Saranac Partners Ltd

CIK

2098745

Location

LONDON, X0

Portfolio Value

Small $247,904,464

Diversification

Diversified

Filing Date

Global Rank

#3,455 / 8,232 ▲ 250

Top Industry

Semiconductors 7.1%

3Y Alpha vs SPY

-2.2%

Period ended 2 months ago

Filed May 15, 2026 · 30d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.0%

SPY

+76.3%

Annualised alpha

-2.2%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

77 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.4%

−1.1 pts

Top 5

22.8%

−1.4 pts

Top 10

39.0%

−3.3 pts

HHI

272

Diversified−48

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.2%	$69,972,260	19
Healthcare	15.6%	$38,784,357	11
Consumer Cyclical	15.4%	$38,088,048	9
Financial Services	11.9%	$29,405,086	6
Industrials	10.7%	$26,517,567	8
Communication Services	7.4%	$18,251,637	6
Consumer Defensive	3.7%	$9,067,245	5
Basic Materials	3.1%	$7,700,638	4
Unclassified	2.0%	$4,982,364	3
Energy	1.5%	$3,770,682	3
Real Estate	0.4%	$1,054,927	2
Utilities	0.1%	$309,653	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	+22,088	68,340	$3,813,372
LHX	L3harris Technologies, Inc. /De/	+19,095	21,892	$7,556,023
BSX	Boston Scientific Corp	+18,895	95,541	$5,995,197
BAC	Bank Of America Corp /De/	+18,750	160,560	$7,827,300
JNJ	Johnson & Johnson	+13,995	15,632	$3,821,086
NOW	ServiceNow, Inc.	+11,844	35,304	$3,691,033
EL	Estee Lauder Companies Inc	+11,588	17,614	$1,264,156
DHR	Danaher Corp /De/	+10,683	35,875	$6,801,900
CVX	Chevron Corp	+9,129	11,765	$2,434,178
AMZN	Amazon Com Inc	+8,225	49,032	$10,211,894
ABT	Abbott Laboratories	+7,495	11,830	$1,214,586
TRMB	Trimble Inc.	+6,624	66,823	$4,358,864
DIS	Walt Disney Co	+6,267	12,037	$1,160,126
DLR	Digital Realty Trust, Inc.	+4,158	4,200	$756,882
AVGO	Broadcom Inc.	+3,614	30,346	$9,392,390
ORCL	Oracle Corp	+3,070	28,247	$4,155,416
UNH	Unitedhealth Group Inc	+2,145	19,966	$5,402,599
PANW	Palo Alto Networks Inc	+1,848	5,444	$872,782
QQQ	Invesco Qqq Trust, Series 1	+1,756	1,800	$1,038,924
ADBE	Adobe Inc.	+1,080	16,344	$3,972,899
INTU	Intuit Inc.	+875	1,540	$665,865
HD	Home Depot, Inc.	+792	1,790	$588,713
BMY	Bristol Myers Squibb Co	+375	7,181	$435,527
AAPL	Apple Inc.	+330	31,831	$8,078,389
META	Meta Platforms, Inc.	+220	2,188	$1,251,820
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QCOM	Qualcomm Inc/De	−33,440	8,697	$1,119,999
WMT	Walmart Inc.	−21,520	55,270	$6,868,955
CP	Canadian Pacific Kansas City Ltd/Cn	−13,313	67,185	$5,284,772
LVS	Las Vegas Sands Corp	−10,544	88,538	$4,770,427
TJX	Tjx Companies Inc /De/	−9,814	51,621	$8,243,873
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−9,667	14,877	$5,027,682
TTE	TotalEnergies SE	−9,529	11,091	$1,009,059
AME	Ametek Inc/	−9,254	30,929	$6,629,940
AMAT	Applied Materials Inc /De	−8,882	15,605	$5,333,632
ICE	Intercontinental Exchange, Inc.	−6,187	46,292	$7,280,805
ECL	Ecolab Inc.	−5,242	19,502	$5,187,922
ABBV	AbbVie Inc.	−4,682	34,561	$7,516,671
GOOGL	Alphabet Inc.	−4,012	46,298	$13,313,452
PWR	Quanta Services, Inc.	−3,001	1,238	$679,686
TT	Trane Technologies plc	−2,884	13,051	$5,438,873
CDNS	Cadence Design Systems Inc	−2,120	13,142	$3,651,767
NKE	NIKE, Inc.	−1,233	9,317	$492,123
MFC	Manulife Financial Corp	−830	4,810	$165,656
MA	Mastercard Inc	−819	16,884	$8,436,259
CSCO	Cisco Systems, Inc.	−680	3,045	$236,261
KO	Coca Cola Co	−655	6,077	$462,155
MPC	Marathon Petroleum Corp	−485	1,341	$327,445
LRCX	Lam Research Corp	−467	1,733	$370,272
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	−290	3,418	$309,910
FERG	Ferguson Enterprises Inc. /DE/	−185	1,440	$335,894
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
ULTA	Ulta Beauty, Inc.	24,670	$12,895,255
TEL	TE Connectivity plc	23,152	$4,839,231
NFLX	Netflix Inc	21,417	$2,059,244
NVDA	Nvidia Corp	10,290	$1,794,576
LYB	LyondellBasell Industries N.V.	19,893	$1,602,580
ADSK	Autodesk, Inc.	6,112	$1,463,212
AZN	Astrazeneca PLC	5,571	$1,098,712
BABA	Alibaba Group Holding Ltd	5,896	$739,712
B	Barrick Mining Corp	16,481	$672,259
GILD	Gilead Sciences, Inc.	3,164	$440,966
C	Citigroup Inc	3,345	$379,356
TLN	Talen Energy Corp	970	$309,653
ALB	Albemarle Corp	1,325	$237,877
ANET	Arista Networks, Inc.	1,470	$180,486
KMB	Kimberly Clark Corp	1,680	$162,069
VZ	Verizon Communications Inc	2,748	$137,949
YUMC	Yum China Holdings, Inc.	2,232	$108,876
TSLA	Tesla, Inc.	100	$37,175
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
COR	Cencora, Inc.	4,837	$1,633,696
SPGI	S&P Global Inc.	2,305	$1,204,569
TRUP	Trupanion, Inc.	24,420	$912,575
MTB	M&T Bank Corp	4,050	$815,994
JPM	Jpmorgan Chase & Co	882	$284,198
ETN	Eaton Corp plc	705	$224,549
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 positions · $247,904,464 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	46,298	-4,012	$13,313,452	−15.5%	5.37%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	NEW	24,670	NEW	$12,895,255	NEW	5.20%
MSFT	Microsoft Corp Technology	Reduced	29,088	-137	$10,767,504	−23.8%	4.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,032	+8,225	$10,211,894	+8.4%	4.12%
AVGO	Broadcom Inc. Technology	Added	30,346	+3,614	$9,392,390	+1.5%	3.79%
MA	Mastercard Inc Financial Services	Reduced	16,884	-819	$8,436,259	−16.5%	3.40%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	51,621	-9,814	$8,243,873	−12.6%	3.33%
AAPL	Apple Inc. Technology	Added	31,831	+330	$8,078,389	−5.7%	3.26%
BAC	Bank Of America Corp /De/ Financial Services	Added	160,560	+18,750	$7,827,300	+0.4%	3.16%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	21,892	+19,095	$7,556,023	+820.2%	3.05%
ABBV	AbbVie Inc. Healthcare	Reduced	34,561	-4,682	$7,516,671	−16.2%	3.03%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	46,292	-6,187	$7,280,805	−14.3%	2.94%
WMT	Walmart Inc. Consumer Defensive	Reduced	55,270	-21,520	$6,868,955	−19.7%	2.77%
DHR	Danaher Corp /De/ Healthcare	Added	35,875	+10,683	$6,801,900	+17.9%	2.74%
AME	Ametek Inc/ Industrials	Reduced	30,929	-9,254	$6,629,940	−19.6%	2.67%
BSX	Boston Scientific Corp Healthcare	Added	95,541	+18,895	$5,995,197	−18.0%	2.42%
ISRG	Intuitive Surgical Inc Healthcare	Added	12,170	+105	$5,610,248	−17.9%	2.26%
TT	Trane Technologies plc Industrials	Reduced	13,051	-2,884	$5,438,873	−12.3%	2.19%
UNH	Unitedhealth Group Inc Healthcare	Added	19,966	+2,145	$5,402,599	−8.2%	2.18%
AMAT	Applied Materials Inc /De Technology	Reduced	15,605	-8,882	$5,333,632	−15.2%	2.15%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	339,662	+17	$5,315,710	−9.8%	2.14%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	67,185	-13,313	$5,284,772	−10.8%	2.13%
ECL	Ecolab Inc. Basic Materials	Reduced	19,502	-5,242	$5,187,922	−20.1%	2.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	14,877	-9,667	$5,027,682	−32.6%	2.03%
TEL	TE Connectivity plc Technology	NEW	23,152	NEW	$4,839,231	NEW	1.95%
LVS	Las Vegas Sands Corp Consumer Cyclical	Reduced	88,538	-10,544	$4,770,427	−26.0%	1.92%
TRMB	Trimble Inc. Technology	Added	66,823	+6,624	$4,358,864	−7.6%	1.76%
ORCL	Oracle Corp Technology	Added	28,247	+3,070	$4,155,416	−15.3%	1.68%
ADBE	Adobe Inc. Technology	Added	16,344	+1,080	$3,972,899	−25.6%	1.60%
JNJ	Johnson & Johnson Healthcare	Added	15,632	+13,995	$3,821,086	+1027.9%	1.54%
FISV	Fiserv Inc	Added	68,340	+22,088	$3,813,372	+22.7%	1.54%
NOW	ServiceNow, Inc. Technology	Added	35,304	+11,844	$3,691,033	+2.7%	1.49%
CDNS	Cadence Design Systems Inc Technology	Reduced	13,142	-2,120	$3,651,767	−23.5%	1.47%
CVX	Chevron Corp Energy	Added	11,765	+9,129	$2,434,178	+505.9%	0.98%
NFLX	Netflix Inc Communication Services	NEW	21,417	NEW	$2,059,244	NEW	0.83%
NVDA	Nvidia Corp Technology	NEW	10,290	NEW	$1,794,576	NEW	0.72%
LYB	LyondellBasell Industries N.V. Basic Materials	NEW	19,893	NEW	$1,602,580	NEW	0.65%
ADSK	Autodesk, Inc. Technology	NEW	6,112	NEW	$1,463,212	NEW	0.59%
EL	Estee Lauder Companies Inc Consumer Defensive	Added	17,614	+11,588	$1,264,156	+100.3%	0.51%
META	Meta Platforms, Inc. Communication Services	Added	2,188	+220	$1,251,820	−3.6%	0.50%
ABT	Abbott Laboratories Healthcare	Added	11,830	+7,495	$1,214,586	+123.6%	0.49%
DIS	Walt Disney Co Communication Services	Added	12,037	+6,267	$1,160,126	+76.7%	0.47%
QCOM	Qualcomm Inc/De Technology	Reduced	8,697	-33,440	$1,119,999	−84.5%	0.45%
AZN	Astrazeneca PLC Healthcare	NEW	5,571	NEW	$1,098,712	NEW	0.44%
QQQ	Invesco Qqq Trust, Series 1	Added	1,800	+1,756	$1,038,924	+3743.7%	0.42%
TTE	TotalEnergies SE Energy	Reduced	11,091	-9,529	$1,009,059	−25.2%	0.41%
PANW	Palo Alto Networks Inc Technology	Added	5,444	+1,848	$872,782	+31.8%	0.35%
DLR	Digital Realty Trust, Inc. Real Estate	Added	4,200	+4,158	$756,882	+11549.7%	0.31%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	NEW	5,896	NEW	$739,712	NEW	0.30%
PWR	Quanta Services, Inc. Industrials	Reduced	1,238	-3,001	$679,686	−62.0%	0.27%