Sarasin & Partners LLP Top Holdings and 13F Report (2025) About Sarasin & Partners LLPInvestment ActivitySarasin & Partners LLP has $10.05 billion in total holdings as of June 30, 2025.Sarasin & Partners LLP owns shares of 80 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 6.03% of the portfolio was purchased this quarter.About 6.05% of the portfolio was sold this quarter.This quarter, Sarasin & Partners LLP has purchased 81 new stocks and bought additional shares in 34 stocks.Sarasin & Partners LLP sold shares of 29 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $1,044,202,855NVIDIA $620,059,894Amazon.com $556,515,212Meta Platforms $466,626,402Alphabet $440,610,605 Largest New Holdings this Quarter 571748102 - Marsh & McLennan Companies $122,291,473 Holding253868103 - Digital Realty Trust $5,574,027 Holding828806109 - Simon Property Group $5,519,213 Holding922042874 - Vanguard FTSE Europe ETF $1,567,051 Holding217204106 - Copart $1,418,466 Holding Largest Purchases this Quarter Marsh & McLennan Companies 559,328 shares (about $122.29M)Netflix 80,607 shares (about $107.94M)ServiceNow 75,789 shares (about $77.92M)Broadcom 195,466 shares (about $53.88M)MercadoLibre 15,201 shares (about $39.73M) Largest Sales this Quarter Apple 386,965 shares (about $79.39M)Thermo Fisher Scientific 119,485 shares (about $48.45M)CME Group 157,718 shares (about $43.47M)Mastercard 52,492 shares (about $29.50M)Deere & Company 53,575 shares (about $27.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSarasin & Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,044,202,855$11,084,782 ▼-1.1%2,099,28010.4%Computer and TechnologyNVDANVIDIA$620,059,894$11,398,189 ▲1.9%3,924,6786.2%Computer and TechnologyAMZNAmazon.com$556,515,212$5,500,546 ▲1.0%2,536,6485.5%Retail/WholesaleMETAMeta Platforms$466,626,402$7,976,539 ▼-1.7%632,2084.6%Computer and TechnologyGOOGLAlphabet$440,610,605$10,983,887 ▼-2.4%2,500,2024.4%Computer and TechnologyMAMastercard$397,459,600$29,497,354 ▼-6.9%707,2994.0%Business ServicesCLColgate-Palmolive$372,940,825$20,740,291 ▲5.9%4,102,7593.7%Consumer StaplesOTISOtis Worldwide$354,629,839$6,020,812 ▼-1.7%3,581,3963.5%IndustrialsJPMJPMorgan Chase & Co.$326,202,102$14,697,568 ▲4.7%1,125,1843.2%FinanceEMREmerson Electric$322,384,622$25,500,030 ▲8.6%2,417,9453.2%IndustrialsFTNTFortinet$296,938,405$33,258,772 ▲12.6%2,808,7253.0%Computer and TechnologyAAPLApple$286,598,079$79,393,610 ▼-21.7%1,396,8812.9%Computer and TechnologyCMECME Group$279,719,033$43,470,237 ▼-13.5%1,014,8722.8%FinanceZTSZoetis$251,325,774$9,002,059 ▲3.7%1,611,5792.5%MedicalHDHome Depot$245,899,581$2,356,395 ▲1.0%670,6842.4%Retail/WholesaleCOSTCostco Wholesale$235,444,366$191,058 ▼-0.1%237,8372.3%Retail/WholesaleBLACKROCK INC$234,235,665$21,921,985 ▼-8.6%223,2412.3%COMAVGOBroadcom$223,531,772$53,880,208 ▲31.8%810,9262.2%Computer and TechnologyMCOMoody's$210,797,717$12,906,413 ▼-5.8%420,2592.1%FinanceDEDeere & Company$204,339,762$27,242,352 ▼-11.8%401,8562.0%IndustrialsMELIMercadoLibre$199,427,815$39,729,791 ▲24.9%76,3032.0%Retail/WholesaleUNHUnitedHealth Group$188,732,485$15,803,464 ▲9.1%604,9701.9%MedicalLLYEli Lilly and Company$185,366,780$7,588,725 ▲4.3%237,7931.8%MedicalAMTAmerican Tower$171,629,987$6,248,898 ▼-3.5%776,5361.7%FinanceAMGNAmgen$170,910,027$15,239,282 ▲9.8%612,1201.7%MedicalTTEKTetra Tech$168,421,382$1,978,231 ▲1.2%4,683,5761.7%IndustrialsNOWServiceNow$154,850,441$77,917,157 ▲101.3%150,6211.5%Computer and TechnologyCMGChipotle Mexican Grill$142,494,393$3,111,384 ▲2.2%2,537,7451.4%Retail/WholesaleKMBKimberly-Clark$139,822,249$16,751,091 ▼-10.7%1,084,5661.4%Consumer StaplesNFLXNetflix$132,662,251$107,943,251 ▲436.7%99,0661.3%Consumer DiscretionaryCSCOCisco Systems$125,205,228$3,169,348 ▲2.6%1,804,6301.2%Computer and TechnologyMMCMarsh & McLennan Companies$122,291,473$122,291,473 ▲New Holding559,3281.2%FinanceTMOThermo Fisher Scientific$104,036,578$48,446,389 ▼-31.8%256,5891.0%MedicalPLDPrologis$84,039,865$7,150,788 ▼-7.8%799,4660.8%FinanceAOSA. O. Smith$77,967,518$3,548,714 ▲4.8%1,189,0730.8%IndustrialsMRKMerck & Co., Inc.$74,972,119$1,618,505 ▲2.2%947,0960.7%MedicalROSTRoss Stores$59,144,813$320,226 ▲0.5%463,5900.6%Retail/WholesaleMSMorgan Stanley$51,772,107$241,997 ▲0.5%367,5430.5%FinancePFEPfizer$35,257,030$444,901 ▼-1.2%1,454,4980.4%MedicalGGGGraco$26,447,639$188,618 ▲0.7%307,6380.3%IndustrialsTXNTexas Instruments$26,398,054$109,623 ▼-0.4%127,1460.3%Computer and TechnologySNASnap-On$25,722,450$1,383,506 ▲5.7%82,6610.3%Consumer DiscretionaryGLDSPDR Gold Shares$18,230,671$614,842 ▼-3.3%59,8060.2%FinanceECLEcolab$15,516,514$1,197,661 ▲8.4%57,5880.2%Basic MaterialsGOOGAlphabet$13,861,435$2,783,959 ▼-16.7%78,1410.1%Computer and TechnologyWYWeyerhaeuser$13,113,665$1,077,053 ▲8.9%510,4580.1%ConstructionWELLWelltower$10,693,305$583,405 ▲5.8%69,5590.1%FinancePSAPublic Storage$9,461,621$3,179,792 ▲50.6%32,2460.1%FinanceEQIXEquinix$8,493,234$13,523 ▲0.2%10,6770.1%FinancePWRQuanta Services$8,067,092$855,595 ▲11.9%21,3370.1%ConstructionPEAKHealthpeak Properties$7,730,5950.0%441,4960.1%FinanceVTRVentas$7,331,8410.0%116,1020.1%FinanceEVREvercore$6,750,5000.0%25,0000.1%FinanceELFe.l.f. Beauty$6,544,424$3,434,046 ▲110.4%52,5910.1%Consumer StaplesARMKAramark$6,468,873$335 ▼0.0%154,4990.1%Business ServicesEQREquity Residential$6,242,960$292,772 ▼-4.5%92,5020.1%FinanceDLRDigital Realty Trust$5,574,027$5,574,027 ▲New Holding31,9740.1%FinanceSPGSimon Property Group$5,519,213$5,519,213 ▲New Holding34,3320.1%FinanceAVBAvalonBay Communities$5,186,199$195,157 ▼-3.6%25,4850.1%FinanceWMTWalmart$4,891,249$977,800 ▼-16.7%50,0230.0%Retail/WholesaleBNDVanguard Total Bond Market ETF$4,518,380$323,972 ▼-6.7%61,3660.0%ETFESSEssex Property Trust$4,319,5830.0%15,2420.0%FinanceVWOVanguard FTSE Emerging Markets ETF$4,279,825$1,364,008 ▲46.8%86,5310.0%ETFMARMarriott International$4,224,099$107,098 ▲2.6%15,4610.0%Consumer DiscretionaryVTVanguard Total World Stock ETF$3,848,788$841,163 ▲28.0%29,9470.0%ETFCPTCamden Property Trust$3,487,4180.0%30,9470.0%FinanceAREAlexandria Real Estate Equities$2,863,3660.0%39,4240.0%FinanceBRBRBellRing Brands$2,606,850$289,650 ▼-10.0%45,0000.0%Consumer StaplesHDBHDFC Bank$2,162,477$797,445 ▼-26.9%28,2050.0%FinanceFMXFomento Economico Mexicano$2,059,6000.0%20,0000.0%Consumer StaplesMDLZMondelez International$2,023,2000.0%30,0000.0%Consumer StaplesKRCKilroy Realty$2,003,4980.0%58,3940.0%FinanceVGKVanguard FTSE Europe ETF$1,567,051$1,567,051 ▲New Holding20,2200.0%ETFFRPTFreshpet$1,529,1000.0%22,5000.0%Consumer StaplesCPRTCopart$1,418,466$1,418,466 ▲New Holding28,9070.0%Business ServicesAGCOAGCO$1,392,660$670,540 ▼-32.5%13,5000.0%IndustrialsABNBAirbnb$1,370,9100.0%10,3590.0%Consumer DiscretionaryCCICrown Castle$1,127,359$2,409,018 ▼-68.1%10,9740.0%FinanceBXPBXP$1,059,010$51,817 ▼-4.7%15,6960.0%FinanceKIMKimco Realty$620,510$620,510 ▲New Holding29,5200.0%FinanceTSMTaiwan Semiconductor Manufacturing$0$243,875,082 ▼-100.0%00.0%Computer and TechnologyOXYOccidental Petroleum$0$10,316,734 ▼-100.0%00.0%EnergyNKENIKE$0$5,124,550 ▼-100.0%00.0%Consumer DiscretionaryDOCSDoximity$0$3,499,267 ▼-100.0%00.0%MedicalMAAMid-America Apartment Communities$0$2,266,017 ▼-100.0%00.0%FinanceDISWalt Disney$0$2,123,136 ▼-100.0%00.0%Consumer DiscretionaryBACBank of America$0$959,790 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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