Filed: 7/9/2025ACC: 0001085146-25-003615
📋 What this filing means
SARASIN & PARTNERS LLP filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $10.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$10.05B
Total AUM (reported)
54.92M
Total Shares
Allocation by class
COM$8.35B83.1%
CL A$1.12B11.2%
CAP STK CL A$440.61M4.4%
COM NEW$64.89M0.6%
GOLD SHS$18.23M0.2%
CAP STK CL C$13.86M0.1%
SH BEN INT$9.73M0.1%
Portfolio Concentration
Top 3$2.22B22.1%
4–10$2.68B26.7%
11–25$3.38B33.7%
Rest$1.76B17.5%
Top 3 weight
22.1%
Top 10 weight
48.8%
Voting Authority Distribution
Total shares with voting rights: 54.92M
Sole
Full voting authority
54.92M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole36
Shared0
Other44
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:
MICROSOFT CORP
DFNDShares2.10M
TypeSH
Market value$1.04B
10.39%
Sole
2.10M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares3.92M
TypeSH
Market value$620.06M
6.17%
Sole
3.92M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares2.54M
TypeSH
Market value$556.52M
5.54%
Sole
2.54M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares632.21K
TypeSH
Market value$466.63M
4.64%
Sole
632.21K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares2.50M
TypeSH
Market value$440.61M
4.39%
Sole
2.50M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares707.30K
TypeSH
Market value$397.46M
3.96%
Sole
707.30K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
DFNDShares4.10M
TypeSH
Market value$372.94M
3.71%
Sole
4.10M
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
DFNDShares3.58M
TypeSH
Market value$354.63M
3.53%
Sole
3.58M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares1.13M
TypeSH
Market value$326.20M
3.25%
Sole
1.13M
Shared
0.00
None
0.00
EMERSON ELEC CO
DFNDShares2.42M
TypeSH
Market value$322.38M
3.21%
Sole
2.42M
Shared
0.00
None
0.00
FORTINET INC
DFNDShares2.81M
TypeSH
Market value$296.94M
2.96%
Sole
2.81M
Shared
0.00
None
0.00
APPLE INC
DFNDShares1.40M
TypeSH
Market value$286.60M
2.85%
Sole
1.40M
Shared
0.00
None
0.00
CME GROUP INC
DFNDShares1.01M
TypeSH
Market value$279.72M
2.78%
Sole
1.01M
Shared
0.00
None
0.00
ZOETIS INC
DFNDShares1.61M
TypeSH
Market value$251.33M
2.50%
Sole
1.61M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares670.68K
TypeSH
Market value$245.90M
2.45%
Sole
670.68K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
DFNDShares237.84K
TypeSH
Market value$235.44M
2.34%
Sole
237.84K
Shared
0.00
None
0.00
BLACKROCK INC
DFNDShares223.24K
TypeSH
Market value$234.24M
2.33%
Sole
223.24K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares810.93K
TypeSH
Market value$223.53M
2.23%
Sole
810.93K
Shared
0.00
None
0.00
MOODYS CORP
DFNDShares420.26K
TypeSH
Market value$210.80M
2.10%
Sole
420.26K
Shared
0.00
None
0.00
DEERE & CO
DFNDShares401.86K
TypeSH
Market value$204.34M
2.03%
Sole
401.86K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares76.30K
TypeSH
Market value$199.43M
1.99%
Sole
76.30K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares604.97K
TypeSH
Market value$188.73M
1.88%
Sole
604.97K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares237.79K
TypeSH
Market value$185.37M
1.85%
Sole
237.79K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
DFNDShares776.54K
TypeSH
Market value$171.63M
1.71%
Sole
776.54K
Shared
0.00
None
0.00
AMGEN INC
DFNDShares612.12K
TypeSH
Market value$170.91M
1.70%
Sole
612.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 2.10M | SH | $1.04B 10.39% | 2.10M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 3.92M | SH | $620.06M 6.17% | 3.92M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 2.54M | SH | $556.52M 5.54% | 2.54M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 632.21K | SH | $466.63M 4.64% | 632.21K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 2.50M | SH | $440.61M 4.39% | 2.50M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 707.30K | SH | $397.46M 3.96% | 707.30K | 0.00 | 0.00 |
COLGATE PALMOLIVE CODFND | COM | 4.10M | SH | $372.94M 3.71% | 4.10M | 0.00 | 0.00 |
OTIS WORLDWIDE CORPDFND | COM | 3.58M | SH | $354.63M 3.53% | 3.58M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 1.13M | SH | $326.20M 3.25% | 1.13M | 0.00 | 0.00 |
EMERSON ELEC CODFND | COM | 2.42M | SH | $322.38M 3.21% | 2.42M | 0.00 | 0.00 |
FORTINET INCDFND | COM | 2.81M | SH | $296.94M 2.96% | 2.81M | 0.00 | 0.00 |
APPLE INCDFND | COM | 1.40M | SH | $286.60M 2.85% | 1.40M | 0.00 | 0.00 |
CME GROUP INCDFND | COM | 1.01M | SH | $279.72M 2.78% | 1.01M | 0.00 | 0.00 |
ZOETIS INCDFND | CL A | 1.61M | SH | $251.33M 2.50% | 1.61M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 670.68K | SH | $245.90M 2.45% | 670.68K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 237.84K | SH | $235.44M 2.34% | 237.84K | 0.00 | 0.00 |
BLACKROCK INCDFND | COM | 223.24K | SH | $234.24M 2.33% | 223.24K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 810.93K | SH | $223.53M 2.23% | 810.93K | 0.00 | 0.00 |
MOODYS CORPDFND | COM | 420.26K | SH | $210.80M 2.10% | 420.26K | 0.00 | 0.00 |
DEERE & CODFND | COM | 401.86K | SH | $204.34M 2.03% | 401.86K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 76.30K | SH | $199.43M 1.99% | 76.30K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 604.97K | SH | $188.73M 1.88% | 604.97K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 237.79K | SH | $185.37M 1.85% | 237.79K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWDFND | COM | 776.54K | SH | $171.63M 1.71% | 776.54K | 0.00 | 0.00 |
AMGEN INCDFND | COM | 612.12K | SH | $170.91M 1.70% | 612.12K | 0.00 | 0.00 |
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