Sarasin & Partners LLP
SEC Form 13F institutional filer · CIK 0001510481
13F-HR · 66 reported holdings · 2026-03-31
Investment manager.
Reported long-US-equity value
$7.91B
Top-10 concentration
53.0%
Sarasin & Partners LLP — $7.91B AUM allocation strategy
Sarasin & Partners LLP files SEC Form 13F and reports $7.91B of long US equity value across 66 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.5%, followed by Financials 14.1% and Communication Services 11.8%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Sarasin & Partners LLP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$7.91B
total across 66 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AAPL +498K sh · +$102M+$ECL +249K sh · +$66.5M+$AVGO +237K sh · +$42.9M
Biggest trims (shares)
−$CMG −2.04M sh · −$76M−$OTIS −1.99M sh · −$179M−$CL −1.85M sh · −$131M
Exited to nil (held last quarter, gone now)
$UNH ($72.3M last qtr)$MAR ($4.47M last qtr)$ARE ($670K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.2%—
- Interactive Media & Services8.8%—
- Systems Software7.4%—
- Technology Hardware, Storage & Peripherals5.9%—
- Broadline Retail5.1%—
- Transaction & Payment Processing Services4.3%—
- Financial Exchanges & Data3.5%—
- Diversified Banks3.4%—
- Other holdings47.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 4.55M | $793M | +82.2K | 10.0% |
| $MSFT | Microsoft Corporation | 1.57M | $580M | -173K | 7.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 1.72M | $496M | -259K | 6.3% |
| $AAPL | Apple Inc | 1.84M | $467M | +498K | 5.9% |
| $AMZN | Amazon.com Inc | 1.94M | $404M | -334K | 5.1% |
| $MA | Mastercard Incorporated | 674K | $337M | -44.1K | 4.3% |
| $AVGO | Broadcom Inc | 1.07M | $331M | +237K | 4.2% |
| $CME | CME Group Inc | 931K | $275M | -162K | 3.5% |
| $JPM | JP Morgan Chase & Co | 909K | $267M | -109K | 3.4% |
| $NFLX | Netflix Inc | 2.48M | $238M | +115K | 3.0% |
…and 56 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.