 |
Size ($ in 1000's)
At 03/31/2024: $10,156,352
At 12/31/2023: $9,096,034
Combined Holding Report Includes:
Sarasin & Partners LLP
Sarasin Asset Management Ltd
Sarasin & Partners LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sarasin & Partners LLP 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Sarasin & Partners LLP top holdings by largest position size, as per the latest 13f filing made by Sarasin & Partners LLP.
In the Sarasin & Partners LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sarasin & Partners LLP in that top holding, then the share count change between reporting periods, and finally the Sarasin & Partners LLP top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| AMAZON COM INC |
3,994,828 |
-137,825 |
$720,587 | | AMZN | 3,994,828 | -137,825 | $720,587 | | ALPHABET INC |
4,025,160 |
-58,492 |
$607,517 | | GOOGL | 4,025,160 | -58,492 | $607,517 | | MICROSOFT CORP |
1,427,433 |
+1,675 |
$600,550 | | MSFT | 1,427,433 | +1,675 | $600,550 | | CME GROUP INC |
2,284,287 |
+30,320 |
$491,784 | | CME | 2,284,287 | +30,320 | $491,784 | | TAIWAN SEMICONDUCTOR MFG LTD |
3,457,078 |
-208,385 |
$470,335 | | TSM | 3,457,078 | -208,385 | $470,335 | | NVIDIA CORPORATION |
482,812 |
+61,104 |
$436,250 | | NVDA | 482,812 | +61,104 | $436,250 | | APPLE INC |
2,330,602 |
+1,080,293 |
$399,652 | | AAPL | 2,330,602 | +1,080,293 | $399,652 | | MERCK & CO INC |
2,808,147 |
-49,648 |
$370,535 | | MRK | 2,808,147 | -49,648 | $370,535 | | COLGATE PALMOLIVE CO |
3,945,605 |
-108,029 |
$355,302 | | CL | 3,945,605 | -108,029 | $355,302 | | MASTERCARD INCORPORATED |
734,881 |
+15,756 |
$353,897 | | MA | 734,881 | +15,756 | $353,897 | | AMGEN INC |
1,141,393 |
-6,300 |
$324,521 | | AMGN | 1,141,393 | -6,300 | $324,521 | | OTIS WORLDWIDE CORP |
3,251,612 |
+328,539 |
$322,788 | | OTIS | 3,251,612 | +328,539 | $322,788 | | META PLATFORMS INC |
592,155 |
+44,506 |
$287,539 | | META | 592,155 | +44,506 | $287,539 | | DEERE & CO |
662,923 |
+37,800 |
$272,289 | | DE | 662,923 | +37,800 | $272,289 | | THERMO FISHER SCIENTIFIC INC |
459,793 |
+43,678 |
$267,236 | | TMO | 459,793 | +43,678 | $267,236 | | DISNEY WALT CO |
2,151,134 |
-166,824 |
$263,213 | | DIS | 2,151,134 | -166,824 | $263,213 | | TETRA TECH INC NEW |
1,253,981 |
+32,053 |
$231,623 | | TTEK | 1,253,981 | +32,053 | $231,623 | | BROADCOM INC |
171,313 |
+1,054 |
$227,060 | | AVGO | 171,313 | +1,054 | $227,060 | | HOME DEPOT INC |
583,881 |
-4,246 |
$223,977 | | HD | 583,881 | -4,246 | $223,977 | | AMERICAN TOWER CORP NEW |
1,109,082 |
-95,413 |
$219,144 | | AMT | 1,109,082 | -95,413 | $219,144 | | ELI LILLY & CO |
275,824 |
+28,335 |
$214,580 | | LLY | 275,824 | +28,335 | $214,580 | | COSTCO WHSL CORP NEW |
265,157 |
-7,056 |
$194,262 | | COST | 265,157 | -7,056 | $194,262 | | PROLOGIS INC. |
1,485,893 |
-24,980 |
$193,493 | | PLD | 1,485,893 | -24,980 | $193,493 | | CISCO SYS INC |
3,690,746 |
+237,601 |
$184,205 | | CSCO | 3,690,746 | +237,601 | $184,205 | | ECOLAB INC |
766,654 |
-409,863 |
$177,020 | | ECL | 766,654 | -409,863 | $177,020 | | JPMORGAN CHASE & CO |
779,034 |
+12,895 |
$156,041 | | JPM | 779,034 | +12,895 | $156,041 | | ISHARES TR (ACWI) |
1,382,440 |
+2,835 |
$152,248 | | ACWI | 1,382,440 | +2,835 | $152,248 | | SERVICE CORP INTL |
1,999,325 |
-189,075 |
$148,370 | | SCI | 1,999,325 | -189,075 | $148,370 | | MIDDLEBY CORP |
911,502 |
-1,895 |
$146,560 | | MIDD | 911,502 | -1,895 | $146,560 | | MOODYS CORP |
360,979 |
+34,370 |
$141,876 | | MCO | 360,979 | +34,370 | $141,876 | | FORTINET INC |
1,767,616 |
+1,767,616 |
$120,746 | | FTNT | 1,767,616 | +1,767,616 | $120,746 | | TEXAS INSTRS INC |
665,604 |
-24,821 |
$115,955 | | TXN | 665,604 | -24,821 | $115,955 | | SERVICENOW INC |
150,763 |
-43,847 |
$114,942 | | NOW | 150,763 | -43,847 | $114,942 | | UNITED PARCEL SERVICE INC |
615,365 |
+14,739 |
$91,462 | | UPS | 615,365 | +14,739 | $91,462 | | ZOETIS INC |
348,691 |
+142,496 |
$59,002 | | ZTS | 348,691 | +142,496 | $59,002 | | BLACKROCK INC |
67,073 |
+4,786 |
$55,919 | | BLK | 67,073 | +4,786 | $55,919 | | HDFC BANK LTD |
792,414 |
-1,798,961 |
$44,351 | | HDB | 792,414 | -1,798,961 | $44,351 | | PFIZER INC |
1,405,135 |
+22,504 |
$38,992 | | PFE | 1,405,135 | +22,504 | $38,992 | | BOOKING HOLDINGS INC |
10,126 |
-1,736 |
$36,736 | | BKNG | 10,126 | -1,736 | $36,736 | | ENTEGRIS INC |
187,653 |
+20,321 |
$26,373 | | ENTG | 187,653 | +20,321 | $26,373 | | MERCADOLIBRE INC |
16,913 |
+1,547 |
$25,572 | | MELI | 16,913 | +1,547 | $25,572 | | FOMENTO ECONOMICO MEXICANO S |
185,353 |
+25,000 |
$24,146 | | FMX | 185,353 | +25,000 | $24,146 | | EDWARDS LIFESCIENCES CORP |
216,386 |
-15,830 |
$20,678 | | EW | 216,386 | -15,830 | $20,678 | | WEYERHAEUSER CO MTN BE |
556,737 |
+11,099 |
$19,992 | | WY | 556,737 | +11,099 | $19,992 | | ALPHABET INC |
126,713 |
+6,784 |
$19,293 | | GOOG | 126,713 | +6,784 | $19,293 | | VANGUARD INTL EQUITY INDEX F (VT) |
151,922 |
+11,657 |
$16,787 | | VT | 151,922 | +11,657 | $16,787 | | EQUINOR ASA |
612,008 |
+1,123 |
$16,543 | | EQNR | 612,008 | +1,123 | $16,543 | | SPDR GOLD TR (GLD) |
75,863 |
-1,795 |
$15,607 | | GLD | 75,863 | -1,795 | $15,607 | | EQUINIX INC |
11,612 |
-22,144 |
$9,584 | | EQIX | 11,612 | -22,144 | $9,584 | | HEALTHPEAK PROPERTIES INC |
469,999 |
+43,016 |
$8,812 | | PEAK | 469,999 | +43,016 | $8,812 |
See Full List: All Stocks Held By Sarasin & Partners LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sarasin & Partners LLP
|
|
