Saranac Partners Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed February 2, 2026), Saranac Partners Ltd reported 73 stock positions worth $168.0 million. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Alphabet Class A (GOOGL, 4.4%) and Walmart (WMT, 4.0%). Compared with Q1 2024, it opened 2 new positions, sold out of 9, added to 20 and reduced 30. The biggest buy was JPMorgan Chase (JPM, shares +1014%) and the biggest sale an exit from M & T Bank (MTB).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002098745
- Portfolio Value
- $168.0M (Q2 2024)
- SEC Filing
- 0001214659-26-001034 ↗ filed Feb 2, 2026
Holdings Value
Holdings 73 stocks · $168.0M
| MSFT Microsoft Corp. | 5.96% | 22,403 | $10.0M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 4.44% | 40,985 | $7.5M | Reduce -12.8% |
| WMT Walmart Inc. | 4.00% | 99,392 | $6.7M | Reduce -4.0% |
| MA Mastercard Inc. Class A | 3.63% | 13,815 | $6.1M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.50% | 53,355 | $5.9M | Reduce -1.5% |
| UNH Unitedhealth Group Inc. | 3.41% | 11,251 | $5.7M | Reduce -1.1% |
| ABBV Abbvie Inc. | 3.41% | 33,405 | $5.7M | Add +4.0% |
| AVGO Broadcom Inc. | 3.06% | 3,199 | $5.1M | Reduce -13.8% |
| JPM JPMorgan Chase & Co. | 3.05% | 25,319 | $5.1M | Add +1014.4% |
| ADBE Adobe Inc. | 3.03% | 9,179 | $5.1M | Add +21.4% |
| COR Cencora Inc. | 3.01% | 22,480 | $5.1M | Reduce -1.4% |
| ICE Intercontinental Exchange Inc. | 2.96% | 36,285 | $5.0M | Add +6.1% |
| TSM Taiwan Semiconductor-SP ADR | 2.94% | 28,426 | $4.9M | Reduce -17.4% |
| ISRG Intuitive Surgical Inc. | 2.89% | 10,922 | $4.9M | Reduce -6.0% |
| AMZN Amazon.com Inc. | 2.88% | 25,047 | $4.8M | Reduce -9.3% |
| ECL Ecolab Inc. | 2.77% | 19,537 | $4.6M | Reduce -9.3% |
| BSX Boston Scientific Corp. | 2.76% | 60,167 | $4.6M | Reduce -9.9% |
| QCOM Qualcomm Inc. | 2.71% | 22,864 | $4.6M | Reduce -15.7% |
| AME Ametek Inc. | 2.71% | 27,315 | $4.6M | Add +2.5% |
| SPGI S&P Global Inc. | 2.63% | 9,899 | $4.4M | Reduce -1.3% |
| CDNS Cadence Design SYS Inc. | 2.44% | 13,331 | $4.1M | Add +2.5% |
| ORCL Oracle Corp. | 2.42% | 28,859 | $4.1M | Reduce -5.0% |
| TT Trane Technologies PLC | 2.42% | 12,360 | $4.1M | Reduce -9.8% |
| AMAT Applied Materials Inc. | 2.38% | 16,914 | $4.0M | Reduce -13.7% |
| NOW ServiceNow Inc. | 2.34% | 5,003 | $3.9M | Add +6.1% |
| AAPL Apple Inc. | 2.33% | 18,577 | $3.9M | New |
| PWR Quanta Services Inc. | 2.03% | 13,436 | $3.4M | Reduce -13.6% |
| ACWI iShares MSCI Acwi ETF | 2.01% | 30,000 | $3.4M | Reduce -13.4% |
| LVS Las Vegas Sands Corp. | 1.99% | 75,625 | $3.3M | Add +0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.66% | 36,105 | $2.8M | Add +3.3% |
| VCIT Vanguard Int-Term Corporate | 1.13% | 23,860 | $1.9M | Add +3.9% |
| META Meta Platforms Inc. Class A | 0.58% | 1,943 | $980K | Reduce -0.6% |
| FXI iShares China Large-Cap ETF | 0.58% | 37,200 | $967K | No change |
| VOO Vanguard S&P 500 ETF | 0.57% | 1,929 | $965K | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.55% | 5,053 | $927K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.50% | 11,305 | $839K | Add +2.9% |
| CVX Chevron Corp. | 0.42% | 4,566 | $714K | Reduce -13.6% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 15,135 | $662K | Add +2.0% |
| LHX L3HARRIS Technologies Inc. | 0.37% | 2,752 | $618K | Reduce -9.1% |
| BABA Alibaba Group Holding-SP ADR | 0.36% | 8,375 | $603K | Add +8.3% |
| NKE Nike Inc. Class B | 0.33% | 7,456 | $562K | Add +24.6% |
| NOC Northrop Grumman Corp. | 0.32% | 1,225 | $534K | Add +2.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.32% | 11,670 | $530K | Add +75.6% |
| INTU Intuit Inc. | 0.31% | 790 | $519K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 4,832 | $480K | Add +11.2% |
| PANW Palo Alto Networks Inc. | 0.28% | 1,380 | $468K | Reduce -19.3% |
| MPC Marathon Petroleum Corp. | 0.26% | 2,500 | $434K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.25% | 3,986 | $424K | Add +8.2% |
| AMT American Tower Corp. | 0.24% | 2,115 | $411K | No change |
| ABT Abbott Laboratories | 0.24% | 3,916 | $407K | Add +1.4% |
| HAP Vaneck Natural Resources ETF | 0.24% | 7,915 | $396K | Reduce -3.5% |
| STT State Street Corp. | 0.23% | 5,295 | $392K | No change |
| HON Honeywell International Inc. | 0.23% | 1,802 | $385K | Add +1.6% |
| KO The Coca-Cola Co. | 0.19% | 5,107 | $325K | Reduce -27.3% |
| AGCO Agco Corp. | 0.19% | 3,283 | $321K | No change |
| HD Home Depot Inc. | 0.18% | 903 | $311K | Reduce -19.2% |
| LRCX Lam Research Corp. | 0.18% | 290 | $309K | No change |
| THC Tenet Healthcare Corp. | 0.18% | 2,300 | $306K | No change |
| ETN Eaton Corp. PLC | 0.18% | 960 | $301K | No change |
| BAX Baxter International Inc. | 0.18% | 8,916 | $298K | No change |
| OIH Vaneck Oil Services ETF | 0.18% | 934 | $295K | No change |
| TWLO Twilio Inc. Class A | 0.17% | 5,110 | $290K | No change |
| TRMB Trimble Inc. | 0.17% | 5,135 | $287K | Reduce -15.4% |
| FDX FedEx Corp. | 0.17% | 939 | $282K | No change |
| CE Celanese Corp. | 0.16% | 2,000 | $270K | No change |
| JD Jd.com Inc.-ADR | 0.16% | 10,411 | $269K | No change |
| BMY Bristol-Myers Squibb Co. | 0.15% | 5,962 | $248K | No change |
| EA Electronic Arts Inc. | 0.15% | 1,750 | $244K | No change |
| FERG Ferguson Jersey Ltd. | 0.14% | 1,950 | $235K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 398 | $220K | No change |
| TEL Te Connectivity Ltd. | 0.13% | 1,455 | $219K | Reduce -28.3% |
| URI United Rentals Inc. | 0.12% | 320 | $207K | No change |
| XOM Exxon Mobil Corp. | 0.12% | 1,784 | $205K | New |
Options reported separately and not counted above: SPY calls ($109K), QQQ puts ($61K).
Portfolio Sells Q1 2024 → Q2 2024
| MTB M & T Bank Corp. | Sold out | 0.00% | −1.72 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 3.63% | −0.51 |
| PWR Quanta Services Inc. | Reduce -13.6% | 2.03% | −0.44 |
| COR Cencora Inc. | Reduce -1.4% | 3.01% | −0.38 |
| ACWI iShares MSCI Acwi ETF | Reduce -13.4% | 2.01% | −0.33 |
| ECL Ecolab Inc. | Reduce -9.3% | 2.77% | −0.28 |
| AMZN Amazon.com Inc. | Reduce -9.3% | 2.88% | −0.17 |
| BFAM Bright Horizons Family Solut | Sold out | 0.00% | −0.17 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.15 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.14 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.14 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.13 |
| FLKR Franklin Ftse South Korea | Sold out | 0.00% | −0.13 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.13 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -15.7% | 2.71% | −0.10 |
| TT Trane Technologies PLC | Reduce -9.8% | 2.42% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -13.7% | 2.38% | −0.10 |
| CVX Chevron Corp. | Reduce -13.6% | 0.42% | −0.09 |
| HD Home Depot Inc. | Reduce -19.2% | 0.18% | −0.08 |
| KO The Coca-Cola Co. | Reduce -27.3% | 0.19% | −0.07 |
| TRMB Trimble Inc. | Reduce -15.4% | 0.17% | −0.07 |
| TEL Te Connectivity Ltd. | Reduce -28.3% | 0.13% | −0.05 |
| BSX Boston Scientific Corp. | Reduce -9.9% | 2.76% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 3.41% | −0.04 |
| LHX L3HARRIS Technologies Inc. | Reduce -9.1% | 0.37% | −0.03 |
| HAP Vaneck Natural Resources ETF | Reduce -3.5% | 0.24% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -19.3% | 0.28% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 0.57% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 0.58% | +0.00 |
| SPGI S&P Global Inc. | Reduce -1.3% | 2.63% | +0.01 |
| AVGO Broadcom Inc. | Reduce -13.8% | 3.06% | +0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -6.0% | 2.89% | +0.05 |
| MSFT Microsoft Corp. | Reduce -2.2% | 5.96% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -17.4% | 2.94% | +0.07 |
| ORCL Oracle Corp. | Reduce -5.0% | 2.42% | +0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -12.8% | 4.44% | +0.10 |
| TJX TJX Companies Inc. | Reduce -1.5% | 3.50% | +0.13 |
| WMT Walmart Inc. | Reduce -4.0% | 4.00% | +0.19 |
Portfolio Buys Q1 2024 → Q2 2024
| JPM JPMorgan Chase & Co. | Add +1014.4% | 3.05% | +2.77 |
| AAPL Apple Inc. | New | 2.33% | +2.33 |
| ADBE Adobe Inc. | Add +21.4% | 3.03% | +0.70 |
| NOW ServiceNow Inc. | Add +6.1% | 2.34% | +0.14 |
| VMBS Vanguard Mortgage-Backed Sec | Add +75.6% | 0.32% | +0.13 |
| XOM Exxon Mobil Corp. | New | 0.12% | +0.12 |
| ICE Intercontinental Exchange Inc. | Add +6.1% | 2.96% | +0.08 |
| BABA Alibaba Group Holding-SP ADR | Add +8.3% | 0.36% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 0.39% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.3% | 1.66% | +0.01 |
| HON Honeywell International Inc. | Add +1.6% | 0.23% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +3.9% | 1.13% | +0.00 |
| NKE Nike Inc. Class B | Add +24.6% | 0.33% | −0.01 |
| VPL Vanguard Ftse Pacific ETF | Add +2.9% | 0.50% | −0.01 |
| ABT Abbott Laboratories | Add +1.4% | 0.24% | −0.03 |
| NOC Northrop Grumman Corp. | Add +2.1% | 0.32% | −0.03 |
| CDNS Cadence Design SYS Inc. | Add +2.5% | 2.44% | −0.04 |
| DIS The Walt Disney Co. | Add +11.2% | 0.29% | −0.04 |
| EL Estee Lauder Companies Class A | Add +8.2% | 0.25% | −0.10 |
| ABBV Abbvie Inc. | Add +4.0% | 3.41% | −0.17 |
| AME Ametek Inc. | Add +2.5% | 2.71% | −0.27 |
| LVS Las Vegas Sands Corp. | Add +0.7% | 1.99% | −0.39 |
Options Activity Q1 2024 → Q2 2024
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -18.7% | 135 | $61K |
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 |