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Sarasin & Partners LLP

CIK:0001510481
Asset Manager
$21B AUM
74 holdings
London, United Kingdom
Founded:1983
230 employees
Latest filing:Sep 30, 2025

Sarasin & Partners LLP is a specialist investment management partnership headquartered in London, UK. Founded in 1983, the firm manages assets for private clients, charities, institutions, and intermediaries, offering global, thematic investment strategies. Sarasin & Partners employs a partnership structure, with local management owning a substantial stake and the remainder owned by Bank J. Safra Sarasin. The firm emphasizes responsible investing, stewardship, and building client relationships across generations, and serves both UK and international (including US) clients. According to public records, Sarasin & Partners LLP manages £17 billion in assets (as of June 30, 2025) and employs a team of highly experienced investment professionals.

Investment Strategy

Sarasin & Partners LLP adopts a global, long-term, thematic investment approach, identifying major trends—such as automation, digitization, evolving consumption, aging populations, climate change, and security—that are expected to influence the investment landscape for years to come. The firm integrates stewardship and responsible investment deeply into its process, engaging with portfolio companies, and embedding ethical and sustainability principles. Asset allocation is dynamic and client portfolios are built bespoke to balance risk, align with clients’ broader objectives, and incorporate ethical preferences. The firm is particularly strong in serving charities, providing bespoke strategies and transparent reporting tailored to trustee needs.

Latest 13F Filing Activity

Sarasin & Partners LLP filed their most recent 13F report on Sep 30, 2025 disclosing 74 equity positions with a total 13F market value of $10B. The fund increased holdings in Nvidia Corporation, Uber Technologies Inc., Kimberly-clark Corp. among other positions. Sarasin & Partners LLP reduced exposure to Tetra Tech Inc. New, Unitedhealth Group Inc., Eli Lilly & Co. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$208.5M
U
UBERUBER TECHNOLOGIES INC
+$144.8M
K
KMBKIMBERLY-CLARK CORP
+$111.5M
G
GOOGLALPHABET INC
+$100.3M
N
NOWSERVICENOW INC
+$83.8M
Top Sells
T
TTEKTETRA TECH INC NEW
-$154.6M
U
UNHUNITEDHEALTH GROUP INC
-$140.7M
L
LLYELI LILLY & CO
-$83.4M
F
FTNTFORTINET INC
-$52.0M
M
MSMORGAN STANLEY
-$44.9M

Top Holdings

M
MSFTMICROSOFT CORP
+10.0%$1.02B
N
NVDANVIDIA CORPORATION
+8.1%$828.6M
A
AMZNAMAZON COM INC
+5.6%$570.0M
G
GOOGLALPHABET INC
+5.3%$540.9M
M
METAMETA PLATFORMS INC
+4.5%$456.1M

Equity Positions (74)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP10.02%$1.02B1,984,444$280.72$517.95-$23.0M
NVIDIA CORPORATION8.13%$828.6M4,556,370$81.01$186.58+$208.5M
AMAZON COM INC5.59%$570.0M2,565,671$103.53$219.57+$13.5M
ALPHABET INC5.31%$540.9M2,216,329$111.48$243.10+$100.3M
META PLATFORMS INC4.48%$456.1M613,477$298.18$734.38-$10.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+12.4%
SEMICONDUCTORS & RELATED DEVICES
+10.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+10.1%
SERVICES-BUSINESS SERVICES, NEC
+7.3%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+6.0%

Investment Team (1)

NameRoleLocationLinkedIn
J
Jacques Opoku
Investment Manager, Portfolio ImplementationUnited States