Sarasin & Partners Llp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 81Value: $9.2BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABNB",
  "FRPT",
  "GOOGL",
  "BLK",
  "AVGO",
  "CCI",
  "ESS",
  "HD",
  "FMX",
  "EMR",
  "META",
  "PWR",
  "MA",
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "DOCS",
  "ELF",
  "EQIX",
  "EVR",
  "OXY",
  "DOC",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "PFE",
  "MRK",
  "AMGN",
  "NOW",
  "ROST",
  "SNA",
  "GLD",
  "AMT",
  "TXN",
  "TMO",
  "VWO",
  "WY",
  "GGG",
  "TSM",
  "VTR",
  "AGCO",
  "ARE",
  "AVB",
  "EQR",
  "FTNT",
  "AOS",
  "AMZN",
  "ARMK",
  "HDB",
  "BND",
  "VT",
  "WMT",
  "WELL",
  "KRC",
  "OTIS",
  "MELI",
  "PSA",
  "KMB",
  "BAC",
  "BRBR",
  "BXP",
  "CPT",
  "CMG",
  "CSCO",
  "CME",
  "CL",
  "COST",
  "DE",
  "MCO",
  "TTEK",
  "NKE",
  "MAR",
  "DIS",
  "GOOG",
  "LLY",
  "PLD",
  "NFLX",
  "JPM",
  "ZTS"
]

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: sarasin--partners-llp
Manager Name: Sarasin--Partners-Llp

Data Enrichment

100% identified

81 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $9.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:2.1M

Value:$796.4M

% of Portfolio:8.6% ($796.4M/$9.2B)

AMAZON COM INC

AMZN|023135106

Shares:2.5M

Value:$477.9M

% of Portfolio:5.2% ($477.9M/$9.2B)

NVIDIA CORP

NVDA|67066G104

Shares:3.9M

Value:$417.5M

% of Portfolio:4.5% ($417.5M/$9.2B)

Mastercard Inc

MA|57636Q104

Shares:759.8K

Value:$416.5M

% of Portfolio:4.5% ($416.5M/$9.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:2.6M

Value:$396.3M

% of Portfolio:4.3% ($396.3M/$9.2B)

Apple Inc.

AAPL|037833100

Shares:1.8M

Value:$396.2M

% of Portfolio:4.3% ($396.2M/$9.2B)

Otis Worldwide Corp

OTIS|68902V107

Shares:3.6M

Value:$375.9M

% of Portfolio:4.1% ($375.9M/$9.2B)

Meta Platforms, Inc.

META|30303M102

Shares:643.0K

Value:$370.6M

% of Portfolio:4.0% ($370.6M/$9.2B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.9M

Value:$363.0M

% of Portfolio:3.9% ($363.0M/$9.2B)

CME GROUP INC.

CME|12572Q105

Shares:1.2M

Value:$311.1M

% of Portfolio:3.4% ($311.1M/$9.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:554.3K

Value:$290.3M

% of Portfolio:3.1% ($290.3M/$9.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1M

Value:$263.6M

% of Portfolio:2.9% ($263.6M/$9.2B)

Zoetis Inc.

ZTS|98978V103

Shares:1.6M

Value:$255.8M

% of Portfolio:2.8% ($255.8M/$9.2B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.2M

Value:$244.1M

% of Portfolio:2.6% ($244.1M/$9.2B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.5M

Value:$243.9M

% of Portfolio:2.6% ($243.9M/$9.2B)

HOME DEPOT, INC.

HD|437076102

Shares:664.3K

Value:$243.4M

% of Portfolio:2.6% ($243.4M/$9.2B)

Fortinet, Inc.

FTNT|34959E109

Shares:2.5M

Value:$240.1M

% of Portfolio:2.6% ($240.1M/$9.2B)

BlackRock, Inc.

BLK|09290D101

Shares:244.1K

Value:$231.1M

% of Portfolio:2.5% ($231.1M/$9.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:238.0K

Value:$225.1M

% of Portfolio:2.4% ($225.1M/$9.2B)

DEERE & CO

DE|244199105

Shares:455.4K

Value:$213.8M

% of Portfolio:2.3% ($213.8M/$9.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	2.1M	QoQ +7.28% (-144.1K) YoY +48.62% (+694.1K)	All Managers (Combined)	$796.4M	8.6% ($796.4M/$9.2B)	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	5.2% ($477.9M/$9.2B)	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	4.5% ($417.5M/$9.2B)	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	4.5% ($416.5M/$9.2B)	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	4.3% ($396.3M/$9.2B)	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	4.3% ($396.2M/$9.2B)	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	4.1% ($375.9M/$9.2B)	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	4.0% ($370.6M/$9.2B)	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	3.9% ($363.0M/$9.2B)	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	3.4% ($311.1M/$9.2B)	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	3.1% ($290.3M/$9.2B)	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	2.9% ($263.6M/$9.2B)	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	2.8% ($255.8M/$9.2B)	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	2.6% ($244.1M/$9.2B)	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	2.6% ($243.9M/$9.2B)	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	2.6% ($243.4M/$9.2B)	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	2.6% ($240.1M/$9.2B)	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	2.5% ($231.1M/$9.2B)	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	2.4% ($225.1M/$9.2B)	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	2.3% ($213.8M/$9.2B)	QoQ -1.72% (-$3.7M) YoY -21.49% (-$58.5M)