Sarasin & Partners LLP

Q1 2025 13F Holdings

Location
london, X0
Num holdings

81
Value ($000)

$9,221,428
Date Filed

04/15/2025
Form type

restatement
CIK

0001510481
All SEC filings
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers

MICROSOFT CORP 8.64%

AMAZON COM INC 5.18%

NVIDIA CORPORATION 4.53%

MASTERCARD INCORPORATED 4.52%

ALPHABET INC 4.30%

APPLE INC 4.30%

OTIS WORLDWIDE CORP 4.08%

META PLATFORMS INC 4.02%

COLGATE PALMOLIVE CO 3.94%

CME GROUP INC 3.37%

UNITEDHEALTH GROUP INC 3.15%

JPMORGAN CHASE & CO. 2.86%

ZOETIS INC 2.77%

EMERSON ELEC CO 2.65%

TAIWAN SEMICONDUCTOR MFG LTD 2.64%

HOME DEPOT INC 2.64%

FORTINET INC 2.60%

BLACKROCK INC 2.51%

COSTCO WHSL CORP NEW 2.44%

DEERE & CO 2.32%

MOODYS CORP 2.25%

ELI LILLY & CO 2.04%

THERMO FISHER SCIENTIFIC INC 2.03%

AMERICAN TOWER CORP NEW 1.90%

AMGEN INC 1.88%

KIMBERLY-CLARK CORP 1.87%

TETRA TECH INC NEW 1.47%

CHIPOTLE MEXICAN GRILL INC 1.35%

MERCADOLIBRE INC 1.29%

CISCO SYS INC 1.18%

BROADCOM INC 1.12%

PROLOGIS INC. 1.05%

MERCK & CO INC 0.90%

SMITH A O CORP 0.80%

SERVICENOW INC 0.65%

ROSS STORES INC 0.64%

MORGAN STANLEY 0.46%

PFIZER INC 0.40%

SNAP ON INC 0.29%

GRACO INC 0.28%

TEXAS INSTRS INC 0.25%

SPDR GOLD TR 0.19%

NETFLIX INC 0.19%

ALPHABET INC 0.16%

WEYERHAEUSER CO MTN BE 0.15%

ECOLAB INC 0.15%

OCCIDENTAL PETE CORP 0.11%

WELLTOWER INC 0.11%

HEALTHPEAK PROPERTIES INC 0.10%

EQUINIX INC 0.09%

Others 1.20%

Compare Q1 2025 to

Select Quarter

Issuer Name	Class	CUSIP	VALUE	%	Shares
MSFT MSFT MICROSOFT CORP	COM	594918104	$796.41M	9 %	2,121,565
AMZN AMZN AMAZON COM INC	COM	023135106	$477.85M	5 %	2,511,576
NVDA NVDA NVIDIA CORPORATION	COM	67066G104	$417.54M	5 %	3,852,533
MA MA MASTERCARD INCORPORATED	CL A	57636Q104	$416.46M	5 %	759,791
GOOGL GOOGL ALPHABET INC	CAP STK CL A	02079K305	$396.27M	4 %	2,562,529
AAPL AAPL APPLE INC	COM	037833100	$396.25M	4 %	1,783,846
OTIS OTIS OTIS WORLDWIDE CORP	COM	68902V107	$375.88M	4 %	3,642,200
META META META PLATFORMS INC	CL A	30303M102	$370.61M	4 %	643,015
CL CL COLGATE PALMOLIVE CO	COM	194162103	$363.05M	4 %	3,874,593
CME CME CME GROUP INC	COM	12572Q105	$311.08M	3 %	1,172,590

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Sarasin & Partners LLP

Q1 2025 13F Holdings

Issuer Name

Class

CUSIP

VALUE

%

Shares

Principal

Option Type