Sarasin & Partners LLP Portfolio Holdings

Sarasin & Partners LLP

  • $9.81 Billion
  • Q2 2025

Sarasin & Partners LLP has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.81 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.04B, Nvidia Corp with a value of $620M, Amazon Com Inc with a value of $557M, Meta Platforms, Inc. with a value of $467M, and Alphabet Inc. with a value of $441M.

Examining the 13F form we can see an increase of $820M in the current position value, from $8.99B to 9.81B.

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

Portfolio value $9.81 Billion
Technology: $2.78 Billion
Financial Services: $1.4 Billion
Consumer Cyclical: $1.21 Billion
Industrials: $1.2 Billion
Communication Services: $1.05 Billion
Healthcare: $1.01 Billion
Consumer Defensive: $768 Million
Real Estate: $351 Million
Other: $48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$1.04 Billion 10.64% of portfolio
2,099,280
Q2 2025 Reduced 1.05%
$406B
$620 Million 6.32% of portfolio
3,924,678
Q2 2025 Added 1.87%
$2.27T
$557 Million 5.67% of portfolio
2,536,648
Q2 2025 Added 1.0%
$1.62T
$467 Million 4.76% of portfolio
632,208
Q2 2025 Reduced 1.68%
$1.07T
$441 Million 4.49% of portfolio
2,500,202
Q2 2025 Reduced 2.43%
$539B
$397 Million 4.05% of portfolio
707,299
Q2 2025 Reduced 6.91%
$76.4B
$373 Million 3.8% of portfolio
4,102,759
Q2 2025 Added 5.89%
$41.4B
$355 Million 3.61% of portfolio
3,581,396
Q2 2025 Reduced 1.67%
$831B
$326 Million 3.32% of portfolio
1,125,184
Q2 2025 Added 4.72%
$82.7B
$322 Million 3.29% of portfolio
2,417,945
Q2 2025 Added 8.59%
$84.9B
$297 Million 3.03% of portfolio
2,808,725
Q2 2025 Added 12.61%
$3.39T
$287 Million 2.92% of portfolio
1,396,881
Q2 2025 Reduced 21.69%
$99.1B
$280 Million 2.85% of portfolio
1,014,872
Q2 2025 Reduced 13.45%
$74.1B
$251 Million 2.56% of portfolio
1,611,579
Q2 2025 Added 3.71%
$380B
$246 Million 2.51% of portfolio
670,684
Q2 2025 Added 0.97%
$435B
$235 Million 2.4% of portfolio
237,837
Q2 2025 Reduced 0.08%
$92B
$211 Million 2.15% of portfolio
420,259
Q2 2025 Reduced 5.77%
$154B
$204 Million 2.08% of portfolio
401,856
Q2 2025 Reduced 11.76%
$125B
$199 Million 2.03% of portfolio
76,303
Q2 2025 Added 24.88%
$283B
$189 Million 1.92% of portfolio
604,970
Q2 2025 Added 9.14%
$748B
$185 Million 1.89% of portfolio
237,793
Q2 2025 Added 4.27%
$103B
$172 Million 1.75% of portfolio
776,536
Q2 2025 Reduced 3.51%
$159B
$171 Million 1.74% of portfolio
612,120
Q2 2025 Added 9.79%
$1.94B
$168 Million 1.72% of portfolio
4,683,576
Q2 2025 Added 1.19%
$205B
$155 Million 1.58% of portfolio
150,621
Q2 2025 Added 101.28%
$1.55B
$142 Million 1.45% of portfolio
2,537,745
Q2 2025 Added 2.23%
$44.4B
$140 Million 1.43% of portfolio
1,084,566
Q2 2025 Reduced 10.7%
$573B
$133 Million 1.35% of portfolio
99,066
Q2 2025 Added 436.68%
$284B
$125 Million 1.28% of portfolio
1,804,630
Q2 2025 Added 2.6%
$106B
$122 Million 1.25% of portfolio
559,328
Q2 2025 New
$165B
$104 Million 1.06% of portfolio
256,589
Q2 2025 Reduced 31.77%
$98.2B
$84 Million 0.86% of portfolio
799,466
Q2 2025 Reduced 7.84%
$8.82B
$78 Million 0.79% of portfolio
1,189,073
Q2 2025 Added 4.77%
$212B
$75 Million 0.76% of portfolio
947,096
Q2 2025 Added 2.21%
$45.5B
$59.1 Million 0.6% of portfolio
463,590
Q2 2025 Added 0.54%
$240B
$51.8 Million 0.53% of portfolio
367,543
Q2 2025 Added 0.47%
$143B
$35.3 Million 0.36% of portfolio
1,454,498
Q2 2025 Reduced 1.25%
$14.9B
$26.4 Million 0.27% of portfolio
307,638
Q2 2025 Added 0.72%
$16.9B
$25.7 Million 0.26% of portfolio
82,661
Q2 2025 Added 5.68%
$177B
$24.7 Million 0.25% of portfolio
127,146
Q2 2025 Reduced 0.41%
$105B
$18.2 Million 0.19% of portfolio
59,806
Q2 2025 Reduced 3.26%
$76.4B
$15.5 Million 0.16% of portfolio
57,588
Q2 2025 Added 8.36%
$1.08T
$13.9 Million 0.14% of portfolio
78,141
Q2 2025 Reduced 16.73%
$19.4B
$13.1 Million 0.13% of portfolio
510,458
Q2 2025 Added 8.95%
$70.5B
$10.7 Million 0.11% of portfolio
69,559
Q2 2025 Added 5.77%
$50.7B
$9.46 Million 0.1% of portfolio
32,246
Q2 2025 Added 50.62%
$10.2B
$8.38 Million 0.09% of portfolio
441,496
Q1 2025 Reduced 3.14%
$69.6B
$8.49 Million 0.09% of portfolio
10,677
Q2 2025 Added 0.16%
$54.7B
$8.07 Million 0.08% of portfolio
21,337
Q2 2025 Added 11.86%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $9.81 Billion
  • Prior Value $8.99 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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