Sarasin & Partners Llp

Investment Portfolio & 13F Holdings Analysis

About

Sarasin & Partners LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 81 holdings worth $9.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 81
Total Value: 9221428093
Accession Number: 0001085146-25-002097
Form Type: 13F-HR/A
CIK: 0001510481
Manager Name: Sarasin & Partners Llp

Data Enrichment

100% identified

81 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $9,221,428.093K total value

81 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

2121565(+7.3%)

Value:

$796.4B(-4.4%)

AMAZON COM INC

AMZN|023135106

2511576(-12.1%)

Value:

$477.9B(-23.8%)

NVIDIA CORP

NVDA|67066G104

3852533(-15.1%)

Value:

$417.5B(-31.5%)

Mastercard Inc

MA|57636Q104

759791(-12.8%)

Value:

$416.5B(-9.3%)

Alphabet Inc.

GOOGL|02079K305

2562529(-4.8%)

Value:

$396.3B(-22.2%)

Apple Inc.

AAPL|037833100

1783846(-35.4%)

Value:

$396.2B(-42.7%)

Otis Worldwide Corp

OTIS|68902V107

3642200(-10.1%)

Value:

$375.9B(+0.1%)

Meta Platforms, Inc.

META|30303M102

643015(-19.2%)

Value:

$370.6B(-20.5%)

COLGATE PALMOLIVE CO

CL|194162103

3874593(+9.5%)

Value:

$363.0B(+12.9%)

CME GROUP INC.

CME|12572Q105

1172590(-32.4%)

Value:

$311.1B(-22.8%)

UNITEDHEALTH GROUP INC

UNH|91324P102

554313

Value:

$290.3B

JPMORGAN CHASE & CO

JPM|46625H100

1074487(-22.4%)

Value:

$263.6B(-20.6%)

Zoetis Inc.

ZTS|98978V103

1553855

Value:

$255.8B

EMERSON ELECTRIC CO

EMR|291011104

2226690(+26.1%)

Value:

$244.1B(+11.5%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

1469127

Value:

$243.9B

HOME DEPOT, INC.

HD|437076102

664257(-28.5%)

Value:

$243.4B(-32.6%)

Fortinet, Inc.

FTNT|34959E109

2494132(+27.8%)

Value:

$240.1B(+30.2%)

BlackRock, Inc.

BLK|09290D101

244134(-5.4%)

Value:

$231.1B(-12.7%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

238030(-0.6%)

Value:

$225.1B(+2.6%)

DEERE & CO

DE|244199105

455431(-11.3%)

Value:

$213.8B(-1.7%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	2.1M	QoQ +7.28% (-144.1K) YoY +48.62% (+694.1K)	All Managers (Combined)	$796.4M	QoQ -4.44% (-$37.1M) YoY +32.61% (+$195.9M)
Amazon Com Inc(AMZNcusip023135106)	2.5M	QoQ -12.09% (-345.6K) YoY -37.12% (-1.5M)	All Managers (Combined)	$477.9M	QoQ -23.76% (-$149.0M) YoY -33.68% (-$242.7M)
Nvidia Corp(NVDAcusip67066G104)	3.9M	QoQ -15.13% (-687.3K) YoY +697.93% (-3.4M)	All Managers (Combined)	$417.5M	QoQ -31.51% (-$192.1M) YoY -4.28% (-$18.7M)
Mastercard Inc(MAcusip57636Q104)	759.8K	QoQ -12.83% (-111.9K) YoY +3.38% (+24.9K)	All Managers (Combined)	$416.5M	QoQ -9.26% (-$42.5M) YoY +17.67% (+$62.6M)
Alphabet Inc.(GOOGLcusip02079K305)	2.6M	QoQ -4.75% (-127.8K) YoY -36.33% (-1.5M)	All Managers (Combined)	$396.3M	QoQ -22.19% (-$113.0M) YoY -34.77% (-$211.2M)
Apple Inc.(AAPLcusip037833100)	1.8M	QoQ -35.44% (-979.6K) YoY -23.45% (-546.8K)	All Managers (Combined)	$396.2M	QoQ -42.74% (-$295.8M) YoY -0.85% (-$3.4M)
Otis Worldwide Corp(OTIScusip68902V107)	3.6M	QoQ -10.14% (-411.1K) YoY +12.01% (+390.6K)	All Managers (Combined)	$375.9M	QoQ +0.13% (-$497.5K) YoY +16.44% (+$53.1M)
Meta Platforms, Inc.(METAcusip30303M102)	643.0K	QoQ -19.24% (-153.2K) YoY +8.58% (+50.9K)	All Managers (Combined)	$370.6M	QoQ -20.50% (-$95.6M) YoY +28.88% (+$83.1M)
Colgate Palmolive Co(CLcusip194162103)	3.9M	QoQ +9.51% (+336.7K) YoY -1.79% (-71.0K)	All Managers (Combined)	$363.0M	QoQ +12.87% (+$41.4M) YoY +2.18% (-$7.7M)
Cme Group Inc.(CMEcusip12572Q105)	1.2M	QoQ -32.44% (-563.1K) YoY -48.66% (-1.1M)	All Managers (Combined)	$311.1M	QoQ -22.82% (-$92.0M) YoY -36.74% (-$180.7M)
Unitedhealth Group Inc(UNHcusip91324P102)	554.3K	QoQ NEW(+554.3K) YoY NEW(+554.3K)	All Managers (Combined)	$290.3M	QoQ NEW(+$290.3M) YoY NEW(+$290.3M)
Jpmorgan Chase & Co(JPMcusip46625H100)	1.1M	QoQ -22.41% (-310.5K) YoY +37.92% (+295.5K)	All Managers (Combined)	$263.6M	QoQ -20.60% (-$68.4M) YoY +68.91% (+$107.5M)
Zoetis Inc.(ZTScusip98978V103)	1.6M	QoQ NEW(+1.6M) YoY +345.62% (+1.2M)	All Managers (Combined)	$255.8M	QoQ NEW(+$255.8M) YoY +333.61% (+$196.8M)
Emerson Electric Co(EMRcusip291011104)	2.2M	QoQ +26.07% (+460.5K) YoY NEW(+2.2M)	All Managers (Combined)	$244.1M	QoQ +11.53% (+$25.2M) YoY NEW(+$244.1M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	1.5M	QoQ NEW(+1.5M) YoY -57.50% (-2.0M)	All Managers (Combined)	$243.9M	QoQ NEW(+$243.9M) YoY -48.14% (-$226.5M)
Home Depot, Inc.(HDcusip437076102)	664.3K	QoQ -28.52% (-265.1K) YoY +13.76% (+80.4K)	All Managers (Combined)	$243.4M	QoQ -32.65% (-$118.1M) YoY +8.69% (+$19.5M)
Fortinet, Inc.(FTNTcusip34959E109)	2.5M	QoQ +27.82% (+542.9K) YoY +41.10% (+726.5K)	All Managers (Combined)	$240.1M	QoQ +30.23% (+$55.7M) YoY +98.83% (+$119.3M)
Blackrock, Inc.(BLKcusip09290D101)	244.1K	QoQ -5.44% (-14.1K) YoY NEW(+244.1K)	All Managers (Combined)	$231.1M	QoQ -12.70% (-$33.6M) YoY NEW(+$231.1M)
Costco Wholesale Corp /New(COSTcusip22160K105)	238.0K	QoQ -0.55% (-1.3K) YoY -10.23% (-27.1K)	All Managers (Combined)	$225.1M	QoQ +2.64% (-$5.8M) YoY +15.88% (-$30.9M)
Deere & Co(DEcusip244199105)	455.4K	QoQ -11.28% (-57.9K) YoY -31.29% (-207.5K)	All Managers (Combined)	$213.8M	QoQ -1.72% (-$3.7M) YoY -21.49% (-$58.5M)