Sarasin & Partners LLP Portfolio Holdings

Sarasin & Partners LLP

  • $9.94 Billion
  • Q3 2025

Sarasin & Partners LLP has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $9.94 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.03B, Nvidia Corp with a value of $850M, Amazon Com Inc with a value of $563M, Alphabet Inc. with a value of $539M, and Meta Platforms, Inc. with a value of $451M.

Examining the 13F form we can see an increase of $134M in the current position value, from $9.81B to 9.94B.

Below you can find more details about Sarasin & Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $9.94 Billion
Technology: $3.22 Billion
Financial Services: $1.45 Billion
Consumer Cyclical: $1.2 Billion
Communication Services: $1.1 Billion
Industrials: $976 Million
Healthcare: $829 Million
Consumer Defensive: $825 Million
Real Estate: $284 Million
Other: $60.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$1.03 Billion 10.34% of portfolio
1,984,444
Q3 2025 Reduced 5.47%
$505B
$850 Million 8.55% of portfolio
4,556,370
Q3 2025 Added 16.1%
$2.49T
$563 Million 5.66% of portfolio
2,565,671
Q3 2025 Added 1.14%
$1.68T
$539 Million 5.42% of portfolio
2,216,329
Q3 2025 Reduced 11.35%
$1.46T
$451 Million 4.53% of portfolio
613,477
Q3 2025 Reduced 2.96%
$526B
$414 Million 4.16% of portfolio
727,985
Q3 2025 Added 2.92%
$4.35T
$369 Million 3.71% of portfolio
1,450,538
Q3 2025 Added 3.84%
$64.3B
$336 Million 3.38% of portfolio
4,206,363
Q3 2025 Added 2.53%
$38.6B
$330 Million 3.32% of portfolio
3,610,804
Q3 2025 Added 0.82%
$913B
$326 Million 3.28% of portfolio
1,034,583
Q3 2025 Reduced 8.05%
$95.4B
$304 Million 3.06% of portfolio
1,125,245
Q3 2025 Added 10.88%
$82.5B
$287 Million 2.88% of portfolio
2,184,099
Q3 2025 Reduced 9.67%
$389B
$286 Million 2.87% of portfolio
705,430
Q3 2025 Added 5.18%
$40.4B
$255 Million 2.56% of portfolio
2,048,544
Q3 2025 Added 88.88%
$68.2B
$243 Million 2.45% of portfolio
2,894,003
Q3 2025 Added 3.04%
$67.5B
$241 Million 2.43% of portfolio
1,649,946
Q3 2025 Added 2.38%
$186B
$233 Million 2.35% of portfolio
253,668
Q3 2025 Added 68.41%
$403B
$217 Million 2.18% of portfolio
234,455
Q3 2025 Reduced 1.42%
$88B
$204 Million 2.05% of portfolio
427,259
Q3 2025 Added 1.67%
$88.4B
$187 Million 1.88% of portfolio
926,449
Q3 2025 Added 65.64%
$160B
$186 Million 1.87% of portfolio
659,993
Q3 2025 Added 7.82%
$139B
$178 Million 1.79% of portfolio
388,218
Q3 2025 Reduced 3.39%
$117B
$171 Million 1.72% of portfolio
73,034
Q3 2025 Reduced 4.28%
$83.3B
$166 Million 1.67% of portfolio
863,830
Q3 2025 Added 11.24%
$191B
$142 Million 1.43% of portfolio
1,454,145
Q3 2025 New
$222B
$130 Million 1.31% of portfolio
268,407
Q3 2025 Added 4.61%
$300B
$118 Million 1.18% of portfolio
1,717,438
Q3 2025 Reduced 4.83%
$820B
$107 Million 1.08% of portfolio
140,355
Q3 2025 Reduced 40.98%
$8.37B
$103 Million 1.03% of portfolio
1,400,613
Q3 2025 Added 17.79%
$878M
$101 Million 1.01% of portfolio
2,565,111
Q3 2025 Added 1.08%
$498B
$99.1 Million 1.0% of portfolio
82,631
Q3 2025 Reduced 16.59%
$115B
$84.7 Million 0.85% of portfolio
739,473
Q3 2025 Reduced 7.5%
$218B
$79.6 Million 0.8% of portfolio
947,869
Q3 2025 Added 0.08%
$55.2B
$69.7 Million 0.7% of portfolio
457,403
Q3 2025 Reduced 1.33%
$319B
$48.1 Million 0.48% of portfolio
139,226
Q3 2025 Reduced 76.99%
$138B
$36.2 Million 0.36% of portfolio
1,419,406
Q3 2025 Reduced 2.41%
$17.8B
$25.3 Million 0.25% of portfolio
73,057
Q3 2025 Reduced 11.62%
$13.8B
$24.6 Million 0.25% of portfolio
289,421
Q3 2025 Reduced 5.92%
$127B
$21.2 Million 0.21% of portfolio
59,701
Q3 2025 Reduced 0.18%
$73.1B
$17.2 Million 0.17% of portfolio
62,911
Q3 2025 Added 9.24%
$1.72T
$15.7 Million 0.16% of portfolio
64,354
Q3 2025 Reduced 17.64%
$1.71B
$13.7 Million 0.14% of portfolio
409,723
Q3 2025 Reduced 91.25%
$17B
$11.1 Million 0.11% of portfolio
445,819
Q3 2025 Reduced 12.66%
$64.2B
$9.86 Million 0.1% of portfolio
23,787
Q3 2025 Added 11.48%
$11.5B
$8.43 Million 0.08% of portfolio
25,000
Q3 2017 New
$0
$8.1 Million 0.08% of portfolio
149,570
Q3 2025 Added 72.85%
$278B
$6.8 Million 0.07% of portfolio
42,808
Q3 2025 Reduced 88.35%
$9.76B
$5.5 Million 0.06% of portfolio
143,340
Q3 2025 Reduced 7.22%
$6.45B
$5.97 Million 0.06% of portfolio
45,041
Q3 2025 Reduced 14.36%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $9.94 Billion
  • Prior Value $9.81 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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