Sarasin & Partners LLP
88 holdingsFiling period: 2026-03-31Current AUM: $9.37Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 4.55M | $793.0M | $912.8M | 9.74% | +82.2K | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 1.57M | $580.1M | $728.3M | 7.77% | -172,944 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 1.72M | $496.0M | $614.3M | 6.56% | -258,578 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 1.84M | $467.1M | $568.6M | 6.07% | +498.3K | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 1.94M | $403.6M | $526.3M | 5.62% | -333,628 | 2026-03-31 |
| 6 | MA | MASTERCARD INCORPORATED | 674.3K | $336.9M | $386.5M | 4.12% | -44,119 | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 1.07M | $330.9M | $416.2M | 4.44% | +237.1K | 2026-03-31 |
| 8 | CME | CME GROUP INC | 930.7K | $274.9M | $249.2M | 2.66% | -162,250 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 908.6K | $267.3M | $319.6M | 3.41% | -108,828 | 2026-03-31 |
| 10 | NFLX | NETFLIX INC. | 2.48M | $238.1M | $177.6M | 1.90% | +114.7K | 2026-03-31 |
| 11 | AMGN | AMGEN INC | 666.5K | $234.5M | $256.7M | 2.74% | +10.9K | 2026-03-31 |
| 12 | BLK | BLACKROCK INC | 240.7K | $231.5M | $262.5M | 2.80% | -11,158 | 2026-03-31 |
| 13 | HD | HOME DEPOT INC | 660.9K | $217.3M | $219.4M | 2.34% | -31,578 | 2026-03-31 |
| 14 | EMR | EMERSON ELEC CO | 1.65M | $216.4M | $247.4M | 2.64% | -598,563 | 2026-03-31 |
| 15 | CL | COLGATE PALMOLIVE CO | 2.50M | $212.8M | $228.0M | 2.43% | -1,850,680 | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 200.4K | $199.7M | $190.8M | 2.04% | +3.0K | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 344.2K | $196.9M | $191.6M | 2.05% | -22,586 | 2026-03-31 |
| 18 | AMT | AMERICAN TOWER CORP | 863.2K | $149.0M | $149.6M | 1.60% | -37,235 | 2026-03-31 |
| 19 | DUK | DUKE ENERGY CORP NEW | 1.11M | $145.7M | $139.5M | 1.49% | -- | 2026-03-31 |
| 20 | UBER | UBER TECHNOLOGIES INC | 1.96M | $141.3M | $138.2M | 1.48% | -48,032 | 2026-03-31 |
| 21 | KMB | KIMBERLY-CLARK CORP | 1.37M | $132.0M | $149.6M | 1.60% | -77,642 | 2026-03-31 |
| 22 | MCO | MOODYS CORP | 287.8K | $125.5M | $137.7M | 1.47% | -124,967 | 2026-03-31 |
| 23 | FTNT | FORTINET INC | 1.52M | $124.0M | $245.7M | 2.62% | -1,260,596 | 2026-03-31 |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | 249.9K | $122.8M | $143.5M | 1.53% | -14,675 | 2026-03-31 |
| 25 | MELI | MERCADOLIBRE INC | 70.3K | $121.5M | $131.9M | 1.41% | -1,756 | 2026-03-31 |
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