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CIK: 0001510481
Total reported value
$8.5B
$8.5B
80 檔
33.9%
The Q1 2024 SEC filing reveals that Sarasin & Partners LLP held a total portfolio value of $8.5B, covering 80 public equity positions.
During Q1 2024, Sarasin & Partners LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, GOOGL, MSFT) accounted for 33.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.09% | +0.44% | -3.33% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.98% | +1.40% | -1.43% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.91% | -0.44% | +0.12% | |
| 4 | CME | Cme Group Inc | Stock-Financials | 4.84% | +0.05% | +1.35% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.63% | +2.15% | -5.69% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | +0.26% | +14.49% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.93% | +0.56% | +86.40% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.65% | -0.04% | -1.74% | |
| 9 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 3.50% | -0.60% | -2.67% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.48% | -0.06% | +2.19% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 3.20% | -1.40% | -0.55% | |
| 12 | OTIS | Otis Worldwide CORP | Stock-Industrials | 3.18% | -0.48% | +11.24% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.83% | -0.20% | +8.13% | |
| 14 | DE | Deere & Co | Stock-Industrials | 2.68% | +0.05% | +6.05% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.63% | +0.07% | +10.50% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.59% | — | -7.20% | |
| 17 | TTEK | Tetra Tech Inc | Stock-Industrials | 2.28% | — | +2.62% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 2.24% | +1.05% | +0.62% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 2.21% | +0.19% | -0.72% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 2.16% | -0.19% | -7.92% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.11% | +0.19% | +11.45% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | -0.09% | -2.59% | |
| 23 | PLD | Prologis Inc | Stock-Real Estate | 1.91% | -0.01% | -1.65% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.81% | -0.18% | +6.88% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 1.74% | +0.13% | -34.84% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | -0.95% | +1.68% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.50% | — | +0.21% | |
| 28 | SCI | Service CORP International | Stock-Consumer Disc | 1.46% | — | -8.64% | |
| 29 | MIDD | Middleby CORP | Stock-Industrials | 1.44% | — | -0.21% | |
| 30 | MCO | Moody's CORP | Stock-Financials | 1.40% | -0.76% | +10.52% | |
| 31 | FTNT | Fortinet Inc | Stock-Tech | 1.19% | -1.42% | — | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 1.14% | -0.10% | -3.60% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 1.13% | -0.15% | -22.53% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.90% | — | +2.45% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.58% | -0.01% | +69.11% | |
| 36 | BLKCHF | Blackrock Inc | Stock-Other | 0.55% | — | +7.68% | |
| 37 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.44% | — | -69.42% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.38% | -0.22% | +1.63% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.36% | — | -14.63% | |
| 40 | ENTG | Entegris Inc | Stock-Tech | 0.26% | — | +12.14% | |
| 41 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.25% | -0.06% | +10.07% | |
| 42 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.24% | -0.02% | EXIT | |
| 43 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.20% | — | -6.82% | |
| 44 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.20% | — | +2.03% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.03% | +5.66% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.17% | +0.07% | +8.31% | |
| 47 | EQNR | Equinor Asa-spon Adr | Stock-Energy | 0.16% | — | +0.18% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.15% | -0.04% | -2.31% | |
| 49 | EQIX | Equinix Inc | Stock-Real Estate | 0.09% | — | -65.60% | |
| 50 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.09% | -0.01% | +10.07% |
According to official SEC Form 13F filings, Sarasin & Partners LLP reported a total U.S. public equity portfolio value of $8.5B across 80 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Sarasin & Partners LLP's top holdings by market value included AMZN (7.1%)、GOOGL (6.0%)、MSFT (5.9%). The largest single position, AMZN, represented 7.1% of total portfolio value.
In Q1 2024, Sarasin & Partners LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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