Sarasin & Partners LLP Top Holdings and 13F Report (2026) About Sarasin & Partners LLPInvestment ActivitySarasin & Partners LLP has $8.54 billion in total holdings as of June 30, 2026.Sarasin & Partners LLP owns shares of 94 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.77% of the portfolio was purchased this quarter.About 12.38% of the portfolio was sold this quarter.This quarter, Sarasin & Partners LLP has purchased 88 new stocks and bought additional shares in 33 stocks.Sarasin & Partners LLP sold shares of 46 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $847,547,020Alphabet $636,151,841Microsoft $566,628,193Apple $534,649,894Amazon.com $457,185,697 Largest New Holdings this Quarter 502431109 - L3Harris Technologies $15,502,397 Holding92204A702 - Vanguard Information Technology ETF $8,232,774 Holding464287655 - iShares Russell 2000 ETF $5,279,820 Holding458140100 - Intel $2,178,228 Holding125269100 - CF Industries $1,732,160 Holding Largest Purchases this Quarter Citigroup 1,201,901 shares (about $168.22M)Taiwan Semiconductor Manufacturing 332,404 shares (about $158.75M)CME Group 383,581 shares (about $84.71M)Intuitive Surgical 137,302 shares (about $54.60M)Broadcom 81,998 shares (about $30.97M) Largest Sales this Quarter Fortinet 1,466,544 shares (about $225.29M)Amgen 322,502 shares (about $116.78M)JPMorgan Chase & Co. 306,305 shares (about $100.26M)KIMBERLY-CLARK CORP 668,566 shares (about $73.39M)Cisco Systems 581,182 shares (about $68.27M) 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 PortfolioSectorNVDANVIDIA$847,547,020$62,233,992 â–¼-6.8%4,235,8299.9%Computer and TechnologyGOOGLAlphabet$636,151,841$19,716,460 â–²3.2%1,780,0937.5%Computer and TechnologyMSFTMicrosoft$566,628,193$17,925,849 â–¼-3.1%1,519,0296.6%Computer and TechnologyAAPLApple$534,649,894$2,062,847 â–²0.4%1,847,6986.3%Computer and TechnologyAMZNAmazon.com$457,185,697$4,682,666 â–¼-1.0%1,918,2085.4%Retail/WholesaleAVGOBroadcom$434,846,958$30,974,748 â–²7.7%1,151,1505.1%Computer and TechnologyMAMastercard$345,715,455$621,970 â–¼-0.2%673,1224.0%Business ServicesCMECME Group$290,229,815$84,706,196 â–²41.2%1,314,2683.4%FinanceCCitigroup$259,866,946$168,218,061 â–²183.5%1,856,7233.0%Financial ServicesTSMTaiwan Semiconductor Manufacturing$252,881,911$158,746,178 â–²168.6%529,5183.0%Computer and TechnologyHDHome Depot$242,368,401$9,295,587 â–²4.0%687,2192.8%Retail/WholesaleEMREmerson Electric$239,168,023$2,774,104 â–²1.2%1,670,7512.8%IndustrialsBLACKROCK INC$230,666,701$778,864 â–¼-0.3%239,8882.7%COMCOSTCostco Wholesale$200,372,055$12,904,808 â–²6.9%214,1942.3%Retail/WholesaleJPMJPMorgan Chase & Co.$197,138,423$100,262,817 â–¼-33.7%602,2622.3%FinanceNFLXNetflix$195,364,541$18,549,292 â–²10.5%2,736,1982.3%Consumer DiscretionaryMETAMeta Platforms$188,210,963$5,666,697 â–¼-2.9%334,1282.2%Computer and TechnologyCLColgate-Palmolive$170,346,208$58,586,821 â–¼-25.6%1,858,0522.0%Consumer StaplesDUKDuke Energy$162,429,102$21,607,206 â–²15.3%1,283,2131.9%UtilitiesUBERUber Technologies$147,318,825$5,566,134 â–²3.9%2,041,5581.7%Computer and TechnologyAMTAmerican Tower$138,984,286$2,203,779 â–¼-1.6%849,6931.6%FinanceTMOThermo Fisher Scientific$133,798,945$8,532,144 â–²6.8%266,8721.6%MedicalLLYEli Lilly and Company$132,934,023$13,612,331 â–¼-9.3%110,8311.6%MedicalAMGNAmgen$124,550,457$116,784,431 â–¼-48.4%343,9481.5%MedicalMELIMercadoLibre$121,456,746$2,215,094 â–²1.9%71,5551.4%Retail/WholesalePWRQuanta Services$118,644,599$27,341,361 â–¼-18.7%164,7751.4%ConstructionCSCOCisco Systems$101,401,569$68,265,635 â–¼-40.2%863,2861.2%Computer and TechnologyISRGIntuitive Surgical$97,203,332$54,602,260 â–²128.2%244,4261.1%MedicalECLEcolab$95,760,201$10,443,138 â–²12.2%343,7071.1%Basic MaterialsPLDPrologis$94,854,872$845,197 â–²0.9%700,1911.1%FinanceMRKMerck & Co., Inc.$94,661,092$6,300,228 â–¼-6.2%736,6621.1%MedicalDEDeere & Company$86,403,999$2,031,125 â–¼-2.3%136,2131.0%IndustrialsKIMBERLY-CLARK CORP$76,804,860$73,388,488 â–¼-48.9%699,6890.9%COMAOSA. O. Smith$70,420,072$4,901,443 â–¼-6.5%1,122,7690.8%IndustrialsMCOMoody's$66,029,396$64,314,188 â–¼-49.3%145,7860.8%FinanceTXNTexas Instruments$33,562,386$27,779,530 â–¼-45.3%112,5990.4%Computer and TechnologyMARSH & MCLENNAN COS INC$26,981,375$41,805,339 â–¼-60.8%161,8850.3%COMSNASnap-On$26,104,897$515,072 â–¼-1.9%64,8730.3%Consumer DiscretionaryNTAPNetApp$23,674,412$11,906,771 â–¼-33.5%152,9750.3%Computer and TechnologyAMEAMETEK$22,447,678$26,373,639 â–¼-54.0%92,7820.3%Computer and TechnologyPFEPfizer$20,353,788$12,293,562 â–¼-37.7%845,2570.2%MedicalGOOGAlphabet$17,075,740$1,060 â–²0.0%48,3280.2%Computer and TechnologyLHXL3Harris Technologies$15,502,397$15,502,397 â–²New Holding53,3480.2%AerospaceVWOVanguard FTSE Emerging Markets ETF$14,974,013$187,964 â–¼-1.2%250,8630.2%ETFGLDSPDR Gold Shares$14,215,057$692,555 â–¼-4.6%38,5880.2%FinanceVTVanguard Total World Stock ETF$13,860,263$5,414,151 â–²64.1%88,3100.2%ETFTTEKTetra Tech$13,662,140$1,061,188 â–²8.4%472,9020.2%IndustrialsVPLVanguard FTSE Pacific ETF$9,589,200$4,204,870 â–²78.1%82,8870.1%ETFEWJiShares MSCI Japan ETF$8,604,813$634,423 â–²8.0%92,2570.1%ETFEVREvercore$8,536,0000.0%25,0000.1%FinanceVGTVanguard Information Technology ETF$8,232,774$8,232,774 â–²New Holding68,8820.1%ETFFTNTFortinet$7,819,411$225,290,471 â–¼-96.6%50,9010.1%Computer and TechnologyMSMorgan Stanley$6,411,883$3,725,510 â–¼-36.8%30,6730.1%FinanceWYWeyerhaeuser$5,864,702$98,010 â–²1.7%244,9750.1%ConstructionIWMiShares Russell 2000 ETF$5,279,820$5,279,820 â–²New Holding17,5730.1%FinanceVGKVanguard FTSE Europe ETF$5,033,499$275,802 â–¼-5.2%56,8500.1%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$4,576,425$26,689 â–²0.6%107,8580.1%ETFBNDVanguard Total Bond Market ETF$4,482,564$626,775 â–²16.3%61,0620.1%ETFELFe.l.f. Beauty$4,480,256$426,018 â–²10.5%60,5440.1%Consumer StaplesEWUiShares MSCI United Kingdom ETF$4,012,196$220,319 â–¼-5.2%86,9570.0%ETFVVisa$3,957,887$160,566 â–²4.2%11,5360.0%Business ServicesROSTRoss Stores$3,679,113$14,449,964 â–¼-79.7%17,2850.0%Retail/WholesaleVDEVanguard Energy ETF$3,243,562$270,835 â–¼-7.7%21,6050.0%ETFWELLWelltower$3,099,729$858,854 â–¼-21.7%13,6570.0%FinanceWALMART INC$2,910,556$11,326 â–²0.4%25,6980.0%COMARMKAramark$2,276,000$1,194,900 â–¼-34.4%40,0000.0%Business ServicesABNBAirbnb$2,240,231$700,618 â–²45.5%15,6550.0%Consumer DiscretionaryINTCIntel$2,178,228$2,178,228 â–²New Holding15,6000.0%Computer and TechnologyOTISOtis Worldwide$2,140,195$36,973,657 â–¼-94.5%29,8910.0%IndustrialsSCHWCharles Schwab$2,020,713$359,853 â–²21.7%21,9000.0%FinanceBACBank of America$1,925,9240.0%33,8000.0%FinanceVTRVentas$1,786,922$608,369 â–¼-25.4%20,1230.0%FinanceCMGChipotle Mexican Grill$1,768,000$713,388 â–¼-28.7%52,0000.0%Retail/WholesaleHEALTHPEAK PROPERTIES INC$1,759,209$923,111 â–¼-34.4%82,2060.0%COMCFCF Industries$1,732,160$1,732,160 â–²New Holding16,0000.0%Basic MaterialsFRPTFreshpet$1,684,920$97,548 â–²6.1%28,5000.0%Consumer StaplesORealty Income$1,672,920$1,672,920 â–²New Holding27,0000.0%FinanceNOWServiceNow$1,656,487$11,445,298 â–¼-87.4%16,6850.0%Computer and TechnologyZTSZoetis$1,621,880$86,232 â–²5.6%22,5700.0%MedicalINVHInvitation Home$1,561,072$1,041,128 â–¼-40.0%51,6740.0%FinanceNEMNewmont$1,559,780$56,040 â–¼-3.5%16,7000.0%Basic MaterialsEQREquity Residential$1,394,399$324,502 â–¼-18.9%20,5270.0%FinanceHDBHDFC Bank$1,310,4080.0%50,7320.0%FinanceVERALTO CORP$1,294,728$345,852 â–²36.4%14,6000.0%COM SHSGGGGraco$1,237,358$270,306 â–¼-17.9%16,3650.0%IndustrialsCPRTCopart$978,193$78,932 â–¼-7.5%34,7000.0%Business ServicesNKENIKE$957,3270.0%23,3210.0%Consumer DiscretionaryGEHCGE HealthCare Technologies$908,942$908,942 â–²New Holding14,2000.0%MedicalMDLZMondelez International$809,760$286,308 â–¼-26.1%14,0000.0%Consumer StaplesBXPBXP$806,263$806,263 â–²New Holding12,1590.0%FinanceBRBRBellRing Brands$737,5800.0%57,0000.0%Consumer StaplesKRCKilroy Realty$507,830$507,830 â–²New Holding13,5530.0%FinanceNUNU$478,288$478,288 â–²New Holding35,8000.0%FinanceKIMKimco Realty$398,350$449,963 â–¼-53.0%15,7140.0%FinanceSPGSimon Property Group$0$1,867,911 â–¼-100.0%00.0%FinanceKRKroger$0$1,613,628 â–¼-100.0%00.0%Retail/WholesaleFMXFomento Economico Mexicano$0$1,443,780 â–¼-100.0%00.0%Consumer StaplesTROWT. Rowe Price Group$0$1,307,030 â–¼-100.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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