Sarasin & Partners LLP
Sarasin & Partners LLP reported 111 holdings worth US$8.93B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Sarasin & Partners LLP reported 111 holdings worth US$8.93B as of Sep 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 111
- Value as reported
- US$8.93B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 3.76M | US$858M | 9.6% |
| Alphabet Inc (google) Class C | 2.12M | US$730M | 8.2% |
| Microsoft Corp. | 1.35M | US$691M | 7.7% |
| Apple Inc | 1.72M | US$574M | 6.4% |
| Amazon.com, Inc. | 1.82M | US$454M | 5.1% |
| Mastercard Incorporated | 669K | US$369M | 4.1% |
| Cme Group Inc. | 1.32M | US$346M | 3.9% |
| Broadcom Inc. | 831K | US$292M | 3.3% |
| Blackrock, Inc. | 233K | US$246M | 2.8% |
| Citigroup, Inc. | 1.76M | US$228M | 2.6% |
| Applied Materials, Inc. | 428K | US$219M | 2.5% |
| Home Depot, Inc. (the) | 667K | US$190M | 2.1% |
| Costco Wholesale Corporation | 204K | US$186M | 2.1% |
| Meta Platforms, Inc. | 257K | US$186M | 2.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 402K | US$184M | 2.1% |
| Jp Morgan Chase & Co. | 542K | US$179M | 2.0% |
| Emerson Electric Company | 1.15M | US$178M | 2.0% |
| Netflix, Inc. | 2.56M | US$178M | 2.0% |
| Thermo Fisher Scientific Inc | 257K | US$173M | 1.9% |
| Colgate-palmolive Company | 1.79M | US$153M | 1.7% |
| Uber Technologies, Inc. | 2.13M | US$146M | 1.6% |
| Duke Energy Corporation (holding Company) | 1.25M | US$143M | 1.6% |
| American Tower Corporation (reit) | 831K | US$136M | 1.5% |
| Mercadolibre, Inc. | 71,758 | US$124M | 1.4% |
| Illinois Tool Works Inc. | 467K | US$120M | 1.3% |
| Eli Lilly And Company | 104K | US$120M | 1.3% |
| Intuitive Surgical, Inc. | 291K | US$118M | 1.3% |
| Quanta Services, Inc. | 162K | US$104M | 1.2% |
| Merck & Company, Inc. | 711K | US$103M | 1.2% |
| Ecolab Inc. | 335K | US$91.9M | 1.0% |
| Cisco Systems, Inc. | 834K | US$89.7M | 1.0% |
| Prologis, Inc. | 685K | US$89M | 1.00% |
| Deere & Company | 128K | US$85.8M | 0.96% |
| Amgen Inc. | 180K | US$76M | 0.85% |
| Moody's Corporation | 157K | US$71.2M | 0.80% |
| Kimberly-clark Corporation | 659K | US$64.2M | 0.72% |
| Motorola Solutions, Inc. | 141K | US$62.7M | 0.70% |
| A.o. Smith Corporation | 1.07M | US$60.4M | 0.68% |
| Sk Hynix Inc. | 318K | US$58.6M | 0.66% |
| L3harris Technologies, Inc. | 159K | US$37.6M | 0.42% |
| Texas Instruments Incorporated | 104K | US$29.2M | 0.33% |
| Netapp, Inc. | 132K | US$27.8M | 0.31% |
| Marsh | 153K | US$26.1M | 0.29% |
| Ametek, Inc. | 92,449 | US$22.9M | 0.26% |
| Pfizer, Inc. | 781K | US$22.3M | 0.25% |
| Snap-on Incorporated | 60,555 | US$22M | 0.25% |
| Tetra Tech, Inc. | 417K | US$13.8M | 0.15% |
| Micron Technology, Inc. | 11,120 | US$11.8M | 0.13% |
| Visa Inc. | 26,016 | US$9.35M | 0.10% |
| Evercore Inc. | 25,000 | US$6.44M | 0.07% |
| Charles Schwab Corporation (the) | 62,500 | US$6.11M | 0.07% |
| Fortinet, Inc. | 29,650 | US$5.3M | 0.06% |
| Morgan Stanley | 27,918 | US$5.25M | 0.06% |
| Marathon Petroleum Corporation | 12,900 | US$5.1M | 0.06% |
| Servicenow, Inc. | 37,200 | US$4.99M | 0.06% |
| Weyerhaeuser Company | 247K | US$4.71M | 0.05% |
| Allstate Corporation (the) | 20,800 | US$4.61M | 0.05% |
| E.l.f. Beauty, Inc. | 43,972 | US$4.44M | 0.05% |
| Adobe Inc. | 18,240 | US$4.38M | 0.05% |
| Veralto Corp | 45,900 | US$4.33M | 0.05% |
| Ross Stores, Inc. | 18,341 | US$4.28M | 0.05% |
| Otis Worldwide Corporation | 64,900 | US$4.17M | 0.05% |
| Cboe Global Markets, Inc. | 15,160 | US$4.17M | 0.05% |
| Amphenol Corporation | 43,900 | US$3.7M | 0.04% |
| Welltower Inc. | 13,657 | US$3.14M | 0.04% |
| Veeva Systems Inc. | 10,900 | US$3.11M | 0.03% |
| Newmont Corporation | 25,700 | US$2.96M | 0.03% |
| Zoetis Inc. | 40,470 | US$2.83M | 0.03% |
| Eog Resources, Inc. | 20,285 | US$2.79M | 0.03% |
| Ge Healthcare Technologies Inc. | 41,800 | US$2.73M | 0.03% |
| Resmed Inc. | 12,100 | US$2.68M | 0.03% |
| Airbnb, Inc. | 16,029 | US$2.58M | 0.03% |
| Wells Fargo & Company | 31,631 | US$2.53M | 0.03% |
| Copart, Inc. | 92,800 | US$2.53M | 0.03% |
| Walmart Inc. | 22,498 | US$2.34M | 0.03% |
| Neurocrine Biosciences, Inc. | 15,100 | US$2.14M | 0.02% |
| Cdw Corporation | 16,600 | US$2.13M | 0.02% |
| Aramark | 38,000 | US$2.03M | 0.02% |
| Bank Of America Corporation | 34,400 | US$1.87M | 0.02% |
| Realty Income Corporation | 34,100 | US$1.85M | 0.02% |
| Cf Industries Holdings, Inc. | 16,000 | US$1.84M | 0.02% |
| Intel Corporation | 14,700 | US$1.77M | 0.02% |
| Ventas, Inc. | 20,123 | US$1.71M | 0.02% |
| Healthpeak Properties, Inc. | 82,206 | US$1.64M | 0.02% |
| Devon Energy Corporation | 35,100 | US$1.62M | 0.02% |
| Nu Holdings Ltd. | 118K | US$1.5M | 0.02% |
| Wingstop Inc. | 13,000 | US$1.37M | 0.02% |
| Invitation Homes Inc. | 51,674 | US$1.36M | 0.02% |
| Equity Residential | 21,672 | US$1.32M | 0.01% |
| Chipotle Mexican Grill, Inc. | 40,000 | US$1.28M | 0.01% |
| Hdfc Bank Limited | 50,732 | US$1.13M | 0.01% |
| Bxp, Inc. | 17,234 | US$1.05M | 0.01% |
| Kilroy Realty Corporation | 28,076 | US$934K | 0.01% |
| Freshpet, Inc. | 16,000 | US$921K | 0.01% |
| Mondelez International, Inc. | 15,200 | US$879K | <0.01% |
| Gen Digital Inc. | 30,500 | US$672K | <0.01% |
| Bellring Brands, Inc. | 57,000 | US$438K | <0.01% |
| Kimco Realty Corporation (hc) | 14,750 | US$328K | <0.01% |
| Graco Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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