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Free — 5 of 68

Data as of Q4 2025

All position changes for Sarasin & Partners LLP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	MSFT Microsoft Corp	Decreased	1.7M	-12.3%	$841.5M	8.7%	0
2025-Q4	NVDA NVIDIA Corp	Decreased	4.5M	-2.0%	$832.7M	8.6%	0
2025-Q4	GOOGL Alphabet Inc	Decreased	2M	-10.5%	$620.8M	6.4%	0
2025-Q4	AMZN Amazon.com Inc	Decreased	2.3M	-11.5%	$524.3M	5.4%	0
2025-Q4	MA Mastercard Inc	Decreased	718,452	-1.3%	$410.1M	4.3%	0
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