Sarasin & Partners LLP

$8.2B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1510481 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $8.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 88
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 17
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 6

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$39.7M	+82,202	$833M	$793M	4,464,657	4,546,859
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$261M	−172,944	$842M	$580M	1,740,029	1,567,085
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$125M	−258,578	$621M	$496M	1,983,500	1,724,922
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$102M	+498,315	$365M	$467M	1,342,254	1,840,569
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$121M	−333,628	$524M	$404M	2,271,483	1,937,855
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$73.2M	−44,119	$410M	$337M	718,452	674,333
position key `pos:12827` · issuer key `iss:323` COM	ADD	+$42.9M	+237,095	$288M	$331M	832,057	1,069,152
position key `pos:15442` · issuer key `iss:356` COM	TRIM	−$23.6M	−162,250	$298M	$275M	1,092,937	930,687
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$60.6M	−108,828	$328M	$267M	1,017,395	908,567
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$16.7M	+114,741	$221M	$238M	2,361,663	2,476,404
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$19.9M	+10,939	$215M	$234M	655,511	666,450
position key `pos:11610` · issuer key `iss:287` COM	TRIM	−$38.1M	−11,158	$270M	$231M	251,856	240,698
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$20.9M	−31,578	$238M	$217M	692,440	660,862
position key `pos:16185` · issuer key `iss:647` COM	TRIM	−$82.2M	−598,563	$299M	$216M	2,249,935	1,651,372
position key `pos:10434` · issuer key `iss:482` COM	TRIM	−$131M	−1,850,680	$344M	$213M	4,347,768	2,497,088
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$29.4M	+2,983	$170M	$200M	197,416	200,399
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$45.2M	−22,586	$242M	$197M	366,774	344,188
position key `pos:14039` · issuer key `iss:112` COM	TRIM	−$9.1M	−37,235	$158M	$149M	900,401	863,166
position key `pos:15690` · issuer key `iss:610` COM NEW	NEW	+$146M	+1,112,513	$0	$146M	—	1,112,513
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$23.1M	−48,032	$164M	$141M	2,012,454	1,964,422
position key `pos:11588` · issuer key `iss:1058` COM	TRIM	−$13.9M	−77,642	$146M	$132M	1,445,897	1,368,255
position key `pos:16504` · issuer key `iss:1251` COM	TRIM	−$85.3M	−124,967	$211M	$126M	412,752	287,785
position key `pos:11239` · issuer key `iss:764` COM	TRIM	−$96.6M	−1,260,596	$221M	$124M	2,778,041	1,517,445
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$30.5M	−14,675	$153M	$123M	264,529	249,854
position key `pos:10534` · issuer key `iss:1213` COM	TRIM	−$23.6M	−1,756	$145M	$121M	72,006	70,250
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$28.9M	−9,317	$141M	$112M	131,497	122,180
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$7.7M	−110,591	$120M	$112M	1,555,059	1,444,468
position key `pos:13325` · issuer key `iss:1511` COM	ADD	+$103M	+183,643	$8.1M	$111M	19,104	202,747
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	−$1.8M	−129,503	$96.3M	$94.5M	915,194	785,691
position key `pos:16195` · issuer key `iss:1493` COM	TRIM	−$1.5M	−36,526	$93.3M	$91.7M	730,478	693,952
position key `pos:16716` · issuer key `iss:633` COM	ADD	+$66.5M	+249,366	$14.9M	$81.5M	56,858	306,224
position key `pos:12068` · issuer key `iss:1677` COM	TRIM	−$9.4M	−124,309	$88.6M	$79.2M	1,325,226	1,200,917
position key `pos:13471` · issuer key `iss:562` COM	TRIM	−$65.3M	−169,594	$144M	$78.5M	309,009	139,415
position key `pos:15168` · issuer key `iss:456` COM NEW	NEW	+$74.3M	+654,822	$0	$74.3M	—	654,822
position key `pos:15708` · issuer key `iss:1187` COM	TRIM	−$102M	−522,020	$173M	$71.6M	934,732	412,712
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	NEW	+$66.6M	+197,114	$0	$66.6M	—	197,114
position key `pos:16805` · issuer key `iss:997` COM NEW	NEW	+$49.4M	+107,124	$0	$49.4M	—	107,124
position key `pos:13567` · issuer key `iss:121` COM	ADD	+$41.0M	+190,793	$2.3M	$43.3M	10,998	201,791
position key `pos:14318` · issuer key `iss:1382` COM	TRIM	−$179M	−1,988,296	$221M	$42.1M	2,534,579	546,283
position key `pos:16841` · issuer key `iss:1791` COM	ADD	+$10.2M	+34,340	$29.7M	$40.0M	171,457	205,797
position key `pos:10790` · issuer key `iss:1444` COM	TRIM	+$2.8M	−59,507	$35.2M	$38.1M	1,415,294	1,355,787
position key `pos:16114` · issuer key `iss:1682` COM	TRIM	−$1.2M	−6,920	$25.2M	$24.0M	73,073	66,153
position key `pos:12920` · issuer key `iss:1289` COM	ADD	−$714K	+3,426	$24.3M	$23.5M	226,486	229,912
position key `pos:10663` · issuer key `iss:1575` COM	TRIM	−$55.4M	−324,569	$73.8M	$18.5M	409,742	85,173
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	TRIM	−$2.7M	−10,215	$20.1M	$17.4M	50,683	40,468
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$4.1M	−9,021	$18.0M	$13.9M	57,346	48,325
position key `pos:13683` · issuer key `iss:1648` COM	TRIM	−$175M	−1,101,440	$189M	$13.8M	1,233,408	131,968
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$1.4M	+24,278	$12.4M	$13.7M	229,734	254,012
position key `pos:17408` · issuer key `iss:1789` COM	ADD	−$650K	+25,108	$13.8M	$13.1M	411,062	436,170
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	−$473K	+876	$8.5M	$8.0M	47,619	48,495
position key `pos:11199` · issuer key `cusip6:922042` TT WRLD ST ETF	TRIM	−$2.7M	−18,089	$10.1M	$7.4M	71,903	53,814
position key `pos:12799` · issuer key `iss:1016` MSCI JAPAN ETF	NEW	+$7.2M	+85,455	$0	$7.2M	—	85,455
position key `pos:14929` · issuer key `iss:1967` COM NEW	TRIM	−$2.6M	−118,984	$8.5M	$5.9M	359,865	240,881
position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `cusip6:922042` FTSE EUROPE ETF	TRIM	−$4.1M	−47,676	$9.0M	$4.9M	107,641	59,965
position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `cusip6:922042` FTSE PACIFIC ETF	NEW	+$4.5M	+46,541	$0	$4.5M	—	46,541
position key `sid:sec:prov:b6c372f1720d1d65bd00ad23c0dd3847` · issuer key `cusip6:464286` JP MORGAN EM ETF	NEW	+$4.4M	+107,229	$0	$4.4M	—	107,229
position key `sid:sec:prov:d0e10989b162598e0f3774f3ce0c626b` · issuer key `cusip6:46435G` MSCI UK ETF NEW	NEW	+$4.2M	+91,732	$0	$4.2M	—	91,732
position key `sid:sec:prov:89cc3441e94df1e6ade34b90004054c1` · issuer key `cusip6:92204A` ENERGY ETF	NEW	+$4.1M	+23,409	$0	$4.1M	—	23,409
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	ADD	+$25.9K	+655	$3.8M	$3.9M	51,869	52,524
position key `pos:11177` · issuer key `iss:1956` COM	TRIM	+$26.7K	−993	$3.4M	$3.4M	18,434	17,441
position key `pos:12848` · issuer key `iss:1921` COM CL A	NEW	+$3.3M	+11,068	$0	$3.3M	—	11,068
position key `pos:15135` · issuer key `iss:620` COM	TRIM	−$850K	−62	$4.2M	$3.3M	54,849	54,787
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$394K	+575	$2.8M	$3.2M	25,023	25,598
position key `pos:11897` · issuer key `iss:2010` CL A	TRIM	−$132M	−1,049,188	$135M	$2.5M	1,070,558	21,370
position key `pos:17823` · issuer key `iss:153` COM	TRIM	−$1.7M	−53,486	$4.2M	$2.5M	114,486	61,000
position key `pos:13510` · issuer key `iss:444` COM	TRIM	−$76.0M	−2,044,103	$78.3M	$2.3M	2,117,085	72,982
position key `pos:15861` · issuer key `iss:1896` COM	ADD	+$175K	+724	$2.0M	$2.2M	26,250	26,974
position key `pos:13933` · issuer key `iss:1307` COM	NEW	+$1.9M	+17,300	$0	$1.9M	—	17,300
position key `pos:16708` · issuer key `iss:1661` COM	TRIM	−$32.2K	−251	$1.9M	$1.9M	10,265	10,014
position key `pos:16131` · issuer key `iss:1632` COM	NEW	+$1.7M	+18,000	$0	$1.7M	—	18,000
position key `pos:13699` · issuer key `iss:841` COM	TRIM	−$98.1K	−1,849	$1.8M	$1.7M	21,789	19,940
position key `pos:13234` · issuer key `iss:230` COM	NEW	+$1.6M	+33,800	$0	$1.6M	—	33,800
position key `pos:10263` · issuer key `iss:1078` COM	NEW	+$1.6M	+22,300	$0	$1.6M	—	22,300
position key `pos:10327` · issuer key `iss:780` COM	ADD	−$1.1K	+850	$1.6M	$1.6M	26,000	26,850
position key `pos:11676` · issuer key `iss:679` SH BEN INT	TRIM	−$546K	−7,104	$2.0M	$1.5M	32,408	25,304
position key `pos:17335` · issuer key `iss:758` SPON ADR UNITS	TRIM	−$72.3K	−2,000	$1.5M	$1.4M	15,000	13,000
position key `pos:11979` · issuer key `iss:57` COM CL A	ADD	−$47.3K	+400	$1.4M	$1.4M	10,359	10,759
position key `pos:12159` · issuer key `iss:1478` COM	NEW	+$1.3M	+14,500	$0	$1.3M	—	14,500
position key `pos:10618` · issuer key `iss:511` COM	ADD	+$113K	+8,593	$1.1M	$1.2M	28,907	37,500
position key `pos:13891` · issuer key `iss:1313` CL B	NEW	+$1.2M	+23,321	$0	$1.2M	—	23,321
position key `pos:14585` · issuer key `iss:1246` CL A	TRIM	−$253K	−6,050	$1.3M	$1.1M	25,000	18,950
position key `pos:17195` · issuer key `iss:1900` COM SHS	NEW	+$946K	+10,700	$0	$946K	—	10,700
position key `pos:16662` · issuer key `iss:251` COMMON STOCK	ADD	−$286K	+12,000	$1.2M	$917K	45,000	57,000
position key `pos:11071` · issuer key `iss:1059` COM	ADD	+$114K	+2,000	$638K	$752K	31,464	33,464
pos:10899	EXIT‡e	−$1.7M	−11,679	$1.7M	$0	11,679	—
pos:10931	EXIT‡e	−$2.2M	−11,931	$2.2M	$0	11,931	—
pos:13801	EXIT‡e	−$4.5M	−14,413	$4.5M	$0	14,413	—
pos:14090	EXIT‡e	−$670K	−13,682	$670K	$0	13,682	—
pos:16115	EXIT‡e	−$72.3M	−219,051	$72.3M	$0	219,051	—
pos:17705	EXIT‡e	−$1.7M	−111,143	$1.7M	$0	111,143	—

Flags: no row carries a flag.

1–20 of the 90 changes on this page

Mark-to-market only (no share change) · 4

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14403` · issuer key `iss:693` CLASS A	NO CHANGE	−$1.0M	$8.5M	$7.5M	25,000	25,000
position key `pos:16201` · issuer key `iss:1002` COM	NO CHANGE	−$253K	$2.4M	$2.1M	86,137	86,137
position key `pos:15100` · issuer key `iss:894` COM	NO CHANGE	+$43.9K	$2.0M	$2.1M	125,342	125,342
position key `pos:10363` · issuer key `iss:866` SPONSORED ADS	NO CHANGE	−$592K	$1.9M	$1.3M	50,732	50,732

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–84 of 84 issuers · $8.2B disclosed value over 88 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$793M

4,546,859

9.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$580M

1,567,085

7.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Sarasin & Partners LLP reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$496M	1,724,922
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$13.9M	48,325

$510M

1,773,247

6.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$467M

1,840,569

5.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$404M

1,937,855

4.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$337M

674,333

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$331M

1,069,152

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$275M

930,687

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$267M

908,567

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$238M

2,476,404

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$234M

666,450

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$231M

240,698

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$217M

660,862

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$216M

1,651,372

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$213M

2,497,088

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$200M

200,399

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$197M

344,188

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN TOWER CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$149M

863,166

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$146M

1,112,513

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$141M

1,964,422

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KIMBERLY-CLARK CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$132M

1,368,255

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOODYS CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$126M

287,785

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FORTINET INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$124M

1,517,445

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$123M

249,854

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCADOLIBRE INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$121M

70,250

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$112M

122,180

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$112M

1,444,468

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$111M

202,747

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$94.5M

785,691

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROLOGIS INC. · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$91.7M

693,952

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$81.5M

306,224

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SMITH A O CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$79.2M

1,200,917

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$78.5M

139,415

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$74.3M

654,822

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$71.6M

412,712

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$66.6M

197,114

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$49.4M

107,124

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMETEK INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$43.3M

201,791

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OTIS WORLDWIDE CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$42.1M

546,283

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$40.0M

205,797

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$38.1M

1,355,787

0.5%

—

VANGUARD INTL EQUITY INDEX F

4 positions · 4 reported rows

Rows Sarasin & Partners LLP reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$13.7M	254,012
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$7.4M	53,814
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$4.9M	59,965
VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF CUSIP 922042866 src ↗	$4.5M	46,541

ticker not yet mapped

$30.7M

414,332

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SNAP ON INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$24.0M

66,153

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETAPP INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$23.5M

229,912

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROSS STORES INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$18.5M

85,173

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$17.4M

40,468

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$13.8M

131,968

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TETRA TECH INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$13.1M

436,170

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$8.0M

48,495

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVERCORE INC · CLASS A CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$7.5M

25,000

0.1%

—

ISHARES INC · MSCI JAPAN ETF CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

ticker not yet mapped

$7.2M

85,455

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WEYERHAEUSER CO · COM NEW CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$5.9M

240,881

0.1%

—

ISHARES INC · JP MORGAN EM ETF CUSIP 464286517
2026-03-31 filed 2026-04-13 +13d

src ↗

ticker not yet mapped

$4.4M

107,229

0.1%

—

ISHARES TR · MSCI UK ETF NEW CUSIP 46435G334
2026-03-31 filed 2026-04-13 +13d

src ↗

ticker not yet mapped

$4.2M

91,732

0.1%

—

VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306
2026-03-31 filed 2026-04-13 +13d

src ↗

ticker not yet mapped

$4.1M

23,409

0.0%

—

VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

ticker not yet mapped

$3.9M

52,524

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$3.4M

17,441

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$3.3M

11,068

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

E L F BEAUTY INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$3.3M

54,787

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$3.2M

25,598

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZOETIS INC · CL A CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$2.5M

21,370

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARAMARK · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$2.5M

61,000

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHIPOTLE MEXICAN GRILL INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$2.3M

72,982

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VENTAS INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$2.2M

26,974

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVITATION HOMES INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$2.1M

86,137

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HEALTHPEAK PROPERTIES INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$2.1M

125,342

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.9M

17,300

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SIMON PPTY GROUP INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.9M

10,014

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.7M

18,000

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GRACO INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.7M

19,940

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.6M

33,800

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.6M

22,300

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FRESHPET INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.6M

26,850

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUITY RESIDENTIAL · SH BEN INT CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.5M

25,304

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FOMENTO ECONOMICO MEXICANO S · SPON ADR UNITS CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.4M

13,000

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIRBNB INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.4M

10,759

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PRICE T ROWE GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.3M

14,500

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HDFC BANK LTD · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.3M

50,732

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COPART INC · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.2M

37,500

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NIKE INC · CL B CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.2M

23,321

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$1.1M

18,950

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERALTO CORP · COM SHS CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$946K

10,700

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BELLRING BRANDS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$917K

57,000

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KIMCO REALTY CORP · COM CUSIP —
2026-03-31 filed 2026-04-13 +13d

src ↗

$752K

33,464

0.0%

1–20 of 84 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 82.5%above median 80.0%
Concentration index: 385 bpsbelow median 446 bps
Positions with value: 88 / 88median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 82.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 385 · QoQ moves: 94

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Sarasin & Partners LLP's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).