Sarasin & Partners LLP

CIK 0001510481 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Sarasin & Partners LLP reported 94 positions worth $8.54B as of June 30, 2026 (13F filed July 7, 2026). Largest holding: NVDA (9.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.54B
2026 Q2
Positions
94
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.2%
Est. Net Flow (Q)
2026 Q2
10 / 94 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$847.5M9.93%4,235,829
2GOOGLALPHABET INCSH$636.2M7.45%1,780,093
3MSFTMICROSOFT CORPSH$566.6M6.64%1,519,029
4AAPLAPPLE INCSH$534.6M6.26%1,847,698
5AMZNAMAZON COM INCSH$457.2M5.36%1,918,208
6AVGOBROADCOM INCSH$434.8M5.09%1,151,150
7MAMASTERCARD INCORPORATEDSH$345.7M4.05%673,122
8CMECME GROUP INCSH$290.2M3.40%1,314,268
9CCITIGROUP INCSH$259.9M3.04%1,856,723
10TSMTAIWAN SEMICONDUCTOR MANUFACSH$252.9M2.96%529,518

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sarasin & Partners LLP hold as of Q2 2026?

Sarasin & Partners LLP reported 94 positions worth $8.54B in its Q2 2026 13F filing. Largest positions: NVDA (9.9%), GOOGL (7.5%), MSFT (6.6%), AAPL (6.3%) and AMZN (5.4%).

What did Sarasin & Partners LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sarasin & Partners LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.