Saranac Partners Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 2, 2026), Saranac Partners Ltd reported 76 stock positions worth $177.3 million. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Alphabet Class A (GOOGL, 4.5%) and Walmart (WMT, 4.0%). Compared with Q3 2024, it opened 56 new positions, sold out of 2, added to 5 and reduced 13. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale Cencora (COR, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002098745
- Portfolio Value
- $177.3M (Q4 2024)
- SEC Filing
- 0001214659-26-001038 ↗ filed Feb 2, 2026
Holdings Value
Holdings 76 stocks · $177.3M
| MSFT Microsoft Corp. | 5.45% | 22,936 | $9.7M | New |
| GOOGL Alphabet Inc. Class A | 4.51% | 42,242 | $8.0M | Reduce -10.3% |
| WMT Walmart Inc. | 4.02% | 78,837 | $7.1M | New |
| MA Mastercard Inc. Class A | 4.00% | 13,469 | $7.1M | New |
| AAPL Apple Inc. | 3.70% | 26,204 | $6.6M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.32% | 48,745 | $5.9M | New |
| ABBV Abbvie Inc. | 3.20% | 31,937 | $5.7M | Add +3.8% |
| AMZN Amazon.com Inc. | 3.15% | 25,436 | $5.6M | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 3.06% | 22,619 | $5.4M | New |
| UNH Unitedhealth Group Inc. | 3.02% | 10,578 | $5.4M | New |
| AVGO Broadcom Inc. | 2.99% | 22,868 | $5.3M | Reduce -21.1% |
| ICE Intercontinental Exchange Inc. | 2.87% | 34,141 | $5.1M | New |
| TSM Taiwan Semiconductor-SP ADR | 2.81% | 25,250 | $5.0M | New |
| NOW ServiceNow Inc. | 2.76% | 4,624 | $4.9M | New |
| BSX Boston Scientific Corp. | 2.69% | 53,480 | $4.8M | Reduce -4.3% |
| ISRG Intuitive Surgical Inc. | 2.69% | 9,137 | $4.8M | New |
| SPGI S&P Global Inc. | 2.64% | 9,391 | $4.7M | New |
| CDNS Cadence Design SYS Inc. | 2.56% | 15,117 | $4.5M | Add +60.7% |
| AME Ametek Inc. | 2.55% | 25,124 | $4.5M | Reduce -20.5% |
| ECL Ecolab Inc. | 2.54% | 19,249 | $4.5M | New |
| LVS Las Vegas Sands Corp. | 2.41% | 83,170 | $4.3M | New |
| DHR Danaher Corp. | 2.40% | 18,520 | $4.3M | New |
| ADBE Adobe Inc. | 2.31% | 9,226 | $4.1M | Add +1.2% |
| QCOM Qualcomm Inc. | 2.31% | 26,675 | $4.1M | New |
| PWR Quanta Services Inc. | 2.30% | 12,894 | $4.1M | New |
| ORCL Oracle Corp. | 2.05% | 21,860 | $3.6M | New |
| TT Trane Technologies PLC | 2.02% | 9,678 | $3.6M | Reduce -20.2% |
| CP Canadian Pacific Kansas City | 2.01% | 49,335 | $3.6M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 1.97% | 44,760 | $3.5M | New |
| AMAT Applied Materials Inc. | 1.83% | 19,912 | $3.2M | Add +0.7% |
| ACWI iShares MSCI Acwi ETF | 1.70% | 25,600 | $3.0M | New |
| VCIT Vanguard Int-Term Corporate | 0.84% | 18,565 | $1.5M | New |
| FXI iShares China Large-Cap ETF | 0.63% | 36,550 | $1.1M | New |
| META Meta Platforms Inc. Class A | 0.60% | 1,814 | $1.1M | New |
| VOO Vanguard S&P 500 ETF | 0.59% | 1,929 | $1.0M | New |
| GOOG Alphabet Inc. Class C | 0.54% | 5,053 | $962K | No change |
| CVX Chevron Corp. | 0.42% | 5,081 | $736K | New |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 15,135 | $667K | New |
| VPL Vanguard Ftse Pacific ETF | 0.35% | 8,810 | $626K | New |
| LHX L3HARRIS Technologies Inc. | 0.35% | 2,947 | $620K | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.34% | 13,395 | $607K | New |
| NOC Northrop Grumman Corp. | 0.32% | 1,225 | $574K | New |
| BABA Alibaba Group Holding-SP ADR | 0.32% | 6,618 | $561K | Reduce -21.0% |
| TWLO Twilio Inc. Class A | 0.31% | 5,110 | $552K | New |
| NKE Nike Inc. Class B | 0.31% | 7,246 | $548K | New |
| DG Dollar General Corp. | 0.30% | 7,098 | $538K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 4,766 | $531K | New |
| STT State Street Corp. | 0.29% | 5,295 | $520K | New |
| PANW Palo Alto Networks Inc. | 0.27% | 2,594 | $472K | New |
| COR Cencora Inc. | 0.26% | 2,086 | $469K | Reduce -91.0% |
| VDE Vanguard Energy ETF | 0.26% | 3,825 | $464K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.25% | 5,963 | $447K | New |
| AGCO Agco Corp. | 0.24% | 4,548 | $425K | Add +17.3% |
| ABT Abbott Laboratories | 0.24% | 3,698 | $418K | Reduce -12.9% |
| INTU Intuit Inc. | 0.24% | 665 | $418K | New |
| TRMB Trimble Inc. | 0.21% | 5,290 | $374K | New |
| JD Jd.com Inc.-ADR | 0.20% | 10,411 | $361K | New |
| KO The Coca-Cola Co. | 0.19% | 5,272 | $328K | New |
| HON Honeywell International Inc. | 0.18% | 1,447 | $327K | New |
| HD Home Depot Inc. | 0.18% | 837 | $326K | New |
| AMT American Tower Corp. | 0.18% | 1,721 | $316K | Reduce -18.6% |
| BAX Baxter International Inc. | 0.17% | 10,307 | $301K | No change |
| CCJ Cameco Corp. | 0.17% | 5,795 | $298K | New |
| BMY Bristol-Myers Squibb Co. | 0.16% | 4,926 | $279K | Reduce -18.0% |
| MPC Marathon Petroleum Corp. | 0.14% | 1,826 | $255K | New |
| OIH Vaneck Oil Services ETF | 0.14% | 934 | $254K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.14% | 1,320 | $248K | New |
| LLY Eli Lilly & Co. | 0.14% | 316 | $244K | New |
| DFS Discover Financial Services | 0.13% | 1,370 | $237K | New |
| ETN Eaton Corp. PLC | 0.13% | 705 | $234K | Reduce -26.6% |
| TEL Te Connectivity PLC | 0.13% | 1,578 | $226K | New |
| URI United Rentals Inc. | 0.13% | 320 | $225K | New |
| FDX FedEx Corp. | 0.12% | 778 | $219K | New |
| EA Electronic Arts Inc. | 0.12% | 1,439 | $211K | New |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 403 | $210K | New |
| ASPI Asp Isotopes Inc. | 0.11% | 44,195 | $200K | New |
Other holdings (6): bonds, preferreds, convertibles and warrants · $3.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AVGO Broadcom Inc. | COM · principal | 3,925 | $910K | New |
| AME Ametek Inc. | COM · principal | 4,685 | $845K | New |
| TT Trane Technologies PLC | SHS · principal | 2,035 | $752K | New |
| GOOGL Alphabet Inc. Class A | CAP STK CL A · principal | 3,055 | $578K | New |
| JPM JPMorgan Chase & Co. | COM · principal | 1,655 | $397K | New |
| MSFT Microsoft Corp. | COM · principal | 785 | $331K | New |
Total filed on the 13F, all lines: $181.1M.
Portfolio Sells Q3 2024 → Q4 2024
| COR Cencora Inc. | Reduce -91.0% | 0.26% | −7.57 |
| GOOGL Alphabet Inc. Class A | Reduce -10.3% | 4.51% | −7.28 |
| AME Ametek Inc. | Reduce -20.5% | 2.55% | −5.64 |
| AAPL Apple Inc. | Reduce -0.7% | 3.70% | −5.57 |
| TT Trane Technologies PLC | Reduce -20.2% | 2.02% | −5.10 |
| AVGO Broadcom Inc. | Reduce -21.1% | 2.99% | −4.56 |
| BSX Boston Scientific Corp. | Reduce -4.3% | 2.69% | −4.37 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 3.15% | −4.31 |
| B Barrick Gold Corp. | Sold out | 0.00% | −1.03 |
| BABA Alibaba Group Holding-SP ADR | Reduce -21.0% | 0.32% | −1.02 |
| AMT American Tower Corp. | Reduce -18.6% | 0.18% | −0.56 |
| ABT Abbott Laboratories | Reduce -12.9% | 0.24% | −0.50 |
| ETN Eaton Corp. PLC | Reduce -26.6% | 0.13% | −0.35 |
| BMY Bristol-Myers Squibb Co. | Reduce -18.0% | 0.16% | −0.31 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −0.31 |
Portfolio Buys Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | New | 5.45% | +5.45 |
| WMT Walmart Inc. | New | 4.02% | +4.02 |
| MA Mastercard Inc. Class A | New | 4.00% | +4.00 |
| TJX TJX Companies Inc. | New | 3.32% | +3.32 |
| JPM JPMorgan Chase & Co. | New | 3.06% | +3.06 |
| UNH Unitedhealth Group Inc. | New | 3.02% | +3.02 |
| ICE Intercontinental Exchange Inc. | New | 2.87% | +2.87 |
| TSM Taiwan Semiconductor-SP ADR | New | 2.81% | +2.81 |
| NOW ServiceNow Inc. | New | 2.76% | +2.76 |
| ISRG Intuitive Surgical Inc. | New | 2.69% | +2.69 |
| SPGI S&P Global Inc. | New | 2.64% | +2.64 |
| ECL Ecolab Inc. | New | 2.54% | +2.54 |
| LVS Las Vegas Sands Corp. | New | 2.41% | +2.41 |
| DHR Danaher Corp. | New | 2.40% | +2.40 |
| QCOM Qualcomm Inc. | New | 2.31% | +2.31 |
| PWR Quanta Services Inc. | New | 2.30% | +2.30 |
| ORCL Oracle Corp. | New | 2.05% | +2.05 |
| CP Canadian Pacific Kansas City | New | 2.01% | +2.01 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 1.97% | +1.97 |
| ACWI iShares MSCI Acwi ETF | New | 1.70% | +1.70 |
| VCIT Vanguard Int-Term Corporate | New | 0.84% | +0.84 |
| FXI iShares China Large-Cap ETF | New | 0.63% | +0.63 |
| META Meta Platforms Inc. Class A | New | 0.60% | +0.60 |
| VOO Vanguard S&P 500 ETF | New | 0.59% | +0.59 |
| CVX Chevron Corp. | New | 0.42% | +0.42 |
| VWO Vanguard Ftse Emerging Marke | New | 0.38% | +0.38 |
| VPL Vanguard Ftse Pacific ETF | New | 0.35% | +0.35 |
| LHX L3HARRIS Technologies Inc. | New | 0.35% | +0.35 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.34% | +0.34 |
| NOC Northrop Grumman Corp. | New | 0.32% | +0.32 |
| TWLO Twilio Inc. Class A | New | 0.31% | +0.31 |
| NKE Nike Inc. Class B | New | 0.31% | +0.31 |
| DG Dollar General Corp. | New | 0.30% | +0.30 |
| DIS The Walt Disney Co. | New | 0.30% | +0.30 |
| STT State Street Corp. | New | 0.29% | +0.29 |
| PANW Palo Alto Networks Inc. | New | 0.27% | +0.27 |
| VDE Vanguard Energy ETF | New | 0.26% | +0.26 |
| EL Estee Lauder Companies Class A | New | 0.25% | +0.25 |
| INTU Intuit Inc. | New | 0.24% | +0.24 |
| TRMB Trimble Inc. | New | 0.21% | +0.21 |
| JD Jd.com Inc.-ADR | New | 0.20% | +0.20 |
| KO The Coca-Cola Co. | New | 0.19% | +0.19 |
| HON Honeywell International Inc. | New | 0.18% | +0.18 |
| HD Home Depot Inc. | New | 0.18% | +0.18 |
| CCJ Cameco Corp. | New | 0.17% | +0.17 |
| MPC Marathon Petroleum Corp. | New | 0.14% | +0.14 |
| OIH Vaneck Oil Services ETF | New | 0.14% | +0.14 |
| MTB M & T Bank Corp. | New | 0.14% | +0.14 |
| LLY Eli Lilly & Co. | New | 0.14% | +0.14 |
| DFS Discover Financial Services | New | 0.13% | +0.13 |
Notes & Other Activity Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | COM · principal | New | 3,925 | $910K |
| AME Ametek Inc. | COM · principal | New | 4,685 | $845K |
| TT Trane Technologies PLC | SHS · principal | New | 2,035 | $752K |
| GOOGL Alphabet Inc. Class A | CAP STK CL A · principal | New | 3,055 | $578K |
| JPM JPMorgan Chase & Co. | COM · principal | New | 1,655 | $397K |
| MSFT Microsoft Corp. | COM · principal | New | 785 | $331K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |