Sustainable Growth Advisers, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$10.62B
Q ending 2026-03-31
Prior quarter
$14.42B
Q ending 2025-12-31
Change
-26.3% QoQ · -40.8% YoY
Positions
51
reported holdings
Largest positions
All 51 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp | NVDA | Shares | $845.8M | 4.8M |
| Amazon.Com Inc | AMZN | Shares | $681.3M | 3.3M |
| Microsoft Corp. | MSFT | Shares | $580.8M | 1.6M |
| Alphabet Inc Cl C | GOOG | Shares | $542.9M | 1.9M |
| Visa Inc | V | Shares | $529.0M | 1.8M |
| Waste Management Inc | WM | Shares | $464.6M | 2.0M |
| Broadcom Inc | AVGO | Shares | $452.7M | 1.5M |
| Canadian Pacific Kansas City L | CP | Shares | $409.8M | 5.2M |
| Meta Platforms Inc | META | Shares | $398.9M | 697K |
| Apple Inc | AAPL | Shares | $387.2M | 1.5M |
| Synopsys Inc | SNPS | Shares | $357.2M | 901K |
| Yum! Brands Inc | YUM | Shares | $351.4M | 2.3M |
| Aon Plc | Shares | $339.5M | 1.1M | |
| American Express Co | AXP | Shares | $339.4M | 1.1M |
| Netflix Inc | Shares | $328.0M | 3.4M | |
| Salesforce Inc | CRM | Shares | $324.9M | 1.7M |
| S&P Global Inc | SPGI | Shares | $322.1M | 757K |
| Danaher Corp | DHR | Shares | $310.3M | 1.6M |
| Arm Holdings Inc - Adr | ARM | Shares | $303.6M | 2.0M |
| Intuit Inc | INTU | Shares | $274.9M | 636K |
| Chipotle Mexican Grill Inc | CMG | Shares | $250.3M | 7.8M |
| Ww Grainger Inc | GWW | Shares | $230.1M | 211K |
| Ecolab Inc | ECL | Shares | $225.4M | 847K |
| Mastercard Inc | MA | Shares | $188.1M | 376K |
| Cooper Companies Inc/ The | COO | Shares | $146.9M | 2.1M |
| Nike Inc | NKE | Shares | $135.5M | 2.6M |
| Hdfc Bank Ltd-Adr | HDB | Shares | $130.0M | 5.2M |
| Steris Plc | Shares | $121.0M | 547K | |
| Servicenow Inc | NOW | Shares | $105.1M | 1.0M |
| Mercadolibre Inc | MELI | Shares | $90.8M | 53K |
| Alcon Inc | Shares | $83.0M | 1.1M | |
| Sap Se-Sponsored Adr | SAP | Shares | $81.2M | 474K |
| Sea Ltd Adr | SE | Shares | $52.2M | 630K |
| Taiwan Semiconductor Mfg Adr | TSM | Shares | $44.0M | 130K |
| Alibaba Group Holding-Sp Adr | BABA | Shares | $34.3M | 273K |
| Unilever Plc Adr | UL | Shares | $23.1M | 406K |
| Grab Holdings Ltd - Cl A | Shares | $21.3M | 5.8M | |
| Fomento Economico Mexicano-Sp | FMX | Shares | $18.3M | 165K |
| Waste Connections | WCN | Shares | $15.9M | 98K |
| Infosys Ltd-Sp Adr | INFY | Shares | $15.6M | 1.2M |
| Xp Inc | Shares | $13.3M | 696K | |
| Linde Plc | Shares | $12.2M | 25K | |
| Shopify Inc. | SHOP | Shares | $9.6M | 81K |
| Spotify Technology Sa | Shares | $7.2M | 15K | |
| Tencent Music Entertainment - | TME | Shares | $4.7M | 504K |
| Makemytrip Ltd | Shares | $4.6M | 123K | |
| Universal Music Group Unsp Adr | UNVGY | Shares | $3.3M | 343K |
| Aia Group Ltd-Sp Adr | AAGIY | Shares | $3.2M | 71K |
| Adyen Nv Unspon Adr | ADYEY | Shares | $2.9M | 295K |
| Experian Plc Adr | EXPGY | Shares | $2.5M | 72K |
| Fast Retailing Co-Unspon Adr | FRCOY | Shares | $2.5M | 63K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.