Fund Holdings

Sarasin & Partners LLP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DUKE ENERGY CORP NEW(DUK)01,112,513+1,112,5130145,672,4551.78%+145,672,455
QUANTA SVCS INC19,104202,747+183,6438,063,035111,312,1551.36%+103,249,120
APPLE INC(AAPL)1,342,2541,840,569+498,315364,905,185467,118,0085.70%+102,212,823
CITIGROUP INC(C)0654,822+654,822074,263,3650.91%+74,263,365
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0197,114+197,114066,614,6760.81%+66,614,676
ECOLAB INC(ECL)56,858306,224+249,36614,926,36481,461,7080.99%+66,535,344
INTUITIVE SURGICAL INC0107,124+107,124049,383,0960.60%+49,383,096
BROADCOM INC(AVGO)832,0571,069,152+237,095287,974,946330,913,2494.04%+42,938,303
AMETEK INC10,998201,791+190,7932,258,00043,255,9200.53%+40,997,920
COSTCO WHOLESALE CORPORATION(COST)197,416200,399+2,983170,239,712199,683,5762.44%+29,443,864
AMGEN INC(AMGN)655,511666,450+10,939214,555,313234,490,4542.86%+19,935,141
NETFLIX INC.(NFLX)2,361,6632,476,404+114,741221,429,520238,106,2632.90%+16,676,743
TEXAS INSTRS INC(TXN)171,457205,797+34,34029,746,07639,953,4310.49%+10,207,355
ISHARES INC
MSCI JAPAN ETF
085,455+85,45507,215,8210.09%+7,215,821
VANGUARD INTL EQUITY INDEX F046,541+46,54104,548,4560.06%+4,548,456
ISHARES INC0107,229+107,22904,374,9430.05%+4,374,943
ISHARES TR
MSCI UK ETF NEW
091,732+91,73204,179,3070.05%+4,179,307
VANGUARD WORLD FD
ENERGY ETF
023,409+23,40904,050,6920.05%+4,050,692
VISA INC(V)011,068+11,06803,345,1930.04%+3,345,193
PFIZER INC(PFE)1,415,2941,355,787-59,50735,240,82138,070,5000.46%+2,829,679
NEWMONT CORP(NEM)017,300+17,30001,872,7250.02%+1,872,725
SCHWAB CHARLES CORP(SCHW)018,000+18,00001,691,6400.02%+1,691,640
BANK AMERICA CORP033,800+33,80001,647,7500.02%+1,647,750
KROGER CO(KR)022,300+22,30001,613,6280.02%+1,613,628
VANGUARD INTL EQUITY INDEX F229,734254,012+24,27812,350,50213,729,3580.17%+1,378,856
PRICE T ROWE GROUP INC(TROW)014,500+14,50001,307,0300.02%+1,307,030
NIKE INC(NKE)023,321+23,32101,231,8150.02%+1,231,815
VERALTO CORP(VLTO)010,700+10,7000946,0940.01%+946,094
WALMART INC(WMT)25,02325,598+5752,787,8123,181,3190.04%+393,507
VENTAS INC(VTR)26,25026,974+7242,031,2252,205,9330.03%+174,708
KIMCO REALTY CORP(KIM)31,46433,464+2,000637,775751,9360.01%+114,161
COPART INC(CPRT)28,90737,500+8,5931,131,7091,245,0000.02%+113,291
HEALTHPEAK PROPERTIES INC(DOC)125,342125,34202,015,4992,059,3690.03%+43,870
WELLTOWER INC(WELL)18,43417,441-9933,421,5353,448,2600.04%+26,725
VANGUARD BD INDEX FDS51,86952,524+6553,841,9383,867,8670.05%+25,929
FRESHPET INC(FRPT)26,00026,850+8501,584,1801,583,0760.02%-1,104
SIMON PPTY GROUP INC NEW(SPG)10,26510,014-2511,900,1541,867,9110.02%-32,243
AIRBNB INC10,35910,759+4001,405,9231,358,6470.02%-47,276
FOMENTO ECONOMICO MEXICANO S(FMX)15,00013,000-2,0001,516,0501,443,7800.02%-72,270
GRACO INC(GGG)21,78919,940-1,8491,786,0451,687,9210.02%-98,124
INVITATION HOMES INC(INVH)86,13786,13702,393,7472,140,5050.03%-253,242
MONDELEZ INTL INC(MDLZ)25,00018,950-6,0501,345,7501,092,2780.01%-253,472
BELLRING BRANDS INC(BRBR)45,00057,000+12,0001,202,850917,1300.01%-285,720
MORGAN STANLEY(MS)47,61948,495+8768,453,8027,980,8220.10%-472,980
EQUITY RESIDENTIAL(EQR)32,40825,304-7,1042,043,0001,496,7310.02%-546,269
HDFC BANK LTD(HDB)50,73250,73201,853,7471,262,2120.02%-591,535
TETRA TECH INC NEW(TTEK)411,062436,170+25,10813,787,01913,137,4400.16%-649,579
ALEXANDRIA REAL ESTATE EQ IN13,6820-13,682669,5970-669,597
NETAPP INC(NTAP)226,486229,912+3,42624,254,38723,540,6910.29%-713,696
E L F BEAUTY INC(ELF)54,84954,787-624,170,7183,320,6390.04%-850,079
EVERCORE INC(EVR)25,00025,00008,506,2507,462,7500.09%-1,043,500
SNAP ON INC(SNA)73,07366,153-6,92025,180,95624,028,0920.29%-1,152,864
PROLOGIS INC.(PLD)730,478693,952-36,52693,252,81991,726,5711.12%-1,526,248
ISHARES TR11,6790-11,6791,652,4620-1,652,462
DIGITALBRIDGE GROUP INC(DBRG)111,1430-111,1431,704,9330-1,704,933
ARAMARK(ARMK)114,48661,000-53,4864,219,9542,472,9400.03%-1,747,014
MERCK & CO INC(MRK)915,194785,691-129,50396,333,31594,510,7771.15%-1,822,538
AVALONBAY CMNTYS INC11,9310-11,9312,163,2090-2,163,209
WEYERHAEUSER CO(WY)359,865240,881-118,9848,525,2025,884,7250.07%-2,640,477
SPDR GOLD TR(GLD)50,68340,468-10,21520,086,18417,412,9750.21%-2,673,209
VANGUARD INTL EQUITY INDEX F71,90353,814-18,08910,142,6417,443,5490.09%-2,699,092
VANGUARD INTL EQUITY INDEX F107,64159,965-47,6768,999,8714,942,9190.06%-4,056,952
ALPHABET INC(GOOG)57,34648,325-9,02117,995,17513,862,5040.17%-4,132,671
MARRIOTT INTL INC NEW(MAR)14,4130-14,4134,471,4900-4,471,490
CISCO SYS INC(CSCO)1,555,0591,444,468-110,591119,786,190112,076,2761.37%-7,709,914
AMERICAN TOWER CORP(AMT)900,401863,166-37,235158,083,404148,965,1881.82%-9,118,216
SMITH A O CORP(AOS)1,325,2261,200,917-124,30988,631,11779,188,4690.97%-9,442,648
KIMBERLY-CLARK CORP(KMB)1,445,8971,368,255-77,642145,876,551131,995,5591.61%-13,880,992
HOME DEPOT INC(HD)692,440660,862-31,578238,268,630217,350,9052.65%-20,917,725
UBER TECHNOLOGIES INC(UBER)2,012,4541,964,422-48,032164,437,623141,300,8771.72%-23,136,746
MERCADOLIBRE INC(MELI)72,00670,250-1,756145,038,802121,463,6661.48%-23,575,136
CME GROUP INC(CME)1,092,937930,687-162,250298,459,238274,878,4203.35%-23,580,818
ELI LILLY & CO(LLY)131,497122,180-9,317141,317,198112,377,5081.37%-28,939,690
THERMO FISHER SCIENTIFIC INC(TMO)264,529249,854-14,675153,281,334122,810,7401.50%-30,470,594
BLACKROCK INC(BLK)251,856240,698-11,158269,571,550231,481,6822.82%-38,089,868
NVIDIA CORPORATION(NVDA)4,464,6574,546,859+82,202832,658,611792,972,2059.67%-39,686,406
META PLATFORMS INC(META)366,774344,188-22,586242,103,854196,920,2952.40%-45,183,559
ROSS STORES INC(ROST)409,74285,173-324,56973,810,92718,451,0300.23%-55,359,897
JPMORGAN CHASE & CO(JPM)1,017,395908,567-108,828327,825,019267,264,0663.26%-60,560,953
DEERE & CO(DE)309,009139,415-169,594143,865,32378,532,4950.96%-65,332,828
UNITEDHEALTH GROUP INC(UNH)219,0510-219,05172,310,9280-72,310,928
MASTERCARD INCORPORATED(MA)718,452674,333-44,119410,149,874336,937,2424.11%-73,212,632
CHIPOTLE MEXICAN GRILL INC(CMG)2,117,08572,982-2,044,10378,332,1452,336,1530.03%-75,995,992
EMERSON ELEC CO(EMR)2,249,9351,651,372-598,563298,611,373216,362,7682.64%-82,248,605
MOODYS CORP(MCO)412,752287,785-124,967210,854,366125,546,2291.53%-85,308,137
FORTINET INC(FTNT)2,778,0411,517,445-1,260,596220,604,239124,005,6041.51%-96,598,635
MARSH & MCLENNAN COS INC(MRSH)934,732412,712-522,020173,411,48171,584,8980.87%-101,826,583
AMAZON COM INC(AMZN)2,271,4831,937,855-333,628524,303,706403,597,0694.92%-120,706,637
ALPHABET INC(GOOG)1,983,5001,724,922-258,578620,835,500496,018,5656.05%-124,816,935
COLGATE PALMOLIVE CO(CL)4,347,7682,497,088-1,850,680343,560,628212,826,8112.60%-130,733,817
ZOETIS INC(ZTS)1,070,55821,370-1,049,188134,697,6172,526,1480.03%-132,171,469
SERVICENOW INC(NOW)1,233,408131,968-1,101,440188,945,79013,797,2560.17%-175,148,534
OTIS WORLDWIDE CORP(OTIS)2,534,579546,283-1,988,296221,395,49042,107,4930.51%-179,287,997
MICROSOFT CORP(MSFT)1,740,0291,567,085-172,944841,512,832580,087,8567.08%-261,424,976
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