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 DE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,532,469 | 139,415 | Shares | Defined | 2026-04-13 | |
| 2025-12-31 | $143,865,320 | 309,009 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $177,516,562 | 388,218 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $204,339,757 | 401,856 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $213,756,539 | 455,431 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $217,503,852 | 513,344 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $322,122,837 | 771,866 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $298,668,613 | 799,370 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $272,288,993 | 662,923 | Shares | Defined | 2024-04-12 | |
| 2023-12-31 | $249,967,934 | 625,123 | Shares | Defined | 2024-01-10 | |
| 2023-09-30 | $235,965,524 | 625,273 | Shares | Defined | 2023-10-05 | |
| 2023-06-30 | $265,570,034 | 655,421 | Shares | Defined | 2023-07-11 | |
| 2023-03-31 | $374,472,663 | 906,977 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $292,773,192 | 682,837 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $229,396,119 | 687,041 | Shares | Defined | 2022-10-18 | |
| 2022-06-30 | $203,710,274 | 680,236 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $324,907,584 | 782,043 | Shares | Defined | 2022-04-11 | |
| 2021-12-31 | $310,856,187 | 906,577 | Shares | Defined | 2022-01-19 | |
| 2021-09-30 | $291,790,683 | 870,835 | Shares | Defined | 2021-10-22 | |
| 2021-06-30 | $293,655,764 | 832,570 | Shares | Defined | 2021-07-13 | |
| 2021-03-31 | $358,793,525 | 958,982 | Shares | Defined | 2021-04-29 | |
| 2020-12-31 | $203,503,231 | 756,377 | Shares | Defined | 2021-01-19 | |
| 2020-09-30 | $165,122,328 | 745,036 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $165,646,000 | 1,054,063 | Shares | Defined | 2020-07-17 | |
| 2020-03-31 | $155,073,685 | 1,122,421 | Shares | Defined | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||