Saranac Partners Ltd

CIK

2098745

Location

LONDON, X0

Portfolio Value

Small $312,292,338

Diversification

Diversified

Filing Date

Global Rank

#5,112 / 8,795 ▼ 8 · as of Jun 2026

Top Industry

Semiconductors 10.1%

Period ended 3 months ago

Filed Aug 13, 2026 · 55d

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

106 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.2%

−0.2 pts

Top 5

21.6%

−1.1 pts

Top 10

37.3%

−1.8 pts

HHI

256

Diversified−16

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.3%	$103,861,915	26
Healthcare	14.0%	$43,641,719	12
Financial Services	12.7%	$39,512,693	14
Consumer Cyclical	9.6%	$29,904,696	10
Industrials	8.6%	$26,947,013	10
Communication Services	8.1%	$25,253,261	5
Unclassified	6.3%	$19,634,201	11
Consumer Defensive	3.5%	$11,071,221	8
Basic Materials	3.1%	$9,675,981	3
Energy	0.7%	$2,293,326	3
Real Estate	0.1%	$289,045	2
Utilities	0.1%	$207,267	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	+64,758	404,420	$7,170,366
BSX	Boston Scientific Corp	+54,724	150,265	$6,413,310
NVDA	Nvidia Corp	+34,221	44,511	$8,906,205
ANET	Arista Networks, Inc.	+34,007	35,477	$6,026,832
BAC	Bank Of America Corp /De/	+24,508	185,068	$10,545,174
NKE	NIKE, Inc.	+19,986	29,303	$1,202,888
LVS	Las Vegas Sands Corp	+19,762	108,300	$5,002,377
BNDW	Vanguard Total World Bond ETF	+17,475	98,223	$7,259,974
FISV	Fiserv Inc	+12,542	80,882	$3,967,262
WMT	Walmart Inc.	+11,850	67,120	$7,602,011
INTU	Intuit Inc.	+11,635	13,175	$3,438,675
CP	Canadian Pacific Kansas City Ltd/Cn	+10,877	78,062	$6,764,072
NFLX	Netflix Inc	+10,406	31,823	$2,272,162
TRMB	Trimble Inc.	+8,545	75,368	$3,857,334
ICE	Intercontinental Exchange, Inc.	+7,402	53,694	$6,610,268
ABBV	AbbVie Inc.	+6,525	41,086	$10,338,881
TJX	Tjx Companies Inc /De/	+6,144	57,765	$8,751,397
ISRG	Intuitive Surgical Inc	+5,710	17,880	$7,110,518
AME	Ametek Inc/	+5,615	36,544	$8,841,455
ECL	Ecolab Inc.	+5,479	24,981	$6,959,956
MA	Mastercard Inc	+5,396	22,280	$11,443,008
NOW	ServiceNow, Inc.	+5,387	40,691	$4,039,802
B	Barrick Mining Corp	+5,055	21,536	$791,017
DIS	Walt Disney Co	+4,397	16,434	$1,581,772
MSFT	Microsoft Corp	+4,035	33,123	$12,355,541
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
LHX	L3harris Technologies, Inc. /De/	−20,414	1,478	$429,492
JNJ	Johnson & Johnson	−14,020	1,612	$409,399
ADBE	Adobe Inc.	−12,455	3,889	$797,322
CVX	Chevron Corp	−7,318	4,447	$737,134
DLR	Digital Realty Trust, Inc.	−4,158	42	$7,542
ABT	Abbott Laboratories	−3,531	8,299	$753,051
VB	Vanguard Morningstar Small-Cap ETF	−2,825	1,509	$1,036,396
QCOM	Qualcomm Inc/De	−2,626	6,071	$1,121,860
AMAT	Applied Materials Inc /De	−2,257	13,348	$9,650,604
PANW	Palo Alto Networks Inc	−1,588	3,856	$1,314,973
QQQ	Invesco Qqq Trust, Series 1	−1,473	327	$240,802
EL	Estee Lauder Companies Inc	−1,286	16,328	$1,289,095
AZN	Astrazeneca PLC	−1,049	4,522	$857,461
CDNS	Cadence Design Systems Inc	−797	12,345	$4,633,325
HD	Home Depot, Inc.	−582	1,208	$426,037
C	Citigroup Inc	−245	3,100	$433,876
—		−175	1,439	$295,052
PWR	Quanta Services, Inc.	−153	1,085	$781,243
CSCO	Cisco Systems, Inc.	−105	2,940	$345,332
FDX	Fedex Corp	−57	778	$243,615
AMT	American Tower Corp /Ma/	−6	1,721	$281,503
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
KEYS	Keysight Technologies, Inc.	12,759	$4,466,543
AEM	Agnico Eagle Mines Ltd	12,409	$1,925,008
APH	Amphenol Corp /De/	2,512	$885,831
JPM	Jpmorgan Chase & Co	2,171	$710,633
CAT	Caterpillar Inc	632	$673,016
TRUP	Trupanion, Inc.	24,420	$604,883
GE	General Electric Co	1,610	$601,705
LLY	ELI LILLY & Co	487	$584,122
NVO	Novo Nordisk A S	11,090	$531,654
BRK-B	Berkshire Hathaway Inc	950	$475,370
JD	JD.com, Inc.	18,017	$459,073
TEAM	Atlassian Corp	5,642	$438,891
CRDO	Credo Technology Group Holding Ltd	1,535	$417,443
COST	Costco Wholesale Corp /New	377	$352,672
CME	Cme Group Inc.	1,590	$351,119
MAR	Marriott International Inc /Md/	929	$344,278
PGR	Progressive Corp/Oh/	1,552	$339,034
PG	PROCTER & GAMBLE Co	2,171	$318,355
SPGI	S&P Global Inc.	775	$315,626
—		19,331	$304,405
UBER	Uber Technologies, Inc	4,172	$301,051
ETN	Eaton Corp plc	705	$300,414
RACE	Ferrari N.V.	779	$290,013
IBIT	iShares Bitcoin Trust ETF	8,400	$279,636
MELI	Mercadolibre Inc	144	$244,424
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
LYB	LyondellBasell Industries N.V.	19,893	$1,602,580
ADSK	Autodesk, Inc.	6,112	$1,463,212
ULTA	Ulta Beauty, Inc.	24,670	$756,074
GILD	Gilead Sciences, Inc.	3,164	$440,966
BKF	iShares MSCI BIC ETF	6,165	$350,110
TLN	Talen Energy Corp	970	$309,653
HON	Honeywell International Inc	1,305	$294,969
ALB	Albemarle Corp	1,325	$237,877
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.

Portfolio Positions

Compact Export CSV View 13F filing

106 tracked positions · $312,292,338 total · filing declares 117 positions · $342,709,107 · as of Jun 30, 2026

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

Showing 1–50 of 106 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	54,547	+931	$19,465,665	+26.3%	6.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	52,274	+3,242	$12,458,985	+22.0%	3.99%
MSFT	Microsoft Corp Technology	Added	33,123	+4,035	$12,355,541	+14.7%	3.96%
AVGO	Broadcom Inc. Technology	Added	31,361	+1,015	$11,846,617	+26.1%	3.79%
MA	Mastercard Inc Financial Services	Added	22,280	+5,396	$11,443,008	+35.6%	3.66%
BAC	Bank Of America Corp /De/ Financial Services	Added	185,068	+24,508	$10,545,174	+34.7%	3.38%
ABBV	AbbVie Inc. Healthcare	Added	41,086	+6,525	$10,338,881	+37.5%	3.31%
AMAT	Applied Materials Inc /De Technology	Reduced	13,348	-2,257	$9,650,604	+80.9%	3.09%
AAPL	Apple Inc. Technology	Added	32,986	+1,155	$9,544,828	+18.2%	3.06%
NVDA	Nvidia Corp Technology	Added	44,511	+34,221	$8,906,205	+396.3%	2.85%
AME	Ametek Inc/ Industrials	Added	36,544	+5,615	$8,841,455	+33.4%	2.83%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	57,765	+6,144	$8,751,397	+6.2%	2.80%
UNH	Unitedhealth Group Inc Healthcare	Added	20,032	+66	$8,325,900	+54.1%	2.67%
TT	Trane Technologies plc Industrials	Added	16,138	+3,087	$7,926,340	+45.7%	2.54%
WMT	Walmart Inc. Consumer Defensive	Added	67,120	+11,850	$7,602,011	+10.7%	2.43%
DHR	Danaher Corp /De/ Healthcare	Added	39,035	+3,160	$7,435,386	+9.3%	2.38%
BNDW	Vanguard Total World Bond ETF	Added	98,223	+17,475	$7,259,974	+23.3%	2.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	15,133	+256	$7,227,066	+43.7%	2.31%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	404,420	+64,758	$7,170,366	+34.9%	2.30%
ISRG	Intuitive Surgical Inc Healthcare	Added	17,880	+5,710	$7,110,518	+26.7%	2.28%
ECL	Ecolab Inc. Basic Materials	Added	24,981	+5,479	$6,959,956	+34.2%	2.23%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	78,062	+10,877	$6,764,072	+28.0%	2.17%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	53,694	+7,402	$6,610,268	−9.2%	2.12%
BSX	Boston Scientific Corp Healthcare	Added	150,265	+54,724	$6,413,310	+7.0%	2.05%
ANET	Arista Networks, Inc. Technology	Added	35,477	+34,007	$6,026,832	+3239.2%	1.93%
TEL	TE Connectivity plc Technology	Added	25,641	+2,489	$5,169,482	+6.8%	1.66%
LVS	Las Vegas Sands Corp Consumer Cyclical	Added	108,300	+19,762	$5,002,377	+4.9%	1.60%
ORCL	Oracle Corp Technology	Added	31,809	+3,562	$4,661,608	+12.2%	1.49%
CDNS	Cadence Design Systems Inc Technology	Reduced	12,345	-797	$4,633,325	+26.9%	1.48%
KEYS	Keysight Technologies, Inc. Technology	NEW	12,759	NEW	$4,466,543	NEW	1.43%
NOW	ServiceNow, Inc. Technology	Added	40,691	+5,387	$4,039,802	+9.4%	1.29%
FISV	Fiserv Inc	Added	80,882	+12,542	$3,967,262	+4.0%	1.27%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	54,330	+555	$3,866,209	+597.7%	1.24%
TRMB	Trimble Inc. Technology	Added	75,368	+8,545	$3,857,334	−11.5%	1.24%
INTU	Intuit Inc. Technology	Added	13,175	+11,635	$3,438,675	+416.4%	1.10%
NFLX	Netflix Inc Communication Services	Added	31,823	+10,406	$2,272,162	+10.3%	0.73%
AEM	Agnico Eagle Mines Ltd Basic Materials	NEW	12,409	NEW	$1,925,008	NEW	0.62%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	25,955	+816	$1,807,133	−6.4%	0.58%
LRCX	Lam Research Corp Technology	Added	3,960	+2,227	$1,715,986	+363.4%	0.55%
META	Meta Platforms, Inc. Communication Services	Added	2,909	+721	$1,638,610	+30.9%	0.52%
DIS	Walt Disney Co Communication Services	Added	16,434	+4,397	$1,581,772	+36.3%	0.51%
PANW	Palo Alto Networks Inc Technology	Reduced	3,856	-1,588	$1,314,973	+50.7%	0.42%
EL	Estee Lauder Companies Inc Consumer Defensive	Reduced	16,328	-1,286	$1,289,095	+2.0%	0.41%
NKE	NIKE, Inc. Consumer Cyclical	Added	29,303	+19,986	$1,202,888	+144.4%	0.39%
QCOM	Qualcomm Inc/De Technology	Reduced	6,071	-2,626	$1,121,860	+0.2%	0.36%
TTE	TotalEnergies SE Energy	Added	14,009	+2,918	$1,089,339	+8.0%	0.35%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	1,509	-2,825	$1,036,396	+48.9%	0.33%
APH	Amphenol Corp /De/ Technology	NEW	2,512	NEW	$885,831	NEW	0.28%
AZN	Astrazeneca PLC Healthcare	Reduced	4,522	-1,049	$857,461	−22.0%	0.27%
ADBE	Adobe Inc. Technology	Reduced	3,889	-12,455	$797,322	−79.9%	0.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.