Sarasin & Partners LLP Top Holdings and 13F Report (2026) About Sarasin & Partners LLPInvestment ActivitySarasin & Partners LLP has $8.93 billion in total holdings as of September 30, 2026.Sarasin & Partners LLP owns shares of 111 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.85% of the portfolio was purchased this quarter.About 8.91% of the portfolio was sold this quarter.This quarter, Sarasin & Partners LLP has purchased 94 new stocks and bought additional shares in 32 stocks.Sarasin & Partners LLP sold shares of 52 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $858,316,446Alphabet $714,152,823Microsoft $690,839,915Apple $573,690,226Amazon.com $453,906,221 Largest New Holdings this Quarter 038222105 - Applied Materials $219,077,746 Holding452308109 - Illinois Tool Works $120,262,962 Holding620076307 - Motorola Solutions $62,711,408 Holding78392B206 - SK HYNIX INC $58,585,296 Holding595112103 - Micron Technology $11,844,023 Holding Largest Purchases this Quarter Applied Materials 428,405 shares (about $219.08M)Illinois Tool Works 467,440 shares (about $120.26M)Alphabet 295,450 shares (about $101.66M)Motorola Solutions 140,618 shares (about $62.71M)SK HYNIX INC 318,139 shares (about $58.59M) Largest Sales this Quarter Broadcom 319,993 shares (about $112.38M)NVIDIA 477,547 shares (about $109.06M)Microsoft 172,100 shares (about $88.27M)Emerson Electric 519,910 shares (about $80.64M)Amgen 163,716 shares (about $69.01M) 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$858,316,446$109,062,184 ▼-11.3%3,758,2829.6%TechnologyGOOGLAlphabet$714,152,823$101,658,434 ▲16.6%2,075,5438.0%Communication ServicesMSFTMicrosoft$690,839,915$88,270,094 ▼-11.3%1,346,9297.7%TechnologyAAPLApple$573,690,226$41,630,164 ▼-6.8%1,722,6906.4%TechnologyAMZNAmazon.com$453,906,221$24,015,320 ▼-5.0%1,821,8195.1%Consumer DiscretionaryMAMastercard$368,946,124$2,260,476 ▼-0.6%669,0234.1%FinanceCMECME Group$346,065,109$1,753,170 ▲0.5%1,320,9603.9%FinanceAVGOBroadcom$291,894,023$112,378,340 ▼-27.8%831,1573.3%TechnologyBLACKROCK INC$246,220,704$7,650,379 ▼-3.0%232,6592.8%COMCCitigroup$227,612,248$12,796,250 ▼-5.3%1,757,8952.6%FinanceAMATApplied Materials$219,077,746$219,077,746 ▲New Holding428,4052.5%TechnologyHDHome Depot$189,895,361$5,611,565 ▼-2.9%667,4942.1%Consumer DiscretionaryCOSTCostco Wholesale$186,129,943$8,859,429 ▼-4.5%204,4622.1%Consumer StaplesMETAMeta Platforms$186,068,140$56,234,810 ▼-23.2%256,5822.1%Communication ServicesTSMTaiwan Semiconductor Manufacturing$183,604,158$57,956,659 ▼-24.0%402,4732.1%TechnologyJPMJPMorgan Chase & Co.$179,204,988$20,041,351 ▼-10.1%541,6832.0%FinanceEMREmerson Electric$178,495,467$80,638,054 ▼-31.1%1,150,8412.0%IndustrialsNFLXNetflix$178,067,818$12,316,843 ▼-6.5%2,559,1812.0%Communication ServicesTMOThermo Fisher Scientific$173,485,159$6,666,794 ▼-3.7%256,9961.9%HealthcareCLColgate-Palmolive$152,509,327$6,019,667 ▼-3.8%1,787,4981.7%Consumer StaplesUBERUber Technologies$145,960,693$6,093,553 ▲4.4%2,130,5021.6%IndustrialsDUKDuke Energy$142,749,644$3,549,473 ▼-2.4%1,252,0801.6%UtilitiesAMTAmerican Tower$136,010,192$3,076,063 ▼-2.2%830,9011.5%Real EstateMELIMercadoLibre$124,035,856$350,892 ▲0.3%71,7581.4%Consumer DiscretionaryITWIllinois Tool Works$120,262,962$120,262,962 ▲New Holding467,4401.3%IndustrialsLLYEli Lilly and Company$120,261,118$7,979,224 ▼-6.2%103,9351.3%HealthcareISRGIntuitive Surgical$118,205,714$18,814,770 ▲18.9%290,6961.3%HealthcarePWRQuanta Services$104,026,222$1,843,361 ▼-1.7%161,9061.2%IndustrialsMRKMerck & Co., Inc.$103,355,227$3,689,130 ▼-3.4%711,2741.2%HealthcareECLEcolab$91,917,032$2,458,040 ▼-2.6%334,7551.0%MaterialsCSCOCisco Systems$89,735,972$3,179,498 ▼-3.4%833,7451.0%TechnologyPLDPrologis$88,976,886$1,935,914 ▼-2.1%685,2811.0%Real EstateDEDeere & Company$85,769,040$5,704,818 ▼-6.2%127,7181.0%IndustrialsAMGNAmgen$75,969,602$69,007,942 ▼-47.6%180,2320.9%HealthcareMCOMoody's$71,163,532$4,957,737 ▲7.5%156,7030.8%FinanceKIMBERLY-CLARK CORP$64,163,990$4,006,711 ▼-5.9%658,5650.7%COMMSIMotorola Solutions$62,711,408$62,711,408 ▲New Holding140,6180.7%TechnologyAOSA. O. Smith$60,388,449$2,902,040 ▼-4.6%1,071,2870.7%IndustrialsSK HYNIX INC$58,585,296$58,585,296 ▲New Holding318,1390.7%AMERICAN DEPOSITLHXL3Harris Technologies$37,586,692$24,954,953 ▲197.6%158,7410.4%IndustrialsTXNTexas Instruments$29,233,554$2,304,300 ▼-7.3%104,3720.3%TechnologyNTAPNetApp$27,763,331$4,373,655 ▼-13.6%132,1560.3%TechnologyMARSH & MCLENNAN COS INC$26,068,935$1,569,692 ▼-5.7%152,6910.3%COMAMEAMETEK$22,902,390$82,494 ▼-0.4%92,4490.3%TechnologyPFEPfizer$22,273,265$1,833,465 ▼-7.6%780,9700.2%HealthcareSNASnap-On$22,002,662$1,568,945 ▼-6.7%60,5550.2%IndustrialsGOOGAlphabet$15,517,984$949,302 ▼-5.8%45,5420.2%Communication ServicesVWOVanguard FTSE Emerging Markets ETF$15,150,502$271,818 ▲1.8%255,4460.2%ETFVTVanguard Total World Stock ETF$13,964,837$25,098 ▲0.2%88,4690.2%ETFTTEKTetra Tech$13,754,845$1,827,275 ▼-11.7%417,4460.2%IndustrialsMUMicron Technology$11,844,023$11,844,023 ▲New Holding11,1200.1%TechnologyVPLVanguard FTSE Pacific ETF$9,552,588$46,556 ▼-0.5%82,4850.1%ETFVVisa$9,348,330$5,203,099 ▲125.5%26,0160.1%FinanceEWJiShares MSCI Japan ETF$9,062,610$71,243 ▲0.8%92,9880.1%ETFVGTVanguard Information Technology ETF$8,905,734$249,329 ▲2.9%70,8660.1%ETFGLDSPDR Gold Shares$8,382,288$6,313,565 ▼-43.0%22,0100.1%ETFBNDVanguard Total Bond Market ETF$6,623,986$2,340,485 ▲54.6%94,4260.1%ETFEVREvercore$6,437,5000.0%25,0000.1%FinanceSCHWCharles Schwab$6,108,750$3,968,244 ▲185.4%62,5000.1%FinanceFTNTFortinet$5,300,234$3,798,829 ▼-41.7%29,6500.1%TechnologyIWMiShares Russell 2000 ETF$5,261,295$377,931 ▲7.7%18,9330.1%ETFMSMorgan Stanley$5,250,816$518,160 ▼-9.0%27,9180.1%FinanceMPCMarathon Petroleum$5,100,918$5,100,918 ▲New Holding12,9000.1%EnergyNOWServiceNow$4,985,172$2,749,215 ▲123.0%37,2000.1%TechnologyWYWeyerhaeuser$4,708,246$41,472 ▲0.9%247,1520.1%Real EstateALLAllstate$4,614,688$4,614,688 ▲New Holding20,8000.1%FinanceVGKVanguard FTSE Europe ETF$4,571,409$363,171 ▼-7.4%52,6660.1%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$4,490,590$66,417 ▼-1.5%106,2860.1%ETFELFe.l.f. Beauty$4,439,852$1,673,275 ▼-27.4%43,9720.0%Consumer StaplesADBEAdobe$4,376,505$4,376,505 ▲New Holding18,2400.0%TechnologyVERALTO CORP$4,329,288$2,952,216 ▲214.4%45,9000.0%COM SHSROSTRoss Stores$4,280,789$246,470 ▲6.1%18,3410.0%Consumer DiscretionaryOTISOtis Worldwide$4,174,368$2,251,779 ▲117.1%64,9000.0%IndustrialsCBOECboe Global Markets$4,173,397$4,173,397 ▲New Holding15,1600.0%FinanceAPHAmphenol$3,700,770$3,700,770 ▲New Holding43,9000.0%TechnologyVDEVanguard Energy ETF$3,680,953$38,564 ▼-1.0%21,3810.0%ETFWELLWelltower$3,144,3880.0%13,6570.0%Real EstateVEEVVeeva Systems$3,111,405$3,111,405 ▲New Holding10,9000.0%HealthcareNEMNewmont$2,964,238$1,038,060 ▲53.9%25,7000.0%MaterialsZTSZoetis$2,826,020$1,249,957 ▲79.3%40,4700.0%HealthcareEOGEOG Resources$2,794,462$2,794,462 ▲New Holding20,2850.0%EnergyGEHCGE HealthCare Technologies$2,732,466$1,804,212 ▲194.4%41,8000.0%HealthcareRMDResMed$2,675,310$2,675,310 ▲New Holding12,1000.0%HealthcareABNBAirbnb$2,575,058$60,083 ▲2.4%16,0290.0%Consumer DiscretionaryWFCWells Fargo & Company$2,532,062$2,532,062 ▲New Holding31,6310.0%FinanceCPRTCopart$2,531,584$1,584,968 ▲167.4%92,8000.0%IndustrialsWALMART INC$2,337,992$332,544 ▼-12.5%22,4980.0%COMNBIXNeurocrine Biosciences$2,141,784$2,141,784 ▲New Holding15,1000.0%HealthcareCDWCDW$2,127,456$2,127,456 ▲New Holding16,6000.0%TechnologyARMKAramark$2,034,900$107,100 ▼-5.0%38,0000.0%Consumer DiscretionaryBACBank of America$1,872,392$32,658 ▲1.8%34,4000.0%FinanceORealty Income$1,851,630$385,530 ▲26.3%34,1000.0%Real EstateCFCF Industries$1,843,2000.0%16,0000.0%MaterialsINTCIntel$1,767,381$108,207 ▼-5.8%14,7000.0%TechnologyVTRVentas$1,710,8580.0%20,1230.0%Real EstateHEALTHPEAK PROPERTIES INC$1,641,6530.0%82,2060.0%COMDVNDevon Energy$1,616,004$1,616,004 ▲New Holding35,1000.0%EnergyNUNU$1,497,678$1,044,450 ▲230.4%118,3000.0%FinanceWINGWingstop$1,369,810$1,369,810 ▲New Holding13,0000.0%Consumer DiscretionaryEWUiShares MSCI United Kingdom ETF$1,367,750$2,678,361 ▼-66.2%29,3950.0%ETFShowing largest 100 holdings. 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