Filed: 4/13/2026ACC: 0001510481-26-000002
📋 What this filing means
SARASIN & PARTNERS LLP filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $8.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$8.20B
Total AUM (reported)
43.02M
Total Shares
Allocation by class
COM$6.71B81.8%
CL A$537.48M6.6%
CAP STK CL A$496.02M6.1%
COM NEW$283.18M3.5%
SPONSORED ADS$67.88M0.8%
GOLD SHS$17.41M0.2%
CAP STK CL C$13.86M0.2%
Portfolio Concentration
Top 3$1.87B22.8%
4–10$2.32B28.3%
11–25$2.57B31.4%
Rest$1.44B17.5%
Top 3 weight
22.8%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 43.02M
Sole
Full voting authority
43.02M
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
Other52
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
NVIDIA CORPORATION
DFNDShares4.55M
TypeSH
Market value$792.97M
9.67%
Sole
4.55M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares1.57M
TypeSH
Market value$580.09M
7.08%
Sole
1.57M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares1.72M
TypeSH
Market value$496.02M
6.05%
Sole
1.72M
Shared
0.00
None
0.00
APPLE INC
DFNDShares1.84M
TypeSH
Market value$467.12M
5.70%
Sole
1.84M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares1.94M
TypeSH
Market value$403.60M
4.92%
Sole
1.94M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares674.33K
TypeSH
Market value$336.94M
4.11%
Sole
674.33K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares1.07M
TypeSH
Market value$330.91M
4.04%
Sole
1.07M
Shared
0.00
None
0.00
CME GROUP INC
DFNDShares930.69K
TypeSH
Market value$274.88M
3.35%
Sole
930.69K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares908.57K
TypeSH
Market value$267.26M
3.26%
Sole
908.57K
Shared
0.00
None
0.00
NETFLIX INC.
DFNDShares2.48M
TypeSH
Market value$238.11M
2.90%
Sole
2.48M
Shared
0.00
None
0.00
AMGEN INC
DFNDShares666.45K
TypeSH
Market value$234.49M
2.86%
Sole
666.45K
Shared
0.00
None
0.00
BLACKROCK INC
DFNDShares240.70K
TypeSH
Market value$231.48M
2.82%
Sole
240.70K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares660.86K
TypeSH
Market value$217.35M
2.65%
Sole
660.86K
Shared
0.00
None
0.00
EMERSON ELEC CO
DFNDShares1.65M
TypeSH
Market value$216.36M
2.64%
Sole
1.65M
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
DFNDShares2.50M
TypeSH
Market value$212.83M
2.60%
Sole
2.50M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
DFNDShares200.40K
TypeSH
Market value$199.68M
2.44%
Sole
200.40K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares344.19K
TypeSH
Market value$196.92M
2.40%
Sole
344.19K
Shared
0.00
None
0.00
AMERICAN TOWER CORP
DFNDShares863.17K
TypeSH
Market value$148.97M
1.82%
Sole
863.17K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
DFNDShares1.11M
TypeSH
Market value$145.67M
1.78%
Sole
1.11M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares1.96M
TypeSH
Market value$141.30M
1.72%
Sole
1.96M
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
DFNDShares1.37M
TypeSH
Market value$132.00M
1.61%
Sole
1.37M
Shared
0.00
None
0.00
MOODYS CORP
DFNDShares287.79K
TypeSH
Market value$125.55M
1.53%
Sole
287.79K
Shared
0.00
None
0.00
FORTINET INC
DFNDShares1.52M
TypeSH
Market value$124.01M
1.51%
Sole
1.52M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares249.85K
TypeSH
Market value$122.81M
1.50%
Sole
249.85K
Shared
0.00
None
0.00
MERCADOLIBRE INC
DFNDShares70.25K
TypeSH
Market value$121.46M
1.48%
Sole
70.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 4.55M | SH | $792.97M 9.67% | 4.55M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 1.57M | SH | $580.09M 7.08% | 1.57M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.72M | SH | $496.02M 6.05% | 1.72M | 0.00 | 0.00 |
APPLE INCDFND | COM | 1.84M | SH | $467.12M 5.70% | 1.84M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 1.94M | SH | $403.60M 4.92% | 1.94M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 674.33K | SH | $336.94M 4.11% | 674.33K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 1.07M | SH | $330.91M 4.04% | 1.07M | 0.00 | 0.00 |
CME GROUP INCDFND | COM | 930.69K | SH | $274.88M 3.35% | 930.69K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 908.57K | SH | $267.26M 3.26% | 908.57K | 0.00 | 0.00 |
NETFLIX INC.DFND | COM | 2.48M | SH | $238.11M 2.90% | 2.48M | 0.00 | 0.00 |
AMGEN INCDFND | COM | 666.45K | SH | $234.49M 2.86% | 666.45K | 0.00 | 0.00 |
BLACKROCK INCDFND | COM | 240.70K | SH | $231.48M 2.82% | 240.70K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 660.86K | SH | $217.35M 2.65% | 660.86K | 0.00 | 0.00 |
EMERSON ELEC CODFND | COM | 1.65M | SH | $216.36M 2.64% | 1.65M | 0.00 | 0.00 |
COLGATE PALMOLIVE CODFND | COM | 2.50M | SH | $212.83M 2.60% | 2.50M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONDFND | COM | 200.40K | SH | $199.68M 2.44% | 200.40K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 344.19K | SH | $196.92M 2.40% | 344.19K | 0.00 | 0.00 |
AMERICAN TOWER CORPDFND | COM | 863.17K | SH | $148.97M 1.82% | 863.17K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWDFND | COM NEW | 1.11M | SH | $145.67M 1.78% | 1.11M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 1.96M | SH | $141.30M 1.72% | 1.96M | 0.00 | 0.00 |
KIMBERLY-CLARK CORPDFND | COM | 1.37M | SH | $132.00M 1.61% | 1.37M | 0.00 | 0.00 |
MOODYS CORPDFND | COM | 287.79K | SH | $125.55M 1.53% | 287.79K | 0.00 | 0.00 |
FORTINET INCDFND | COM | 1.52M | SH | $124.01M 1.51% | 1.52M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | COM | 249.85K | SH | $122.81M 1.50% | 249.85K | 0.00 | 0.00 |
MERCADOLIBRE INCDFND | COM | 70.25K | SH | $121.46M 1.48% | 70.25K | 0.00 | 0.00 |
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