Sarasin & Partners LLP Buys The Walt Disney Co, HDFC Bank, Activision Blizzard Inc, Sells First Republic Bank, Zebra Technologies Corp, Americold Realty Trust

• New Purchases: ATVI, TTEK, RNG, FTCH,
• Added Positions: DIS, HDB, MA, HD, CME, AMZN, ILMN, MRK, SIVB, FB, CL, WY, UAA, MSFT, MAR, DE, PYPL, NEE, SPLK, TFX, OC, FMX, AMGN, SEE, NATI, OTIS, ARMK, JKHY, IFF, SBRA, FRPT, MSCI, MDLZ, HCAT, GLD, ARE, EQR, ACC, BND, PEAK, WELL, AGG, SAIL, CPT, BXP, MAA, AVB, SHY, LSI, KRC, IGSB, LQD,
• Reduced Positions: FRC, TSM, SCI, AVGO, ECL, CHTR, NOW, EQIX, COLD, BLK, JPM, COST, DT, MIDD, AMT, CCI, SWCH, PINS, TWLO, CSCO,
• Sold Out: ZBRA, AYX,

For the details of Sarasin & Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/sarasin+%26+partners+llp/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 1,882,355 shares, 5.36% of the total portfolio. Shares added by 2.83%
2. CME Group Inc (CME) - 2,046,901 shares, 3.99% of the total portfolio. Shares added by 8.69%
3. Amazon.com Inc (AMZN) - 119,619 shares, 3.97% of the total portfolio. Shares added by 8.03%
4. Mastercard Inc (MA) - 1,121,404 shares, 3.93% of the total portfolio. Shares added by 16.25%
5. The Home Depot Inc (HD) - 1,115,694 shares, 3.70% of the total portfolio. Shares added by 10.23%

Sarasin & Partners LLP initiated holding in Activision Blizzard Inc. The purchase prices were between $72.81 and $94.4, with an estimated average price of $83.7. The stock is now traded at around $79.270000. The impact to a portfolio due to this purchase was 0.52%. The holding were 669,178 shares as of 2021-09-30.

Sarasin & Partners LLP initiated holding in Tetra Tech Inc. The purchase prices were between $121.48 and $153.26, with an estimated average price of $137.31. The stock is now traded at around $166.240000. The impact to a portfolio due to this purchase was 0.13%. The holding were 84,844 shares as of 2021-09-30.

Sarasin & Partners LLP initiated holding in RingCentral Inc. The purchase prices were between $212.13 and $303.93, with an estimated average price of $254.02. The stock is now traded at around $248.040000. The impact to a portfolio due to this purchase was 0.03%. The holding were 11,642 shares as of 2021-09-30.

Sarasin & Partners LLP initiated holding in Farfetch Ltd. The purchase prices were between $36.9 and $50.66, with an estimated average price of $44.38. The stock is now traded at around $40.060000. The impact to a portfolio due to this purchase was 0.02%. The holding were 63,675 shares as of 2021-09-30.

Sarasin & Partners LLP added to a holding in The Walt Disney Co by 63.74%. The purchase prices were between $169.17 and $185.91, with an estimated average price of $178.27. The stock is now traded at around $169.420000. The impact to a portfolio due to this purchase was 1.14%. The holding were 1,719,711 shares as of 2021-09-30.

Sarasin & Partners LLP added to a holding in HDFC Bank Ltd by 34.03%. The purchase prices were between $69.22 and $78.85, with an estimated average price of $74.18. The stock is now traded at around $77.540000. The impact to a portfolio due to this purchase was 0.57%. The holding were 3,046,735 shares as of 2021-09-30.

Sarasin & Partners LLP added to a holding in Facebook Inc by 36.19%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $324.610000. The impact to a portfolio due to this purchase was 0.19%. The holding were 210,919 shares as of 2021-09-30.

Sarasin & Partners LLP added to a holding in Weyerhaeuser Co by 75.88%. The purchase prices were between $32.95 and $37.26, with an estimated average price of $35.04. The stock is now traded at around $37.140000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,024,432 shares as of 2021-09-30.

Sarasin & Partners LLP added to a holding in Under Armour Inc by 43.70%. The purchase prices were between $18.9 and $25.77, with an estimated average price of $22.11. The stock is now traded at around $20.680000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,504,414 shares as of 2021-09-30.

Sarasin & Partners LLP added to a holding in PayPal Holdings Inc by 34.95%. The purchase prices were between $259 and $308.53, with an estimated average price of $283.9. The stock is now traded at around $240.400000. The impact to a portfolio due to this purchase was 0.13%. The holding were 196,597 shares as of 2021-09-30.

Sarasin & Partners LLP sold out a holding in Zebra Technologies Corp. The sale prices were between $506.91 and $590.6, with an estimated average price of $557.52.

Sarasin & Partners LLP sold out a holding in Alteryx Inc. The sale prices were between $68.51 and $85.07, with an estimated average price of $75.4.