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Sustainable Growth Advisers, LP 13F holdings
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Sustainable Growth Advisers, LP 13F holdings

Sustainable Growth Advisers, LP reported 47 positions with a total reported value of $10.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-10. Top holdings by reported value: NVDA Nvidia Corp (9.3%), GOOGL Alphabet Inc CL C (7.4%), MSFT Microsoft Corp. (5.5%), AMZN Amazon.com Inc (5.3%), AAPL Apple Inc (5.0%). Against 2026-03-31 it opened 3 new positions and exited 7. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 47 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
NVDA Nvidia Corp4,720,144$944.5M9.3%
GOOGL Alphabet Inc CL C2,129,711$752.5M7.4%
MSFT Microsoft Corp.1,505,003$561.4M5.5%
AMZN Amazon.com Inc2,281,329$543.7M5.3%
AAPL Apple Inc1,747,382$505.6M5.0%
V Visa Inc1,442,706$495.0M4.9%
AVGO Broadcom Inc1,275,451$481.8M4.7%
Waste Management Inc2,061,651$459.5M4.5%
YUM Yum! Brands Inc2,498,040$399.3M3.9%
EQIX Equinix Inc346,868$361.6M3.5%
SNPS Synopsys Inc807,346$360.1M3.5%
META Meta Platforms Inc611,981$344.7M3.4%
AXP American Express Co987,506$334.0M3.3%
NFLX Netflix Inc4,062,760$290.1M2.8%
DHR Danaher Corp1,485,298$282.9M2.8%
CP Canadian Pacific Kansas City L3,247,192$281.4M2.8%
SPGI S&P Global Inc663,329$270.1M2.7%
GWW WW Grainger Inc196,046$266.7M2.6%
ECL Ecolab Inc927,791$258.5M2.5%
CRM Salesforce Inc1,504,598$235.7M2.3%
CMG Chipotle Mexican Grill Inc6,871,158$233.6M2.3%
MA MasterCard Inc379,868$195.1M1.9%
ANET Arista Network909,167$154.4M1.5%
Cooper Companies Inc/ The1,948,108$139.7M1.4%
ARM Arm Holdings Inc - ADR385,965$136.9M1.3%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
EQIX Equinix Inc346,868$361.6M3.5%
ANET Arista Network909,167$154.4M1.5%
NU Nu Holdings Ltd/Cayman Isl-A468,797$6.3M<0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 7 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
INTU Intuit Inc635,752$274.9M2.6%
TME Tencent Music Entertainment -503,887$4.7M<0.1%
MMYT MakeMyTrip Ltd123,247$4.6M<0.1%
Universal Music Group Unsp Adr342,750$3.3M<0.1%
AIA Group Ltd-Sp ADR71,286$3.2M<0.1%
Experian PLC ADR72,210$2.5M<0.1%
Fast Retailing Co-Unspon ADR62,583$2.5M<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
GOOGL Alphabet Inc CL C1,892,5682,129,711+12.5%$752.5M
LIN Linde PLC24,524151,670+518.5%$78.7M
AAPL Apple Inc1,525,7001,747,382+14.5%$505.6M
NFLX Netflix Inc3,410,9694,062,760+19.1%$290.1M
YUM Yum! Brands Inc2,260,4032,498,040+10.5%$399.3M
NOW ServiceNow Inc1,005,2711,331,464+32.4%$132.2M
ECL Ecolab Inc847,258927,791+9.5%$258.5M
Waste Management Inc2,021,7022,061,651+2.0%$459.5M
WCN Waste Connections98,148109,933+12.0%$18.3M
MA MasterCard Inc376,414379,868+0.9%$195.1M

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
ARM Arm Holdings Inc - ADR2,007,159385,965-80.8%$136.9M
AON Aon PLC1,051,805242,284-77.0%$80.4M
AMZN Amazon.com Inc3,271,2412,281,329-30.3%$543.7M
CP Canadian Pacific Kansas City L5,210,3303,247,192-37.7%$281.4M
V Visa Inc1,750,1351,442,706-17.6%$495.0M
AVGO Broadcom Inc1,462,6021,275,451-12.8%$481.8M
ALC Alcon Inc1,102,071224,494-79.6%$15.1M
META Meta Platforms Inc697,191611,981-12.2%$344.7M
AXP American Express Co1,122,014987,506-12.0%$334.0M
SNPS Synopsys Inc900,987807,346-10.4%$360.1M
SPGI S&P Global Inc757,297663,329-12.4%$270.1M
CRM Salesforce Inc1,740,3101,504,598-13.5%$235.7M
CIK 1290668 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

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Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-12 · For informational purposes only, not investment advice.
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