Sarasin & Partners LLP 13F Holdings
CIK 0001510481 · LONDON, X0
As of Sep 30, 2025, Sarasin & Partners LLP reported 130 positions worth
CIK 0001510481 · LONDON, X0
As of Sep 30, 2025, Sarasin & Partners LLP reported 130 positions worth
0.3B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 1,989,546 | .0B | 9.89% |
| NVIDIA CORP | NVDA | Technology | 4,563,584 | $829.9M | 8.02% |
| AMAZON.COM INC | AMZN | Equity | 2,568,041 | $570.5M | 5.51% |
| ALPHABET INC | GOOGL | Equity | 2,222,000 | $542.3M | 5.24% |
| META PLATFORMS INC | META | Communication Services | 613,477 | $456.1M | 4.41% |
| MASTERCARD INC | MA | Financial Services | 729,717 | $414.6M | 4.01% |
| APPLE INC | AAPL | Technology | 1,457,621 | $370.9M | 3.58% |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 4,206,363 | $338.2M | 3.27% |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 3,610,804 | $329.6M | 3.18% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,035,428 | $326.9M | 3.16% |
| CME GROUP INC | CME | Financial Services | 1,125,245 | $306.3M | 2.96% |
| HOME DEPOT INC | HD | Consumer Cyclical | 705,430 | $287.0M | 2.77% |
| EMERSON ELECTRIC CO | EMR | Industrials | 2,184,099 | $282.3M | 2.73% |
| BLACKROCK INC | BLK | Financial Services | 228,210 | $268.3M | 2.59% |
| KIMBERLY CLARK CORP | KMB | Consumer Defensive | 2,048,544 | $251.3M | 2.43% |
| FORTINET INC | FTNT | Technology | 2,894,003 | $245.0M | 2.37% |
| SERVICENOW INC | NOW | Technology | 253,668 | $238.7M | 2.31% |
| ZOETIS INC | ZTS | Healthcare | 1,649,946 | $236.0M | 2.28% |
| BROADCOM INC | AVGO | Technology | 714,265 | $234.2M | 2.26% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 234,688 | $215.2M | 2.08% |
| MOODYS CORP | MCO | Financial Services | 427,259 | $205.4M | 1.98% |
| MARSH & MCLENNAN COMPANIES INC | MMC | Financial Services | 926,449 | 85.5M | 1.79% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 73,034 | 82.7M | 1.77% |
| AMGEN INC | AMGN | Healthcare | 659,993 | 80.8M | 1.75% |
| DEERE & CO | DE | Industrials | 388,218 | 80.7M | 1.75% |