Sarasin & Partners LLP
Institutional investor · Portfolio as of Q4 2024
Top Holdings62 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $833.5M | 9.2% | $299.71 | +40.71% | 24 qtrssince 2019-Q1 | Increased 79 |
APPLE INC | 2.8M | $692M | 7.6% | $174.40 | +42.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.9M | $626.8M | 6.9% | $115.11 | +92.26% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 4.5M | $609.6M | 6.7% | $118.01 | +16.48% | 7 qtrssince 2023-Q2 | Increased 65 |
ALPHABET INC-CL A | 2.7M | $509.3M | 5.6% | $112.20 | +69.78% | 24 qtrssince 2019-Q1 | Increased 65 |
META PLATFORMS INC-CLASS A | 796,213 | $466.2M | 5.1% | $302.89 | +94.58% | 24 qtrssince 2019-Q1 | Increased 70 |
MASTERCARD INC - A | 871,674 | $459M | 5.1% | $337.49 | +54.60% | 24 qtrssince 2019-Q1 | Increased 64 |
CME GROUP INC | 1.7M | $403.1M | 4.4% | $158.63 | +43.22% | 24 qtrssince 2019-Q1 | Decreased 0 |
OTIS WORLDWIDE CORP | 4.1M | $375.4M | 4.1% | $76.60 | +16.81% | 19 qtrssince 2020-Q2 | Increased 61 |
HOME DEPOT INC | 929,329 | $361.5M | 4.0% | $305.32 | +24.45% | 24 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 1.4M | $332M | 3.7% | $164.50 | +41.83% | 24 qtrssince 2019-Q1 | Decreased 0 |
COLGATE-PALMOLIVE CO | 3.5M | $321.6M | 3.5% | $70.08 | +24.39% | 24 qtrssince 2019-Q1 | Increased 67 |
MOODY'S CORP | 562,409 | $266.2M | 2.9% | $347.31 | +34.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK INC | 258,204 | $264.7M | 2.9% | $1,006.79 | 0.00% | 1 qtr | New 80 |
COSTCO WHOLESALE CORP | 239,363 | $219.3M | 2.4% | $430.99 | +110.57% | 24 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELECTRIC CO | 1.8M | $218.9M | 2.4% | $114.83 | +5.99% | 2 qtrssince 2024-Q3 | Increased 85 |
DEERE AND CO | 513,344 | $217.5M | 2.4% | $318.76 | +30.92% | 24 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 255,495 | $197.2M | 2.2% | $635.31 | +20.04% | 6 qtrssince 2023-Q3 | Increased 56 |
FORTINET INC | 2M | $184.4M | 2.0% | $67.13 | +41.70% | 4 qtrssince 2024-Q1 | Increased 53 |
AMERICAN TOWER CORP | 936,011 | $171.7M | 1.9% | $191.32 | -8.14% | 24 qtrssince 2019-Q1 | Increased 50 |
Sarasin & Partners LLP manages $9.1B across 62 positions as of Q4 2024. Top holdings: MSFT (9.2%), AAPL (7.6%), AMZN (6.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 7 new positions, 25 exits, 23 increased. Top move: EMR (INCREASED, conviction 85). Portfolio: $9.1B across 62 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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