Holders — by stockHoldings — by fund
Sarasin & Partners LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001510481
$8.54B
disclosed book value
94
positions
9.9%
largest position share
Positions, as of 2026-06-30
top 94 of 94 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 4.2M | $847.5M | 9.9% |
| 2 | GOOGLALPHABET INC | 1.8M | $636.2M | 7.5% |
| 3 | MSFTMICROSOFT CORP | 1.5M | $566.6M | 6.6% |
| 4 | AAPLAPPLE INC | 1.8M | $534.6M | 6.3% |
| 5 | AMZNAMAZON COM INC | 1.9M | $457.2M | 5.4% |
| 6 | AVGOBROADCOM INC | 1.2M | $434.8M | 5.1% |
| 7 | MAMASTERCARD INCORPORATED | 673,122 | $345.7M | 4% |
| 8 | CMECME GROUP INC | 1.3M | $290.2M | 3.4% |
| 9 | CCITIGROUP INC | 1.9M | $259.9M | 3% |
| 10 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 529,518 | $252.9M | 3% |
| 11 | HDHOME DEPOT INC | 687,219 | $242.4M | 2.8% |
| 12 | EMREMERSON ELEC CO | 1.7M | $239.2M | 2.8% |
| 13 | BLKBLACKROCK INC | 239,888 | $230.7M | 2.7% |
| 14 | COSTCOSTCO WHOLESALE CORPORATION | 214,194 | $200.4M | 2.3% |
| 15 | JPMJPMORGAN CHASE & CO | 602,262 | $197.1M | 2.3% |
| 16 | NFLXNETFLIX INC. | 2.7M | $195.4M | 2.3% |
| 17 | METAMETA PLATFORMS INC | 334,128 | $188.2M | 2.2% |
| 18 | CLCOLGATE PALMOLIVE CO | 1.9M | $170.3M | 2% |
| 19 | DUKDUKE ENERGY CORP NEW | 1.3M | $162.4M | 1.9% |
| 20 | UBERUBER TECHNOLOGIES INC | 2.0M | $147.3M | 1.7% |
| 21 | AMTAMERICAN TOWER CORP | 849,693 | $139.0M | 1.6% |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 266,872 | $133.8M | 1.6% |
| 23 | LLYELI LILLY & CO | 110,831 | $132.9M | 1.6% |
| 24 | AMGNAMGEN INC | 343,948 | $124.6M | 1.5% |
| 25 | MELIMERCADOLIBRE INC | 71,555 | $121.5M | 1.4% |
| 26 | PWRQUANTA SVCS INC | 164,775 | $118.6M | 1.4% |
| 27 | CSCOCISCO SYS INC | 863,286 | $101.4M | 1.2% |
| 28 | ISRGINTUITIVE SURGICAL INC | 244,426 | $97.2M | 1.1% |
| 29 | ECLECOLAB INC | 343,707 | $95.8M | 1.1% |
| 30 | PLDPROLOGIS INC. | 700,191 | $94.9M | 1.1% |
| 31 | MRKMERCK & CO INC | 736,662 | $94.7M | 1.1% |
| 32 | DEDEERE & CO | 136,213 | $86.4M | 1% |
| 33 | KMBKIMBERLY-CLARK CORP | 699,689 | $76.8M | 0.9% |
| 34 | AOSSMITH A O CORP | 1.1M | $70.4M | 0.8% |
| 35 | MCOMOODYS CORP | 145,786 | $66.0M | 0.8% |
| 36 | TXNTEXAS INSTRS INC | 112,599 | $33.6M | 0.4% |
| 37 | MRSHMARSH & MCLENNAN COS INC | 161,885 | $27.0M | 0.3% |
| 38 | SNASNAP ON INC | 64,873 | $26.1M | 0.3% |
| 39 | NTAPNETAPP INC | 152,975 | $23.7M | 0.3% |
| 40 | AMEAMETEK INC | 92,782 | $22.4M | 0.3% |
| 41 | PFEPFIZER INC | 845,257 | $20.4M | 0.2% |
| 42 | GOOGALPHABET INC | 48,328 | $17.1M | 0.2% |
| 43 | LHXL3HARRIS TECHNOLOGIES INC | 53,348 | $15.5M | 0.2% |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 250,863 | $15.0M | 0.2% |
| 45 | GLDSPDR GOLD TR | 38,588 | $14.2M | 0.2% |
| 46 | VTVANGUARD INTL EQUITY INDEX F | 88,310 | $13.9M | 0.2% |
| 47 | TTEKTETRA TECH INC NEW | 472,902 | $13.7M | 0.2% |
| 48 | VPLVANGUARD INTL EQUITY INDEX F | 82,887 | $9.6M | 0.1% |
| 49 | EWJISHARES INC | 92,257 | $8.6M | 0.1% |
| 50 | EVREVERCORE INC | 25,000 | $8.5M | 0.1% |
| 51 | VGTVANGUARD WORLD FD | 68,882 | $8.2M | 0.1% |
| 52 | FTNTFORTINET INC | 50,901 | $7.8M | 0.1% |
| 53 | MSMORGAN STANLEY | 30,673 | $6.4M | 0.1% |
| 54 | WYWEYERHAEUSER CO | 244,975 | $5.9M | 0.1% |
| 55 | IWMISHARES TR | 17,573 | $5.3M | 0.1% |
| 56 | VGKVANGUARD INTL EQUITY INDEX F | 56,850 | $5.0M | 0.1% |
| 57 | LEMBISHARES INC | 107,858 | $4.6M | 0.1% |
| 58 | BNDVANGUARD BD INDEX FDS | 61,062 | $4.5M | 0.1% |
| 59 | ELFE L F BEAUTY INC | 60,544 | $4.5M | 0.1% |
| 60 | EWUISHARES TR | 86,957 | $4.0M | 0% |
| 61 | VVISA INC | 11,536 | $4.0M | 0% |
| 62 | ROSTROSS STORES INC | 17,285 | $3.7M | 0% |
| 63 | VDEVANGUARD WORLD FD | 21,605 | $3.2M | 0% |
| 64 | WELLWELLTOWER INC | 13,657 | $3.1M | 0% |
| 65 | WMTWALMART INC | 25,698 | $2.9M | 0% |
| 66 | ARMKARAMARK | 40,000 | $2.3M | 0% |
| 67 | ABNBAIRBNB INC | 15,655 | $2.2M | 0% |
| 68 | INTCINTEL CORP | 15,600 | $2.2M | 0% |
| 69 | OTISOTIS WORLDWIDE CORP | 29,891 | $2.1M | 0% |
| 70 | SCHWSCHWAB CHARLES CORP | 21,900 | $2.0M | 0% |
| 71 | BACBANK OF AMER CORP | 33,800 | $1.9M | 0% |
| 72 | VTRVENTAS INC | 20,123 | $1.8M | 0% |
| 73 | CMGCHIPOTLE MEXICAN GRILL INC | 52,000 | $1.8M | 0% |
| 74 | DOCHEALTHPEAK PROPERTIES INC | 82,206 | $1.8M | 0% |
| 75 | CFCF INDUSTRIES HOLD | 16,000 | $1.7M | 0% |
| 76 | FRPTFRESHPET INC | 28,500 | $1.7M | 0% |
| 77 | OREALTY INCOME CORP | 27,000 | $1.7M | 0% |
| 78 | NOWSERVICENOW INC | 16,685 | $1.7M | 0% |
| 79 | ZTSZOETIS INC | 22,570 | $1.6M | 0% |
| 80 | INVHINVITATION HOMES INC | 51,674 | $1.6M | 0% |
| 81 | NEMNEWMONT CORP | 16,700 | $1.6M | 0% |
| 82 | EQREQUITY RESIDENTIAL | 20,527 | $1.4M | 0% |
| 83 | HDBHDFC BANK LTD | 50,732 | $1.3M | 0% |
| 84 | VLTOVERALTO CORP | 14,600 | $1.3M | 0% |
| 85 | GGGGRACO INC | 16,365 | $1.2M | 0% |
| 86 | CPRTCOPART INC | 34,700 | $978,193 | 0% |
| 87 | NKENIKE INC | 23,321 | $957,327 | 0% |
| 88 | GEHCGE HEALTHCARE TECHNOLOGIES I | 14,200 | $908,942 | 0% |
| 89 | MDLZMONDELEZ INTL INC | 14,000 | $809,760 | 0% |
| 90 | BXPBXP INC | 12,159 | $806,263 | 0% |
| 91 | BRBRBELLRING BRANDS INC | 57,000 | $737,580 | 0% |
| 92 | KRCKILROY REALTY CORP | 13,553 | $507,830 | 0% |
| 93 | NU HLDGS LTD | 35,800 | $478,288 | 0% |
| 94 | KIMKIMCO REALTY CORP | 15,714 | $398,350 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.