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13F-HR filed by Sarasin & Partners LLP

Sarasin & Partners LLP filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-13 13:31:58 UTC, with 111 holding rows worth $8,925,735,699.

Accession
0001510481-26-000005
Filed
2026-10-13
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 111 entries on the cover page, a total value of $8,925,735,699 stated on the cover page (in dollars after the unit check, H1), rows summing to $8,925,735,699 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
NVIDIA Corp67066G104COM3,758,282$858,316,446dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,075,543$714,152,823dollars as filed
Microsoft Corp594918104COM1,346,929$690,839,915dollars as filed
Apple Inc037833100COM1,722,690$573,690,226dollars as filed
Amazon.com, Inc023135106COM1,821,819$453,906,221dollars as filed
MasterCard, Inc57636Q104COM669,023$368,946,124dollars as filed
CME Group Inc. Class A12572Q105COM1,320,960$346,065,109dollars as filed
Broadcom Inc.11135F101COM831,157$291,894,023dollars as filed
BlackRock,Inc.09290D101COM232,659$246,220,704dollars as filed
Citigroup Inc.172967424COM1,757,895$227,612,248dollars as filed
Applied Materials,Inc.038222105COM428,405$219,077,746dollars as filed
Home Depot, Inc437076102COM667,494$189,895,361dollars as filed
Costco Wholesale Corporation22160K105COM204,462$186,129,943dollars as filed
META PLATFORMS INC CL A30303M102COM256,582$186,068,140dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS402,473$183,604,158dollars as filed
JPMorgan Chase & Co46625H100COM541,683$179,204,988dollars as filed
EMERSON ELEC CO COM291011104Stock1,150,841$178,495,467dollars as filed
Netflix, Inc64110L106COM2,559,181$178,067,818dollars as filed
Thermo Fisher Scientific Inc.883556102COM256,996$173,485,159dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock1,787,498$152,509,327dollars as filed
Uber Technologies90353T100COM2,130,502$145,960,693dollars as filed
Duke Energy Corporation26441C204COM1,252,080$142,749,644dollars as filed
American Tower Corporation03027X100COM830,901$136,010,192dollars as filed
MERCADOLIBREINC58733R102STOK71,758$124,035,856dollars as filed
ILLINOIS TOOL WKS INC452308109COM467,440$120,262,962dollars as filed
Eli Lilly and Company532457108COM103,935$120,261,118dollars as filed
Intuitive Surgical,Inc.46120E602COM290,696$118,205,714dollars as filed
QUANTA SVCS INC74762E102COM161,906$104,026,222dollars as filed
Merck & Co.,Inc.58933Y105COM711,274$103,355,227dollars as filed
ECOLAB INC COM278865100Stock334,755$91,917,032dollars as filed
Cisco Systems,Inc.17275R102COM833,745$89,735,972dollars as filed
Prologis,Inc.74340W103COM685,281$88,976,886dollars as filed
Deere & Company244199105COM127,718$85,769,040dollars as filed
Amgen Inc.031162100COM180,232$75,969,602dollars as filed
MOODYS CORP COM615369105Stock156,703$71,163,532dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock658,565$64,163,990dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock140,618$62,711,408dollars as filed
SMITH A O CORP COM831865209Stock1,071,287$60,388,449dollars as filed
SK HYNIX INC FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS78392B206Equity318,139$58,585,296dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock158,741$37,586,692dollars as filed
Texas Instruments Incorporated882508104COM104,372$29,233,554dollars as filed
NETAPP INC COM64110D104Stock132,156$27,763,331dollars as filed
Marsh & McLennan Companies,Inc.571748102COM152,691$26,068,935dollars as filed
AMETEK INC COM031100100Stock92,449$22,902,390dollars as filed
Pfizer Inc.717081103COM780,970$22,273,265dollars as filed
SNAP ON INC COM833034101Stock60,555$22,002,662dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM45,542$15,517,984dollars as filed
VWO922042858SHS255,446$15,150,502dollars as filed
Vanguard Total World Stock ETF922042742SHS88,469$13,964,837dollars as filed
TETRA TECH INC NEW88162G103COM417,446$13,754,845dollars as filed
Micron Technology,Inc.595112103COM11,120$11,844,023dollars as filed
Vanguard FTSE Pacific ETF922042866SHS82,485$9,552,588dollars as filed
Visa Inc92826C839COM26,016$9,348,330dollars as filed
iShares MSCI Japan ETF46434G822SHS92,988$9,062,610dollars as filed
VGT92204A702SHS70,866$8,905,734dollars as filed
SPDR GOLD TR78463V107GOLD SHS22,010$8,382,288dollars as filed
Vanguard Total Bond Market ETF921937835SHS94,426$6,623,986dollars as filed
EVERCORE INC CLASS A29977A105Stock25,000$6,437,500dollars as filed
Charles Schwab Corp808513105COM62,500$6,108,750dollars as filed
FORTINET INC COM34959E109Stock29,650$5,300,234dollars as filed
iShares Russell 2000 ETF464287655SHS18,933$5,261,295dollars as filed
Morgan Stanley617446448COM27,918$5,250,816dollars as filed
MARATHON PETE CORP COM56585A102Stock12,900$5,100,918dollars as filed
ServiceNow,Inc.81762P102COM37,200$4,985,172dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT247,152$4,708,246dollars as filed
ALLSTATE CORP COM020002101Stock20,800$4,614,688dollars as filed
Vanguard FTSE Europe ETF922042874SHS52,666$4,571,409dollars as filed
iShares JP Morgan EM Local Ccy Bd ETF464286517SHS106,286$4,490,590dollars as filed
ELFBEAUTYINC26856L103STOK43,972$4,439,852dollars as filed
Adobe Inc00724F101COM18,240$4,376,505dollars as filed
VERALTO CORP COM SHS92338C103Stock45,900$4,329,288dollars as filed
ROSS STORES INC COM778296103Stock18,341$4,280,789dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock64,900$4,174,368dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock15,160$4,173,397dollars as filed
AMPHENOL CORP NEW032095101COM43,900$3,700,770dollars as filed
Vanguard Energy ETF92204A306SHS21,381$3,680,953dollars as filed
WELLTOWER INC COM95040Q104REIT13,657$3,144,388dollars as filed
VEEVA SYS INC CL A COM922475108Stock10,900$3,111,405dollars as filed
NEWMONT CORP651639106COM25,700$2,964,238dollars as filed
ZOETIS INC CL A98978V103Stock40,470$2,826,020dollars as filed
EOG RES INC COM26875P101Stock20,285$2,794,462dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock41,800$2,732,466dollars as filed
RESMED INC COM761152107Stock12,100$2,675,310dollars as filed
Airbnb, Inc. Class A009066101COM16,029$2,575,058dollars as filed
Wells Fargo & Company949746101COM31,631$2,532,062dollars as filed
COPART INC COM217204106Stock92,800$2,531,584dollars as filed
Walmart Inc.931142103COM22,498$2,337,992dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM15,100$2,141,784dollars as filed
CDW CORP COM12514G108Stock16,600$2,127,456dollars as filed
ARAMARK COM03852U106Stock38,000$2,034,900dollars as filed
Bank of America Corp060505104COM34,400$1,872,392dollars as filed
REALTY INCOME CORP COM756109104REIT34,100$1,851,630dollars as filed
CF INDUSTRIES HOLD COM125269100Stock16,000$1,843,200dollars as filed
Intel Corp458140100COM14,700$1,767,381dollars as filed
VENTAS INC COM92276F100REIT20,123$1,710,858dollars as filed
HEALTHPEAK PROPERTIES INC COM42250P103REIT82,206$1,641,653dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock35,100$1,616,004dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A118,300$1,497,678dollars as filed
WINGSTOP INC COM974155103Stock13,000$1,369,810dollars as filed
ISHARES TR MSCI UK ETF NEW46435G334MSCI UK ETF NEW29,395$1,367,750dollars as filed
INVITATION HOMES INC COM46187W107REIT51,674$1,360,577dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT21,672$1,316,790dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK40,000$1,278,000dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR50,732$1,133,353dollars as filed
BXP INC COM101121101REIT17,234$1,053,170dollars as filed
KILROY REALTY CORP COM49427F108REIT28,076$934,089dollars as filed
FRESHPET INC COM358039105Stock16,000$920,960dollars as filed
Mondelez International,Inc. Class A609207105COM15,200$878,864dollars as filed
GEN DIGITAL INC COM668771108Stock30,500$671,610dollars as filed
BELLRING BRANDS INC COMMON STOCK07831C103Stock57,000$438,330dollars as filed
KIMCO REALTY CORP COM49446R109REIT14,750$327,598dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001510481-26-000005this filing2026-10-13