Sarasin & Partners LLP
Institutional investor · Portfolio as of Q3 2023
Top Holdings79 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 4.2M | $552M | 6.9% | $105.79 | +22.77% | 19 qtrssince 2019-Q1 | Increased 75 |
AMAZON.COM INC | 3.9M | $498.4M | 6.2% | $113.12 | +12.38% | 19 qtrssince 2019-Q1 | Increased 71 |
CME GROUP INC | 2.5M | $498M | 6.2% | $158.04 | +15.29% | 19 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $472.7M | 5.9% | $229.64 | +35.20% | 19 qtrssince 2019-Q1 | Increased 63 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 4M | $343.5M | 4.3% | $64.44 | +30.59% | 19 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 3.3M | $339.5M | 4.2% | $83.93 | +14.26% | 19 qtrssince 2019-Q1 | Increased 59 |
AMGEN INC | 1.2M | $318.2M | 4.0% | $198.09 | +24.74% | 19 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 744,200 | $294.6M | 3.7% | $308.13 | +26.65% | 19 qtrssince 2019-Q1 | Decreased 0 |
COLGATE-PALMOLIVE CO | 4M | $284.7M | 3.6% | $66.69 | -0.61% | 19 qtrssince 2019-Q1 | Increased 59 |
OTIS WORLDWIDE CORP | 2.9M | $236.7M | 3.0% | $68.73 | +10.66% | 14 qtrssince 2020-Q2 | Increased 54 |
DEERE AND CO | 625,273 | $236M | 2.9% | $303.52 | +20.39% | 19 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 2.7M | $221.1M | 2.8% | $119.34 | -33.64% | 19 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 1.2M | $210M | 2.6% | $160.45 | +3.19% | 19 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 248,532 | $206.4M | 2.6% | $45.02 | +78.92% | 17 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 1.2M | $204.2M | 2.5% | $157.89 | +6.99% | 19 qtrssince 2019-Q1 | Increased 66 |
CISCO SYSTEMS INC | 3.4M | $185.4M | 2.3% | $41.38 | +21.12% | 13 qtrssince 2020-Q3 | Increased 55 |
THERMO FISHER SCIENTIFIC INC | 365,743 | $185.1M | 2.3% | $540.98 | -7.08% | 7 qtrssince 2022-Q1 | Increased 53 |
HOME DEPOT INC | 564,296 | $170.5M | 2.1% | $273.64 | +4.46% | 19 qtrssince 2019-Q1 | Increased 79 |
META PLATFORMS INC-CLASS A | 528,344 | $158.6M | 2.0% | $172.14 | +73.20% | 19 qtrssince 2019-Q1 | Decreased 0 |
TETRA TECH INC | 1M | $157M | 2.0% | $30.87 | -3.51% | 9 qtrssince 2021-Q3 | Increased 54 |
Sarasin & Partners LLP manages $8B across 79 positions as of Q3 2023. Top holdings: GOOGL (6.9%), AMZN (6.2%), CME (6.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 1 new position, exited 3, increased 30, trimmed 41. Top move: HD (INCREASED, conviction 79). Portfolio: $8.0B across 79 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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