Filed: 10/10/2025ACC: 0001085146-25-005903
📋 What this filing means
SARASIN & PARTNERS LLP filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $10.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$10.19B
Total AUM (reported)
52.45M
Total Shares
Allocation by class
COM$8.44B82.8%
CL A$1.11B10.9%
CAP STK CL A$540.90M5.3%
GOLD SHS$21.04M0.2%
COM NEW$17.98M0.2%
CAP STK CL C$15.73M0.2%
CLASS A$8.52M0.1%
Portfolio Concentration
Top 3$2.42B23.7%
4–10$2.77B27.2%
11–25$3.50B34.3%
Rest$1.50B14.7%
Top 3 weight
23.7%
Top 10 weight
51.0%
Voting Authority Distribution
Total shares with voting rights: 52.45M
Sole
Full voting authority
52.45M
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)
Sole33
Shared0
Other41
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:
MICROSOFT CORP
DFNDShares1.98M
TypeSH
Market value$1.02B
10.02%
Sole
1.98M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares4.56M
TypeSH
Market value$828.58M
8.13%
Sole
4.56M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares2.57M
TypeSH
Market value$570.02M
5.59%
Sole
2.57M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares2.22M
TypeSH
Market value$540.90M
5.31%
Sole
2.22M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares613.48K
TypeSH
Market value$456.06M
4.48%
Sole
613.48K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares727.99K
TypeSH
Market value$413.60M
4.06%
Sole
727.99K
Shared
0.00
None
0.00
APPLE INC
DFNDShares1.45M
TypeSH
Market value$369.06M
3.62%
Sole
1.45M
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
DFNDShares4.21M
TypeSH
Market value$338.19M
3.32%
Sole
4.21M
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
DFNDShares3.61M
TypeSH
Market value$329.63M
3.23%
Sole
3.61M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares1.03M
TypeSH
Market value$326.61M
3.21%
Sole
1.03M
Shared
0.00
None
0.00
CME GROUP INC
DFNDShares1.13M
TypeSH
Market value$306.34M
3.01%
Sole
1.13M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares705.43K
TypeSH
Market value$286.97M
2.82%
Sole
705.43K
Shared
0.00
None
0.00
EMERSON ELEC CO
DFNDShares2.18M
TypeSH
Market value$282.29M
2.77%
Sole
2.18M
Shared
0.00
None
0.00
BLACKROCK INC
DFNDShares227.66K
TypeSH
Market value$267.63M
2.63%
Sole
227.66K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
DFNDShares2.05M
TypeSH
Market value$251.27M
2.47%
Sole
2.05M
Shared
0.00
None
0.00
FORTINET INC
DFNDShares2.89M
TypeSH
Market value$244.98M
2.40%
Sole
2.89M
Shared
0.00
None
0.00
SERVICENOW INC
DFNDShares253.67K
TypeSH
Market value$238.66M
2.34%
Sole
253.67K
Shared
0.00
None
0.00
ZOETIS INC
DFNDShares1.65M
TypeSH
Market value$236.04M
2.32%
Sole
1.65M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares712.94K
TypeSH
Market value$233.77M
2.29%
Sole
712.94K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
DFNDShares234.46K
TypeSH
Market value$214.96M
2.11%
Sole
234.46K
Shared
0.00
None
0.00
MOODYS CORP
DFNDShares427.26K
TypeSH
Market value$205.43M
2.02%
Sole
427.26K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
DFNDShares926.45K
TypeSH
Market value$185.50M
1.82%
Sole
926.45K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares73.03K
TypeSH
Market value$182.68M
1.79%
Sole
73.03K
Shared
0.00
None
0.00
AMGEN INC
DFNDShares659.99K
TypeSH
Market value$180.82M
1.77%
Sole
659.99K
Shared
0.00
None
0.00
DEERE & CO
DFNDShares388.22K
TypeSH
Market value$180.71M
1.77%
Sole
388.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 1.98M | SH | $1.02B 10.02% | 1.98M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 4.56M | SH | $828.58M 8.13% | 4.56M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 2.57M | SH | $570.02M 5.59% | 2.57M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 2.22M | SH | $540.90M 5.31% | 2.22M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 613.48K | SH | $456.06M 4.48% | 613.48K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 727.99K | SH | $413.60M 4.06% | 727.99K | 0.00 | 0.00 |
APPLE INCDFND | COM | 1.45M | SH | $369.06M 3.62% | 1.45M | 0.00 | 0.00 |
COLGATE PALMOLIVE CODFND | COM | 4.21M | SH | $338.19M 3.32% | 4.21M | 0.00 | 0.00 |
OTIS WORLDWIDE CORPDFND | COM | 3.61M | SH | $329.63M 3.23% | 3.61M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 1.03M | SH | $326.61M 3.21% | 1.03M | 0.00 | 0.00 |
CME GROUP INCDFND | COM | 1.13M | SH | $306.34M 3.01% | 1.13M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 705.43K | SH | $286.97M 2.82% | 705.43K | 0.00 | 0.00 |
EMERSON ELEC CODFND | COM | 2.18M | SH | $282.29M 2.77% | 2.18M | 0.00 | 0.00 |
BLACKROCK INCDFND | COM | 227.66K | SH | $267.63M 2.63% | 227.66K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPDFND | COM | 2.05M | SH | $251.27M 2.47% | 2.05M | 0.00 | 0.00 |
FORTINET INCDFND | COM | 2.89M | SH | $244.98M 2.40% | 2.89M | 0.00 | 0.00 |
SERVICENOW INCDFND | COM | 253.67K | SH | $238.66M 2.34% | 253.67K | 0.00 | 0.00 |
ZOETIS INCDFND | CL A | 1.65M | SH | $236.04M 2.32% | 1.65M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 712.94K | SH | $233.77M 2.29% | 712.94K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 234.46K | SH | $214.96M 2.11% | 234.46K | 0.00 | 0.00 |
MOODYS CORPDFND | COM | 427.26K | SH | $205.43M 2.02% | 427.26K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCDFND | COM | 926.45K | SH | $185.50M 1.82% | 926.45K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 73.03K | SH | $182.68M 1.79% | 73.03K | 0.00 | 0.00 |
AMGEN INCDFND | COM | 659.99K | SH | $180.82M 1.77% | 659.99K | 0.00 | 0.00 |
DEERE & CODFND | COM | 388.22K | SH | $180.71M 1.77% | 388.22K | 0.00 | 0.00 |
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