Sarasin & Partners LLP Portfolio Holdings

Sarasin & Partners LLP

  • $8.99 Billion
  • Q1 2025

Sarasin & Partners LLP has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $8.99 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $796M, Amazon Com Inc with a value of $478M, Nvidia Corp with a value of $418M, Mastercard Inc with a value of $416M, and Apple Inc. with a value of $396M.

Examining the 13F form we can see an decrease of $1.01B in the current position value, from $10B to 8.99B.

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

Portfolio value $8.99 Billion
Technology: $2.39 Billion
Financial Services: $1.25 Billion
Healthcare: $1.22 Billion
Industrials: $1.11 Billion
Consumer Cyclical: $1.03 Billion
Communication Services: $800 Million
Consumer Defensive: $777 Million
Real Estate: $360 Million
Other: $51.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.8B
$6.93 Million 0.08% of portfolio
96,840
Q1 2025 Reduced 1.4%
$52.7B
$6.41 Million 0.07% of portfolio
21,409
Q1 2025 Reduced 0.28%
$8.81B
$5.33 Million 0.06% of portfolio
154,507
Q1 2025 Reduced 30.95%
$270B
$5.27 Million 0.06% of portfolio
60,023
Q1 2025 Reduced 7.66%
$72.2B
$5.12 Million 0.06% of portfolio
80,727
Q1 2025 Reduced 68.3%
$8.29B
$4.99 Million 0.06% of portfolio
25,000
Q3 2017 New
$29.4B
$5.68 Million 0.06% of portfolio
26,444
Q1 2025 Reduced 7.01%
$46.1B
$4.85 Million 0.05% of portfolio
19,074
Q1 2025 Added 13.29%
$0
$4.82 Million 0.05% of portfolio
65,766
Q1 2025 Reduced 48.46%
$17.7B
$4.16 Million 0.05% of portfolio
15,242
Q1 2025 Reduced 6.43%
$10.6B
$3.72 Million 0.04% of portfolio
50,000
Q1 2025 Reduced 16.67%
$12.7B
$3.78 Million 0.04% of portfolio
30,947
Q1 2025 Reduced 39.1%
$12B
$3.65 Million 0.04% of portfolio
39,424
Q1 2025 Reduced 12.89%
$46.3B
$3.59 Million 0.04% of portfolio
34,424
Q1 2025 Reduced 50.21%
$80.3B
$3.59 Million 0.04% of portfolio
15,069
Q1 2025 Reduced 4.96%
$6.56B
$3.5 Million 0.04% of portfolio
60,301
Q1 2025 New
$137B
$2.56 Million 0.03% of portfolio
38,606
Q2 2024 Reduced 95.13%
$0
$2.71 Million 0.03% of portfolio
23,402
Q1 2025 Reduced 81.3%
$0
$2.67 Million 0.03% of portfolio
58,953
Q1 2025 Reduced 3.48%
$3.55B
$1.57 Million 0.02% of portfolio
24,995
Q1 2025 New
$3.73B
$1.91 Million 0.02% of portfolio
58,394
Q1 2025 Reduced 16.21%
$92.9B
$2.04 Million 0.02% of portfolio
30,000
Q1 2025 Reduced 25.0%
$7.15B
$1.85 Million 0.02% of portfolio
20,000
Q1 2025 Reduced 20.0%
$168B
$2.12 Million 0.02% of portfolio
21,511
Q1 2025 New
$3.78B
$1.87 Million 0.02% of portfolio
22,500
Q1 2025 Added 12.5%
$36B
$1.95 Million 0.02% of portfolio
20,000
Q1 2025 Added 33.33%
$49.9B
$1.24 Million 0.01% of portfolio
10,359
Q1 2025 New
$330B
$959,000 0.01% of portfolio
23,000
Q1 2025 New
$10.1B
$1.11 Million 0.01% of portfolio
16,464
Q1 2025 Reduced 0.28%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $8.99 Billion
  • Prior Value $10 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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