Sarasin & Partners LLP Top Holdings and 13F Report (2025) About Sarasin & Partners LLPInvestment ActivitySarasin & Partners LLP has $9.22 billion in total holdings as of March 31, 2025.Sarasin & Partners LLP owns shares of 81 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 19.35% of the portfolio was purchased this quarter.About 14.00% of the portfolio was sold this quarter.This quarter, Sarasin & Partners LLP has purchased 62 new stocks and bought additional shares in 12 stocks.Sarasin & Partners LLP sold shares of 44 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $796,414,282Amazon.com $477,852,456NVIDIA $417,537,535Mastercard $416,456,638Alphabet $396,269,482 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $290,321,497 Holding98978V103 - Zoetis $255,842,251 Holding874039100 - Taiwan Semiconductor Manufacturing $243,875,082 Holding883556102 - Thermo Fisher Scientific $187,134,429 Holding88162G103 - Tetra Tech $135,385,540 Holding Largest Purchases this Quarter UnitedHealth Group 554,313 shares (about $290.32M)Zoetis 1,553,855 shares (about $255.84M)Taiwan Semiconductor Manufacturing 1,469,127 shares (about $243.88M)Thermo Fisher Scientific 376,074 shares (about $187.13M)Tetra Tech 4,628,564 shares (about $135.39M) Largest Sales this Quarter Apple 979,589 shares (about $217.60M)CME Group 563,121 shares (about $149.39M)Home Depot 265,072 shares (about $97.15M)Meta Platforms 153,198 shares (about $88.30M)JPMorgan Chase & Co. 310,476 shares (about $76.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSarasin & Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$796,414,282$54,094,074 ▲7.3%2,121,5658.6%Computer and TechnologyAMZNAmazon.com$477,852,456$65,747,959 ▼-12.1%2,511,5765.2%Retail/WholesaleNVDANVIDIA$417,537,535$74,486,107 ▼-15.1%3,852,5334.5%Computer and TechnologyMAMastercard$416,456,638$61,325,309 ▼-12.8%759,7914.5%Business ServicesGOOGLAlphabet$396,269,482$19,766,549 ▼-4.8%2,562,5294.3%Computer and TechnologyAAPLApple$396,245,708$217,596,102 ▼-35.4%1,783,8464.3%Computer and TechnologyOTISOtis Worldwide$375,875,028$42,427,067 ▼-10.1%3,642,2004.1%ConstructionMETAMeta Platforms$370,608,111$88,297,196 ▼-19.2%643,0154.0%Computer and TechnologyCLColgate-Palmolive$363,049,404$31,552,260 ▲9.5%3,874,5933.9%Consumer StaplesCMECME Group$311,076,405$149,390,372 ▼-32.4%1,172,5903.4%FinanceUNHUnitedHealth Group$290,321,497$290,321,497 ▲New Holding554,3133.1%MedicalJPMJPMorgan Chase & Co.$263,571,688$76,159,771 ▼-22.4%1,074,4872.9%FinanceZTSZoetis$255,842,251$255,842,251 ▲New Holding1,553,8552.8%MedicalEMREmerson Electric$244,134,287$50,484,833 ▲26.1%2,226,6902.6%IndustrialsTSMTaiwan Semiconductor Manufacturing$243,875,082$243,875,082 ▲New Holding1,469,1272.6%Computer and TechnologyHDHome Depot$243,443,559$97,146,242 ▼-28.5%664,2572.6%Retail/WholesaleFTNTFortinet$240,085,147$52,259,362 ▲27.8%2,494,1322.6%Computer and TechnologyBLACKROCK INC$231,067,948$13,316,974 ▼-5.4%244,1342.5%COMCOSTCostco Wholesale$225,124,022$1,260,725 ▼-0.6%238,0302.4%Retail/WholesaleDEDeere & Company$213,756,564$27,181,470 ▼-11.3%455,4312.3%IndustrialsMCOMoody's$207,693,093$54,215,167 ▼-20.7%445,9902.3%FinanceLLYEli Lilly and Company$188,355,381$22,660,492 ▼-10.7%228,0582.0%MedicalTMOThermo Fisher Scientific$187,134,429$187,134,429 ▲New Holding376,0742.0%MedicalAMTAmerican Tower$175,126,434$28,549,554 ▼-14.0%804,8091.9%FinanceAMGNAmgen$173,701,602$7,863,834 ▲4.7%557,5401.9%MedicalKMBKimberly-Clark$172,726,190$32,171,017 ▲22.9%1,214,5001.9%Consumer StaplesTTEKTetra Tech$135,385,540$135,385,540 ▲New Holding4,628,5641.5%IndustrialsCMGChipotle Mexican Grill$124,637,938$113,475,402 ▲1,016.6%2,482,3331.4%Retail/WholesaleMELIMercadoLibre$119,202,068$8,611,141 ▼-6.7%61,1021.3%Retail/WholesaleCSCOCisco Systems$108,544,741$57,185,298 ▼-34.5%1,758,9491.2%Computer and TechnologyAVGOBroadcom$103,046,470$11,035,646 ▼-9.7%615,4601.1%Computer and TechnologyPLDPrologis$96,976,815$7,754,984 ▼-7.4%867,4911.1%FinanceMRKMerck & Co., Inc.$83,176,099$3,424,254 ▲4.3%926,6500.9%MedicalAOSA. O. Smith$74,180,462$74,180,462 ▲New Holding1,134,9520.8%IndustrialsNOWServiceNow$59,576,755$59,576,755 ▲New Holding74,8320.6%Computer and TechnologyROSTRoss Stores$58,921,413$14,348,006 ▼-19.6%461,0800.6%Retail/WholesaleMSMorgan Stanley$42,680,804$42,680,804 ▲New Holding365,8250.5%FinancePFEPfizer$37,322,071$1,062,050 ▲2.9%1,472,8520.4%MedicalSNASnap-on$26,359,236$26,359,236 ▲New Holding78,2150.3%Consumer DiscretionaryGGGGraco$25,507,628$2,278,403 ▲9.8%305,4440.3%IndustrialsTXNTexas Instruments$22,943,019$22,943,019 ▲New Holding127,6740.2%Computer and TechnologyGLDSPDR Gold Shares$17,813,682$17,813,682 ▲New Holding61,8230.2%FinanceNFLXNetflix$17,213,571$17,213,571 ▲New Holding18,4590.2%Consumer DiscretionaryGOOGAlphabet$14,659,850$1,790,865 ▼-10.9%93,8350.2%Computer and TechnologyWYWeyerhaeuser$13,718,645$13,718,645 ▲New Holding468,5330.1%ConstructionECLEcolab$13,472,816$69,781,901 ▼-83.8%53,1430.1%Basic MaterialsOXYOccidental Petroleum$10,316,734$38,575,384 ▼-78.9%209,0100.1%EnergyWELLWelltower$10,075,701$10,075,701 ▲New Holding65,7640.1%FinancePEAKHealthpeak Properties$8,927,049$25,497 ▼-0.3%441,4960.1%FinanceEQIXEquinix$8,691,632$8,691,632 ▲New Holding10,6600.1%FinanceVTRVentas$7,983,174$7,983,174 ▲New Holding116,1020.1%FinanceEQREquity Residential$6,931,807$20,329 ▼-0.3%96,8400.1%FinancePSAPublic Storage$6,407,499$18,257 ▼-0.3%21,4090.1%FinanceAVBAvalonBay Communities$5,675,412$16,526 ▼-0.3%26,4440.1%FinanceARMKAramark$5,333,582$3,619,664 ▼-40.4%154,5070.1%Business ServicesWMTWalmart$5,269,419$5,269,419 ▲New Holding60,0230.1%Retail/WholesaleNKENIKE$5,124,550$15,173,942 ▼-74.8%80,7270.1%Consumer DiscretionaryEVREvercore$4,993,0000.0%25,0000.1%FinancePWRQuanta Services$4,848,229$570,380 ▼-10.5%19,0740.1%ConstructionBNDVanguard Total Bond Market ETF$4,830,513$4,830,513 ▲New Holding65,7660.1%ETFESSEssex Property Trust$4,672,740$13,183 ▼-0.3%15,2420.1%FinanceCPTCamden Property Trust$3,784,819$2,430,102 ▼-39.1%30,9470.0%FinanceBRBRBellRing Brands$3,723,000$744,600 ▼-16.7%50,0000.0%MedicalAREAlexandria Real Estate Equities$3,647,114$304,080 ▼-7.7%39,4240.0%FinanceMARMarriott International$3,589,436$672,915 ▲23.1%15,0690.0%Consumer DiscretionaryCCICrown Castle$3,588,014$3,618,345 ▼-50.2%34,4240.0%FinanceDOCSDoximity$3,499,267$3,499,267 ▲New Holding60,3010.0%MedicalVTVanguard Total World Stock ETF$2,713,463$2,713,463 ▲New Holding23,4020.0%ETFVWOVanguard FTSE Emerging Markets ETF$2,668,215$2,668,215 ▲New Holding58,9530.0%ETFHDBHDFC Bank$2,564,9830.0%38,6060.0%FinanceMAAMid-America Apartment Communities$2,266,017$6,368 ▼-0.3%13,5220.0%FinanceDISWalt Disney$2,123,136$2,123,136 ▲New Holding21,5110.0%Consumer DiscretionaryMDLZMondelez International$2,035,500$678,500 ▼-25.0%30,0000.0%Consumer StaplesFMXFomento Económico Mexicano$1,951,6000.0%20,0000.0%Consumer StaplesKRCKilroy Realty$1,912,988$114,857 ▼-5.7%58,3940.0%FinanceFRPTFreshpet$1,871,325$207,925 ▲12.5%22,5000.0%Consumer StaplesAGCOAGCO$1,851,400$231,425 ▼-11.1%20,0000.0%IndustrialsELFe.l.f. Beauty$1,569,437$894,758 ▼-36.3%24,9950.0%Consumer StaplesABNBAirbnb$1,237,486$827,499 ▼-40.1%10,3590.0%Consumer DiscretionaryBXPBoston Properties$1,106,216$3,158 ▼-0.3%16,4640.0%FinanceBACBank of America$959,790$292,110 ▼-23.3%23,0000.0%FinanceEQNREquinor ASA$0$9,609,305 ▼-100.0%00.0%EnergyARISTA NETWORKS INC$0$1,565,547 ▼-100.0%00.0%COM SHSLWLamb Weston$0$1,336,600 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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