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13F-HR filed by Sarasin & Partners LLP

Sarasin & Partners LLP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-10, with 74 holding rows worth $10,190,559,472.

Accession
0001085146-25-005903
Filed
2025-10-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 74 entries on the cover page, a total value of $10,190,559,472 stated on the cover page (in dollars after the unit check, H1), rows summing to $10,190,559,472 with VALUE read as dollars as filed, 13F file number 028-14146. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM1,984,444$1,021,194,880dollars as filed
NVIDIA Corp67066G104COM4,556,370$828,575,909dollars as filed
Amazon.com, Inc023135106COM2,565,671$570,015,144dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,216,329$540,895,097dollars as filed
META PLATFORMS INC CL A30303M102COM613,477$456,058,805dollars as filed
MasterCard, Inc57636Q104COM727,985$413,597,405dollars as filed
Apple Inc037833100COM1,450,538$369,060,387dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock4,206,363$338,191,590dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock3,610,804$329,630,304dollars as filed
JPMorgan Chase & Co46625H100COM1,034,583$326,607,508dollars as filed
CME Group Inc. Class A12572Q105COM1,125,245$306,336,709dollars as filed
Home Depot, Inc437076102COM705,430$286,968,924dollars as filed
EMERSON ELEC CO COM291011104Stock2,184,099$282,294,836dollars as filed
BlackRock,Inc.09290D101COM227,660$267,627,985dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,048,544$251,274,409dollars as filed
FORTINET INC COM34959E109Stock2,894,003$244,977,372dollars as filed
ServiceNow,Inc.81762P102COM253,668$238,663,552dollars as filed
ZOETIS INC CL A98978V103Stock1,649,946$236,041,286dollars as filed
Broadcom Inc.11135F101COM712,938$233,772,390dollars as filed
Costco Wholesale Corporation22160K105COM234,455$214,964,756dollars as filed
MOODYS CORP COM615369105Stock427,259$205,434,676dollars as filed
Marsh & McLennan Companies,Inc.571748102COM926,449$185,502,884dollars as filed
MERCADOLIBREINC58733R102STOK73,034$182,680,683dollars as filed
Amgen Inc.031162100COM659,993$180,818,287dollars as filed
Deere & Company244199105COM388,218$180,711,601dollars as filed
American Tower Corporation03027X100COM863,830$168,058,126dollars as filed
Uber Technologies90353T100COM1,454,145$144,789,225dollars as filed
Thermo Fisher Scientific Inc.883556102COM268,407$124,014,771dollars as filed
Cisco Systems,Inc.17275R102COM1,717,438$116,304,902dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK2,565,111$102,347,934dollars as filed
Eli Lilly and Company532457108COM140,355$101,969,306dollars as filed
SMITH A O CORP COM831865209Stock1,400,613$101,894,604dollars as filed
Netflix, Inc64110L106COM82,631$99,686,865dollars as filed
Prologis,Inc.74340W103COM739,473$84,477,399dollars as filed
Merck & Co.,Inc.58933Y105COM947,869$74,483,544dollars as filed
ROSS STORES INC COM778296103Stock457,403$69,461,216dollars as filed
UnitedHealth Group Inc91324P102COM139,226$48,058,031dollars as filed
Pfizer Inc.717081103COM1,419,406$33,852,835dollars as filed
SNAP ON INC COM833034101Stock73,057$25,171,061dollars as filed
GRACO INC COM384109104Stock289,421$24,453,181dollars as filed
SPDR GOLD TR78463V107GOLD SHS59,701$21,042,221dollars as filed
ECOLAB INC COM278865100Stock62,911$17,169,043dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM64,354$15,725,539dollars as filed
TETRA TECH INC NEW88162G103COM409,723$13,778,986dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT445,819$11,083,062dollars as filed
QUANTA SVCS INC74762E102COM23,787$9,731,500dollars as filed
EVERCORE INC CLASS A29977A105Stock25,000$8,516,000dollars as filed
VWO922042858SHS149,570$8,067,810dollars as filed
Morgan Stanley617446448COM42,808$6,898,937dollars as filed
ELFBEAUTYINC26856L103STOK45,041$5,909,378dollars as filed
Vanguard Total World Stock ETF922042742SHS40,413$5,551,940dollars as filed
ARAMARK COM03852U106Stock143,340$5,508,556dollars as filed
Vanguard Total Bond Market ETF921937835SHS64,451$4,795,155dollars as filed
Walmart Inc.931142103COM40,023$4,125,571dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock15,461$4,125,304dollars as filed
WELLTOWER INC COM95040Q104REIT20,633$3,635,534dollars as filed
Vanguard FTSE Europe ETF922042874SHS39,400$3,120,881dollars as filed
PUBLIC STORAGE COM74460D109REIT10,041$2,897,130dollars as filed
HEALTHPEAK PROPERTIES INC COM42250P103REIT139,299$2,648,074dollars as filed
VENTAS INC COM92276F100REIT35,440$2,452,448dollars as filed
AVALONBAY CMNTYS INC COM053484101REIT11,931$2,309,365dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT32,408$2,078,001dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT10,813$2,009,596dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR56,410$1,925,837dollars as filed
DIGITALBRIDGE GROUP INC25401T603CL A NEW159,803$1,885,676dollars as filed
FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS344419106ADR18,500$1,837,605dollars as filed
INVITATION HOMES INC COM46187W107REIT62,944$1,827,894dollars as filed
BELLRING BRANDS INC COMMON STOCK07831C103Stock45,000$1,654,200dollars as filed
Mondelez International,Inc. Class A609207105COM25,000$1,565,750dollars as filed
FRESHPET INC COM358039105Stock26,000$1,362,660dollars as filed
COPART INC COM217204106Stock28,907$1,289,252dollars as filed
Airbnb, Inc. Class A009066101COM10,359$1,273,328dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT13,682$1,155,035dollars as filed
KIMCO REALTY CORP COM49446R109REIT31,464$681,825dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-005903this filing2025-10-10acceptance time not in the bulk data set