Sarasin & Partners as of March 31, 2026
Portfolio Holdings for Sarasin & Partners
Sarasin & Partners holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.7 | $793M | 4.5M | 174.40 | |
| Microsoft Corporation (MSFT) | 7.1 | $580M | 1.6M | 370.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $496M | 1.7M | 287.56 | |
| Apple (AAPL) | 5.7 | $467M | 1.8M | 253.79 | |
| Amazon (AMZN) | 4.9 | $404M | 1.9M | 208.27 | |
| Mastercard Incorporated Cl A (MA) | 4.1 | $337M | 674k | 499.66 | |
| Broadcom (AVGO) | 4.0 | $331M | 1.1M | 309.51 | |
| Cme (CME) | 3.4 | $275M | 931k | 295.35 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $267M | 909k | 294.16 | |
| Netflix (NFLX) | 2.9 | $238M | 2.5M | 96.15 | |
| Amgen (AMGN) | 2.9 | $235M | 667k | 351.85 | |
| Blackrock (BLK) | 2.8 | $232M | 241k | 961.71 | |
| Home Depot (HD) | 2.7 | $217M | 661k | 328.89 | |
| Emerson Electric (EMR) | 2.6 | $216M | 1.7M | 131.02 | |
| Colgate-Palmolive Company (CL) | 2.6 | $213M | 2.5M | 85.23 | |
| Costco Wholesale Corporation (COST) | 2.4 | $200M | 200k | 996.43 | |
| Meta Platforms Cl A (META) | 2.4 | $197M | 344k | 572.13 | |
| American Tower Reit (AMT) | 1.8 | $149M | 863k | 172.58 | |
| Duke Energy Corp Com New (DUK) | 1.8 | $146M | 1.1M | 130.94 | |
| Uber Technologies (UBER) | 1.7 | $141M | 2.0M | 71.93 | |
| Kimberly-Clark Corporation (KMB) | 1.6 | $132M | 1.4M | 96.47 | |
| Moody's Corporation (MCO) | 1.5 | $126M | 288k | 436.25 | |
| Fortinet (FTNT) | 1.5 | $124M | 1.5M | 81.72 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $123M | 250k | 491.53 | |
| MercadoLibre (MELI) | 1.5 | $122M | 70k | 1729.02 | |
| Eli Lilly & Co. (LLY) | 1.4 | $112M | 122k | 919.77 | |
| Cisco Systems (CSCO) | 1.4 | $112M | 1.4M | 77.59 | |
| Quanta Services (PWR) | 1.4 | $111M | 203k | 549.02 | |
| Merck & Co (MRK) | 1.2 | $95M | 786k | 120.29 | |
| Prologis (PLD) | 1.1 | $92M | 694k | 132.18 | |
| Ecolab (ECL) | 1.0 | $82M | 306k | 266.02 | |
| A. O. Smith Corporation (AOS) | 1.0 | $79M | 1.2M | 65.94 | |
| Deere & Company (DE) | 1.0 | $79M | 139k | 563.30 | |
| Citigroup Com New (C) | 0.9 | $74M | 655k | 113.41 | |
| Marsh & McLennan Companies (MRSH) | 0.9 | $72M | 413k | 173.45 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $67M | 197k | 337.95 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $49M | 107k | 460.99 | |
| Ametek (AME) | 0.5 | $43M | 202k | 214.36 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $42M | 546k | 77.08 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $40M | 206k | 194.14 | |
| Pfizer (PFE) | 0.5 | $38M | 1.4M | 28.08 | |
| Snap-on Incorporated (SNA) | 0.3 | $24M | 66k | 363.22 | |
| NetApp (NTAP) | 0.3 | $24M | 230k | 102.39 | |
| Ross Stores (ROST) | 0.2 | $19M | 85k | 216.63 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $17M | 41k | 430.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $14M | 48k | 286.86 | |
| Servicenow (NOW) | 0.2 | $14M | 132k | 104.55 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $14M | 254k | 54.05 | |
| Tetra Tech (TTEK) | 0.2 | $13M | 436k | 30.12 | |
| Morgan Stanley Com New (MS) | 0.1 | $8.0M | 49k | 164.57 | |
| Evercore Class A (EVR) | 0.1 | $7.5M | 25k | 298.51 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $7.4M | 54k | 138.32 | |
| Ishares Msci Japan Etf (EWJ) | 0.1 | $7.2M | 86k | 84.44 | |
| Weyerhaeuser Com New (WY) | 0.1 | $5.9M | 241k | 24.43 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $4.9M | 60k | 82.43 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $4.5M | 47k | 97.73 | |
| Ishares Jp Morgan Em Etf (LEMB) | 0.1 | $4.4M | 107k | 40.80 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $4.2M | 92k | 45.56 | |
| Vanguard World Energy Etf (VDE) | 0.0 | $4.1M | 23k | 173.04 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $3.9M | 53k | 73.64 | |
| Welltower Inc Com reit (WELL) | 0.0 | $3.4M | 17k | 197.71 | |
| Visa Com Cl A (V) | 0.0 | $3.3M | 11k | 302.24 | |
| Elf Beauty (ELF) | 0.0 | $3.3M | 55k | 60.61 | |
| Wal-Mart Stores (WMT) | 0.0 | $3.2M | 26k | 124.28 | |
| Zoetis Cl A (ZTS) | 0.0 | $2.5M | 21k | 118.21 | |
| Aramark Hldgs (ARMK) | 0.0 | $2.5M | 61k | 40.54 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $2.3M | 73k | 32.01 | |
| Ventas (VTR) | 0.0 | $2.2M | 27k | 81.78 | |
| Invitation Homes (INVH) | 0.0 | $2.1M | 86k | 24.85 | |
| Peak (DOC) | 0.0 | $2.1M | 125k | 16.43 | |
| Newmont Mining Corporation (NEM) | 0.0 | $1.9M | 17k | 108.25 | |
| Simon Property (SPG) | 0.0 | $1.9M | 10k | 186.53 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.7M | 18k | 93.98 | |
| Gra (GGG) | 0.0 | $1.7M | 20k | 84.65 | |
| Bank of America Corporation (BAC) | 0.0 | $1.6M | 34k | 48.75 | |
| Kroger (KR) | 0.0 | $1.6M | 22k | 72.36 | |
| Freshpet (FRPT) | 0.0 | $1.6M | 27k | 58.96 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $1.5M | 25k | 59.15 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $1.4M | 13k | 111.06 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $1.4M | 11k | 126.28 | |
| T. Rowe Price (TROW) | 0.0 | $1.3M | 15k | 90.14 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $1.3M | 51k | 24.88 | |
| Copart (CPRT) | 0.0 | $1.2M | 38k | 33.20 | |
| Nike CL B (NKE) | 0.0 | $1.2M | 23k | 52.82 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.1M | 19k | 57.64 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $946k | 11k | 88.42 | |
| Bellring Brands Common Stock (BRBR) | 0.0 | $917k | 57k | 16.09 | |
| Kimco Realty Corporation (KIM) | 0.0 | $752k | 34k | 22.47 |
