SARASIN & PARTNERS LLP

PrivateCIK: 1510481
Location

LONDON, X0

94
Positions
$8.54B
Total AUM (reported)
39.57M
Total Shares

Allocation by class

TOTAL AUM$8.54B94 positions
COM$6.44B75.5%
CAP STK CL A$636.15M7.5%
CL A$536.36M6.3%
COM NEW$531.78M6.2%
SPONSORED ADS$254.19M3.0%
CAP STK CL C$17.08M0.2%
FTSE EMR MKT ETF$14.97M0.2%

Portfolio Concentration

Top 324.0%4–1030.2%11–2530.8%Rest15.1%TOP 1054.2%0%100%
Top 3$2.05B24.0%
4–10$2.58B30.2%
11–25$2.63B30.8%
Rest$1.29B15.1%

Top 3 weight

24.0%

Top 10 weight

54.2%

Voting Authority Distribution

Total shares with voting rights: 39.57M

Sole

Full voting authority

39.57M

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)

Sole41
Shared0
Other53
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings94
Rows:

NVIDIA CORPORATION

DFND
COM
Shares4.24M
TypeSH
Market value$847.55M
9.93%
Sole
4.24M
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL A
Shares1.78M
TypeSH
Market value$636.15M
7.45%
Sole
1.78M
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares1.52M
TypeSH
Market value$566.63M
6.64%
Sole
1.52M
Shared
0.00
None
0.00

APPLE INC

DFND
COM
Shares1.85M
TypeSH
Market value$534.65M
6.26%
Sole
1.85M
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COM
Shares1.92M
TypeSH
Market value$457.19M
5.36%
Sole
1.92M
Shared
0.00
None
0.00

BROADCOM INC

DFND
COM
Shares1.15M
TypeSH
Market value$434.85M
5.09%
Sole
1.15M
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

DFND
CL A
Shares673.12K
TypeSH
Market value$345.72M
4.05%
Sole
673.12K
Shared
0.00
None
0.00

CME GROUP INC

DFND
COM
Shares1.31M
TypeSH
Market value$290.23M
3.40%
Sole
1.31M
Shared
0.00
None
0.00

CITIGROUP INC

DFND
COM NEW
Shares1.86M
TypeSH
Market value$259.87M
3.04%
Sole
1.86M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

DFND
SPONSORED ADS
Shares529.52K
TypeSH
Market value$252.88M
2.96%
Sole
529.52K
Shared
0.00
None
0.00

HOME DEPOT INC

DFND
COM
Shares687.22K
TypeSH
Market value$242.37M
2.84%
Sole
687.22K
Shared
0.00
None
0.00

EMERSON ELEC CO

DFND
COM
Shares1.67M
TypeSH
Market value$239.17M
2.80%
Sole
1.67M
Shared
0.00
None
0.00

BLACKROCK INC

DFND
COM
Shares239.89K
TypeSH
Market value$230.67M
2.70%
Sole
239.89K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

DFND
COM
Shares214.19K
TypeSH
Market value$200.37M
2.35%
Sole
214.19K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

DFND
COM
Shares602.26K
TypeSH
Market value$197.14M
2.31%
Sole
602.26K
Shared
0.00
None
0.00

NETFLIX INC.

DFND
COM
Shares2.74M
TypeSH
Market value$195.36M
2.29%
Sole
2.74M
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares334.13K
TypeSH
Market value$188.21M
2.20%
Sole
334.13K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

DFND
COM
Shares1.86M
TypeSH
Market value$170.35M
2.00%
Sole
1.86M
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

DFND
COM NEW
Shares1.28M
TypeSH
Market value$162.43M
1.90%
Sole
1.28M
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

DFND
COM
Shares2.04M
TypeSH
Market value$147.32M
1.73%
Sole
2.04M
Shared
0.00
None
0.00

AMERICAN TOWER CORP

DFND
COM
Shares849.69K
TypeSH
Market value$138.98M
1.63%
Sole
849.69K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

DFND
COM
Shares266.87K
TypeSH
Market value$133.80M
1.57%
Sole
266.87K
Shared
0.00
None
0.00

ELI LILLY & CO

DFND
COM
Shares110.83K
TypeSH
Market value$132.93M
1.56%
Sole
110.83K
Shared
0.00
None
0.00

AMGEN INC

DFND
COM
Shares343.95K
TypeSH
Market value$124.55M
1.46%
Sole
343.95K
Shared
0.00
None
0.00

MERCADOLIBRE INC

DFND
COM
Shares71.56K
TypeSH
Market value$121.46M
1.42%
Sole
71.56K
Shared
0.00
None
0.00
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