Filed: 1/8/2026ACC: 0001510481-26-000001
📋 What this filing means
SARASIN & PARTNERS LLP filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $9.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$9.63B
Total AUM (reported)
52.25M
Total Shares
Allocation by class
COM$8.11B84.2%
CL A$792.77M8.2%
CAP STK CL A$620.84M6.4%
GOLD SHS$20.09M0.2%
CAP STK CL C$18.00M0.2%
COM NEW$16.98M0.2%
FTSE EMR MKT ETF$12.35M0.1%
Portfolio Concentration
Top 3$2.30B23.8%
4–10$2.57B26.7%
11–25$3.14B32.6%
Rest$1.63B17.0%
Top 3 weight
23.8%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 52.25M
Sole
Full voting authority
52.25M
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)
Sole31
Shared0
Other46
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
MICROSOFT CORP
DFNDShares1.74M
TypeSH
Market value$841.51M
8.74%
Sole
1.74M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares4.46M
TypeSH
Market value$832.66M
8.64%
Sole
4.46M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares1.98M
TypeSH
Market value$620.84M
6.45%
Sole
1.98M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares2.27M
TypeSH
Market value$524.30M
5.44%
Sole
2.27M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares718.45K
TypeSH
Market value$410.15M
4.26%
Sole
718.45K
Shared
0.00
None
0.00
APPLE INC
DFNDShares1.34M
TypeSH
Market value$364.91M
3.79%
Sole
1.34M
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
DFNDShares4.35M
TypeSH
Market value$343.56M
3.57%
Sole
4.35M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares1.02M
TypeSH
Market value$327.83M
3.40%
Sole
1.02M
Shared
0.00
None
0.00
EMERSON ELEC CO
DFNDShares2.25M
TypeSH
Market value$298.61M
3.10%
Sole
2.25M
Shared
0.00
None
0.00
CME GROUP INC
DFNDShares1.09M
TypeSH
Market value$298.46M
3.10%
Sole
1.09M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares832.06K
TypeSH
Market value$287.97M
2.99%
Sole
832.06K
Shared
0.00
None
0.00
BLACKROCK INC
DFNDShares251.86K
TypeSH
Market value$269.57M
2.80%
Sole
251.86K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares366.77K
TypeSH
Market value$242.10M
2.51%
Sole
366.77K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares692.44K
TypeSH
Market value$238.27M
2.47%
Sole
692.44K
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares2.36M
TypeSH
Market value$221.43M
2.30%
Sole
2.36M
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
DFNDShares2.53M
TypeSH
Market value$221.40M
2.30%
Sole
2.53M
Shared
0.00
None
0.00
FORTINET INC
DFNDShares2.78M
TypeSH
Market value$220.60M
2.29%
Sole
2.78M
Shared
0.00
None
0.00
AMGEN INC
DFNDShares655.51K
TypeSH
Market value$214.56M
2.23%
Sole
655.51K
Shared
0.00
None
0.00
MOODYS CORP
DFNDShares412.75K
TypeSH
Market value$210.85M
2.19%
Sole
412.75K
Shared
0.00
None
0.00
SERVICENOW INC
DFNDShares1.23M
TypeSH
Market value$188.95M
1.96%
Sole
1.23M
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
DFNDShares934.73K
TypeSH
Market value$173.41M
1.80%
Sole
934.73K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
DFNDShares197.42K
TypeSH
Market value$170.24M
1.77%
Sole
197.42K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares2.01M
TypeSH
Market value$164.44M
1.71%
Sole
2.01M
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
DFNDShares900.40K
TypeSH
Market value$158.08M
1.64%
Sole
900.40K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares264.53K
TypeSH
Market value$153.28M
1.59%
Sole
264.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 1.74M | SH | $841.51M 8.74% | 1.74M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 4.46M | SH | $832.66M 8.64% | 4.46M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.98M | SH | $620.84M 6.45% | 1.98M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 2.27M | SH | $524.30M 5.44% | 2.27M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 718.45K | SH | $410.15M 4.26% | 718.45K | 0.00 | 0.00 |
APPLE INCDFND | COM | 1.34M | SH | $364.91M 3.79% | 1.34M | 0.00 | 0.00 |
COLGATE PALMOLIVE CODFND | COM | 4.35M | SH | $343.56M 3.57% | 4.35M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 1.02M | SH | $327.83M 3.40% | 1.02M | 0.00 | 0.00 |
EMERSON ELEC CODFND | COM | 2.25M | SH | $298.61M 3.10% | 2.25M | 0.00 | 0.00 |
CME GROUP INCDFND | COM | 1.09M | SH | $298.46M 3.10% | 1.09M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 832.06K | SH | $287.97M 2.99% | 832.06K | 0.00 | 0.00 |
BLACKROCK INCDFND | COM | 251.86K | SH | $269.57M 2.80% | 251.86K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 366.77K | SH | $242.10M 2.51% | 366.77K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 692.44K | SH | $238.27M 2.47% | 692.44K | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 2.36M | SH | $221.43M 2.30% | 2.36M | 0.00 | 0.00 |
OTIS WORLDWIDE CORPDFND | COM | 2.53M | SH | $221.40M 2.30% | 2.53M | 0.00 | 0.00 |
FORTINET INCDFND | COM | 2.78M | SH | $220.60M 2.29% | 2.78M | 0.00 | 0.00 |
AMGEN INCDFND | COM | 655.51K | SH | $214.56M 2.23% | 655.51K | 0.00 | 0.00 |
MOODYS CORPDFND | COM | 412.75K | SH | $210.85M 2.19% | 412.75K | 0.00 | 0.00 |
SERVICENOW INCDFND | COM | 1.23M | SH | $188.95M 1.96% | 1.23M | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCDFND | COM | 934.73K | SH | $173.41M 1.80% | 934.73K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 197.42K | SH | $170.24M 1.77% | 197.42K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 2.01M | SH | $164.44M 1.71% | 2.01M | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWDFND | COM | 900.40K | SH | $158.08M 1.64% | 900.40K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | COM | 264.53K | SH | $153.28M 1.59% | 264.53K | 0.00 | 0.00 |
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