Sarasin & Partners
Superinvestor profile · Rank #57 by reported 13F value (2026 Q2 filers) · CIK 0001510481 · All profiles
Founded 1983London, United KingdomLong-term thematic global equity and multi-asset investing with responsible stewardshipKey person: Guy Matthews
Reported 13F value
$8.9B
Period 2026-09-30 · Filed 2026-10-13
Positions
111
Top 10 = 53.5% of value
Clone CAGR (full window)
+14.8%
2016-10-14 → 2026-10-02 · cumulative +296%
SPY CAGR (same window)
+15.6%
Cumulative +323%
Max drawdown (monthly)
-25%
Month-end values, approximate
Latest-quarter activity
19 new · 2 exited
32 increased · 52 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-10-14 → 2026-10-02, 40 filings) | +14.82% | Cumulative +296.4% vs SPY +322.9% |
| Trailing 10Y | — | |
| Trailing 5Y | +11.11% | |
| Trailing 3Y | +20.05% | |
| Trailing 1Y | +9.57% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| NVDA | Nvidia Corporation | 9.62% | $858M |
| GOOGL | Alphabet Inc | 8.00% | $714M |
| MSFT | Microsoft Corp | 7.74% | $691M |
| AAPL | Apple Inc | 6.43% | $574M |
| AMZN | Amazon Com Inc | 5.09% | $454M |
| MA | Mastercard Incorporated | 4.13% | $369M |
| CME | Cme Group Inc | 3.88% | $346M |
| AVGO | Broadcom Inc | 3.27% | $292M |
| BLK | Blackrock Inc | 2.76% | $246M |
| C | Citigroup Inc | 2.55% | $228M |
As reported on the 2026-09-30 Form 13F (filed 2026-10-13). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 97.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://pitchbook.com/profiles/advisor/57955-33 — Sarasin Investment Management was established in London in 1983; converted to Sarasin & Partners LLP on January 1, 2008. Guy Matthews is managing partner / CEO. Majority history linked to Bank Sarasin / Bank J. Safra Sarasin.