Sarasin & Partners LLP Portfolio Holdings

Sarasin & Partners LLP

  • $10.1 Billion
  • Q4 2025

Sarasin & Partners LLP has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $10.1 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $1.03B, Microsoft Corp with a value of $883M, Nvidia Corp with a value of $833M, Alphabet Inc. with a value of $548M, and Amazon Com Inc with a value of $533M.

Examining the 13F form we can see an increase of $196M in the current position value, from $9.94B to 10.1B.

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

Portfolio value $10.1 Billion
Technology: $3.98 Billion
Financial Services: $1.38 Billion
Consumer Cyclical: $1.07 Billion
Communication Services: $1.05 Billion
Healthcare: $826 Million
Industrials: $800 Million
Consumer Defensive: $685 Million
Real Estate: $278 Million
Other: $70.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$1.03 Billion 10.17% of portfolio
1,233,408
Q4 2025 Added 386.23%
$3.78T
$883 Million 8.71% of portfolio
1,740,029
Q4 2025 Reduced 12.32%
$465B
$833 Million 8.22% of portfolio
4,464,657
Q4 2025 Reduced 2.01%
$1.65T
$548 Million 5.41% of portfolio
1,983,500
Q4 2025 Reduced 10.51%
$2.39T
$533 Million 5.26% of portfolio
2,271,483
Q4 2025 Reduced 11.47%
$512B
$386 Million 3.8% of portfolio
718,452
Q4 2025 Reduced 1.31%
$4.3T
$359 Million 3.54% of portfolio
1,342,254
Q4 2025 Reduced 7.47%
$65.7B
$343 Million 3.38% of portfolio
4,347,768
Q4 2025 Added 3.36%
$881B
$306 Million 3.01% of portfolio
1,017,395
Q4 2025 Reduced 1.66%
$100B
$305 Million 3.01% of portfolio
1,092,937
Q4 2025 Reduced 2.87%
$75.4B
$287 Million 2.83% of portfolio
2,249,935
Q4 2025 Added 3.01%
$139B
$285 Million 2.81% of portfolio
832,057
Q4 2025 Added 16.71%
$49.1B
$260 Million 2.57% of portfolio
2,361,663
Q4 2025 Added 2,758.08%
$367B
$248 Million 2.44% of portfolio
692,440
Q4 2025 Reduced 1.84%
$64.9B
$229 Million 2.25% of portfolio
2,778,041
Q4 2025 Reduced 4.01%
$37B
$225 Million 2.22% of portfolio
2,534,579
Q4 2025 Reduced 29.81%
$1.37T
$224 Million 2.2% of portfolio
366,774
Q4 2025 Reduced 40.21%
$87.8B
$198 Million 1.95% of portfolio
412,752
Q4 2025 Reduced 3.4%
$181B
$184 Million 1.82% of portfolio
2,012,454
Q4 2025 Added 38.39%
$404B
$180 Million 1.78% of portfolio
197,416
Q4 2025 Reduced 15.8%
$89.7B
$169 Million 1.67% of portfolio
934,732
Q4 2025 Added 0.89%
$84B
$162 Million 1.6% of portfolio
900,401
Q4 2025 Added 4.23%
$35.1B
$150 Million 1.48% of portfolio
1,445,897
Q4 2025 Reduced 29.42%
$222B
$150 Million 1.48% of portfolio
264,529
Q4 2025 Reduced 1.44%
$144B
$147 Million 1.45% of portfolio
309,009
Q4 2025 Reduced 20.4%
$103B
$148 Million 1.45% of portfolio
72,006
Q4 2025 Reduced 1.41%
$971B
$134 Million 1.32% of portfolio
131,497
Q4 2025 Reduced 6.31%
$55.6B
$127 Million 1.25% of portfolio
1,070,558
Q4 2025 Reduced 35.12%
$319B
$121 Million 1.19% of portfolio
1,555,059
Q4 2025 Reduced 9.45%
$114B
$90.2 Million 0.89% of portfolio
730,478
Q4 2025 Reduced 1.22%
$8.21B
$85.8 Million 0.85% of portfolio
1,325,226
Q4 2025 Reduced 5.38%
$235B
$85 Million 0.84% of portfolio
915,194
Q4 2025 Reduced 3.45%
$300B
$70.2 Million 0.69% of portfolio
219,051
Q4 2025 Added 57.33%
$875M
$66.8 Million 0.66% of portfolio
2,117,085
Q4 2025 Reduced 17.47%
$55.7B
$65.8 Million 0.65% of portfolio
409,742
Q4 2025 Reduced 10.42%
$141B
$35.5 Million 0.35% of portfolio
1,415,294
Q4 2025 Reduced 0.29%
$177B
$33.4 Million 0.33% of portfolio
171,457
Q4 2025 New
$23.8B
$24.8 Million 0.24% of portfolio
226,486
Q4 2025 New
$17.5B
$24.1 Million 0.24% of portfolio
73,073
Q4 2025 Added 0.02%
$130B
$19.1 Million 0.19% of portfolio
50,683
Q4 2025 Reduced 15.11%
$1.74T
$16.4 Million 0.16% of portfolio
57,346
Q4 2025 Reduced 10.89%
$1.93B
$14.9 Million 0.15% of portfolio
411,062
Q4 2025 Added 0.33%
$73.7B
$14.7 Million 0.14% of portfolio
56,858
Q4 2025 Reduced 9.62%
$0
$12.6 Million 0.12% of portfolio
229,734
Q4 2025 Added 53.6%
$0
$10 Million 0.1% of portfolio
71,903
Q4 2025 Added 77.92%
$0
$8.73 Million 0.09% of portfolio
107,641
Q4 2025 Added 173.2%
$16.4B
$7.96 Million 0.08% of portfolio
359,865
Q4 2025 Reduced 19.28%
$61.4B
$8.2 Million 0.08% of portfolio
19,104
Q4 2025 Reduced 19.69%
$270B
$7.59 Million 0.07% of portfolio
47,619
Q4 2025 Added 11.24%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $10.1 Billion
  • Prior Value $9.94 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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