Sarasin & Partners LLP
Institutional investor · Portfolio as of Q1 2025
Top Holdings81 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.1M | $796.4M | 8.6% | $304.95 | +23.56% | 25 qtrssince 2019-Q1 | Increased 66 |
AMAZON.COM INC | 2.5M | $477.9M | 5.2% | $115.11 | +67.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.9M | $417.5M | 4.5% | $118.01 | -7.08% | 8 qtrssince 2023-Q2 | Decreased 0 |
MASTERCARD INC - A | 759,791 | $416.5M | 4.5% | $337.49 | +59.27% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.6M | $396.3M | 4.3% | $112.20 | +37.16% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.8M | $396.2M | 4.3% | $174.40 | +26.59% | 25 qtrssince 2019-Q1 | Decreased 0 |
OTIS WORLDWIDE CORP | 3.6M | $375.9M | 4.1% | $76.60 | +30.69% | 20 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 643,015 | $370.6M | 4.0% | $302.89 | +89.98% | 25 qtrssince 2019-Q1 | Decreased 0 |
COLGATE-PALMOLIVE CO | 3.9M | $363M | 3.9% | $71.85 | +25.78% | 25 qtrssince 2019-Q1 | Increased 63 |
CME GROUP INC | 1.2M | $311.1M | 3.4% | $155.36 | +63.62% | 25 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 554,313 | $290.3M | 3.1% | $505.79 | 0.00% | 1 qtr | New 86 |
JPMORGAN CHASE & CO | 1.1M | $263.6M | 2.9% | $164.50 | +44.67% | 25 qtrssince 2019-Q1 | Decreased 0 |
ZOETIS INC | 1.6M | $255.8M | 2.8% | $160.47 | 0.00% | 1 qtr | New 80 |
EMERSON ELECTRIC CO | 2.2M | $244.1M | 2.6% | $113.19 | -5.59% | 3 qtrssince 2024-Q3 | Increased 65 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.5M | $243.9M | 2.6% | $163.69 | 0.00% | 1 qtr | New 79 |
HOME DEPOT INC | 664,257 | $243.4M | 2.6% | $305.32 | +15.18% | 25 qtrssince 2019-Q1 | Decreased 0 |
FORTINET INC | 2.5M | $240.1M | 2.6% | $73.55 | +31.34% | 5 qtrssince 2024-Q1 | Increased 66 |
BLACKROCK INC | 244,134 | $231.1M | 2.5% | $1,006.79 | -7.35% | 2 qtrssince 2024-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 238,030 | $225.1M | 2.4% | $430.99 | +117.59% | 25 qtrssince 2019-Q1 | Decreased 0 |
DEERE AND CO | 455,431 | $213.8M | 2.3% | $320.55 | +44.15% | 25 qtrssince 2019-Q1 | Decreased 0 |
Sarasin & Partners LLP manages $9.2B across 81 positions as of Q1 2025. Top holdings: MSFT (8.6%), AMZN (5.2%), NVDA (4.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 22 new positions, 3 exits, 12 increased. Top move: UNH (NEW, conviction 86). Portfolio: $9.2B across 81 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer