StockDriftsStockDriftsTop 50 Sarasin & Partners Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.67% | 4.55M | $793.0M | +1.84%(+82.20K) | $75.82(+159.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.08% | 1.57M | $580.1M | -9.94%(-172.94K) | $275.97(+49.06%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.05% | 1.72M | $496.0M | -13.04%(-258.58K) | $105.85(+266.97%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.7% | 1.84M | $467.1M | +37.13%(+498.31K) | $198.61(+43.08%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.92% | 1.94M | $403.6M | -14.69%(-333.63K) | $99.80(+174.10%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.11% | 674.3K | $336.9M | -6.14%(-44.12K) | $240.62(+106.59%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.04% | 1.07M | $330.9M | +28.50%(+237.09K) | $165.02(+158.98%) | 2026-03-31 | |
| CME | CME GROUP INC | 3.35% | 930.7K | $274.9M | -14.85%(-162.25K) | $168.86(+69.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.26% | 908.6K | $267.3M | -10.70%(-108.83K) | $174.38(+77.42%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 2.9% | 2.48M | $238.1M | +4.86%(+114.74K) | $107.16(-17.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.65% | +46.79% |
| Top 20 Holdings Unweighted | +12.95% | +44.09% |
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