Sarasin & Partners LLP Top Holdings and 13F Report (2025)

About Sarasin & Partners LLP

Investment Activity

Sarasin & Partners LLP has $10.19 billion in total holdings as of September 30, 2025.
Sarasin & Partners LLP owns shares of 74 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 7.09% of the portfolio was purchased this quarter.
About 8.04% of the portfolio was sold this quarter.
This quarter, Sarasin & Partners LLP has purchased 80 new stocks and bought additional shares in 30 stocks.
Sarasin & Partners LLP sold shares of 36 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Microsoft: $1,021,194,880
NVIDIA: $828,575,909
Amazon.com: $570,015,144
Alphabet: $540,895,097
Meta Platforms: $456,058,805

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $144,789,225 Holding
25401T603 - DigitalBridge Group: $1,885,676 Holding
46187W107 - Invitation Home: $1,827,894 Holding

Largest Purchases this Quarter

Uber Technologies: 1,454,145 shares (about $144.79M)
Kimberly-Clark: 963,978 shares (about $118.24M)
NVIDIA: 631,692 shares (about $114.87M)
ServiceNow: 103,047 shares (about $96.95M)
Marsh & McLennan Companies: 367,121 shares (about $73.51M)

Largest Sales this Quarter

UnitedHealth Group: 465,744 shares (about $160.77M)
Tetra Tech: 4,273,853 shares (about $143.73M)
Eli Lilly and Company: 97,438 shares (about $70.79M)
Alphabet: 283,873 shares (about $69.28M)
Microsoft: 114,836 shares (about $59.09M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$1,021,194,880	$59,094,605 ▼	-5.5%	1,984,444	10.0%	Computer and Technology
NVDA NVIDIA	$828,575,909	$114,873,194 ▲	16.1%	4,556,370	8.1%	Computer and Technology
AMZN Amazon.com	$570,015,144	$6,448,040 ▲	1.1%	2,565,671	5.6%	Retail/Wholesale
GOOGL Alphabet	$540,895,097	$69,279,206 ▼	-11.4%	2,216,329	5.3%	Computer and Technology
META Meta Platforms	$456,058,805	$13,924,625 ▼	-3.0%	613,477	4.5%	Computer and Technology
MA Mastercard	$413,597,405	$11,752,544 ▲	2.9%	727,985	4.1%	Business Services
AAPL Apple	$369,060,387	$13,651,951 ▲	3.8%	1,450,538	3.6%	Computer and Technology
CL Colgate-Palmolive	$338,191,590	$8,329,762 ▲	2.5%	4,206,363	3.3%	Consumer Staples
OTIS Otis Worldwide	$329,630,304	$2,684,656 ▲	0.8%	3,610,804	3.2%	Industrials
JPM JPMorgan Chase & Co.	$326,607,508	$28,601,830 ▼	-8.1%	1,034,583	3.2%	Finance
CME CME Group	$306,336,709	$30,047,947 ▲	10.9%	1,125,245	3.0%	Finance
HD Home Depot	$286,968,924	$14,134,673 ▲	5.2%	705,430	2.8%	Retail/Wholesale
EMR Emerson Electric	$282,294,836	$30,224,600 ▼	-9.7%	2,184,099	2.8%	Industrials
BLACKROCK INC	$267,627,985	$5,194,800 ▲	2.0%	227,660	2.6%	COM
KMB Kimberly-Clark	$251,274,409	$118,241,542 ▲	88.9%	2,048,544	2.5%	Consumer Staples
FTNT Fortinet	$244,977,372	$7,218,783 ▲	3.0%	2,894,003	2.4%	Computer and Technology
NOW ServiceNow	$238,663,552	$96,951,776 ▲	68.4%	253,668	2.3%	Computer and Technology
ZTS Zoetis	$236,041,286	$5,488,783 ▲	2.4%	1,649,946	2.3%	Medical
AVGO Broadcom	$233,772,390	$32,130,268 ▼	-12.1%	712,938	2.3%	Computer and Technology
COST Costco Wholesale	$214,964,756	$3,100,854 ▼	-1.4%	234,455	2.1%	Retail/Wholesale
MCO Moody's	$205,434,676	$3,365,740 ▲	1.7%	427,259	2.0%	Finance
MMC Marsh & McLennan Companies	$185,502,884	$73,508,638 ▲	65.6%	926,449	1.8%	Finance
MELI MercadoLibre	$182,680,683	$8,176,783 ▼	-4.3%	73,034	1.8%	Retail/Wholesale
AMGN Amgen	$180,818,287	$13,115,766 ▲	7.8%	659,993	1.8%	Medical
DE Deere & Company	$180,711,601	$6,348,353 ▼	-3.4%	388,218	1.8%	Industrials
AMT American Tower	$168,058,126	$16,983,048 ▲	11.2%	863,830	1.6%	Finance
UBER Uber Technologies	$144,789,225	$144,789,225 ▲	New Holding	1,454,145	1.4%	Computer and Technology
TMO Thermo Fisher Scientific	$124,014,771	$5,460,389 ▲	4.6%	268,407	1.2%	Medical
CSCO Cisco Systems	$116,304,902	$5,904,642 ▼	-4.8%	1,717,438	1.1%	Computer and Technology
CMG Chipotle Mexican Grill	$102,347,934	$1,091,903 ▲	1.1%	2,565,111	1.0%	Retail/Wholesale
LLY Eli Lilly and Company	$101,969,306	$70,789,678 ▼	-41.0%	140,355	1.0%	Medical
AOS A. O. Smith	$101,894,604	$15,389,536 ▲	17.8%	1,400,613	1.0%	Industrials
NFLX Netflix	$99,686,865	$19,827,348 ▼	-16.6%	82,631	1.0%	Consumer Discretionary
PLD Prologis	$84,477,399	$6,853,601 ▼	-7.5%	739,473	0.8%	Finance
MRK Merck & Co., Inc.	$74,483,544	$60,742 ▲	0.1%	947,869	0.7%	Medical
ROST Ross Stores	$69,461,216	$939,558 ▼	-1.3%	457,403	0.7%	Retail/Wholesale
UNH UnitedHealth Group	$48,058,031	$160,765,515 ▼	-77.0%	139,226	0.5%	Medical
PFE Pfizer	$33,852,835	$836,944 ▼	-2.4%	1,419,406	0.3%	Medical
SNA Snap-On	$25,171,061	$3,308,962 ▼	-11.6%	73,057	0.2%	Consumer Discretionary
GGG Graco	$24,453,181	$1,539,154 ▼	-5.9%	289,421	0.2%	Industrials
GLD SPDR Gold Shares	$21,042,221	$37,008 ▼	-0.2%	59,701	0.2%	Finance
ECL Ecolab	$17,169,043	$1,452,700 ▲	9.2%	62,911	0.2%	Basic Materials
GOOG Alphabet	$15,725,539	$3,368,990 ▼	-17.6%	64,354	0.2%	Computer and Technology
TTEK Tetra Tech	$13,778,986	$143,729,692 ▼	-91.3%	409,723	0.1%	Industrials
WY Weyerhaeuser	$11,083,062	$1,606,926 ▼	-12.7%	445,819	0.1%	Construction
PWR Quanta Services	$9,731,500	$1,002,320 ▲	11.5%	23,787	0.1%	Construction
EVR Evercore	$8,516,000		0.0%	25,000	0.1%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$8,067,810	$3,400,325 ▲	72.9%	149,570	0.1%	ETF
MS Morgan Stanley	$6,898,937	$52,334,290 ▼	-88.4%	42,808	0.1%	Finance
ELF e.l.f. Beauty	$5,909,378	$990,560 ▼	-14.4%	45,041	0.1%	Consumer Staples
VT Vanguard Total World Stock ETF	$5,551,940	$1,437,820 ▲	34.9%	40,413	0.1%	ETF
ARMK Aramark	$5,508,556	$428,840 ▼	-7.2%	143,340	0.1%	Business Services
BND Vanguard Total Bond Market ETF	$4,795,155	$229,524 ▲	5.0%	64,451	0.0%	ETF
WMT Walmart	$4,125,571	$1,030,800 ▼	-20.0%	40,023	0.0%	Retail/Wholesale
MAR Marriott International	$4,125,304		0.0%	15,461	0.0%	Consumer Discretionary
WELL Welltower	$3,635,534	$8,620,760 ▼	-70.3%	20,633	0.0%	Finance
VGK Vanguard FTSE Europe ETF	$3,120,881	$1,519,251 ▲	94.9%	39,400	0.0%	ETF
PSA Public Storage	$2,897,130	$6,406,809 ▼	-68.9%	10,041	0.0%	Finance
PEAK Healthpeak Properties	$2,648,074	$5,744,765 ▼	-68.4%	139,299	0.0%	Finance
VTR Ventas	$2,452,448	$5,581,810 ▼	-69.5%	35,440	0.0%	Finance
AVB AvalonBay Communities	$2,309,365	$2,623,513 ▼	-53.2%	11,931	0.0%	Finance
EQR Equity Residential	$2,078,001	$3,853,227 ▼	-65.0%	32,408	0.0%	Finance
SPG Simon Property Group	$2,009,596	$4,371,006 ▼	-68.5%	10,813	0.0%	Finance
HDB HDFC Bank	$1,925,837	$962,919 ▲	100.0%	56,410	0.0%	Finance
DBRG DigitalBridge Group	$1,885,676	$1,885,676 ▲	New Holding	159,803	0.0%	Finance
FMX Fomento Economico Mexicano	$1,837,605	$148,995 ▼	-7.5%	18,500	0.0%	Consumer Staples
INVH Invitation Home	$1,827,894	$1,827,894 ▲	New Holding	62,944	0.0%	Finance
BRBR BellRing Brands	$1,654,200		0.0%	45,000	0.0%	Consumer Staples
MDLZ Mondelez International	$1,565,750	$313,150 ▼	-16.7%	25,000	0.0%	Consumer Staples
FRPT Freshpet	$1,362,660	$183,435 ▲	15.6%	26,000	0.0%	Consumer Staples
CPRT Copart	$1,289,252		0.0%	28,907	0.0%	Business Services
ABNB Airbnb	$1,273,328		0.0%	10,359	0.0%	Consumer Discretionary
ARE Alexandria Real Estate Equities	$1,155,035	$2,173,141 ▼	-65.3%	13,682	0.0%	Finance
KIM Kimco Realty	$681,825	$42,126 ▲	6.6%	31,464	0.0%	Finance
TXN Texas Instruments	$0	$26,398,054 ▼	-100.0%	0	0.0%	Computer and Technology
EQIX Equinix	$0	$8,493,234 ▼	-100.0%	0	0.0%	Finance
DLR Digital Realty Trust	$0	$5,574,027 ▼	-100.0%	0	0.0%	Finance
ESS Essex Property Trust	$0	$4,319,583 ▼	-100.0%	0	0.0%	Finance
CPT Camden Property Trust	$0	$3,487,418 ▼	-100.0%	0	0.0%	Finance
KRC Kilroy Realty	$0	$2,003,498 ▼	-100.0%	0	0.0%	Finance
AGCO AGCO	$0	$1,392,660 ▼	-100.0%	0	0.0%	Industrials
CCI Crown Castle	$0	$1,127,359 ▼	-100.0%	0	0.0%	Finance
BXP BXP	$0	$1,059,010 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Sarasin & Partners LLP Top Holdings and 13F Report (2025)

About Sarasin & Partners LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Sarasin & Partners LLP Top Holdings and 13F Report (2025)

About Sarasin & Partners LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSarasin & Partners LLP

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools