Sarasin & Partners LLP Purchases and Sells in Q2 2025

Sarasin & Partners LLP

$9.81 Billion
Q2 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	72.1K + 1.87%	$94.31 - $157.99 $6.8M - $11.4M	3.92M $620M
AVGO	195K + 31.76%	$146.29 - $275.65 $28.6M - $53.9M	811K $224M
NFLX	80.6K + 436.68%	$855.86 - $1339.13 $69M - $108M	99.1K $133M
NOW	75.8K + 101.28%	$721.65 - $1040.18 $54.7M - $78.8M	151K $155M
MELI	15.2K + 24.88%	$1794.73 - $2613.63 $27.3M - $39.7M	76.3K $199M
AMZN	25.1K + 1.0%	$167.32 - $223.3 $4.2M - $5.6M	2.54M $557M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMC	559K New	$212.1 - $244.27 $119M - $137M	559K $122M
DLR	32K New	$136.11 - $177.69 $4.35M - $5.68M	32K $5.57M
SPG	34.3K New	$140.37 - $171.44 $4.82M - $5.89M	34.3K $5.52M
VGK	20.2K New	$62.73 - $78.42 $1.27M - $1.59M	20.2K $1.57M
CPRT	28.9K New	$47.72 - $63.84 $1.38M - $1.85M	28.9K $1.42M
KIM	29.5K New	$18.7 - $21.69 $552K - $640K	29.5K $620K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-387K - 21.69%	$172.42 - $223.89 $66.7M - $86.6M	1.4M $287M
TMO	-119K - 31.77%	$390.26 - $489.06 $46.6M - $58.4M	257K $104M
KMB	-130K - 10.7%	$126.84 - $145.22 $16.5M - $18.9M	1.08M $140M
CME	-158K - 13.45%	$252.37 - $290.71 $39.8M - $45.9M	1.01M $280M
OTIS	-60.8K - 1.67%	$90.88 - $104.3 $5.53M - $6.34M	3.58M $355M
MA	-52.5K - 6.91%	$479.92 - $590.74 $25.2M - $31M	707K $397M

Activity Summary All Purchases 40 New Holdings 6 Increased Positions 34 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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