Sarasin & Partners LLP

London, X0 · CIK 1510481 · 13F filing filed 2026-07-07

Exempt reporting adviser since 2012 · limited liability partnership

Private funds3 · $534.6m gross assets
Form ADV · 2026-03-18SEC adviser record

Legal entitySARASIN & PARTNERS LLP (GB)

Kindfutures, FCA fund manager
Others nearbyLondon
FamilySarasin & Partners LLP · 2 related pages

As an employer

Offices in1 country
Private fundsother private 3

In the UK

FCA-authorised companies1
Manages investmentsyes
Retail clientsyes

Company	Town	Staff	Pay gap report	FCA register
SARASIN & PARTNERS LLP Limited Liability PartnershipFCA: Authorised · manages investments, advises, deals, custody	London			Authorisedmanages investments, advises, deals, custody

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$8.5bn reported value +4.1% vs Q1 2026

94positions

54.2%in top 10

10 new 33 added 46 reduced 4 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Sarasin Asset Management Ltd – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	4,235,829	$847.5m9.93%	9.93%	Reduced -311.0k	-311,030 -6.8%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,780,093	$636.2m7.45%	7.45%	Added +55.2k	+55,171 3.2%
3	MICROSOFT CORP COM MSFT	MSFT	1,519,029	$566.6m6.64%	6.64%	Reduced -48.1k	-48,056 -3.1%
4	APPLE INC COM AAPL	AAPL	1,847,698	$534.6m6.26%	6.26%	Added +7.1k	+7,129 0.4%
5	AMAZON COM INC COM AMZN	AMZN	1,918,208	$457.2m5.36%	5.36%	Reduced -19.6k	-19,647 -1.0%
6	BROADCOM INC COM AVGO	AVGO	1,151,150	$434.8m5.09%	5.09%	Added +82.0k	+81,998 7.7%
7	MASTERCARD INCORPORATED CL A MA	MA	673,122	$345.7m4.05%	4.05%	Reduced -1.2k	-1,211 -0.2%
8	CME GROUP INC COM CME	CME	1,314,268	$290.2m3.40%	3.40%	Added +383.6k	+383,581 41.2%
9	CITIGROUP INC COM NEW C	C	1,856,723	$259.9m3.04%	3.04%	Added +1.2m	+1,201,901 183.6%
10	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	529,518	$252.9m2.96%	2.96%	Added +332.4k	+332,404 168.6%
11	HOME DEPOT INC COM HD	HD	687,219	$242.4m2.84%	2.84%	Added +26.4k	+26,357 4.0%
12	EMERSON ELEC CO COM EMR	EMR	1,670,751	$239.2m2.80%	2.80%	Added +19.4k	+19,379 1.2%
13	BLACKROCK INC COM BLK	BLK	239,888	$230.7m2.70%	2.70%	Reduced -810	-810 -0.3%
14	COSTCO WHSL CORP NEW COM COST	COST	214,194	$200.4m2.35%	2.35%	Added +13.8k	+13,795 6.9%
15	JPMORGAN CHASE & CO COM JPM	JPM	602,262	$197.1m2.31%	2.31%	Reduced -306.3k	-306,305 -33.7%
16	NETFLIX INC COM NFLX	NFLX	2,736,198	$195.4m2.29%	2.29%	Added +259.8k	+259,794 10.5%
17	META PLATFORMS INC CL A META	META	334,128	$188.2m2.20%	2.20%	Reduced -10.1k	-10,060 -2.9%
18	COLGATE PALMOLIVE CO COM CL	CL	1,858,052	$170.3m2.00%	2.00%	Reduced -639.0k	-639,036 -25.6%
19	DUKE ENERGY CORP NEW COM NEW DUK	DUK	1,283,213	$162.4m1.90%	1.90%	Added +170.7k	+170,700 15.3%
20	UBER TECHNOLOGIES INC COM UBER	UBER	2,041,558	$147.3m1.73%	1.73%	Added +77.1k	+77,136 3.9%
21	AMERICAN TOWER CORP NEW COM AMT	AMT	849,693	$139.0m1.63%	1.63%	Reduced -13.5k	-13,473 -1.6%
22	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	266,872	$133.8m1.57%	1.57%	Added +17.0k	+17,018 6.8%
23	ELI LILLY & CO COM LLY	LLY	110,831	$132.9m1.56%	1.56%	Reduced -11.3k	-11,349 -9.3%
24	AMGEN INC COM AMGN	AMGN	343,948	$124.6m1.46%	1.46%	Reduced -322.5k	-322,502 -48.4%
25	MERCADOLIBRE INC COM MELI	MELI	71,555	$121.5m1.42%	1.42%	Added +1.3k	+1,305 1.9%
26	QUANTA SVCS INC COM PWR	PWR	164,775	$118.6m1.39%	1.39%	Reduced -38.0k	-37,972 -18.7%
27	CISCO SYS INC COM CSCO	CSCO	863,286	$101.4m1.19%	1.19%	Reduced -581.2k	-581,182 -40.2%
28	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	244,426	$97.2m1.14%	1.14%	Added +137.3k	+137,302 128.2%
29	ECOLAB INC COM ECL	ECL	343,707	$95.8m1.12%	1.12%	Added +37.5k	+37,483 12.2%
30	PROLOGIS INC. COM PLD	PLD	700,191	$94.9m1.11%	1.11%	Added +6.2k	+6,239 0.9%
31	MERCK & CO INC COM MRK	MRK	736,662	$94.7m1.11%	1.11%	Reduced -49.0k	-49,029 -6.2%
32	DEERE & CO COM DE	DE	136,213	$86.4m1.01%	1.01%	Reduced -3.2k	-3,202 -2.3%
33	KIMBERLY-CLARK CORP COM KMB	KMB	699,689	$76.8m0.90%	0.90%	Reduced -668.6k	-668,566 -48.9%
34	SMITH A O CORP COM AOS	AOS	1,122,769	$70.4m0.82%	0.82%	Reduced -78.1k	-78,148 -6.5%
35	MOODYS CORP COM MCO	MCO	145,786	$66.0m0.77%	0.77%	Reduced -142.0k	-141,999 -49.3%
36	TEXAS INSTRS INC COM TXN	TXN	112,599	$33.6m0.39%	0.39%	Reduced -93.2k	-93,198 -45.3%
37	MARSH & MCLENNAN COS INC COM MRSH	MRSH	161,885	$27.0m0.32%	0.32%	Reduced -250.8k	-250,827 -60.8%
38	SNAP ON INC COM SNA	SNA	64,873	$26.1m0.31%	0.31%	Reduced -1.3k	-1,280 -1.9%
39	NETAPP INC COM NTAP	NTAP	152,975	$23.7m0.28%	0.28%	Reduced -76.9k	-76,937 -33.5%
40	AMETEK INC COM AME	AME	92,782	$22.4m0.26%	0.26%	Reduced -109.0k	-109,009 -54.0%
41	PFIZER INC COM PFE	PFE	845,257	$20.4m0.24%	0.24%	Reduced -510.5k	-510,530 -37.7%
42	ALPHABET INC CAP STK CL C GOOG	GOOG	48,328	$17.1m0.20%	0.20%	Added +3	+3 0.0%
43	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	53,348	$15.5m0.18%	0.18%	New
44	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	250,863	$15.0m0.18%	0.18%	Reduced -3.1k	-3,149 -1.2%
45	SPDR GOLD TR GOLD SHS GLD	GLD	38,588	$14.2m0.17%	0.17%	Reduced -1.9k	-1,880 -4.7%
46	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	88,310	$13.9m0.16%	0.16%	Added +34.5k	+34,496 64.1%
47	TETRA TECH INC NEW COM TTEK	TTEK	472,902	$13.7m0.16%	0.16%	Added +36.7k	+36,732 8.4%
48	VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF VPL	VPL	82,887	$9.6m0.11%	0.11%	Added +36.3k	+36,346 78.1%
49	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	92,257	$8.6m0.10%	0.10%	Added +6.8k	+6,802 8.0%
50	EVERCORE INC CLASS A EVR	EVR	25,000	$8.5m0.10%	0.10%	Unchanged
51	VANGUARD WORLD FD INF TECH ETF VGT	VGT	68,882	$8.2m0.10%	0.10%	New
52	FORTINET INC COM FTNT	FTNT	50,901	$7.8m0.09%	0.09%	Reduced -1.5m	-1,466,544 -96.7%
53	MORGAN STANLEY COM NEW MS	MS	30,673	$6.4m0.08%	0.08%	Reduced -17.8k	-17,822 -36.8%
54	WEYERHAEUSER CO MTN BE COM NEW WY	WY	244,975	$5.9m0.07%	0.07%	Added +4.1k	+4,094 1.7%
55	ISHARES TR RUSSELL 2000 ETF IWM	IWM	17,573	$5.3m0.06%	0.06%	New
56	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	56,850	$5.0m0.06%	0.06%	Reduced -3.1k	-3,115 -5.2%
57	ISHARES INC JP MORGAN EM ETF LEMB	LEMB	107,858	$4.6m0.05%	0.05%	Added +629	+629 0.6%
58	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	61,062	$4.5m0.05%	0.05%	Added +8.5k	+8,538 16.3%
59	E L F BEAUTY INC COM ELF	ELF	60,544	$4.5m0.05%	0.05%	Added +5.8k	+5,757 10.5%
60	ISHARES TR MSCI UK ETF NEW EWU	EWU	86,957	$4.0m0.05%	0.05%	Reduced -4.8k	-4,775 -5.2%
61	VISA INC COM CL A V	V	11,536	$4.0m0.05%	0.05%	Added +468	+468 4.2%
62	ROSS STORES INC COM ROST	ROST	17,285	$3.7m0.04%	0.04%	Reduced -67.9k	-67,888 -79.7%
63	VANGUARD WORLD FD ENERGY ETF VDE	VDE	21,605	$3.2m0.04%	0.04%	Reduced -1.8k	-1,804 -7.7%
64	WELLTOWER INC COM WELL	WELL	13,657	$3.1m0.04%	0.04%	Reduced -3.8k	-3,784 -21.7%
65	WALMART INC COM WMT	WMT	25,698	$2.9m0.03%	0.03%	Added +100	+100 0.4%
66	ARAMARK COM ARMK	ARMK	40,000	$2.3m0.03%	0.03%	Reduced -21.0k	-21,000 -34.4%
67	AIRBNB INC COM CL A ABNB	ABNB	15,655	$2.2m0.03%	0.03%	Added +4.9k	+4,896 45.5%
68	INTEL CORP COM INTC	INTC	15,600	$2.2m0.03%	0.03%	New
69	OTIS WORLDWIDE CORP COM OTIS	OTIS	29,891	$2.1m0.03%	0.03%	Reduced -516.4k	-516,392 -94.5%
70	SCHWAB CHARLES CORP COM SCHW	SCHW	21,900	$2.0m0.02%	0.02%	Added +3.9k	+3,900 21.7%
71	BANK AMERICA CORP COM BAC	BAC	33,800	$1.9m0.02%	0.02%	Unchanged
72	VENTAS INC COM VTR	VTR	20,123	$1.8m0.02%	0.02%	Reduced -6.9k	-6,851 -25.4%
73	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	52,000	$1.8m0.02%	0.02%	Reduced -21.0k	-20,982 -28.8%
74	HEALTHPEAK PROPERTIES INC COM DOC	DOC	82,206	$1.8m0.02%	0.02%	Reduced -43.1k	-43,136 -34.4%
75	CF INDS HLDGS INC COM CF	CF	16,000	$1.7m0.02%	0.02%	New
76	FRESHPET INC COM FRPT	FRPT	28,500	$1.7m0.02%	0.02%	Added +1.6k	+1,650 6.2%
77	REALTY INCOME CORP COM O	O	27,000	$1.7m0.02%	0.02%	New
78	SERVICENOW INC COM NOW	NOW	16,685	$1.7m0.02%	0.02%	Reduced -115.3k	-115,283 -87.4%
79	ZOETIS INC CL A ZTS	ZTS	22,570	$1.6m0.02%	0.02%	Added +1.2k	+1,200 5.6%
80	INVITATION HOMES INC COM INVH	INVH	51,674	$1.6m0.02%	0.02%	Reduced -34.5k	-34,463 -40.0%
81	NEWMONT CORP COM NEM	NEM	16,700	$1.6m0.02%	0.02%	Reduced -600	-600 -3.5%
82	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	20,527	$1.4m0.02%	0.02%	Reduced -4.8k	-4,777 -18.9%
83	HDFC BANK LTD SPONSORED ADS HDB	HDB	50,732	$1.3m0.02%	0.02%	Unchanged
84	VERALTO CORP COM SHS VLTO	VLTO	14,600	$1.3m0.02%	0.02%	Added +3.9k	+3,900 36.5%
85	GRACO INC COM GGG	GGG	16,365	$1.2m0.01%	0.01%	Reduced -3.6k	-3,575 -17.9%
86	COPART INC COM CPRT	CPRT	34,700	$978.2k0.01%	0.01%	Reduced -2.8k	-2,800 -7.5%
87	NIKE INC CL B NKE	NKE	23,321	$957.3k0.01%	0.01%	Unchanged
88	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	14,200	$908.9k0.01%	0.01%	New
89	MONDELEZ INTL INC CL A MDLZ	MDLZ	14,000	$809.8k0.01%	0.01%	Reduced -5.0k	-4,950 -26.1%
90	BXP INC COM BXP	BXP	12,159	$806.3k0.01%	0.01%	New
91	BELLRING BRANDS INC COMMON STOCK BRBR	BRBR	57,000	$737.6k0.01%	0.01%	Unchanged
92	KILROY RLTY CORP COM KRC	KRC	13,553	$507.8k0.01%	0.01%	New
93	NU HLDGS LTD ORD SHS CL A NU	NU	35,800	$478.3k0.01%	0.01%	New
94	KIMCO RLTY CORP COM KIM	KIM	15,714	$398.4k0.00%	0.00%	Reduced -17.8k	-17,750 -53.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SIMON PPTY GROUP INC NEW SPG	SPG	10,014	$1.9m10.0k shares
KROGER CO KR	KR	22,300	$1.6m22.3k shares
FOMENTO ECONOMICO MEXICANO S FMX	FMX	13,000	$1.4m13.0k shares
PRICE T ROWE GROUP INC TROW	TROW	14,500	$1.3m14.5k shares