Saranac Partners Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed December 15, 2025), Saranac Partners Ltd reported 66 stock positions worth $186.5 million. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Broadcom (AVGO, 4.4%) and Mastercard Class A (MA, 4.1%). Compared with Q1 2025, it opened 6 new positions, sold out of 16, added to 21 and reduced 34. The biggest buy was Oracle (ORCL, shares +4%) and the biggest sale Abbvie (ABBV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002098745
- Portfolio Value
- $186.5M (Q2 2025)
- SEC Filing
- 0001214659-25-018006 ↗ filed Dec 15, 2025
Holdings Value
Holdings 66 stocks · $186.5M
| MSFT Microsoft Corp. | 6.03% | 22,605 | $11.2M | Reduce -2.1% |
| AVGO Broadcom Inc. | 4.44% | 30,057 | $8.3M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 4.09% | 13,567 | $7.6M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 3.94% | 25,351 | $7.3M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 3.79% | 40,111 | $7.1M | Reduce -2.4% |
| ICE Intercontinental Exchange Inc. | 3.76% | 38,267 | $7.0M | Reduce -1.4% |
| ORCL Oracle Corp. | 3.32% | 28,323 | $6.2M | Add +4.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.24% | 48,923 | $6.0M | Reduce -1.9% |
| BSX Boston Scientific Corp. | 3.22% | 55,984 | $6.0M | Reduce -2.5% |
| WMT Walmart Inc. | 3.21% | 61,315 | $6.0M | Reduce -8.9% |
| AAPL Apple Inc. | 2.99% | 27,195 | $5.6M | Add +1.7% |
| ABBV Abbvie Inc. | 2.81% | 28,285 | $5.3M | Reduce -8.5% |
| ECL Ecolab Inc. | 2.76% | 19,118 | $5.2M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 2.75% | 23,416 | $5.1M | Add +4.7% |
| PWR Quanta Services Inc. | 2.65% | 13,064 | $4.9M | Add +11.6% |
| ISRG Intuitive Surgical Inc. | 2.57% | 8,838 | $4.8M | Add +25.1% |
| CP Canadian Pacific Kansas City | 2.53% | 59,532 | $4.7M | Add +14.3% |
| QCOM Qualcomm Inc. | 2.37% | 27,761 | $4.4M | Add +0.1% |
| HBAN Huntington Bancshares Inc. | 2.34% | 260,625 | $4.4M | Reduce -0.1% |
| FISV Fiserv Inc. | 2.33% | 25,240 | $4.4M | Add +1.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.30% | 18,907 | $4.3M | Reduce -6.8% |
| AME Ametek Inc. | 2.26% | 23,302 | $4.2M | Reduce -4.2% |
| NOW ServiceNow Inc. | 2.20% | 3,998 | $4.1M | Reduce -0.9% |
| ADBE Adobe Inc. | 2.19% | 10,584 | $4.1M | Reduce -0.8% |
| DHR Danaher Corp. | 2.18% | 20,568 | $4.1M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 2.15% | 12,857 | $4.0M | Add +8.4% |
| AMAT Applied Materials Inc. | 2.12% | 21,619 | $4.0M | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.91% | 44,855 | $3.6M | Add +0.2% |
| CDNS Cadence Design SYS Inc. | 1.90% | 11,515 | $3.5M | Reduce -0.7% |
| LVS Las Vegas Sands Corp. | 1.90% | 81,414 | $3.5M | Reduce -2.0% |
| TRMB Trimble Inc. | 1.78% | 43,807 | $3.3M | Reduce -0.9% |
| TRUP Trupanion Inc. | 1.78% | 60,000 | $3.3M | No change |
| ACWI iShares MSCI Acwi ETF | 0.96% | 13,900 | $1.8M | Reduce -21.6% |
| META Meta Platforms Inc. Class A | 0.71% | 1,783 | $1.3M | Reduce -3.8% |
| LHX L3HARRIS Technologies Inc. | 0.70% | 5,179 | $1.3M | Reduce -15.9% |
| VCIT Vanguard Int-Term Corporate | 0.61% | 13,760 | $1.1M | Reduce -25.4% |
| FXI iShares China Large-Cap ETF | 0.52% | 26,195 | $963K | Reduce -14.9% |
| VWO Vanguard Ftse Emerging Marke | 0.51% | 19,375 | $958K | Add +29.7% |
| CVX Chevron Corp. | 0.46% | 5,951 | $852K | Add +5.1% |
| GOOG Alphabet Inc. Class C | 0.37% | 3,921 | $696K | Add +12.2% |
| B Barrick Mining Corp. | 0.36% | 32,433 | $675K | No change |
| PANW Palo Alto Networks Inc. | 0.32% | 2,927 | $599K | Add +22.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 4,686 | $581K | Reduce -11.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 12,121 | $574K | New |
| NKE Nike Inc. Class B | 0.30% | 7,920 | $563K | Reduce -2.6% |
| ABT Abbott Laboratories | 0.28% | 3,905 | $531K | Add +4.1% |
| CCJ Cameco Corp. | 0.28% | 6,928 | $514K | Reduce -11.4% |
| OIH Vaneck Oil Services ETF | 0.26% | 2,119 | $488K | Add +126.9% |
| AGCO Agco Corp. | 0.24% | 4,315 | $445K | No change |
| INTU Intuit Inc. | 0.23% | 540 | $425K | Reduce -18.8% |
| KO The Coca-Cola Co. | 0.22% | 5,917 | $419K | New |
| THC Tenet Healthcare Corp. | 0.21% | 2,253 | $397K | Add +36.3% |
| AMT American Tower Corp. | 0.20% | 1,721 | $380K | No change |
| HD Home Depot Inc. | 0.18% | 898 | $329K | Add +32.5% |
| ASPI Asp Isotopes Inc. | 0.17% | 44,195 | $325K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.17% | 6,973 | $323K | Reduce -5.8% |
| FERG Ferguson Enterprises Inc. | 0.15% | 1,300 | $283K | Reduce -20.0% |
| HON Honeywell International Inc. | 0.15% | 1,170 | $272K | Reduce -19.1% |
| URA Global X Uranium ETF | 0.14% | 6,880 | $267K | New |
| SPGI S&P Global Inc. | 0.14% | 480 | $253K | Reduce -46.8% |
| CSCO Cisco Systems Inc. | 0.12% | 3,270 | $227K | New |
| BMY Bristol-Myers Squibb Co. | 0.12% | 4,830 | $224K | Reduce -15.3% |
| VPL Vanguard Ftse Pacific ETF | 0.12% | 2,610 | $214K | Reduce -70.5% |
| TWLO Twilio Inc. Class A | 0.11% | 1,703 | $212K | New |
| JNJ Johnson & Johnson | 0.11% | 1,372 | $210K | New |
| AAXJ iShares MSCI All Country Asi | 0.11% | 2,500 | $207K | Reduce -22.2% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $1.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | S&P 500 ETF SHS · principal | 1,460 | $829K | New |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | 2,750 | $228K | New |
| VPL Vanguard Ftse Pacific ETF | FTSE PACIFIC ETF · principal | 2,680 | $220K | New |
| AVGO Broadcom Inc. | COM · principal | 760 | $209K | New |
| VMBS Vanguard Mortgage-Backed Sec | MTG-BKD SECS ETF · principal | 4,510 | $209K | New |
Total filed on the 13F, all lines: $188.2M.
Portfolio Sells Q1 2025 → Q2 2025
| ABBV Abbvie Inc. | Reduce -8.5% | 2.81% | −0.93 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.54 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.33 |
| STT State Street Corp. | Sold out | 0.00% | −0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.27 |
| TJX TJX Companies Inc. | Reduce -1.9% | 3.24% | −0.27 |
| VCIT Vanguard Int-Term Corporate | Reduce -25.4% | 0.61% | −0.26 |
| VPL Vanguard Ftse Pacific ETF | Reduce -70.5% | 0.12% | −0.26 |
| COR Cencora Inc. | Sold out | 0.00% | −0.26 |
| VIOO Vanguard S&P Small-Cap 600 E | Sold out | 0.00% | −0.25 |
| ACWI iShares MSCI Acwi ETF | Reduce -21.6% | 0.96% | −0.23 |
| WMT Walmart Inc. | Reduce -8.9% | 3.21% | −0.20 |
| ADBE Adobe Inc. | Reduce -0.8% | 2.19% | −0.17 |
| AME Ametek Inc. | Reduce -4.2% | 2.26% | −0.16 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.15 |
| EWU iShares MSCI United Kingdom | Sold out | 0.00% | −0.15 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.14 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.14 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.14 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.13 |
| SPGI S&P Global Inc. | Reduce -46.8% | 0.14% | −0.13 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.12 |
| BSX Boston Scientific Corp. | Reduce -2.5% | 3.22% | −0.12 |
| FXI iShares China Large-Cap ETF | Reduce -14.9% | 0.52% | −0.12 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.12 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.12 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.12 |
| ICE Intercontinental Exchange Inc. | Reduce -1.4% | 3.76% | −0.10 |
| ECL Ecolab Inc. | Reduce -2.2% | 2.76% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -15.3% | 0.12% | −0.08 |
| LHX L3HARRIS Technologies Inc. | Reduce -15.9% | 0.70% | −0.05 |
| HON Honeywell International Inc. | Reduce -19.1% | 0.15% | −0.03 |
| AAXJ iShares MSCI All Country Asi | Reduce -22.2% | 0.11% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -5.8% | 0.17% | −0.02 |
| INTU Intuit Inc. | Reduce -18.8% | 0.23% | −0.01 |
| FERG Ferguson Enterprises Inc. | Reduce -20.0% | 0.15% | +0.00 |
| NKE Nike Inc. Class B | Reduce -2.6% | 0.30% | +0.00 |
| DIS The Walt Disney Co. | Reduce -11.2% | 0.31% | +0.01 |
| LVS Las Vegas Sands Corp. | Reduce -2.0% | 1.90% | +0.05 |
| HBAN Huntington Bancshares Inc. | Reduce -0.1% | 2.34% | +0.08 |
| META Meta Platforms Inc. Class A | Reduce -3.8% | 0.71% | +0.09 |
| CCJ Cameco Corp. | Reduce -11.4% | 0.28% | +0.09 |
| TRMB Trimble Inc. | Reduce -0.9% | 1.78% | +0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 3.79% | +0.12 |
| CDNS Cadence Design SYS Inc. | Reduce -0.7% | 1.90% | +0.20 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 3.94% | +0.31 |
| NOW ServiceNow Inc. | Reduce -0.9% | 2.20% | +0.35 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -6.8% | 2.30% | +0.35 |
| MSFT Microsoft Corp. | Reduce -2.1% | 6.03% | +1.02 |
| AVGO Broadcom Inc. | Reduce -3.3% | 4.44% | +1.44 |
Portfolio Buys Q1 2025 → Q2 2025
| ORCL Oracle Corp. | Add +4.4% | 3.32% | +1.13 |
| PWR Quanta Services Inc. | Add +11.6% | 2.65% | +0.93 |
| ISRG Intuitive Surgical Inc. | Add +25.1% | 2.57% | +0.55 |
| CP Canadian Pacific Kansas City | Add +14.3% | 2.53% | +0.42 |
| AMAT Applied Materials Inc. | Add +0.2% | 2.12% | +0.31 |
| BAC Bank of America Corp. | New | 0.31% | +0.31 |
| AMZN Amazon.com Inc. | Add +4.7% | 2.75% | +0.30 |
| KO The Coca-Cola Co. | New | 0.22% | +0.22 |
| URA Global X Uranium ETF | New | 0.14% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +29.7% | 0.51% | +0.12 |
| CSCO Cisco Systems Inc. | New | 0.12% | +0.12 |
| OIH Vaneck Oil Services ETF | Add +126.9% | 0.26% | +0.12 |
| TWLO Twilio Inc. Class A | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | New | 0.11% | +0.11 |
| PANW Palo Alto Networks Inc. | Add +22.4% | 0.32% | +0.09 |
| THC Tenet Healthcare Corp. | Add +36.3% | 0.21% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +12.2% | 0.37% | +0.06 |
| HD Home Depot Inc. | Add +32.5% | 0.18% | +0.03 |
| ABT Abbott Laboratories | Add +4.1% | 0.28% | −0.00 |
| QCOM Qualcomm Inc. | Add +0.1% | 2.37% | −0.09 |
| CVX Chevron Corp. | Add +5.1% | 0.46% | −0.09 |
| MA Mastercard Inc. Class A | Add +2.2% | 4.09% | −0.12 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.2% | 1.91% | −0.13 |
| DHR Danaher Corp. | Add +0.8% | 2.18% | −0.24 |
| AAPL Apple Inc. | Add +1.7% | 2.99% | −0.44 |
| FISV Fiserv Inc. | Add +1.4% | 2.33% | −0.84 |
| UNH Unitedhealth Group Inc. | Add +8.4% | 2.15% | −1.44 |
Notes & Other Activity Q1 2025 → Q2 2025
| ISRG Intuitive Surgical Inc. | COM NEW · principal | Sold out | 2,230 | $1.1Mbefore exit |
| VOO Vanguard S&P 500 ETF | S&P 500 ETF SHS · principal | New | 1,460 | $829K |
| CP Canadian Pacific Kansas City | COM · principal | Sold out | 8,610 | $605Kbefore exit |
| MA Mastercard Inc. Class A | CL A · principal | Sold out | 1,006 | $551Kbefore exit |
| PWR Quanta Services Inc. | COM · principal | Sold out | 1,868 | $475Kbefore exit |
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP · principal | New | 2,750 | $228K |
| VPL Vanguard Ftse Pacific ETF | FTSE PACIFIC ETF · principal | New | 2,680 | $220K |
| AVGO Broadcom Inc. | COM · principal | New | 760 | $209K |
| VMBS Vanguard Mortgage-Backed Sec | MTG-BKD SECS ETF · principal | New | 4,510 | $209K |
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 |