EdgeMarket › What Sarasin & Partners Llp reported owning
What Sarasin & Partners Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.2BPositions
88Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 793.0M | 9.7% | 4.5M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 580.1M | 7.1% | 1.6M | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 496.0M | 6.1% | 1.7M | 344.82 | +73.0% |
| AAPL Apple Inc. | 467.1M | 5.7% | 1.8M | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 403.6M | 4.9% | 1.9M | 258.63 | +15.6% |
| MA Mastercard Inc | 336.9M | 4.1% | 674.3K | 580.63 | -2.0% |
| AVGO Broadcom Inc. | 330.9M | 4.0% | 1.1M | 368.45 | +26.5% |
| CME CME GROUP INC. | 274.9M | 3.4% | 930.7K | 274.98 | +0.1% |
| JPM JPMORGAN CHASE & CO | 267.3M | 3.3% | 908.6K | 351.58 | +20.3% |
| NFLX NETFLIX INC | 238.1M | 2.9% | 2.5M | 79.59 | -34.4% |
| AMGN AMGEN INC | 234.5M | 2.9% | 666.5K | 439.33 | +48.2% |
| BLK BlackRock, Inc. | 231.5M | 2.8% | 240.7K | 1,156.55 | +2.5% |
| HD HOME DEPOT, INC. | 217.4M | 2.7% | 660.9K | 335.61 | -16.5% |
| EMR EMERSON ELECTRIC CO | 216.4M | 2.6% | 1.7M | 157.26 | +20.1% |
| CL COLGATE PALMOLIVE CO | 212.8M | 2.6% | 2.5M | 91.08 | +5.8% |
| COST COSTCO WHOLESALE CORP /NEW | 199.7M | 2.4% | 200.4K | 947.74 | -4.7% |
| META Meta Platforms, Inc. | 196.9M | 2.4% | 344.2K | 549.90 | -26.5% |
| AMT AMERICAN TOWER CORP /MA/ | 149.0M | 1.8% | 863.2K | 175.80 | -16.1% |
| DUK Duke Energy CORP | 145.7M | 1.8% | 1.1M | 119.85 | -3.7% |
| UBER Uber Technologies, Inc | 141.3M | 1.7% | 2.0M | 78.80 | -15.9% |
| KMB KIMBERLY CLARK CORP | 132.0M | 1.6% | 1.4M | 109.31 | -18.0% |
| MCO MOODYS CORP /DE/ | 125.5M | 1.5% | 287.8K | 503.32 | -2.3% |
| FTNT Fortinet, Inc. | 124.0M | 1.5% | 1.5M | 153.51 | +92.8% |
| TMO THERMO FISHER SCIENTIFIC INC. | 122.8M | 1.5% | 249.9K | 629.27 | +27.2% |
| MELI MERCADOLIBRE INC | 121.5M | 1.5% | 70.2K | 1,922.73 | -17.7% |
| LLY ELI LILLY & Co | 112.4M | 1.4% | 122.2K | 1,255.40 | +78.0% |
| CSCO CISCO SYSTEMS, INC. | 112.1M | 1.4% | 1.4M | 111.04 | +65.5% |
| PWR QUANTA SERVICES, INC. | 111.3M | 1.4% | 202.7K | 639.34 | +70.1% |
| MRK Merck & Co., Inc. | 94.5M | 1.2% | 785.7K | 152.55 | +80.2% |
| PLD Prologis, Inc. | 91.7M | 1.1% | 694.0K | 141.80 | +28.7% |
| ECL ECOLAB INC. | 81.5M | 1.0% | 306.2K | 281.63 | -1.3% |
| AOS SMITH A O CORP | 79.2M | 1.0% | 1.2M | 63.08 | -12.2% |
| DE DEERE & CO | 78.5M | 1.0% | 139.4K | 647.47 | +31.4% |
| C CITIGROUP INC | 74.3M | 0.9% | 654.8K | 131.65 | +41.3% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 71.6M | 0.9% | 412.7K | 192.01 | -9.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 66.6M | 0.8% | 197.1K | 418.95 | +83.3% |
| ISRG INTUITIVE SURGICAL INC | 49.4M | 0.6% | 107.1K | 378.81 | -21.2% |
| AME AMETEK INC/ | 43.3M | 0.5% | 201.8K | 239.55 | +30.7% |
| OTIS Otis Worldwide Corp | 42.1M | 0.5% | 546.3K | 71.49 | -19.8% |
| TXN TEXAS INSTRUMENTS INC | 40.0M | 0.5% | 205.8K | 264.36 | +31.7% |
| PFE PFIZER INC | 38.1M | 0.5% | 1.4M | 28.07 | +10.6% |
| SNA Snap-on Inc | 24.0M | 0.3% | 66.2K | 393.39 | +21.7% |
| NTAP NetApp, Inc. | 23.5M | 0.3% | 229.9K | 192.27 | +77.3% |
| ROST ROSS STORES, INC. | 18.5M | 0.2% | 85.2K | 239.04 | +63.3% |
| GLD SPDR GOLD TRUST | 17.4M | 0.2% | 40.5K | 423.36 | +37.3% |
| GOOG Alphabet Inc. | 13.9M | 0.2% | 48.3K | 341.75 | +70.7% |
| NOW ServiceNow, Inc. | 13.8M | 0.2% | 132.0K | 128.48 | -27.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 13.7M | 0.2% | 254.0K | 60.45 | +17.7% |
| TTEK TETRA TECH INC | 13.1M | 0.2% | 436.2K | 37.00 | +3.8% |
| MS MORGAN STANLEY | 8.0M | 0.1% | 48.5K | 214.20 | +48.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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