account_balance
Investment manager · 13F filer · SEC CIK 1510481
Sarasin & Partners LLP
Reported value$8.93Bas of Sep 30, 2026
Positions111 19 new, 2 sold out
Top 10 weight53.5%NVDA alone is 10%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.6%Trimmed −11%
GOOGLAlphabet Inc.
8.0%Added +17%
MSFTMicrosoft Corp
7.7%Trimmed −11%
AAPLApple Inc.
6.4%Trimmed −7%
AMZNAmazon.com Inc
5.1%Trimmed −5%
MAMastercard Inc
4.1%
CMECME Group Inc.
3.9%
AVGOBroadcom Inc.
3.3%Trimmed −28%
BLKBlackRock, Inc.
2.8%−3%
CCitigroup Inc
2.6%−5%
AMATApplied Materials Inc
2.5%New
HDHome Depot, Inc.
2.1%−3%
NVDANVIDIA Corp
9.6%Trimmed −11%
GOOGLAlphabet Inc.
8.0%Added +17%
MSFTMicrosoft Corp
7.7%−11%
AAPLApple Inc.
6.4%−7%
AMZNAmazon.com Inc
5.1%−5%
MAMastercard Inc
4.1%
CMECME Group Inc.
3.9%
AVGOBroadcom Inc.
3.3%
BLK2.8%C2.6%AMATHDBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.6% Trimmed −11%GOOGL Alphabet Inc. 8.0% Added +17%MSFT Microsoft Corp 7.7% Trimmed −11%AAPL Apple Inc. 6.4% Trimmed −7%AMZN Amazon.com Inc 5.1% Trimmed −5%MA Mastercard Inc 4.1% HeldCME CME Group Inc. 3.9% HeldAVGO Broadcom Inc. 3.3% Trimmed −28%BLK BlackRock, Inc. 2.8% Trimmed −3%C Citigroup Inc 2.6% Trimmed −5%AMAT Applied Materials Inc 2.5% NewHD Home Depot, Inc. 2.1% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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