Saranac Partners Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Saranac Partners Ltd reported 112 stock positions worth $311.6 million. Its top holding was Alphabet Class A (GOOGL) at 5.5% of the portfolio, followed by Amazon.com (AMZN, 4.0%) and Microsoft (MSFT, 4.0%). Compared with Q1 2026, it opened 36 new positions, sold out of 15, added to 52 and reduced 24. The biggest buy was Nvidia (NVDA, shares +346%) and the biggest sale Adobe (ADBE, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002098745
- Portfolio Value
- $311.6M (Q2 2026)
- SEC Filing
- 0001214659-26-010018 ↗ filed Aug 13, 2026
Holdings Value
Holdings 112 stocks · $311.6M
| GOOGL Alphabet Inc. Class A | 5.46% | 47,667 | $17.0M | Add +3.9% |
| AMZN Amazon.com Inc. | 4.00% | 52,274 | $12.5M | Add +7.9% |
| MSFT Microsoft Corp. | 3.96% | 33,123 | $12.3M | Add +15.1% |
| AVGO Broadcom Inc. | 3.80% | 31,361 | $11.8M | Add +4.0% |
| MA Mastercard Inc. Class A | 3.67% | 22,280 | $11.4M | Add +32.0% |
| BAC Bank of America Corp. | 3.39% | 185,068 | $10.6M | Add +15.3% |
| ABBV Abbvie Inc. | 3.32% | 41,086 | $10.4M | Add +18.9% |
| AMAT Applied Materials Inc. | 3.08% | 13,348 | $9.6M | Reduce -14.5% |
| AAPL Apple Inc. | 3.05% | 32,986 | $9.5M | Add +3.6% |
| NVDA Nvidia Corp. | 2.85% | 44,511 | $8.9M | Add +345.6% |
| AME Ametek Inc. | 2.83% | 36,544 | $8.8M | Add +18.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.81% | 57,765 | $8.7M | Add +11.9% |
| UNH Unitedhealth Group Inc. | 2.68% | 20,032 | $8.3M | Add +0.3% |
| TT Trane Technologies PLC | 2.54% | 16,138 | $7.9M | Add +23.6% |
| WMT Walmart Inc. | 2.44% | 67,120 | $7.6M | Add +21.4% |
| DHR Danaher Corp. | 2.39% | 39,035 | $7.4M | Add +8.8% |
| TSM Taiwan Semiconductor-SP ADR | 2.31% | 15,133 | $7.2M | Add +3.1% |
| HBAN Huntington Bancshares Inc. | 2.30% | 404,420 | $7.2M | Add +19.1% |
| ISRG Intuitive Surgical Inc. | 2.29% | 17,880 | $7.1M | Add +46.9% |
| ECL Ecolab Inc. | 2.23% | 24,981 | $7.0M | Add +28.1% |
| CP Canadian Pacific Kansas City | 2.17% | 78,062 | $6.8M | Add +16.2% |
| ICE Intercontinental Exchange Inc. | 2.12% | 53,694 | $6.6M | Add +16.0% |
| BSX Boston Scientific Corp. | 2.06% | 150,265 | $6.4M | Add +57.3% |
| ANET Arista Networks Inc. | 1.93% | 35,477 | $6.0M | Add +2313.4% |
| TEL Te Connectivity PLC | 1.66% | 25,641 | $5.2M | Add +10.8% |
| LVS Las Vegas Sands Corp. | 1.61% | 108,300 | $5.0M | Add +22.3% |
| ORCL Oracle Corp. | 1.50% | 31,809 | $4.7M | Add +12.6% |
| CDNS Cadence Design SYS Inc. | 1.49% | 12,345 | $4.6M | Reduce -6.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.44% | 56,840 | $4.5M | Add +29.7% |
| KEYS Keysight Technologies Inc. | 1.43% | 12,759 | $4.4M | New |
| NOW ServiceNow Inc. | 1.30% | 40,691 | $4.0M | Add +15.3% |
| FISV Fiserv Inc. | 1.27% | 80,882 | $4.0M | Add +18.4% |
| TRMB Trimble Inc. | 1.24% | 75,368 | $3.9M | Add +12.8% |
| INTU Intuit Inc. | 1.11% | 13,175 | $3.4M | Add +755.5% |
| GOOG Alphabet Inc. Class C | 0.78% | 6,880 | $2.4M | Reduce -3.3% |
| NFLX Netflix Inc. | 0.73% | 31,823 | $2.3M | Add +63.9% |
| AEM Agnico Eagle Mines Ltd. | 0.62% | 12,409 | $1.9M | New |
| VCIT Vanguard Int-Term Corporate | 0.62% | 23,180 | $1.9M | Add +22.4% |
| LRCX Lam Research Corp. | 0.55% | 3,960 | $1.7M | Add +128.5% |
| ACWI iShares MSCI Acwi ETF | 0.53% | 10,500 | $1.6M | Add +320.0% |
| META Meta Platforms Inc. Class A | 0.53% | 2,909 | $1.6M | Add +33.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 16,434 | $1.6M | Add +36.5% |
| PANW Palo Alto Networks Inc. | 0.42% | 3,856 | $1.3M | Reduce -29.2% |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 21,350 | $1.3M | Add +91.4% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.39% | 16,328 | $1.2M | Reduce -7.3% |
| NKE Nike Inc. Class B | 0.39% | 29,303 | $1.2M | Add +214.5% |
| QCOM Qualcomm Inc. | 0.36% | 6,071 | $1.1M | Reduce -30.2% |
| TTE Totalenergies SE | 0.35% | 14,009 | $1.1M | Add +26.3% |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,509 | $1.0M | Reduce -48.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.27% | 18,203 | $852K | Add +1.3% |
| AZN Astrazeneca PLC | 0.27% | 4,522 | $846K | Reduce -18.8% |
| ADBE Adobe Inc. | 0.26% | 3,889 | $797K | Reduce -76.2% |
| B Barrick Mining Corp. | 0.25% | 21,536 | $791K | Add +30.7% |
| PWR Quanta Services Inc. | 0.25% | 1,085 | $781K | Reduce -12.4% |
| ABT Abbott Laboratories | 0.24% | 8,299 | $753K | Reduce -29.9% |
| CVX Chevron Corp. | 0.24% | 4,447 | $737K | Reduce -62.2% |
| BABA Alibaba Group Holding-SP ADR | 0.23% | 7,556 | $725K | Add +28.1% |
| JPM JPMorgan Chase & Co. | 0.23% | 2,171 | $711K | New |
| FXI iShares China Large-Cap ETF | 0.22% | 21,530 | $680K | Add +29.2% |
| CAT Caterpillar Inc. | 0.22% | 632 | $673K | New |
| IGV iShares Expanded Tech-Softwa | 0.21% | 7,200 | $652K | Reduce -52.2% |
| TRUP Trupanion Inc. | 0.19% | 24,420 | $605K | New |
| GE General Electric filed as GE AEROSPACE | 0.19% | 1,610 | $602K | New |
| KO The Coca-Cola Co. | 0.19% | 7,352 | $597K | Add +21.0% |
| LLY Eli Lilly & Co. | 0.19% | 487 | $584K | New |
| VPL Vanguard Ftse Pacific ETF | 0.17% | 4,605 | $532K | Reduce -59.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.17% | 11,090 | $532K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 950 | $475K | New |
| MPC Marathon Petroleum Corp. | 0.15% | 1,826 | $467K | Add +36.2% |
| THC Tenet Healthcare Corp. | 0.15% | 2,463 | $461K | Add +4.0% |
| JD Jd.com Inc.-ADR | 0.15% | 18,017 | $459K | New |
| APH Amphenol Corp. Class A | 0.14% | 2,512 | $443K | New |
| TEAM Atlassian Corp. Class A | 0.14% | 5,642 | $439K | New |
| C Citigroup Inc. | 0.14% | 3,100 | $434K | Reduce -7.3% |
| LHX L3HARRIS Technologies Inc. | 0.14% | 1,478 | $429K | Reduce -93.3% |
| HD Home Depot Inc. | 0.14% | 1,208 | $426K | Reduce -32.5% |
| CCEP Coca-Cola Europacific Partne | 0.14% | 4,288 | $423K | Add +25.4% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 7,311 | $421K | Add +1.8% |
| CRDO Credo Technology Group Holdi | 0.13% | 1,535 | $417K | New |
| JNJ Johnson & Johnson | 0.13% | 1,612 | $409K | Reduce -89.7% |
| FERG Ferguson Enterprises Inc. | 0.12% | 1,625 | $386K | Add +12.8% |
| AXIAY Axia Energia-ADR | 0.12% | 34,794 | $367K | New |
| COST Costco Wholesale Corp. | 0.11% | 377 | $353K | New |
| CME Cme Group Inc. | 0.11% | 1,590 | $351K | New |
| OIH Vaneck Oil Services ETF | 0.11% | 934 | $348K | New |
| CSCO Cisco Systems Inc. | 0.11% | 2,940 | $345K | Reduce -3.5% |
| MAR Marriott International Class A | 0.11% | 929 | $344K | New |
| PGR Progressive Corp. | 0.11% | 1,552 | $339K | New |
| PG The Procter & Gamble Co. | 0.10% | 2,171 | $318K | New |
| SPGI S&P Global Inc. | 0.10% | 775 | $316K | New |
| ILF iShares Latin America 40 ETF | 0.10% | 9,300 | $314K | New |
| KURE Kraneshares MSCI All China H | 0.10% | 19,331 | $304K | New |
| UBER Uber Technologies Inc. | 0.10% | 4,172 | $301K | New |
| ETN Eaton Corp. PLC | 0.10% | 705 | $300K | New |
| AAXJ iShares MSCI All Country Asi | 0.10% | 2,500 | $298K | Reduce -56.6% |
| EA Electronic Arts Inc. | 0.09% | 1,439 | $295K | Reduce -10.8% |
| RACE Ferrari NV | 0.09% | 779 | $289K | New |
| AMT American Tower Corp. | 0.09% | 1,721 | $282K | Reduce -0.3% |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 8,400 | $280K | New |
| IEMG iShares Core MSCI Emerging | 0.09% | 3,300 | $273K | New |
Options reported separately and not counted above: SPY puts ($25.3M), QQQ puts ($2.4M), IPO puts ($1.8M), MET puts ($761K), DLR puts ($754K).
Portfolio Sells Q1 2026 → Q2 2026
| ADBE Adobe Inc. | Reduce -76.2% | 0.26% | −1.46 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.63 |
| LHX L3HARRIS Technologies Inc. | Reduce -93.3% | 0.14% | −0.39 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.36 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.33 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.23 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.18 |
| AXICY Axia Energia-ADR Pref C | Sold out | 0.00% | −0.17 |
| JNJ Johnson & Johnson | Reduce -89.7% | 0.13% | −0.17 |
| AZN Astrazeneca PLC | Reduce -18.8% | 0.27% | −0.16 |
| VPL Vanguard Ftse Pacific ETF | Reduce -59.8% | 0.17% | −0.14 |
| EL Estee Lauder Companies Class A | Reduce -7.3% | 0.39% | −0.14 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.13 |
| IGV iShares Expanded Tech-Softwa | Reduce -52.2% | 0.21% | −0.13 |
| QCOM Qualcomm Inc. | Reduce -30.2% | 0.36% | −0.13 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.11 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.11 |
| AAXJ iShares MSCI All Country Asi | Reduce -56.6% | 0.10% | −0.10 |
| TLN Talen Energy Corp. | Sold out | 0.00% | −0.10 |
| EWU iShares MSCI United Kingdom | Sold out | 0.00% | −0.10 |
| CDNS Cadence Design SYS Inc. | Reduce -6.1% | 1.49% | −0.10 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.10 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.10 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.10 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 0.78% | −0.08 |
| FDX FedEx Corp. | Reduce -6.8% | 0.08% | −0.07 |
| GDX Vaneck Gold Miners ETF | Reduce -1.5% | 0.08% | −0.06 |
| EA Electronic Arts Inc. | Reduce -10.8% | 0.09% | −0.06 |
| CVX Chevron Corp. | Reduce -62.2% | 0.24% | −0.04 |
| AMT American Tower Corp. | Reduce -0.3% | 0.09% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -3.5% | 0.11% | −0.01 |
| C Citigroup Inc. | Reduce -7.3% | 0.14% | −0.01 |
| HD Home Depot Inc. | Reduce -32.5% | 0.14% | −0.00 |
| PWR Quanta Services Inc. | Reduce -12.4% | 0.25% | −0.00 |
| ABT Abbott Laboratories | Reduce -29.9% | 0.24% | +0.05 |
| PANW Palo Alto Networks Inc. | Reduce -29.2% | 0.42% | +0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -48.5% | 0.33% | +0.19 |
| AMAT Applied Materials Inc. | Reduce -14.5% | 3.08% | +0.80 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Add +345.6% | 2.85% | +2.69 |
| ANET Arista Networks Inc. | Add +2313.4% | 1.93% | +1.83 |
| KEYS Keysight Technologies Inc. | New | 1.43% | +1.43 |
| INTU Intuit Inc. | Add +755.5% | 1.11% | +0.99 |
| AEM Agnico Eagle Mines Ltd. | New | 0.62% | +0.62 |
| ACWI iShares MSCI Acwi ETF | Add +320.0% | 0.53% | +0.42 |
| LRCX Lam Research Corp. | Add +128.5% | 0.55% | +0.38 |
| UNH Unitedhealth Group Inc. | Add +0.3% | 2.68% | +0.35 |
| JPM JPMorgan Chase & Co. | New | 0.23% | +0.23 |
| CAT Caterpillar Inc. | New | 0.22% | +0.22 |
| TRUP Trupanion Inc. | New | 0.19% | +0.19 |
| GE General Electric | New | 0.19% | +0.19 |
| TT Trane Technologies PLC | Add +23.6% | 2.54% | +0.19 |
| LLY Eli Lilly & Co. | New | 0.19% | +0.19 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.1% | 2.31% | +0.17 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.17% | +0.17 |
| NKE Nike Inc. Class B | Add +214.5% | 0.39% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.15% | +0.15 |
| JD Jd.com Inc.-ADR | New | 0.15% | +0.15 |
| APH Amphenol Corp. Class A | New | 0.14% | +0.14 |
| TEAM Atlassian Corp. Class A | New | 0.14% | +0.14 |
| CRDO Credo Technology Group Holdi | New | 0.13% | +0.13 |
| AXIAY Axia Energia-ADR | New | 0.12% | +0.12 |
| COST Costco Wholesale Corp. | New | 0.11% | +0.11 |
| CME Cme Group Inc. | New | 0.11% | +0.11 |
| OIH Vaneck Oil Services ETF | New | 0.11% | +0.11 |
| MAR Marriott International Class A | New | 0.11% | +0.11 |
| PGR Progressive Corp. | New | 0.11% | +0.11 |
| PG The Procter & Gamble Co. | New | 0.10% | +0.10 |
| META Meta Platforms Inc. Class A | Add +33.0% | 0.53% | +0.10 |
| SPGI S&P Global Inc. | New | 0.10% | +0.10 |
| ILF iShares Latin America 40 ETF | New | 0.10% | +0.10 |
| KURE Kraneshares MSCI All China H | New | 0.10% | +0.10 |
| UBER Uber Technologies Inc. | New | 0.10% | +0.10 |
| ETN Eaton Corp. PLC | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | Add +18.9% | 3.32% | +0.09 |
| RACE Ferrari NV | New | 0.09% | +0.09 |
| IBIT iShares Bitcoin Trust ETF | New | 0.09% | +0.09 |
| IEMG iShares Core MSCI Emerging | New | 0.09% | +0.09 |
| MA Mastercard Inc. Class A | Add +32.0% | 3.67% | +0.09 |
| MELI MercadoLibre Inc. | New | 0.08% | +0.08 |
| SYY Sysco Corp. | New | 0.08% | +0.08 |
| ADP Automatic Data Processing | New | 0.08% | +0.08 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.08% | +0.08 |
| LITE Lumentum Holdings Inc. | New | 0.08% | +0.08 |
| WSE Wise Group PLC Class A | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| AEP American Electric Power | New | 0.07% | +0.07 |
| ECL Ecolab Inc. | Add +28.1% | 2.23% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +22.4% | 0.62% | +0.01 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +69.5% | 339 | $25.3M |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -98.2% | 33 | $2.4M |
| IPO Renaissance Ipo ETF | put | New | 307 | $1.8M |
| MET Metlife Inc. | put | New | 90 | $761K |
| DLR Digital Realty Trust Inc. | put | Reduce -99.0% | 42 | $754K |
| NFLX Netflix Inc. | call | Sold out | 2,000 | $192Kbefore exit |
| AMZN Amazon.com Inc. | put | Sold out | 600 | $125Kbefore exit |
| GOOGL Alphabet Inc. Class A | call | Sold out | 400 | $115Kbefore exit |
| MSFT Microsoft Corp. | put | Sold out | 300 | $111Kbefore exit |
| TSM Taiwan Semiconductor-SP ADR | put | Sold out | 200 | $68Kbefore exit |
| AVGO Broadcom Inc. | put | Sold out | 200 | $62Kbefore exit |
| GOOG Alphabet Inc. Class C | put | Sold out | 200 | $57Kbefore exit |
| NVDA Nvidia Corp. | put | Sold out | 300 | $52Kbefore exit |
| TSLA Tesla Inc. | put | Sold out | 100 | $37Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 112 | $311.6M | GOOGL, AMZN, MSFT, AVGO, MA |
| Q1 2026 | 91 | $231.1M | GOOGL, MSFT, AMZN, AVGO, MA |
| Q4 2025 | 74 | $255.6M | GOOGL, MSFT, MA, TJX, AMZN |
| Q3 2025 | 229 | $476.5M | IRRRF, IMBXF, ISAPF, ISCXF, MSFT |
| Q2 2025 | 66 | $186.5M | MSFT, AVGO, MA, JPM, GOOGL |
| Q1 2025 | 76 | $173.1M | MSFT, MA, ICE, ABBV, GOOGL |
| Q4 2024 | 76 | $177.3M | MSFT, GOOGL, WMT, MA, AAPL |
| Q3 2024 | 22 | $66.3M | GOOGL, AAPL, ABBV, AME, COR |
| Q2 2024 | 73 | $168.0M | MSFT, GOOGL, WMT, MA, TJX |
| Q1 2024 | 80 | $163.3M | MSFT, GOOGL, MA, WMT, ABBV |