Sarasin & Partners LLP
Institutional investor · Portfolio as of Q3 2024
Top Holdings80 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.8M | $653.4M | 6.2% | $174.40 | +32.50% | 23 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $637.4M | 6.0% | $258.85 | +63.82% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 3.1M | $585.5M | 5.5% | $115.11 | +63.30% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 4.3M | $523.4M | 4.9% | $116.97 | +3.75% | 6 qtrssince 2023-Q2 | Decreased 0 |
ALPHABET INC-CL A | 2.5M | $418.4M | 3.9% | $107.00 | +52.45% | 23 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 831,942 | $410.8M | 3.9% | $328.69 | +48.90% | 23 qtrssince 2019-Q1 | Increased 60 |
ZOETIS INC | 2.1M | $402.4M | 3.8% | $166.25 | +13.92% | 23 qtrssince 2019-Q1 | Decreased 0 |
OTIS WORLDWIDE CORP | 3.8M | $397.4M | 3.7% | $75.82 | +31.92% | 18 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 682,780 | $390.9M | 3.7% | $255.30 | +121.36% | 23 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 1.8M | $387.4M | 3.7% | $155.36 | +31.50% | 23 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 905,131 | $366.8M | 3.5% | $303.32 | +27.84% | 23 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.1M | $362.8M | 3.4% | $64.44 | +171.66% | 23 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.7M | $349.5M | 3.3% | $164.50 | +23.99% | 23 qtrssince 2019-Q1 | Increased 78 |
DEERE AND CO | 771,866 | $322.1M | 3.0% | $320.55 | +27.24% | 23 qtrssince 2019-Q1 | Decreased 0 |
COLGATE-PALMOLIVE CO | 3M | $308M | 2.9% | $66.79 | +48.30% | 23 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 526,309 | $307.7M | 2.9% | $565.70 | 0.00% | 1 qtr | New 80 |
THERMO FISHER SCIENTIFIC INC | 488,325 | $302.1M | 2.8% | $544.32 | +12.40% | 11 qtrssince 2022-Q1 | Decreased 0 |
MOODY'S CORP | 591,232 | $280.6M | 2.6% | $347.31 | +34.47% | 23 qtrssince 2019-Q1 | Increased 70 |
AMGEN INC | 818,400 | $263.7M | 2.5% | $198.09 | +54.04% | 23 qtrssince 2019-Q1 | Decreased 0 |
TETRA TECH INC | 5M | $233.5M | 2.2% | $42.94 | +8.20% | 13 qtrssince 2021-Q3 | Increased 85 |
Sarasin & Partners LLP manages $10.6B across 80 positions as of Q3 2024. Top holdings: AAPL (6.2%), MSFT (6.0%), AMZN (5.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 3 new positions, 6 exits, 16 increased. Top move: TTEK (INCREASED, conviction 85). Portfolio: $10.6B across 80 positions.
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Portfolio allocation by GICS sector
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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