Institutions / Sarasin & Partners LLP / Holdings

Sarasin & Partners LLP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Kimco Realty Corporation	—	$637.8K	31,464	0.0%
ALEXANDRIA REAL ESTATE EQUITIES, INC.	—	$669.6K	13,682	0.0%
Copart Inc	—	$1.13M	28,907	0.0%
BellRing Brands Inc	—	$1.20M	45,000	0.0%
Mondelez International, Inc.	—	$1.35M	25,000	0.0%
Airbnb, Inc.	—	$1.41M	10,359	0.0%
Fomento Economico Mexicano SAB de CVFMX	ADR	$1.52M	15,000	0.0%
Freshpet, Inc.	—	$1.58M	26,000	0.0%
ISHARES TR	—	$1.65M	11,679	0.0%
DigitalBridge Group, Inc.	—	$1.70M	111,143	0.0%
GRACO INC	—	$1.79M	21,789	0.0%
HDFC BANK LTDHDB	ADR	$1.85M	50,732	0.0%
SIMON PROPERTY GROUP INC	—	$1.90M	10,265	0.0%
HEALTHPEAK PROPERTIES, INC.	—	$2.02M	125,342	0.0%
Ventas, Inc.	—	$2.03M	26,250	0.0%
EQUITY RESIDENTIAL	—	$2.04M	32,408	0.0%
AVALONBAY COMMUNITIES INC	—	$2.16M	11,931	0.0%
AMETEK INC	—	$2.26M	10,998	0.0%
Invitation Homes Inc.	—	$2.39M	86,137	0.0%
Walmart Inc.	—	$2.79M	25,023	0.0%
Welltower, Inc.	—	$3.42M	18,434	0.0%
VANGUARD BD INDEX FDS	—	$3.84M	51,869	0.0%
elf Beauty Inc	—	$4.17M	54,849	0.0%
Aramark	—	$4.22M	114,486	0.0%
MARRIOTT INTERNATIONAL INC /MD	—	$4.47M	14,413	0.0%
QUANTA SERVICES, INC.	—	$8.06M	19,104	0.1%
Morgan Stanley	—	$8.45M	47,619	0.1%
Evercore Inc.	—	$8.51M	25,000	0.1%
WEYERHAEUSER CO	—	$8.53M	359,865	0.1%
VANGUARD INTL EQUITY INDEX F	—	$9.00M	107,641	0.1%
VANGUARD INTL EQUITY INDEX F	—	$10.14M	71,903	0.1%
VANGUARD INTL EQUITY INDEX F	—	$12.35M	229,734	0.1%
TETRA TECH INC	—	$13.79M	411,062	0.1%
ECOLAB INC.	—	$14.93M	56,858	0.2%
Alphabet Inc.	—	$18.00M	57,346	0.2%
SPDR GOLD TR	—	$20.09M	50,683	0.2%
NetApp, Inc.	—	$24.25M	226,486	0.3%
Snap-on Inc	—	$25.18M	73,073	0.3%
TEXAS INSTRUMENTS INC	—	$29.75M	171,457	0.3%
PFIZER INC	—	$35.24M	1,415,294	0.4%
UNITEDHEALTH GROUP INC	—	$72.31M	219,051	0.8%
ROSS STORES, INC.	—	$73.81M	409,742	0.8%
CHIPOTLE MEXICAN GRILL INC	—	$78.33M	2,117,085	0.8%
SMITH A O CORP	—	$88.63M	1,325,226	0.9%
Prologis, Inc.	—	$93.25M	730,478	1.0%
Merck & Co., Inc.	—	$96.33M	915,194	1.0%
CISCO SYSTEMS, INC.	—	$119.79M	1,555,059	1.2%
Zoetis Inc.	—	$134.70M	1,070,558	1.4%
ELI LILLY & Co	—	$141.32M	131,497	1.5%
DEERE & CO	—	$143.87M	309,009	1.5%