Sarasin & Partners

Sarasin & Partners as of Sept. 30, 2025

Portfolio Holdings for Sarasin & Partners

Sarasin & Partners holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 10.0 $1.0B 2.0M 514.60
NVIDIA Corporation (NVDA) 8.1 $829M 4.6M 181.85
Amazon (AMZN) 5.6 $570M 2.6M 222.17
Alphabet Cap Stk Cl A (GOOGL) 5.3 $541M 2.2M 244.05
Meta Platforms Cl A (META) 4.5 $456M 614k 743.40
Mastercard Incorporated Cl A (MA) 4.1 $414M 728k 568.14
Apple (AAPL) 3.6 $369M 1.5M 254.43
Colgate-Palmolive Company (CL) 3.3 $338M 4.2M 80.40
Otis Worldwide Corp (OTIS) 3.2 $330M 3.6M 91.29
JPMorgan Chase & Co. (JPM) 3.2 $327M 1.0M 315.69
Cme (CME) 3.0 $306M 1.1M 272.24
Home Depot (HD) 2.8 $287M 705k 406.80
Emerson Electric (EMR) 2.8 $282M 2.2M 129.25
Blackrock (BLK) 2.6 $268M 228k 1175.56
Kimberly-Clark Corporation (KMB) 2.5 $251M 2.0M 122.66
Fortinet (FTNT) 2.4 $245M 2.9M 84.65
Servicenow (NOW) 2.3 $239M 254k 940.85
Zoetis Cl A (ZTS) 2.3 $236M 1.6M 143.06
Broadcom (AVGO) 2.3 $234M 713k 327.90
Costco Wholesale Corporation (COST) 2.1 $215M 235k 916.87
Moody's Corporation (MCO) 2.0 $205M 427k 480.82
Marsh & McLennan Companies (MMC) 1.8 $186M 926k 200.23
MercadoLibre (MELI) 1.8 $183M 73k 2501.31
Amgen (AMGN) 1.8 $181M 660k 273.97
Deere & Company (DE) 1.8 $181M 388k 465.49
American Tower Reit (AMT) 1.6 $168M 864k 194.55
Uber Technologies (UBER) 1.4 $145M 1.5M 99.57
Thermo Fisher Scientific (TMO) 1.2 $124M 268k 462.04
Cisco Systems (CSCO) 1.1 $116M 1.7M 67.72
Chipotle Mexican Grill (CMG) 1.0 $102M 2.6M 39.90
Eli Lilly & Co. (LLY) 1.0 $102M 140k 726.51
A. O. Smith Corporation (AOS) 1.0 $102M 1.4M 72.75
Netflix (NFLX) 1.0 $100M 83k 1206.41
Prologis (PLD) 0.8 $85M 740k 114.24
Merck & Co (MRK) 0.7 $75M 948k 78.58
Ross Stores (ROST) 0.7 $70M 457k 151.86
UnitedHealth (UNH) 0.5 $48M 139k 345.18
Pfizer (PFE) 0.3 $34M 1.4M 23.85
Snap-on Incorporated (SNA) 0.2 $25M 73k 344.54
Gra (GGG) 0.2 $25M 289k 84.49
Spdr Gold Tr Gold Shs (GLD) 0.2 $21M 60k 352.46
Ecolab (ECL) 0.2 $17M 63k 272.91
Alphabet Cap Stk Cl C (GOOG) 0.2 $16M 64k 244.36
Tetra Tech (TTEK) 0.1 $14M 410k 33.63
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $11M 446k 24.86
Quanta Services (PWR) 0.1 $9.7M 24k 409.11
Evercore Class A (EVR) 0.1 $8.5M 25k 340.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $8.1M 150k 53.94
Morgan Stanley Com New (MS) 0.1 $6.9M 43k 161.16
Elf Beauty (ELF) 0.1 $5.9M 45k 131.20
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $5.6M 40k 137.38
Aramark Hldgs (ARMK) 0.1 $5.5M 143k 38.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $4.8M 65k 74.40
Wal-Mart Stores (WMT) 0.0 $4.1M 40k 103.08
Marriott Intl Cl A (MAR) 0.0 $4.1M 16k 266.82
Welltower Inc Com reit (WELL) 0.0 $3.6M 21k 176.20
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $3.1M 39k 79.21
Public Storage (PSA) 0.0 $2.9M 10k 288.53
Peak (DOC) 0.0 $2.6M 139k 19.01
Ventas (VTR) 0.0 $2.5M 35k 69.20
AvalonBay Communities (AVB) 0.0 $2.3M 12k 193.56
Equity Residential Sh Ben Int (EQR) 0.0 $2.1M 32k 64.12
Simon Property (SPG) 0.0 $2.0M 11k 185.85
Hdfc Bank Sponsored Ads (HDB) 0.0 $1.9M 56k 34.14
Digitalbridge Group Cl A New (DBRG) 0.0 $1.9M 160k 11.80
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.0 $1.8M 19k 99.33
Invitation Homes (INVH) 0.0 $1.8M 63k 29.04
Bellring Brands Common Stock (BRBR) 0.0 $1.7M 45k 36.76
Mondelez Intl Cl A (MDLZ) 0.0 $1.6M 25k 62.63
Freshpet (FRPT) 0.0 $1.4M 26k 52.41
Copart (CPRT) 0.0 $1.3M 29k 44.60
Airbnb Com Cl A (ABNB) 0.0 $1.3M 10k 122.92
Alexandria Real Estate Equities (ARE) 0.0 $1.2M 14k 84.42
Kimco Realty Corporation (KIM) 0.0 $682k 32k 21.67