DOSSIER · 13F-HR · Q2 2026

Sarasin & Partners LLP

$8.5B in tracked AUM across 94 positions as of Q2 2026.

S&
CIK 0001510481 · last filed Jun 30, 2026
Total AUM
$8.5B
as of Q2 2026
Holdings
94
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Sarasin & Partners LLP SEC 13F Filing
1. Portfolio Overview

Sarasin & Partners LLP has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 78.3%, rising from $5.40 billion to $9.63 billion. This substantial increase indicates a major capital inflow or a strategic re-allocation of assets, rather than mere market appreciation, given the magnitude of the shift.

The portfolio c...

2. Key Holdings

The portfolio is heavily concentrated in mega-cap technology leaders, with the top ten positions accounting for approximately 47% of total assets.

  • Top Positions: Microsoft (MSFT) and NVIDIA (NVDA) are the largest holdings, each representing roughly 8.7% of the portfolio (approx. $841M and $832M respectively). This near-equal weighting suggests a strong conviction in the AI infrastructure and software ecosystems.
  • Communication Services & Consumer: Alphabet (GOOGL) and Amazon (AMZN) hold the third and fourth spots, comprising 6.45% and 5.44% of the portfolio, respectively.
  • New Additions: Notably, four of the top five holdings—Microsoft, Amazon, Apple, and Colgate-Palmolive—were new positions this quarter. This indicates a decisive pivot to establish core positions in the world's largest companies.
  • Financials: Mastercard (MA) remains a key non-tech holding at 4.26%, providing exposure to the digital payments sector.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$848M4.2M9.9%
02
GOOGL
ALPHABET INC
$636M1.8M7.5%
03
MSFT
MICROSOFT CORP
$567M1.5M6.6%
04
AAPL
APPLE INC
$535M1.8M6.3%
05
AMZN
AMAZON COM INC
$457M1.9M5.4%
06
AVGO
BROADCOM INC
$435M1.2M5.1%
07
MA
MASTERCARD INCORPORATED
$346M673K4.0%
08
CME
CME GROUP INC
$290M1.3M3.4%
09
C
CITIGROUP INC
$260M1.9M3.0%
10
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$253M530K3.0%

Filing history

2026Q2Jun 30
$8.5B 4.1%
94 positionsView →
2026Q1Mar 31
$8.2B 14.9%
88 positionsView →
2025Q4Dec 31
$9.6B 5.5%
77 positionsView →
2025Q3Sep 30
$10.2B 1.4%
74 positionsView →
2025Q2Jun 30
$10.0B 8.9%
80 positionsLocked
2025Q1Mar 31
$9.2B 1.7%
81 positionsLocked
2024Q4Dec 31
$9.1B 14.5%
62 positionsLocked
2024Q3Sep 30
$10.6B 6.1%
80 positionsLocked
2024Q2Jun 30
$11.3B 11.2%
83 positionsLocked
2024Q1Mar 31
$10.2B 11.7%
80 positionsLocked
2023Q4Dec 31
$9.1B 13.6%
84 positionsLocked
2023Q3Sep 30
$8.0B 7.1%
79 positionsLocked
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