Sarasin & Partners LLP has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $10.2 Billion distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $721M, Alphabet Inc. with a value of $608M, Microsoft Corp with a value of $601M, Cme Group Inc. with a value of $492M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $470M.
Examining the 13F form we can see an increase of $1.06B in the current position value, from $9.1B to 10.2B.
Below you can find more details about Sarasin & Partners LLP portfolio as well as his latest detailed transactions.
Portfolio value
$10.2 Billion
Technology: $2.7 Billion
Healthcare: $1.3 Billion
Financial Services: $1.25 Billion
Communication Services: $1.18 Billion
Consumer Cyclical: $1.16 Billion
Industrials: $1.08 Billion
Consumer Defensive: $585 Million
Real Estate: $508 Million
Other: $400 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions