Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
AMAZON COM INC | 3,994,828 | -137,825 | $720,587 |
AMZN | 3,994,828 | -137,825 | $720,587 |
ALPHABET INC | 4,025,160 | -58,492 | $607,517 |
GOOGL | 4,025,160 | -58,492 | $607,517 |
MICROSOFT CORP | 1,427,433 | +1,675 | $600,550 |
MSFT | 1,427,433 | +1,675 | $600,550 |
CME GROUP INC | 2,284,287 | +30,320 | $491,784 |
CME | 2,284,287 | +30,320 | $491,784 |
TAIWAN SEMICONDUCTOR MFG LTD | 3,457,078 | -208,385 | $470,335 |
TSM | 3,457,078 | -208,385 | $470,335 |
NVIDIA CORPORATION | 482,812 | +61,104 | $436,250 |
NVDA | 482,812 | +61,104 | $436,250 |
APPLE INC | 2,330,602 | +1,080,293 | $399,652 |
AAPL | 2,330,602 | +1,080,293 | $399,652 |
MERCK & CO INC | 2,808,147 | -49,648 | $370,535 |
MRK | 2,808,147 | -49,648 | $370,535 |
COLGATE PALMOLIVE CO | 3,945,605 | -108,029 | $355,302 |
CL | 3,945,605 | -108,029 | $355,302 |
MASTERCARD INCORPORATED | 734,881 | +15,756 | $353,897 |
MA | 734,881 | +15,756 | $353,897 |
AMGEN INC | 1,141,393 | -6,300 | $324,521 |
AMGN | 1,141,393 | -6,300 | $324,521 |
OTIS WORLDWIDE CORP | 3,251,612 | +328,539 | $322,788 |
OTIS | 3,251,612 | +328,539 | $322,788 |
META PLATFORMS INC | 592,155 | +44,506 | $287,539 |
META | 592,155 | +44,506 | $287,539 |
DEERE & CO | 662,923 | +37,800 | $272,289 |
DE | 662,923 | +37,800 | $272,289 |
THERMO FISHER SCIENTIFIC INC | 459,793 | +43,678 | $267,236 |
TMO | 459,793 | +43,678 | $267,236 |
DISNEY WALT CO | 2,151,134 | -166,824 | $263,213 |
DIS | 2,151,134 | -166,824 | $263,213 |
TETRA TECH INC NEW | 1,253,981 | +32,053 | $231,623 |
TTEK | 1,253,981 | +32,053 | $231,623 |
BROADCOM INC | 171,313 | +1,054 | $227,060 |
AVGO | 171,313 | +1,054 | $227,060 |
HOME DEPOT INC | 583,881 | -4,246 | $223,977 |
HD | 583,881 | -4,246 | $223,977 |
AMERICAN TOWER CORP NEW | 1,109,082 | -95,413 | $219,144 |
AMT | 1,109,082 | -95,413 | $219,144 |
ELI LILLY & CO | 275,824 | +28,335 | $214,580 |
LLY | 275,824 | +28,335 | $214,580 |
COSTCO WHSL CORP NEW | 265,157 | -7,056 | $194,262 |
COST | 265,157 | -7,056 | $194,262 |
PROLOGIS INC. | 1,485,893 | -24,980 | $193,493 |
PLD | 1,485,893 | -24,980 | $193,493 |
CISCO SYS INC | 3,690,746 | +237,601 | $184,205 |
CSCO | 3,690,746 | +237,601 | $184,205 |
ECOLAB INC | 766,654 | -409,863 | $177,020 |
ECL | 766,654 | -409,863 | $177,020 |
JPMORGAN CHASE & CO | 779,034 | +12,895 | $156,041 |
JPM | 779,034 | +12,895 | $156,041 |
ISHARES TR (ACWI) | 1,382,440 | +2,835 | $152,248 |
ACWI | 1,382,440 | +2,835 | $152,248 |
SERVICE CORP INTL | 1,999,325 | -189,075 | $148,370 |
SCI | 1,999,325 | -189,075 | $148,370 |
MIDDLEBY CORP | 911,502 | -1,895 | $146,560 |
MIDD | 911,502 | -1,895 | $146,560 |
MOODYS CORP | 360,979 | +34,370 | $141,876 |
MCO | 360,979 | +34,370 | $141,876 |
FORTINET INC | 1,767,616 | +1,767,616 | $120,746 |
FTNT | 1,767,616 | +1,767,616 | $120,746 |
TEXAS INSTRS INC | 665,604 | -24,821 | $115,955 |
TXN | 665,604 | -24,821 | $115,955 |
SERVICENOW INC | 150,763 | -43,847 | $114,942 |
NOW | 150,763 | -43,847 | $114,942 |
UNITED PARCEL SERVICE INC | 615,365 | +14,739 | $91,462 |
UPS | 615,365 | +14,739 | $91,462 |
ZOETIS INC | 348,691 | +142,496 | $59,002 |
ZTS | 348,691 | +142,496 | $59,002 |
BLACKROCK INC | 67,073 | +4,786 | $55,919 |
BLK | 67,073 | +4,786 | $55,919 |
HDFC BANK LTD | 792,414 | -1,798,961 | $44,351 |
HDB | 792,414 | -1,798,961 | $44,351 |
PFIZER INC | 1,405,135 | +22,504 | $38,992 |
PFE | 1,405,135 | +22,504 | $38,992 |
BOOKING HOLDINGS INC | 10,126 | -1,736 | $36,736 |
BKNG | 10,126 | -1,736 | $36,736 |
ENTEGRIS INC | 187,653 | +20,321 | $26,373 |
ENTG | 187,653 | +20,321 | $26,373 |
MERCADOLIBRE INC | 16,913 | +1,547 | $25,572 |
MELI | 16,913 | +1,547 | $25,572 |
FOMENTO ECONOMICO MEXICANO S | 185,353 | +25,000 | $24,146 |
FMX | 185,353 | +25,000 | $24,146 |
EDWARDS LIFESCIENCES CORP | 216,386 | -15,830 | $20,678 |
EW | 216,386 | -15,830 | $20,678 |
WEYERHAEUSER CO MTN BE | 556,737 | +11,099 | $19,992 |
WY | 556,737 | +11,099 | $19,992 |
ALPHABET INC | 126,713 | +6,784 | $19,293 |
GOOG | 126,713 | +6,784 | $19,293 |
VANGUARD INTL EQUITY INDEX F (VT) | 151,922 | +11,657 | $16,787 |
VT | 151,922 | +11,657 | $16,787 |
EQUINOR ASA | 612,008 | +1,123 | $16,543 |
EQNR | 612,008 | +1,123 | $16,543 |
SPDR GOLD TR (GLD) | 75,863 | -1,795 | $15,607 |
GLD | 75,863 | -1,795 | $15,607 |
EQUINIX INC | 11,612 | -22,144 | $9,584 |
EQIX | 11,612 | -22,144 | $9,584 |
HEALTHPEAK PROPERTIES INC | 469,999 | +43,016 | $8,812 |
PEAK | 469,999 | +43,016 | $8,812 |
See Full List: All Stocks Held By Sarasin & Partners LLP
— Including:
Biggest new positions
Biggest exits
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See Details: Top 10 Stocks Held By Sarasin & Partners LLP
Size ($ in 1000's)
At 03/31/2024: $10,156,352 At 12/31/2023: $9,096,034 Combined Holding Report Includes:
Sarasin & Partners LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sarasin & Partners LLP 13F filings. Link to 13F filings: SEC filings |