13F HOLDINGS REPORT
Sarasin & Partners LLP
Quarter ended Q4 2025 · Filed January 8, 2026 · Accession 0001510481-26-000001
Total Value
$9.63B
Positions
77
Other Managers
1
Confidential Omitted
No
Holdings (77)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,740,029 | $841.5M | 8.74% |
| 2 | NVIDIA CORPORATION | NVDA | 4,464,657 | $832.7M | 8.64% |
| 3 | ALPHABET INC | GOOG | 1,983,500 | $620.8M | 6.45% |
| 4 | AMAZON COM INC | AMZN | 2,271,483 | $524.3M | 5.44% |
| 5 | MASTERCARD INCORPORATED | MA | 718,452 | $410.1M | 4.26% |
| 6 | APPLE INC | AAPL | 1,342,254 | $364.9M | 3.79% |
| 7 | COLGATE PALMOLIVE CO | CL | 4,347,768 | $343.6M | 3.57% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 1,017,395 | $327.8M | 3.40% |
| 9 | EMERSON ELEC CO | EMR | 2,249,935 | $298.6M | 3.10% |
| 10 | CME GROUP INC | CME | 1,092,937 | $298.5M | 3.10% |
| 11 | BROADCOM INC | AVGO | 832,057 | $288.0M | 2.99% |
| 12 | BLACKROCK INC | BLK | 251,856 | $269.6M | 2.80% |
| 13 | META PLATFORMS INC | META | 366,774 | $242.1M | 2.51% |
| 14 | HOME DEPOT INC | HD | 692,440 | $238.3M | 2.47% |
| 15 | NETFLIX INC | NFLX | 2,361,663 | $221.4M | 2.30% |
| 16 | OTIS WORLDWIDE CORP | OTIS | 2,534,579 | $221.4M | 2.30% |
| 17 | FORTINET INC | FTNT | 2,778,041 | $220.6M | 2.29% |
| 18 | AMGEN INC | AMGN | 655,511 | $214.6M | 2.23% |
| 19 | MOODYS CORP | MCO | 412,752 | $210.9M | 2.19% |
| 20 | SERVICENOW INC | NOW | 1,233,408 | $188.9M | 1.96% |
| 21 | MARSH & MCLENNAN COS INC | 571748102 | 934,732 | $173.4M | 1.80% |
| 22 | COSTCO WHSL CORP NEW | 22160K105 | 197,416 | $170.2M | 1.77% |
| 23 | UBER TECHNOLOGIES INC | UBER | 2,012,454 | $164.4M | 1.71% |
| 24 | AMERICAN TOWER CORP NEW | 03027X100 | 900,401 | $158.1M | 1.64% |
| 25 | THERMO FISHER SCIENTIFIC INC | TMO | 264,529 | $153.3M | 1.59% |
| 26 | KIMBERLY-CLARK CORP | KMB | 1,445,897 | $145.9M | 1.51% |
| 27 | MERCADOLIBRE INC | MELI | 72,006 | $145.0M | 1.51% |
| 28 | DEERE & CO | DE | 309,009 | $143.9M | 1.49% |
| 29 | ELI LILLY & CO | LLY | 131,497 | $141.3M | 1.47% |
| 30 | ZOETIS INC | ZTS | 1,070,558 | $134.7M | 1.40% |
| 31 | CISCO SYS INC | CSCO | 1,555,059 | $119.8M | 1.24% |
| 32 | MERCK & CO INC | MRK | 915,194 | $96.3M | 1.00% |
| 33 | PROLOGIS INC. | PLDGP | 730,478 | $93.3M | 0.97% |
| 34 | SMITH A O CORP | AOS | 1,325,226 | $88.6M | 0.92% |
| 35 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,117,085 | $78.3M | 0.81% |
| 36 | ROSS STORES INC | ROST | 409,742 | $73.8M | 0.77% |
| 37 | UNITEDHEALTH GROUP INC | UNH | 219,051 | $72.3M | 0.75% |
| 38 | PFIZER INC | PFE | 1,415,294 | $35.2M | 0.37% |
| 39 | TEXAS INSTRS INC | 882508104 | 171,457 | $29.7M | 0.31% |
| 40 | SNAP ON INC | SNA | 73,073 | $25.2M | 0.26% |
| 41 | NETAPP INC | NTAP | 226,486 | $24.3M | 0.25% |
| 42 | SPDR GOLD TR | GLD | 50,683 | $20.1M | 0.21% |
| 43 | ALPHABET INC | GOOG | 57,346 | $18.0M | 0.19% |
| 44 | ECOLAB INC | ECL | 56,858 | $14.9M | 0.15% |
| 45 | TETRA TECH INC NEW | TTEK | 411,062 | $13.8M | 0.14% |
| 46 | VANGUARD INTL EQUITY INDEX F | 922042858 | 229,734 | $12.4M | 0.13% |
| 47 | VANGUARD INTL EQUITY INDEX F | 922042742 | 71,903 | $10.1M | 0.11% |
| 48 | VANGUARD INTL EQUITY INDEX F | 922042874 | 107,641 | $9.0M | 0.09% |
| 49 | WEYERHAEUSER CO MTN BE | WY | 359,865 | $8.5M | 0.09% |
| 50 | EVERCORE INC | EVR | 25,000 | $8.5M | 0.09% |
| 51 | MORGAN STANLEY | MS-PQ | 47,619 | $8.5M | 0.09% |
| 52 | QUANTA SVCS INC | 74762E102 | 19,104 | $8.1M | 0.08% |
| 53 | MARRIOTT INTL INC NEW | 571903202 | 14,413 | $4.5M | 0.05% |
| 54 | ARAMARK | ARMK | 114,486 | $4.2M | 0.04% |
| 55 | E L F BEAUTY INC | ELF | 54,849 | $4.2M | 0.04% |
| 56 | VANGUARD BD INDEX FDS | 921937835 | 51,869 | $3.8M | 0.04% |
| 57 | WELLTOWER INC | WELL | 18,434 | $3.4M | 0.04% |
| 58 | WALMART INC | WMT | 25,023 | $2.8M | 0.03% |
| 59 | INVITATION HOMES INC | INVH | 86,137 | $2.4M | 0.02% |
| 60 | AMETEK INC | AME | 10,998 | $2.3M | 0.02% |
| 61 | AVALONBAY CMNTYS INC | AWX | 11,931 | $2.2M | 0.02% |
| 62 | EQUITY RESIDENTIAL | EQR | 32,408 | $2.0M | 0.02% |
| 63 | VENTAS INC | VTR | 26,250 | $2.0M | 0.02% |
| 64 | HEALTHPEAK PROPERTIES INC | DOC | 125,342 | $2.0M | 0.02% |
| 65 | SIMON PPTY GROUP INC NEW | 828806109 | 10,265 | $1.9M | 0.02% |
| 66 | HDFC BANK LTD | HDB | 50,732 | $1.9M | 0.02% |
| 67 | GRACO INC | GGG | 21,789 | $1.8M | 0.02% |
| 68 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 111,143 | $1.7M | 0.02% |
| 69 | ISHARES TR | 464288257 | 11,679 | $1.7M | 0.02% |
| 70 | FRESHPET INC | FRPT | 26,000 | $1.6M | 0.02% |
| 71 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 15,000 | $1.5M | 0.02% |
| 72 | AIRBNB INC | ABNB | 10,359 | $1.4M | 0.01% |
| 73 | MONDELEZ INTL INC | 609207105 | 25,000 | $1.3M | 0.01% |
| 74 | BELLRING BRANDS INC | BRBR | 45,000 | $1.2M | 0.01% |
| 75 | COPART INC | CPRT | 28,907 | $1.1M | 0.01% |
| 76 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 13,682 | $669,597 | 0.01% |
| 77 | KIMCO RLTY CORP | 49446R109 | 31,464 | $637,775 | 0.01% |