%Business ServicesTCOMTrip.com Group$52,765,210$4,627,684 ▼-8.1%768,5002.2%Consumer DiscretionaryMSCIMSCI$45,979,366$1,146,019 ▲2.6%76,6311.9%FinanceTMUST-Mobile US$44,282,852$471,259 ▼-1.1%200,6201.8%Computer and TechnologyMARMarriott International$44,011,990$1,883,124 ▲4.5%157,7831.8%Consumer DiscretionarySPGIS&P Global$41,896,774$591,660 ▼-1.4%84,1251.7%Business ServicesJPMJPMorgan Chase & Co.$41,774,262$573,147 ▼-1.4%174,2701.7%FinanceUNHUnitedHealth Group$40,881,076$430,487 ▼-1.0%80,8151.7%MedicalSYKStryker$40,231,267$478,146 ▼-1.2%111,7381.7%MedicalCRMSalesforce$38,406,828$4,400,117 ▲12.9%114,8771.6%Computer and TechnologyISRGIntuitive Surgical$37,870,286$503,169 ▼-1.3%72,5541.6%MedicalMCDMcDonald's$36,956,916$1,232,322 ▲3.4%127,4861.5%Retail/WholesaleMCOMoody's$35,937,304$391,950 ▼-1.1%75,9181.5%FinanceNEENextEra Energy$34,683,837$280,165 ▼-0.8%483,8031.4%UtilitiesVRSKVerisk Analytics$34,307,836$291,405 ▼-0.8%124,5611.4%Business ServicesBSXBoston Scientific$32,377,160$540,029 ▼-1.6%362,4851.3%MedicalADBEAdobe$30,903,037$148,968 ▼-0.5%69,4951.3%Computer and TechnologyKOCoca-Cola$29,228,641$948,469 ▼-3.1%469,4611.2%Consumer StaplesEQIXEquinix$29,123,043$327,183 ▼-1.1%30,8871.2%FinanceZTSZoetis$28,952,335$1,940,496 ▲7.2%177,6981.2%MedicalBKNGBooking$26,725,131$457,095 ▼-1.7%5,3791.1%Retail/WholesaleADPAutomatic Data Processing$26,177,965$273,410 ▼-1.0%89,4271.1%Business ServicesNOWServiceNow$25,872,228$1,487,348 ▲6.1%24,4051.1%Computer and TechnologyEFXEquifax$23,787,189$426,109 ▼-1.8%93,3381.0%Business ServicesYUMYum! Brands$23,635,370$431,190 ▼-1.8%176,1731.0%Retail/WholesaleVRSNVeriSign$21,650,086$298,436 ▼-1.4%104,6100.9%Computer and TechnologyBACBank of America$20,945,823$228,672 ▼-1.1%476,5830.9%FinancePEPPepsiCo$20,755,278$803,941 ▼-3.7%136,4940.9%Consumer StaplesHONHoneywell International$20,653,800$179,357 ▼-0.9%91,4330.9%Multi-Sector ConglomeratesADSKAutodesk$19,993,537$160,199 ▼-0.8%67,6440.8%Computer and TechnologyMKCMcCormick & Company, Incorporated$19,418,480$413,221 ▼-2.1%254,7020.8%Consumer StaplesGLOBGlobant$18,933,286$18,933,286 ▲New Holding88,3000.8%Computer and TechnologySBUXStarbucks$18,779,707$1,093,175 ▼-5.5%205,8050.8%Retail/WholesaleMNSTMonster Beverage$18,428,902$197,731 ▼-1.1%350,6260.8%Consumer StaplesNKENIKE$17,849,948$158,150 ▼-0.9%235,8920.7%Consumer DiscretionaryQFINQifu Technology$17,176,854$17,176,854 ▲New Holding447,5470.7%Business ServicesPYPLPayPal$16,783,736$177,784 ▼-1.0%196,6460.7%Computer and TechnologyIDXXIDEXX Laboratories$16,203,540$48,786 ▼-0.3%39,1920.7%MedicalLMTLockheed Martin$16,070,036$431,515 ▼-2.6%33,0700.7%AerospaceBDXBecton, Dickinson and Company$15,817,377$157,448 ▼-1.0%69,7200.7%MedicalNOCNorthrop Grumman$15,659,738$139,848 ▼-0.9%33,3690.6%AerospaceTRUTransUnion$15,648,799$1,863,564 ▲13.5%168,7930.6%Business ServicesCSGPCoStar Group$15,380,753$2,321,520 ▲17.8%214,8450.6%Computer and TechnologyEWEdwards Lifesciences$15,190,956$254,737 ▼-1.6%205,2000.6%MedicalBAPCredicorp$14,702,264$3,666,400 ▲33.2%80,2000.6%FinanceVEEVVeeva Systems$14,557,079$176,820 ▼-1.2%69,2370.6%MedicalCCICrown Castle$14,111,274$94,390 ▼-0.7%155,4790.6%FinanceITUBItaú Unibanco$12,325,367$7,603,184 ▼-38.2%2,484,9530.5%FinanceJNJJohnson & Johnson$11,272,117$435,595 ▼-3.7%77,9430.5%MedicalPMPhilip Morris International$10,744,006$204,715 ▼-1.9%89,2730.4%Consumer StaplesKVUEKenvue$10,695,474$173,277 ▼-1.6%500,9590.4%Consumer StaplesALLEAllegion$10,102,217$136,953 ▼-1.3%77,3050.4%Industrial ProductsELEstée Lauder Companies$9,748,450$330,962 ▼-3.3%130,0140.4%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$7,527,924$3,284,456 ▼-30.4%38,1180.3%Computer and TechnologyILMNIllumina$7,158,024$2,199,951 ▲44.4%53,5660.3%MedicalMASIMasimo$7,049,880$64,136 ▼-0.9%42,6490.3%MedicalSTZConstellation Brands$6,265,129$66,300 ▼-1.0%28,3490.3%Consumer StaplesBABAAlibaba Group$5,825,073$5,825,073 ▲New Holding68,7000.2%Retail/WholesalePBRPetróleo Brasileiro S.A. - Petrobras$2,412,536$50,154 ▼-2.0%187,6000.1%Oils/EnergyYMMFull Truck Alliance$1,789,628$1,789,628 ▲New Holding165,4000.1%Business ServicesHDHome Depot$1,243,212$197,607 ▲18.9%3,1960.1%Retail/WholesaleKSAiShares MSCI Saudi Arabia ETF$1,033,2520.0%25,3000.0%ETFVALEVale$928,6890.0%104,7000.0%Basic MaterialsYNDXYandex$925,6790.0%33,4180.0%Computer and TechnologySPOTSpotify Technology$805,284$805,284 ▲New Holding1,8000.0%Business ServicesRYAAYRyanair$578,657$321,040 ▲124.6%13,2750.0%TransportationIBNICICI Bank$438,942$588,242 ▼-57.3%14,7000.0%FinanceSQMSociedad Química y Minera de Chile$221,7960.0%6,1000.0%Basic MaterialsAERAerCap$209,200$209,200 ▲New Holding2,1860.0%FinanceVISTVista Energy$0$26,777,498 ▼-100.0%00.0%Oils/EnergyBSACBanco Santander-Chile$0$5,146,840 ▼-100.0%00.0%FinanceBBDBanco Bradesco$0$2,669,576 ▼-100.0%00.0%FinanceBEKEKE$0$812,328 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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