Sarasin & Partners

Sarasin & Partners as of Dec. 31, 2025

Portfolio Holdings for Sarasin & Partners

Sarasin & Partners holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.7 $842M 1.7M 483.62
NVIDIA Corporation (NVDA) 8.6 $833M 4.5M 186.50
Alphabet Cap Stk Cl A (GOOGL) 6.4 $621M 2.0M 313.00
Amazon (AMZN) 5.4 $524M 2.3M 230.82
Mastercard Incorporated Cl A (MA) 4.3 $410M 719k 570.88
Apple (AAPL) 3.8 $365M 1.3M 271.86
Colgate-Palmolive Company (CL) 3.6 $344M 4.3M 79.02
JPMorgan Chase & Co. (JPM) 3.4 $328M 1.0M 322.22
Emerson Electric (EMR) 3.1 $299M 2.2M 132.72
Cme (CME) 3.1 $299M 1.1M 273.08
Broadcom (AVGO) 3.0 $288M 832k 346.10
Blackrock (BLK) 2.8 $270M 252k 1070.34
Meta Platforms Cl A (META) 2.5 $242M 367k 660.09
Home Depot (HD) 2.5 $238M 692k 344.10
Netflix (NFLX) 2.3 $221M 2.4M 93.76
Otis Worldwide Corp (OTIS) 2.3 $221M 2.5M 87.35
Fortinet (FTNT) 2.3 $221M 2.8M 79.41
Amgen (AMGN) 2.2 $215M 656k 327.31
Moody's Corporation (MCO) 2.2 $211M 413k 510.85
Servicenow (NOW) 2.0 $189M 1.2M 153.19
Marsh & McLennan Companies (MMC) 1.8 $173M 935k 185.52
Costco Wholesale Corporation (COST) 1.8 $170M 197k 862.34
Uber Technologies (UBER) 1.7 $164M 2.0M 81.71
American Tower Reit (AMT) 1.6 $158M 900k 175.57
Thermo Fisher Scientific (TMO) 1.6 $153M 265k 579.45
Kimberly-Clark Corporation (KMB) 1.5 $146M 1.4M 100.89
MercadoLibre (MELI) 1.5 $145M 72k 2014.26
Deere & Company (DE) 1.5 $144M 309k 465.57
Eli Lilly & Co. (LLY) 1.5 $141M 132k 1074.68
Zoetis Cl A (ZTS) 1.4 $135M 1.1M 125.82
Cisco Systems (CSCO) 1.2 $120M 1.6M 77.03
Merck & Co (MRK) 1.0 $96M 915k 105.26
Prologis (PLD) 1.0 $93M 731k 127.66
A. O. Smith Corporation (AOS) 0.9 $89M 1.3M 66.88
Chipotle Mexican Grill (CMG) 0.8 $78M 2.1M 37.00
Ross Stores (ROST) 0.8 $74M 410k 180.14
UnitedHealth (UNH) 0.8 $72M 219k 330.11
Pfizer (PFE) 0.4 $35M 1.4M 24.90
Texas Instruments Incorporated (TXN) 0.3 $30M 172k 173.49
Snap-on Incorporated (SNA) 0.3 $25M 73k 344.60
NetApp (NTAP) 0.3 $24M 227k 107.09
Spdr Gold Tr Gold Shs (GLD) 0.2 $20M 51k 396.31
Alphabet Cap Stk Cl C (GOOG) 0.2 $18M 57k 313.80
Ecolab (ECL) 0.2 $15M 57k 262.52
Tetra Tech (TTEK) 0.1 $14M 411k 33.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $12M 230k 53.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $10M 72k 141.06
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $9.0M 108k 83.61
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $8.5M 360k 23.69
Evercore Class A (EVR) 0.1 $8.5M 25k 340.25
Morgan Stanley Com New (MS) 0.1 $8.5M 48k 177.53
Quanta Services (PWR) 0.1 $8.1M 19k 422.06
Marriott Intl Cl A (MAR) 0.0 $4.5M 14k 310.24
Aramark Hldgs (ARMK) 0.0 $4.2M 115k 36.86
Elf Beauty (ELF) 0.0 $4.2M 55k 76.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $3.8M 52k 74.07
Welltower Inc Com reit (WELL) 0.0 $3.4M 18k 185.61
Wal-Mart Stores (WMT) 0.0 $2.8M 25k 111.41
Invitation Homes (INVH) 0.0 $2.4M 86k 27.79
Ametek (AME) 0.0 $2.3M 11k 205.31
AvalonBay Communities (AVB) 0.0 $2.2M 12k 181.31
Equity Residential Sh Ben Int (EQR) 0.0 $2.0M 32k 63.04
Ventas (VTR) 0.0 $2.0M 26k 77.38
Peak (DOC) 0.0 $2.0M 125k 16.08
Simon Property (SPG) 0.0 $1.9M 10k 185.11
Hdfc Bank Sponsored Ads (HDB) 0.0 $1.9M 51k 36.54
Gra (GGG) 0.0 $1.8M 22k 81.97
Digitalbridge Group Cl A New (DBRG) 0.0 $1.7M 111k 15.34
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $1.7M 12k 141.49
Freshpet (FRPT) 0.0 $1.6M 26k 60.93
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.0 $1.5M 15k 101.07
Airbnb Com Cl A (ABNB) 0.0 $1.4M 10k 135.72
Mondelez Intl Cl A (MDLZ) 0.0 $1.3M 25k 53.83
Bellring Brands Common Stock (BRBR) 0.0 $1.2M 45k 26.73
Copart (CPRT) 0.0 $1.1M 29k 39.15
Alexandria Real Estate Equities (ARE) 0.0 $670k 14k 48.94
Kimco Realty Corporation (KIM) 0.0 $638k 32k 20.27