SARASIN & PARTNERS LLP

PrivateCIK: 1510481
Location

LONDON, X0

111
Positions
$8.93B
Total AUM (reported)
39.06M
Total Shares

Allocation by class

TOTAL AUM$8.93B111 positions
COM$6.71B75.1%
CAP STK CL A$714.15M8.0%
CL A$562.42M6.3%
COM NEW$561.24M6.3%
SPONSORED ADS$184.74M2.1%
AMERICAN DEPOSIT$58.59M0.7%
CAP STK CL C$15.52M0.2%

Portfolio Concentration

Top 325.4%4–1028.1%11–2528.0%Rest18.6%TOP 1053.5%0%100%
Top 3$2.26B25.4%
4–10$2.51B28.1%
11–25$2.50B28.0%
Rest$1.66B18.6%

Top 3 weight

25.4%

Top 10 weight

53.5%

Voting Authority Distribution

Total shares with voting rights: 39.06M

Sole

Full voting authority

39.06M

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)

Sole53
Shared0
Other58
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings111
Rows:

NVIDIA CORPORATION

DFND
COM
Shares3.76M
TypeSH
Market value$858.32M
9.62%
Sole
3.76M
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL A
Shares2.08M
TypeSH
Market value$714.15M
8.00%
Sole
2.08M
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares1.35M
TypeSH
Market value$690.84M
7.74%
Sole
1.35M
Shared
0.00
None
0.00

APPLE INC

DFND
COM
Shares1.72M
TypeSH
Market value$573.69M
6.43%
Sole
1.72M
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COM
Shares1.82M
TypeSH
Market value$453.91M
5.09%
Sole
1.82M
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

DFND
CL A
Shares669.02K
TypeSH
Market value$368.95M
4.13%
Sole
669.02K
Shared
0.00
None
0.00

CME GROUP INC

DFND
COM
Shares1.32M
TypeSH
Market value$346.07M
3.88%
Sole
1.32M
Shared
0.00
None
0.00

BROADCOM INC

DFND
COM
Shares831.16K
TypeSH
Market value$291.89M
3.27%
Sole
831.16K
Shared
0.00
None
0.00

BLACKROCK INC

DFND
COM
Shares232.66K
TypeSH
Market value$246.22M
2.76%
Sole
232.66K
Shared
0.00
None
0.00

CITIGROUP INC

DFND
COM NEW
Shares1.76M
TypeSH
Market value$227.61M
2.55%
Sole
1.76M
Shared
0.00
None
0.00

APPLIED MATLS INC

DFND
COM
Shares428.40K
TypeSH
Market value$219.08M
2.45%
Sole
428.40K
Shared
0.00
None
0.00

HOME DEPOT INC

DFND
COM
Shares667.49K
TypeSH
Market value$189.90M
2.13%
Sole
667.49K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

DFND
COM
Shares204.46K
TypeSH
Market value$186.13M
2.09%
Sole
204.46K
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares256.58K
TypeSH
Market value$186.07M
2.08%
Sole
256.58K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

DFND
SPONSORED ADS
Shares402.47K
TypeSH
Market value$183.60M
2.06%
Sole
402.47K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

DFND
COM
Shares541.68K
TypeSH
Market value$179.20M
2.01%
Sole
541.68K
Shared
0.00
None
0.00

EMERSON ELEC CO

DFND
COM
Shares1.15M
TypeSH
Market value$178.50M
2.00%
Sole
1.15M
Shared
0.00
None
0.00

NETFLIX INC.

DFND
COM
Shares2.56M
TypeSH
Market value$178.07M
1.99%
Sole
2.56M
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

DFND
COM
Shares257K
TypeSH
Market value$173.49M
1.94%
Sole
257K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

DFND
COM
Shares1.79M
TypeSH
Market value$152.51M
1.71%
Sole
1.79M
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

DFND
COM
Shares2.13M
TypeSH
Market value$145.96M
1.64%
Sole
2.13M
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

DFND
COM NEW
Shares1.25M
TypeSH
Market value$142.75M
1.60%
Sole
1.25M
Shared
0.00
None
0.00

AMERICAN TOWER CORP

DFND
COM
Shares830.90K
TypeSH
Market value$136.01M
1.52%
Sole
830.90K
Shared
0.00
None
0.00

MERCADOLIBRE INC

DFND
COM
Shares71.76K
TypeSH
Market value$124.04M
1.39%
Sole
71.76K
Shared
0.00
None
0.00

ILLINOIS TOOL WKS INC

DFND
COM
Shares467.44K
TypeSH
Market value$120.26M
1.35%
Sole
467.44K
Shared
0.00
None
0.00
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