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 $8.20B across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($793.0M, 9.67%), MSFT ($580.1M, 7.08%), GOOGL ($496.0M, 6.05%), AAPL ($467.1M, 5.70%), AMZN ($403.6M, 4.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $793.0M | 9.67% | 4.5M | Added |
| 2 | MSFT | MICROSOFT CORP | $580.1M | 7.08% | 1.6M | Trimmed |
| 3 | GOOGL | ALPHABET INC | $496.0M | 6.05% | 1.7M | Trimmed |
| 4 | AAPL | APPLE INC | $467.1M | 5.70% | 1.8M | Added |
| 5 | AMZN | AMAZON COM INC | $403.6M | 4.92% | 1.9M | Trimmed |
| 6 | MA | MASTERCARD INCORPORATED | $336.9M | 4.11% | 674,333 | Trimmed |
| 7 | AVGO | BROADCOM INC | $330.9M | 4.04% | 1.1M | Added |
| 8 | CME | CME GROUP INC | $274.9M | 3.35% | 930,687 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $267.3M | 3.26% | 908,567 | Trimmed |
| 10 | NFLX | NETFLIX INC. | $238.1M | 2.90% | 2.5M | Added |
| 11 | AMGN | AMGEN INC | $234.5M | 2.86% | 666,450 | Added |
| 12 | BLK | BLACKROCK INC | $231.5M | 2.82% | 240,698 | Trimmed |
| 13 | HD | HOME DEPOT INC | $217.4M | 2.65% | 660,862 | Trimmed |
| 14 | EMR | EMERSON ELEC CO | $216.4M | 2.64% | 1.7M | Trimmed |
| 15 | CL | COLGATE PALMOLIVE CO | $212.8M | 2.60% | 2.5M | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $199.7M | 2.44% | 200,399 | Added |
| 17 | META | META PLATFORMS INC | $196.9M | 2.40% | 344,188 | Trimmed |
| 18 | AMT | AMERICAN TOWER CORP | $149.0M | 1.82% | 863,166 | Trimmed |
| 19 | DUK | DUKE ENERGY CORP NEW | $145.7M | 1.78% | 1.1M | New |
| 20 | UBER | UBER TECHNOLOGIES INC | $141.3M | 1.72% | 2.0M | Trimmed |
| 21 | KMB | KIMBERLY-CLARK CORP | $132.0M | 1.61% | 1.4M | Trimmed |
| 22 | MCO | MOODYS CORP | $125.5M | 1.53% | 287,785 | Trimmed |
| 23 | FTNT | FORTINET INC | $124.0M | 1.51% | 1.5M | Trimmed |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $122.8M | 1.50% | 249,854 | Trimmed |
| 25 | MELI | MERCADOLIBRE INC | $121.5M | 1.48% | 70,250 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31