13F HOLDINGS REPORT
Sarasin & Partners LLP
Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001085146-25-003615
Total Value
$10.05B
Positions
80
Other Managers
1
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 2,099,280 | $1.04B | 10.39% |
| 2 | NVIDIA CORPORATION | NVDA | 3,924,678 | $620.1M | 6.17% |
| 3 | AMAZON COM INC | AMZN | 2,536,648 | $556.5M | 5.54% |
| 4 | META PLATFORMS INC | META | 632,208 | $466.6M | 4.64% |
| 5 | ALPHABET INC | GOOG | 2,500,202 | $440.6M | 4.39% |
| 6 | MASTERCARD INCORPORATED | MA | 707,299 | $397.5M | 3.96% |
| 7 | COLGATE PALMOLIVE CO | CL | 4,102,759 | $372.9M | 3.71% |
| 8 | OTIS WORLDWIDE CORP | OTIS | 3,581,396 | $354.6M | 3.53% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 1,125,184 | $326.2M | 3.25% |
| 10 | EMERSON ELEC CO | EMR | 2,417,945 | $322.4M | 3.21% |
| 11 | FORTINET INC | FTNT | 2,808,725 | $296.9M | 2.96% |
| 12 | APPLE INC | AAPL | 1,396,881 | $286.6M | 2.85% |
| 13 | CME GROUP INC | CME | 1,014,872 | $279.7M | 2.78% |
| 14 | ZOETIS INC | ZTS | 1,611,579 | $251.3M | 2.50% |
| 15 | HOME DEPOT INC | HD | 670,684 | $245.9M | 2.45% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 237,837 | $235.4M | 2.34% |
| 17 | BLACKROCK INC | BLK | 223,241 | $234.2M | 2.33% |
| 18 | BROADCOM INC | AVGO | 810,926 | $223.5M | 2.23% |
| 19 | MOODYS CORP | MCO | 420,259 | $210.8M | 2.10% |
| 20 | DEERE & CO | DE | 401,856 | $204.3M | 2.03% |
| 21 | MERCADOLIBRE INC | MELI | 76,303 | $199.4M | 1.99% |
| 22 | UNITEDHEALTH GROUP INC | UNH | 604,970 | $188.7M | 1.88% |
| 23 | ELI LILLY & CO | LLY | 237,793 | $185.4M | 1.85% |
| 24 | AMERICAN TOWER CORP NEW | 03027X100 | 776,536 | $171.6M | 1.71% |
| 25 | AMGEN INC | AMGN | 612,120 | $170.9M | 1.70% |
| 26 | TETRA TECH INC NEW | TTEK | 4,683,576 | $168.4M | 1.68% |
| 27 | SERVICENOW INC | NOW | 150,621 | $154.9M | 1.54% |
| 28 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,537,745 | $142.5M | 1.42% |
| 29 | KIMBERLY-CLARK CORP | KMB | 1,084,566 | $139.8M | 1.39% |
| 30 | NETFLIX INC | NFLX | 99,066 | $132.7M | 1.32% |
| 31 | CISCO SYS INC | CSCO | 1,804,630 | $125.2M | 1.25% |
| 32 | MARSH & MCLENNAN COS INC | 571748102 | 559,328 | $122.3M | 1.22% |
| 33 | THERMO FISHER SCIENTIFIC INC | TMO | 256,589 | $104.0M | 1.04% |
| 34 | PROLOGIS INC. | PLDGP | 799,466 | $84.0M | 0.84% |
| 35 | SMITH A O CORP | AOS | 1,189,073 | $78.0M | 0.78% |
| 36 | MERCK & CO INC | MRK | 947,096 | $75.0M | 0.75% |
| 37 | ROSS STORES INC | ROST | 463,590 | $59.1M | 0.59% |
| 38 | MORGAN STANLEY | MS-PQ | 367,543 | $51.8M | 0.52% |
| 39 | PFIZER INC | PFE | 1,454,498 | $35.3M | 0.35% |
| 40 | GRACO INC | GGG | 307,638 | $26.4M | 0.26% |
| 41 | TEXAS INSTRS INC | 882508104 | 127,146 | $26.4M | 0.26% |
| 42 | SNAP ON INC | SNA | 82,661 | $25.7M | 0.26% |
| 43 | SPDR GOLD TR | GLD | 59,806 | $18.2M | 0.18% |
| 44 | ECOLAB INC | ECL | 57,588 | $15.5M | 0.15% |
| 45 | ALPHABET INC | GOOG | 78,141 | $13.9M | 0.14% |
| 46 | WEYERHAEUSER CO MTN BE | WY | 510,458 | $13.1M | 0.13% |
| 47 | WELLTOWER INC | WELL | 69,559 | $10.7M | 0.11% |
| 48 | PUBLIC STORAGE OPER CO | PSA-PS | 32,246 | $9.5M | 0.09% |
| 49 | EQUINIX INC | EQIX | 10,677 | $8.5M | 0.08% |
| 50 | QUANTA SVCS INC | 74762E102 | 21,337 | $8.1M | 0.08% |
| 51 | HEALTHPEAK PROPERTIES INC | DOC | 441,496 | $7.7M | 0.08% |
| 52 | VENTAS INC | VTR | 116,102 | $7.3M | 0.07% |
| 53 | EVERCORE INC | EVR | 25,000 | $6.8M | 0.07% |
| 54 | E L F BEAUTY INC | ELF | 52,591 | $6.5M | 0.07% |
| 55 | ARAMARK | ARMK | 154,499 | $6.5M | 0.06% |
| 56 | EQUITY RESIDENTIAL | EQR | 92,502 | $6.2M | 0.06% |
| 57 | DIGITAL RLTY TR INC | 253868103 | 31,974 | $5.6M | 0.06% |
| 58 | SIMON PPTY GROUP INC NEW | 828806109 | 34,332 | $5.5M | 0.05% |
| 59 | AVALONBAY CMNTYS INC | AWX | 25,485 | $5.2M | 0.05% |
| 60 | WALMART INC | WMT | 50,023 | $4.9M | 0.05% |
| 61 | VANGUARD BD INDEX FDS | 921937835 | 61,366 | $4.5M | 0.04% |
| 62 | ESSEX PPTY TR INC | 297178105 | 15,242 | $4.3M | 0.04% |
| 63 | VANGUARD INTL EQUITY INDEX F | 922042858 | 86,531 | $4.3M | 0.04% |
| 64 | MARRIOTT INTL INC NEW | 571903202 | 15,461 | $4.2M | 0.04% |
| 65 | VANGUARD INTL EQUITY INDEX F | 922042742 | 29,947 | $3.8M | 0.04% |
| 66 | CAMDEN PPTY TR | 133131102 | 30,947 | $3.5M | 0.03% |
| 67 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 39,424 | $2.9M | 0.03% |
| 68 | BELLRING BRANDS INC | BRBR | 45,000 | $2.6M | 0.03% |
| 69 | HDFC BANK LTD | HDB | 28,205 | $2.2M | 0.02% |
| 70 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 20,000 | $2.1M | 0.02% |
| 71 | MONDELEZ INTL INC | 609207105 | 30,000 | $2.0M | 0.02% |
| 72 | KILROY RLTY CORP | 49427F108 | 58,394 | $2.0M | 0.02% |
| 73 | VANGUARD INTL EQUITY INDEX F | 922042874 | 20,220 | $1.6M | 0.02% |
| 74 | FRESHPET INC | FRPT | 22,500 | $1.5M | 0.02% |
| 75 | COPART INC | CPRT | 28,907 | $1.4M | 0.01% |
| 76 | AGCO CORP | AGCO | 13,500 | $1.4M | 0.01% |
| 77 | AIRBNB INC | ABNB | 10,359 | $1.4M | 0.01% |
| 78 | CROWN CASTLE INC | CCI | 10,974 | $1.1M | 0.01% |
| 79 | BXP INC | BXP | 15,696 | $1.1M | 0.01% |
| 80 | KIMCO RLTY CORP | 49446R109 | 29,520 | $620,510 | 0.01% |