Sarasin & Partners LLP
Top Portfolio Positions
78 positions ·
$8,128,938,394 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
4,546,859 | $792,972,209 | 9.75% | |
| MSFT |
Microsoft Corp
Technology
|
1,567,085 | $580,087,854 | 7.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,724,922 | $496,018,570 | 6.10% | |
| AAPL |
Apple Inc.
Technology
|
1,840,569 | $467,118,006 | 5.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,937,855 | $403,597,060 | 4.96% | |
| MA |
Mastercard Inc
Financial Services
|
674,333 | $336,937,226 | 4.14% | |
| AVGO |
Broadcom Inc.
Technology
|
1,069,152 | $330,913,235 | 4.07% | |
| CME |
Cme Group Inc.
Financial Services
|
930,687 | $274,878,405 | 3.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
908,567 | $267,264,068 | 3.29% | |
| NFLX |
Netflix Inc
Communication Services
|
2,476,404 | $238,106,244 | 2.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,965,188 | 863,166 | Shares | Defined | 2026-04-13 | |
| 2025-12-31 | $158,083,403 | 900,401 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $166,131,785 | 863,830 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $171,629,986 | 776,536 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $175,126,438 | 804,809 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $171,673,777 | 936,011 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $208,913,066 | 898,319 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $188,050,987 | 967,440 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $219,143,512 | 1,109,082 | Shares | Defined | 2024-04-12 | |
| 2023-12-31 | $260,026,380 | 1,204,495 | Shares | Defined | 2024-01-10 | |
| 2023-09-30 | $146,282,386 | 889,525 | Shares | Defined | 2023-10-05 | |
| 2023-06-30 | $167,053,322 | 861,366 | Shares | Defined | 2023-07-11 | |
| 2023-03-31 | $116,263,534 | 568,971 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $120,503,213 | 568,787 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $133,199,880 | 620,400 | Shares | Defined | 2022-10-18 | |
| 2022-06-30 | $124,797,440 | 488,272 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $133,757,567 | 532,432 | Shares | Defined | 2022-04-11 | |
| 2021-09-30 | $181,565,919 | 684,096 | Shares | Defined | 2021-10-22 | |
| 2021-06-30 | $188,031,217 | 696,051 | Shares | Defined | 2021-07-13 | |
| 2021-03-31 | $156,764,551 | 655,754 | Shares | Defined | 2021-04-29 | |
| 2020-12-31 | $36,063,988 | 160,670 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $17,445,654 | 72,170 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $18,429,248 | 71,282 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $18,983,227 | 87,179 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||