SARANAC PARTNERS LTD
Q1 2023 Form 13-F
LONDON
CIK 0002098745
· Institutional investment manager
$169.6M Reported Value Total
Reported value
$169.6M
Quarter over quarter
+4.9%
Holdings
81
Top-10 concentration
42.5%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Simon Bowden
Head of Operations
Filing Navigation
13F Metrics
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | February 06, 2026 |
| Form | 13F-HR |
| Reported value | $169.6M |
| Positions | 81 |
| Change in reported value | +207.6% |
| New positions | 42 |
| Exited positions | 1 |
| Position turnover | 52.4% |
| Top-10 concentration | 42.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
112 | $342.7M |
|
Q1 2026 13F
Filed May 15, 2026
|
91 | $233.8M |
|
Q4 2025 13F
Filed Feb 6, 2026
|
74 | $255.8M |
|
Q3 2025 13F
Filed Dec 5, 2025
|
230 | $552.1M |
|
Q2 2025 13F
Filed Dec 15, 2025
|
66 | $188.2M |
|
Q1 2025 13F
Filed Dec 15, 2025
|
76 | $175.9M |
|
Q4 2024 13F
Filed Feb 2, 2026
|
76 | $181.1M |
|
Q3 2024 13F
Filed Feb 2, 2026
|
22 | $66.3M |
|
Q2 2024 13F
Filed Feb 2, 2026
|
73 | $168.2M |
|
Q1 2024 13F
Filed Feb 2, 2026
|
80 | $163.6M |
|
Q4 2023 13F
Filed Feb 2, 2026
|
81 | $151.7M |
|
Q3 2023 13F
Filed Feb 2, 2026
|
79 | $177.9M |
|
Q2 2023 13F
Filed Feb 6, 2026
|
80 | $188.6M |
|
Q1 2023 13F
Filed Feb 6, 2026
|
81 | $169.6M |
|
Q4 2022 13F
Filed Feb 6, 2026
|
40 | $55.2M |
Top 20 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $9.3M | 5.48% |
| 2 | ABBV ABBVIE INC | $7.8M | 4.61% |
| 3 | WMT WALMART INC | $7.7M | 4.54% |
| 4 | COR AMERISOURCEBERGEN CORP | $7.6M | 4.5% |
| 5 | GOOGL ALPHABET INC | $7.6M | 4.46% |
| 6 | MA MASTERCARD INCORPORATED | $7.3M | 4.28% |
| 7 | UNH UNITEDHEALTH GROUP INC | $6.9M | 4.06% |
| 8 | ISRG INTUITIVE SURGICAL INC | $6.0M | 3.55% |
| 9 | LVS LAS VEGAS SANDS CORP | $5.9M | 3.5% |
| 10 | QCOM QUALCOMM INC | $5.9M | 3.5% |
| 11 | EW EDWARDS LIFESCIENCES CORP | $5.9M | 3.5% |
| 12 | DHI D R HORTON INC | $5.8M | 3.4% |
| 13 | PXD PIONEER NAT RES CO | $5.7M | 3.37% |
| 14 | URI UNITED RENTALS INC | $5.5M | 3.23% |
| 15 | LHX L3HARRIS TECHNOLOGIES INC | $5.1M | 3.01% |
| 16 | CCK CROWN HLDGS INC | $5.0M | 2.94% |
| 17 | HES HESS CORP | $4.9M | 2.91% |
| 18 | SPGI S&P GLOBAL INC | $4.9M | 2.88% |
| 19 | DFS DISCOVER FINL SVCS | $4.8M | 2.84% |
| 20 | ADBE ADOBE SYSTEMS INCORPORATED | $4.5M | 2.64% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.