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CIK: 0001510481
Total reported value
$8.5B
$8.5B
62 檔
38.3%
According to the latest 13F quarterly dataset, Sarasin & Partners LLP managed an equity portfolio of $8.5B at the end of Q4 2024, spanning 62 distinct U.S. exchange-listed positions.
In Q4 2024, Sarasin & Partners LLP adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.20% | -0.44% | +33.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.63% | +0.56% | -1.46% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.92% | +0.44% | -9.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.73% | +0.26% | +5.34% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.62% | +1.40% | +6.64% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.14% | -0.20% | +16.61% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 5.06% | -0.06% | +4.78% | |
| 8 | CME | Cme Group Inc | Stock-Financials | 4.45% | +0.05% | -1.13% | |
| 9 | OTIS | Otis Worldwide CORP | Stock-Industrials | 4.14% | -0.48% | +6.00% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 3.99% | +0.19% | +2.67% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.66% | -0.95% | -16.45% | |
| 12 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 3.55% | -0.60% | +19.25% | |
| 13 | MCO | Moody's CORP | Stock-Financials | 2.94% | -0.76% | -4.88% | |
| 14 | BLK | Blackrock Inc | Stock-Financials | 2.92% | -0.12% | — | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.42% | -0.09% | -7.94% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 2.41% | +0.16% | +120.64% | |
| 17 | DE | Deere & Co | Stock-Industrials | 2.40% | +0.05% | -33.49% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.18% | +0.19% | +6.35% | |
| 19 | FTNT | Fortinet Inc | Stock-Tech | 2.03% | -1.42% | +1.05% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 1.89% | -0.19% | +4.20% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.75% | -0.18% | -8.19% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | +1.05% | -40.50% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.53% | -1.40% | -34.96% | |
| 24 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.43% | -0.71% | +140.06% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.23% | -0.06% | +1.02% | |
| 26 | PLD | Prologis Inc | Stock-Real Estate | 1.09% | -0.01% | +0.30% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.04% | -52.85% | |
| 28 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.96% | -0.19% | — | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 0.85% | +0.13% | +1.48% | |
| 30 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.54% | — | +5.43% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.42% | -0.22% | +31.35% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.27% | -0.01% | +25.56% | |
| 33 | GGG | Graco Inc | Stock-Industrials | 0.26% | -0.01% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.03% | -1.08% | |
| 35 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.15% | -0.01% | +115.63% | |
| 36 | ARMK | Aramark | Stock-Industrials | 0.11% | — | +15.92% | |
| 37 | EQNR | Equinor Asa-spon Adr | Stock-Energy | 0.11% | — | -25.92% | |
| 38 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.10% | -0.01% | -2.87% | |
| 39 | EQR | Equity Residential | Stock-Real Estate | 0.08% | — | -1.11% | |
| 40 | EVR | Evercore Inc - A | Stock-Financials | 0.08% | +0.01% | — | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.07% | +0.03% | +26.62% | |
| 42 | PSA | Public Storage | Stock-Real Estate | 0.07% | — | — | |
| 43 | CCI | Crown Castle Inc | Stock-Real Estate | 0.07% | — | — | |
| 44 | CPT | Camden Property Trust | Stock-Real Estate | 0.07% | — | — | |
| 45 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.06% | — | -6.74% | |
| 46 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 0.05% | +0.01% | — | |
| 47 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.05% | — | — | |
| 48 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.05% | — | -6.17% | |
| 49 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.05% | — | -5.62% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.04% | — | -22.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3.2% | +33.49% | Add |
| 2 | BLK | Blackrock Inc | +2.9% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +1.8% | +5.34% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +1.7% | +6.64% | Add |
| 5 | EMR | Emerson Electric Co | +1.6% | +120.64% | Add |
| 6 | AAPL | Apple Inc | +1.5% | -1.46% | Trim |
| 7 | META | Meta Platforms Inc-class A | +1.5% | +16.61% | Add |
| 8 | AMZN | Amazon.com Inc | +1.4% | -9.07% | Trim |
| 9 | MA | Mastercard Inc - A | +1.2% | +4.78% | Add |
| 10 | ROST | Ross Stores Inc | +1% | NEW | New buy |
| 11 | KMB | Kimberly-clark CORP | +0.9% | +140.06% | Add |
| 12 | CME | Cme Group Inc | +0.8% | -1.13% | Trim |
| 13 | CL | Colgate-palmolive Co | +0.6% | +19.25% | Add |
| 14 | FTNT | Fortinet Inc | +0.6% | +1.05% | Add |
| 15 | HD | Home Depot Inc | +0.5% | +2.67% | Add |
| 16 | OTIS | Otis Worldwide CORP | +0.4% | +6.00% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.4% | -16.45% | Trim |
| 18 | MCO | Moody's CORP | +0.3% | -4.88% | Trim |
| 19 | GGG | Graco Inc | +0.3% | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | +0.3% | -7.94% | Trim |
| 21 | LLY | Eli Lilly & Co | +0.2% | +6.35% | Add |
| 22 | PFE | Pfizer Inc | +0.1% | +31.35% | Add |
| 23 | CMG | Chipotle Mexican Grill Inc | +0.1% | +115.63% | Add |
| 24 | ECL | Ecolab Inc | +0.1% | +1.48% | Add |
| 25 | ELF | Elf Beauty Inc | +0.1% | NEW | New buy |
| 26 | PLD | Prologis Inc | 0% | +0.30% | Add |
| 27 | EQNR | Equinor Asa-spon Adr | 0% | -25.92% | Trim |
| 28 | MELI | Mercadolibre Inc | 0% | +1.02% | Add |
| 29 | WELL | Welltower Inc | 0% | EXIT | Sold out |
| 30 | VTR | Ventas Inc | -0.1% | EXIT | Sold out |
| 31 | WMT | Walmart Inc | -0.1% | EXIT | Sold out |
| 32 | AMT | American Tower CORP | -0.1% | +4.20% | Add |
| 33 | BND | Vanguard Total Bond Market | -0.1% | EXIT | Sold out |
| 34 | AVGO | Broadcom Inc | -0.1% | -40.50% | Trim |
| 35 | VT | Vanguard Tot World Stk ETF | -0.1% | EXIT | Sold out |
| 36 | GLD | Spdr Gold Shares | -0.2% | EXIT | Sold out |
| 37 | WY | Weyerhaeuser Co | -0.2% | EXIT | Sold out |
| 38 | TXN | Texas Instruments Inc | -0.2% | EXIT | Sold out |
| 39 | NOW | Servicenow Inc | -0.2% | EXIT | Sold out |
| 40 | DE | Deere & Co | -0.6% | -33.49% | Trim |
| 41 | AOS | Smith (a.o.) CORP | -0.7% | EXIT | Sold out |
| 42 | AMGN | Amgen Inc | -1% | -34.96% | Trim |
| 43 | MRK | Merck & Co. Inc. | -1% | -52.85% | Trim |
| 44 | ACWI | Ishares Msci Acwi ETF | -1.6% | EXIT | Sold out |
| 45 | BLKCHF | Blackrock Inc | -2.1% | EXIT | Sold out |
| 46 | TTEK | Tetra Tech Inc | -2.2% | EXIT | Sold out |
| 47 | TMO | Thermo Fisher Scientific Inc | -2.9% | EXIT | Sold out |
| 48 | UNH | Unitedhealth Group Inc | -2.9% | EXIT | Sold out |
| 49 | TSM | Taiwan Semiconductor-sp Adr | -3.4% | EXIT | Sold out |
| 50 | ZTS | Zoetis Inc | -3.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Sarasin & Partners LLP reported a total U.S. public equity portfolio value of $8.5B across 62 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 38.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $264.7M
Top Position Liquidated / Trimmed
ZTS
前期市值: $402.4M
During Q4 2024, Sarasin & Partners LLP's top holdings by market value included MSFT (9.2%)、AAPL (7.6%)、AMZN (6.9%). The largest single position, MSFT, represented 9.2% of total portfolio value.
In Q4 2024, Sarasin & Partners LLP made 50 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 11 holdings, and fully liquidating 17 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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