Sarasin & Partners LLP Incresed Positions in Q2 2025

Sarasin & Partners LLP

  • $9.81 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
72.1K
+ 1.87%
$94.31 - $157.99 $6.8M - $11.4M
3.92M $620M
AVGO
Broadcom Inc.

Technology
195K
+ 31.76%
$146.29 - $275.65 $28.6M - $53.9M
811K $224M
NFLX
Netflix Inc

Communication Services
80.6K
+ 436.68%
$855.86 - $1339.13 $69M - $108M
99.1K $133M
NOW
Service Now, Inc.

Technology
75.8K
+ 101.28%
$721.65 - $1040.18 $54.7M - $78.8M
151K $155M
MELI
Mercadolibre Inc

Consumer Cyclical
15.2K
+ 24.88%
$1794.73 - $2613.63 $27.3M - $39.7M
76.3K $199M
AMZN
Amazon Com Inc

Consumer Cyclical
25.1K
+ 1.0%
$167.32 - $223.3 $4.2M - $5.6M
2.54M $557M
EMR
Emerson Electric CO

Industrials
191K
+ 8.59%
$94.15 - $133.33 $18M - $25.5M
2.42M $322M
JPM
Jpmorgan Chase & CO

Financial Services
50.7K
+ 4.72%
$210.28 - $289.91 $10.7M - $14.7M
1.13M $326M
FTNT
Fortinet, Inc.

Technology
315K
+ 12.61%
$84.71 - $108.69 $26.6M - $34.2M
2.81M $297M
TTEK
Tetra Tech Inc

Industrials
55K
+ 1.19%
$28.01 - $36.25 $1.54M - $1.99M
4.68M $168M
CSCO
Cisco Systems, Inc.

Technology
45.7K
+ 2.6%
$53.19 - $69.38 $2.43M - $3.17M
1.8M $125M
CL
Colgate Palmolive CO

Consumer Defensive
228K
+ 5.89%
$87.57 - $96.0 $20M - $21.9M
4.1M $373M
MS
Morgan Stanley

Financial Services
1.72K
+ 0.47%
$99.83 - $140.86 $172K - $242K
368K $51.8M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
27.6K
+ 110.41%
$49.95 - $128.54 $1.38M - $3.55M
52.6K $6.54M
AOS
Smith A O Corp

Industrials
54.1K
+ 4.77%
$59.63 - $70.52 $3.23M - $3.82M
1.19M $78M
PWR
Quanta Services, Inc.

Industrials
2.26K
+ 11.86%
$239.47 - $381.26 $542K - $863K
21.3K $8.07M
PSA
Public Storage

Real Estate
10.8K
+ 50.62%
$266.31 - $309.77 $2.89M - $3.36M
32.2K $9.46M
HD
Home Depot, Inc.

Consumer Cyclical
6.43K
+ 0.97%
$335.24 - $380.78 $2.15M - $2.45M
671K $246M
ECL
Ecolab Inc.

Basic Materials
4.45K
+ 8.36%
$225.65 - $270.95 $1M - $1.2M
57.6K $15.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.6K
+ 46.78%
$39.89 - $49.46 $1.1M - $1.36M
86.5K $4.28M
VT
Vanguard Total World Stk Index

ETFs
6.55K
+ 27.97%
$103.16 - $128.52 $675K - $841K
29.9K $3.85M
GGG
Graco Inc

Industrials
2.19K
+ 0.72%
$74.02 - $87.26 $162K - $191K
308K $26.4M
MAR
Marriott International Inc

Consumer Cyclical
392
+ 2.6%
$211.12 - $274.14 $82.8K - $107K
15.5K $4.22M
WELL
Welltower Inc.

Real Estate
3.8K
+ 5.77%
$136.49 - $155.22 $518K - $589K
69.6K $10.7M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.51K
+ 0.54%
$126.62 - $154.26 $318K - $387K
464K $59.1M
EQIX
Equinix Inc

Real Estate
17
+ 0.16%
$740.07 - $914.43 $12.6K - $15.5K
10.7K $8.49M
WY
Weyerhaeuser CO

Real Estate
41.9K
+ 8.95%
$24.69 - $29.48 $1.04M - $1.24M
510K $13.1M
SNA
Snap On Inc

Industrials
4.45K
+ 5.68%
$292.36 - $342.2 $1.3M - $1.52M
82.7K $25.7M
AMGN
Amgen Inc

Healthcare
54.6K
+ 9.79%
$262.28 - $309.85 $14.3M - $16.9M
612K $171M
LLY
Eli Lilly & CO

Healthcare
9.74K
+ 4.27%
$713.71 - $898.95 $6.95M - $8.75M
238K $185M
ZTS
Zoetis Inc.

Healthcare
57.7K
+ 3.71%
$144.41 - $170.3 $8.34M - $9.83M
1.61M $251M
MRK
Merck & Co., Inc.

Healthcare
20.4K
+ 2.21%
$73.47 - $87.12 $1.5M - $1.78M
947K $75M
UNH
Unitedhealth Group Inc

Healthcare
50.7K
+ 9.14%
$274.35 - $599.47 $13.9M - $30.4M
605K $189M
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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