Sarasin & Partners LLP: 13F holdings
CIK 15104812026Q2
| Positions | 94 |
|---|---|
| Reported value | $8.5bn |
| Filed | 2026-07-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 4,235,829 | $847.5m | 9.9% |
| GOOGL ALPHABET INC | 1,780,093 | $636.2m | 7.5% |
| MSFT MICROSOFT CORP | 1,519,029 | $566.6m | 6.6% |
| AAPL APPLE INC | 1,847,698 | $534.6m | 6.3% |
| AMZN AMAZON COM INC | 1,918,208 | $457.2m | 5.4% |
| AVGO BROADCOM INC | 1,151,150 | $434.8m | 5.1% |
| MA MASTERCARD INCORPORATED | 673,122 | $345.7m | 4.0% |
| CME CME GROUP INC | 1,314,268 | $290.2m | 3.4% |
| C CITIGROUP INC | 1,856,723 | $259.9m | 3.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 529,518 | $252.9m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1510481")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.