13F HOLDINGS REPORT
Sarasin & Partners LLP
Quarter ended Q3 2025 · Filed October 10, 2025 · Accession 0001085146-25-005903
Total Value
$10.19B
Positions
74
Other Managers
1
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,984,444 | $1.02B | 10.02% |
| 2 | NVIDIA CORPORATION | NVDA | 4,556,370 | $828.6M | 8.13% |
| 3 | AMAZON COM INC | AMZN | 2,565,671 | $570.0M | 5.59% |
| 4 | ALPHABET INC | GOOG | 2,216,329 | $540.9M | 5.31% |
| 5 | META PLATFORMS INC | META | 613,477 | $456.1M | 4.48% |
| 6 | MASTERCARD INCORPORATED | MA | 727,985 | $413.6M | 4.06% |
| 7 | APPLE INC | AAPL | 1,450,538 | $369.1M | 3.62% |
| 8 | COLGATE PALMOLIVE CO | CL | 4,206,363 | $338.2M | 3.32% |
| 9 | OTIS WORLDWIDE CORP | OTIS | 3,610,804 | $329.6M | 3.23% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 1,034,583 | $326.6M | 3.21% |
| 11 | CME GROUP INC | CME | 1,125,245 | $306.3M | 3.01% |
| 12 | HOME DEPOT INC | HD | 705,430 | $287.0M | 2.82% |
| 13 | EMERSON ELEC CO | EMR | 2,184,099 | $282.3M | 2.77% |
| 14 | BLACKROCK INC | BLK | 227,660 | $267.6M | 2.63% |
| 15 | KIMBERLY-CLARK CORP | KMB | 2,048,544 | $251.3M | 2.47% |
| 16 | FORTINET INC | FTNT | 2,894,003 | $245.0M | 2.40% |
| 17 | SERVICENOW INC | NOW | 253,668 | $238.7M | 2.34% |
| 18 | ZOETIS INC | ZTS | 1,649,946 | $236.0M | 2.32% |
| 19 | BROADCOM INC | AVGO | 712,938 | $233.8M | 2.29% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 234,455 | $215.0M | 2.11% |
| 21 | MOODYS CORP | MCO | 427,259 | $205.4M | 2.02% |
| 22 | MARSH & MCLENNAN COS INC | 571748102 | 926,449 | $185.5M | 1.82% |
| 23 | MERCADOLIBRE INC | MELI | 73,034 | $182.7M | 1.79% |
| 24 | AMGEN INC | AMGN | 659,993 | $180.8M | 1.77% |
| 25 | DEERE & CO | DE | 388,218 | $180.7M | 1.77% |
| 26 | AMERICAN TOWER CORP NEW | 03027X100 | 863,830 | $168.1M | 1.65% |
| 27 | UBER TECHNOLOGIES INC | UBER | 1,454,145 | $144.8M | 1.42% |
| 28 | THERMO FISHER SCIENTIFIC INC | TMO | 268,407 | $124.0M | 1.22% |
| 29 | CISCO SYS INC | CSCO | 1,717,438 | $116.3M | 1.14% |
| 30 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,565,111 | $102.3M | 1.00% |
| 31 | ELI LILLY & CO | LLY | 140,355 | $102.0M | 1.00% |
| 32 | SMITH A O CORP | AOS | 1,400,613 | $101.9M | 1.00% |
| 33 | NETFLIX INC | NFLX | 82,631 | $99.7M | 0.98% |
| 34 | PROLOGIS INC. | PLDGP | 739,473 | $84.5M | 0.83% |
| 35 | MERCK & CO INC | MRK | 947,869 | $74.5M | 0.73% |
| 36 | ROSS STORES INC | ROST | 457,403 | $69.5M | 0.68% |
| 37 | UNITEDHEALTH GROUP INC | UNH | 139,226 | $48.1M | 0.47% |
| 38 | PFIZER INC | PFE | 1,419,406 | $33.9M | 0.33% |
| 39 | SNAP ON INC | SNA | 73,057 | $25.2M | 0.25% |
| 40 | GRACO INC | GGG | 289,421 | $24.5M | 0.24% |
| 41 | SPDR GOLD TR | GLD | 59,701 | $21.0M | 0.21% |
| 42 | ECOLAB INC | ECL | 62,911 | $17.2M | 0.17% |
| 43 | ALPHABET INC | GOOG | 64,354 | $15.7M | 0.15% |
| 44 | TETRA TECH INC NEW | TTEK | 409,723 | $13.8M | 0.14% |
| 45 | WEYERHAEUSER CO MTN BE | WY | 445,819 | $11.1M | 0.11% |
| 46 | QUANTA SVCS INC | 74762E102 | 23,787 | $9.7M | 0.10% |
| 47 | EVERCORE INC | EVR | 25,000 | $8.5M | 0.08% |
| 48 | VANGUARD INTL EQUITY INDEX F | 922042858 | 149,570 | $8.1M | 0.08% |
| 49 | MORGAN STANLEY | MS-PQ | 42,808 | $6.9M | 0.07% |
| 50 | E L F BEAUTY INC | ELF | 45,041 | $5.9M | 0.06% |
| 51 | VANGUARD INTL EQUITY INDEX F | 922042742 | 40,413 | $5.6M | 0.05% |
| 52 | ARAMARK | ARMK | 143,340 | $5.5M | 0.05% |
| 53 | VANGUARD BD INDEX FDS | 921937835 | 64,451 | $4.8M | 0.05% |
| 54 | WALMART INC | WMT | 40,023 | $4.1M | 0.04% |
| 55 | MARRIOTT INTL INC NEW | 571903202 | 15,461 | $4.1M | 0.04% |
| 56 | WELLTOWER INC | WELL | 20,633 | $3.6M | 0.04% |
| 57 | VANGUARD INTL EQUITY INDEX F | 922042874 | 39,400 | $3.1M | 0.03% |
| 58 | PUBLIC STORAGE OPER CO | PSA-PS | 10,041 | $2.9M | 0.03% |
| 59 | HEALTHPEAK PROPERTIES INC | DOC | 139,299 | $2.6M | 0.03% |
| 60 | VENTAS INC | VTR | 35,440 | $2.5M | 0.02% |
| 61 | AVALONBAY CMNTYS INC | AWX | 11,931 | $2.3M | 0.02% |
| 62 | EQUITY RESIDENTIAL | EQR | 32,408 | $2.1M | 0.02% |
| 63 | SIMON PPTY GROUP INC NEW | 828806109 | 10,813 | $2.0M | 0.02% |
| 64 | HDFC BANK LTD | HDB | 56,410 | $1.9M | 0.02% |
| 65 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 159,803 | $1.9M | 0.02% |
| 66 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 18,500 | $1.8M | 0.02% |
| 67 | INVITATION HOMES INC | INVH | 62,944 | $1.8M | 0.02% |
| 68 | BELLRING BRANDS INC | BRBR | 45,000 | $1.7M | 0.02% |
| 69 | MONDELEZ INTL INC | 609207105 | 25,000 | $1.6M | 0.02% |
| 70 | FRESHPET INC | FRPT | 26,000 | $1.4M | 0.01% |
| 71 | COPART INC | CPRT | 28,907 | $1.3M | 0.01% |
| 72 | AIRBNB INC | ABNB | 10,359 | $1.3M | 0.01% |
| 73 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 13,682 | $1.2M | 0.01% |
| 74 | KIMCO RLTY CORP | 49446R109 | 31,464 | $681,825 | 0.01% |