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 AOS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,188,466 | 1,200,917 | Shares | Defined | 2026-04-13 | |
| 2025-12-31 | $88,631,114 | 1,325,226 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $102,819,000 | 1,400,613 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $77,967,516 | 1,189,073 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $74,180,462 | 1,134,952 | Shares | Defined | 2025-04-15 | |
| 2024-09-30 | $78,766,267 | 876,837 | Shares | Sole | 2024-10-09 | |
| No 13F history on record for this holder in this stock. | ||||||