Sarasin & Partners LLP
Sarasin & Partners LLP reported 94 holdings worth US$8.54B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Sarasin & Partners LLP reported 94 holdings worth US$8.54B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 94
- Value as reported
- US$8.54B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 4.24M | US$848M | 9.9% |
| Alphabet Inc (google) Class C | 1.83M | US$653M | 7.7% |
| Microsoft Corp. | 1.52M | US$567M | 6.6% |
| Apple Inc | 1.85M | US$535M | 6.3% |
| Amazon.com, Inc. | 1.92M | US$457M | 5.4% |
| Broadcom Inc. | 1.15M | US$435M | 5.1% |
| Mastercard Incorporated | 673K | US$346M | 4.0% |
| Cme Group Inc. | 1.31M | US$290M | 3.4% |
| Citigroup, Inc. | 1.86M | US$260M | 3.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 530K | US$253M | 3.0% |
| Home Depot, Inc. (the) | 687K | US$242M | 2.8% |
| Emerson Electric Company | 1.67M | US$239M | 2.8% |
| Blackrock, Inc. | 240K | US$231M | 2.7% |
| Costco Wholesale Corporation | 214K | US$200M | 2.3% |
| Jp Morgan Chase & Co. | 602K | US$197M | 2.3% |
| Netflix, Inc. | 2.74M | US$195M | 2.3% |
| Meta Platforms, Inc. | 334K | US$188M | 2.2% |
| Colgate-palmolive Company | 1.86M | US$170M | 2.0% |
| Duke Energy Corporation (holding Company) | 1.28M | US$162M | 1.9% |
| Uber Technologies, Inc. | 2.04M | US$147M | 1.7% |
| American Tower Corporation (reit) | 850K | US$139M | 1.6% |
| Thermo Fisher Scientific Inc | 267K | US$134M | 1.6% |
| Eli Lilly And Company | 111K | US$133M | 1.6% |
| Amgen Inc. | 344K | US$125M | 1.5% |
| Mercadolibre, Inc. | 71,555 | US$121M | 1.4% |
| Quanta Services, Inc. | 165K | US$119M | 1.4% |
| Cisco Systems, Inc. | 863K | US$101M | 1.2% |
| Intuitive Surgical, Inc. | 244K | US$97.2M | 1.1% |
| Ecolab Inc. | 344K | US$95.8M | 1.1% |
| Prologis, Inc. | 700K | US$94.9M | 1.1% |
| Merck & Company, Inc. | 737K | US$94.7M | 1.1% |
| Deere & Company | 136K | US$86.4M | 1.0% |
| Kimberly-clark Corporation | 700K | US$76.8M | 0.90% |
| A.o. Smith Corporation | 1.12M | US$70.4M | 0.82% |
| Moody's Corporation | 146K | US$66M | 0.77% |
| Texas Instruments Incorporated | 113K | US$33.6M | 0.39% |
| Marsh | 162K | US$27M | 0.32% |
| Snap-on Incorporated | 64,873 | US$26.1M | 0.31% |
| Netapp, Inc. | 153K | US$23.7M | 0.28% |
| Ametek, Inc. | 92,782 | US$22.4M | 0.26% |
| Pfizer, Inc. | 845K | US$20.4M | 0.24% |
| L3harris Technologies, Inc. | 53,348 | US$15.5M | 0.18% |
| Tetra Tech, Inc. | 473K | US$13.7M | 0.16% |
| Evercore Inc. | 25,000 | US$8.54M | 0.10% |
| Fortinet, Inc. | 50,901 | US$7.82M | 0.09% |
| Morgan Stanley | 30,673 | US$6.41M | 0.08% |
| Weyerhaeuser Company | 245K | US$5.86M | 0.07% |
| E.l.f. Beauty, Inc. | 60,544 | US$4.48M | 0.05% |
| Visa Inc. | 11,536 | US$3.96M | 0.05% |
| Ross Stores, Inc. | 17,285 | US$3.68M | 0.04% |
| Welltower Inc. | 13,657 | US$3.1M | 0.04% |
| Walmart Inc. | 25,698 | US$2.91M | 0.03% |
| Aramark | 40,000 | US$2.28M | 0.03% |
| Airbnb, Inc. | 15,655 | US$2.24M | 0.03% |
| Intel Corporation | 15,600 | US$2.18M | 0.03% |
| Otis Worldwide Corporation | 29,891 | US$2.14M | 0.03% |
| Charles Schwab Corporation (the) | 21,900 | US$2.02M | 0.02% |
| Bank Of America Corporation | 33,800 | US$1.93M | 0.02% |
| Ventas, Inc. | 20,123 | US$1.79M | 0.02% |
| Chipotle Mexican Grill, Inc. | 52,000 | US$1.77M | 0.02% |
| Healthpeak Properties, Inc. | 82,206 | US$1.76M | 0.02% |
| Cf Industries Holdings, Inc. | 16,000 | US$1.73M | 0.02% |
| Freshpet, Inc. | 28,500 | US$1.68M | 0.02% |
| Realty Income Corporation | 27,000 | US$1.67M | 0.02% |
| Servicenow, Inc. | 16,685 | US$1.66M | 0.02% |
| Zoetis Inc. | 22,570 | US$1.62M | 0.02% |
| Invitation Homes Inc. | 51,674 | US$1.56M | 0.02% |
| Newmont Corporation | 16,700 | US$1.56M | 0.02% |
| Equity Residential | 20,527 | US$1.39M | 0.02% |
| Hdfc Bank Limited | 50,732 | US$1.31M | 0.02% |
| Veralto Corp | 14,600 | US$1.29M | 0.02% |
| Graco Inc. | 16,365 | US$1.24M | 0.01% |
| Copart, Inc. | 34,700 | US$978K | 0.01% |
| Nike, Inc. | 23,321 | US$957K | 0.01% |
| Ge Healthcare Technologies Inc. | 14,200 | US$909K | 0.01% |
| Mondelez International, Inc. | 14,000 | US$810K | <0.01% |
| Bxp, Inc. | 12,159 | US$806K | <0.01% |
| Bellring Brands, Inc. | 57,000 | US$738K | <0.01% |
| Kilroy Realty Corporation | 13,553 | US$508K | <0.01% |
| Nu Holdings Ltd. | 35,800 | US$478K | <0.01% |
| Kimco Realty Corporation (hc) | 15,714 | US$398K | <0.01% |
| Fomento Economico Mexicano Sab De Cv Units Cons. Of 5 Shsb | 0 | US$0 | 0.00% |
| Kroger Company (the) | 0 | US$0 | 0.00% |
| T. Rowe Price Group, Inc. | 0 | US$0 | 0.00% |
| Simon Property Group, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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