Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sarasin & Partners LLP (CIK 1510481) reported $8.54B across 94 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($847.5M, 9.93%), GOOGL ($636.2M, 7.45%), MSFT ($566.6M, 6.64%), AAPL ($534.6M, 6.26%), AMZN ($457.2M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $847.5M | 9.93% | 4.2M | Trimmed |
| 2 | GOOGL | ALPHABET INC | $636.2M | 7.45% | 1.8M | Added |
| 3 | MSFT | MICROSOFT CORP | $566.6M | 6.64% | 1.5M | Trimmed |
| 4 | AAPL | APPLE INC | $534.6M | 6.26% | 1.8M | Added |
| 5 | AMZN | AMAZON COM INC | $457.2M | 5.36% | 1.9M | Trimmed |
| 6 | AVGO | BROADCOM INC | $434.8M | 5.09% | 1.2M | Added |
| 7 | MA | MASTERCARD INCORPORATED | $345.7M | 4.05% | 673,122 | Trimmed |
| 8 | CME | CME GROUP INC | $290.2M | 3.40% | 1.3M | Added |
| 9 | C | CITIGROUP INC | $259.9M | 3.04% | 1.9M | Added |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $252.9M | 2.96% | 529,518 | Added |
| 11 | HD | HOME DEPOT INC | $242.4M | 2.84% | 687,219 | Added |
| 12 | EMR | EMERSON ELEC CO | $239.2M | 2.80% | 1.7M | Added |
| 13 | BLK | BLACKROCK INC | $230.7M | 2.70% | 239,888 | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $200.4M | 2.35% | 214,194 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $197.1M | 2.31% | 602,262 | Trimmed |
| 16 | NFLX | NETFLIX INC. | $195.4M | 2.29% | 2.7M | Added |
| 17 | META | META PLATFORMS INC | $188.2M | 2.20% | 334,128 | Trimmed |
| 18 | CL | COLGATE PALMOLIVE CO | $170.3M | 2.00% | 1.9M | Trimmed |
| 19 | DUK | DUKE ENERGY CORP NEW | $162.4M | 1.90% | 1.3M | Added |
| 20 | UBER | UBER TECHNOLOGIES INC | $147.3M | 1.73% | 2.0M | Added |
| 21 | AMT | AMERICAN TOWER CORP | $139.0M | 1.63% | 849,693 | Trimmed |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | $133.8M | 1.57% | 266,872 | Added |
| 23 | LLY | ELI LILLY & CO | $132.9M | 1.56% | 110,831 | Trimmed |
| 24 | AMGN | AMGEN INC | $124.6M | 1.46% | 343,948 | Trimmed |
| 25 | MELI | MERCADOLIBRE INC | $121.5M | 1.42% | 71,555 | Added |
Source: SEC Form 13F filings · as of 2026-06-30