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Sustainable Growth Advisers, LP 13F holdings

Filed 2026-08-10 · Sustainable Growth Advisers, LP · 87 positions · $10.2B

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TickerCompanySharesValue% of portfolio
NVDANvidia Corp4.1M$818.7M8.0%
GOOGAlphabet Inc CL C1.8M$647.3M6.4%
AAPLApple Inc1.7M$504.5M5.0%
MSFTMicrosoft Corp.1.3M$498.9M4.9%
AMZNAmazon.com Inc1.9M$447.0M4.4%
AVGOBroadcom Inc1.1M$410.9M4.0%
WMWaste Management Inc1.8M$407.0M4.0%
VVisa Inc1.2M$404.8M4.0%
YUMYum! Brands Inc2.5M$398.4M3.9%
EQIXEquinix Inc289.7K$302.0M3.0%
SNPSSynopsys Inc671.4K$299.5M2.9%
AXPAmerican Express Co882.4K$298.5M2.9%
METAMeta Platforms Inc509.9K$287.2M2.8%
GWWWW Grainger Inc195.6K$266.1M2.6%
ECLEcolab Inc925.7K$257.9M2.5%
NFLXNetflix Inc3.4M$239.4M2.3%
DHRDanaher Corp1.3M$239.1M2.3%
CPCanadian Pacific Kansas City L2.7M$237.2M2.3%
SPGIS&P Global Inc553.9K$225.6M2.2%
MAMasterCard Inc379.0K$194.6M1.9%
CRMSalesforce Inc1.2M$191.8M1.9%
CMGChipotle Mexican Grill Inc5.5M$188.3M1.8%
COOCooper Companies Inc/ The1.9M$139.4M1.4%
ANETArista Network797.0K$135.4M1.3%
NOWServiceNow Inc1.3M$131.9M1.3%
NVDANvidia Corp628.6K$125.8M1.2%
ARMArm Holdings Inc - ADR340.8K$120.8M1.2%
GOOGAlphabet Inc CL C297.8K$105.2M1.0%
NKENIKE Inc2.4M$99.6M1.0%
AMZNAmazon.com Inc406.0K$96.8M0.9%
VVisa Inc262.9K$90.2M0.9%
AVGOBroadcom Inc187.7K$70.9M0.7%
MSFTMicrosoft Corp.167.6K$62.5M0.6%
SNPSSynopsys Inc135.9K$60.6M0.6%
EQIXEquinix Inc57.2K$59.6M0.6%
METAMeta Platforms Inc102.1K$57.5M0.6%
HDBHDFC Bank Ltd-ADR2.0M$52.6M0.5%
WMWaste Management Inc235.7K$52.5M0.5%
NFLXNetflix Inc709.9K$50.7M0.5%
HDBHDFC Bank Ltd-ADR1.8M$45.5M0.4%
CMGChipotle Mexican Grill Inc1.3M$45.3M0.4%
AONAon PLC135.7K$45.0M0.4%
SPGIS&P Global Inc109.4K$44.6M0.4%
CPCanadian Pacific Kansas City L509.9K$44.2M0.4%
CRMSalesforce Inc280.3K$43.9M0.4%
DHRDanaher Corp230.2K$43.8M0.4%
LINLinde PLC83.8K$43.5M0.4%
TSMTaiwan Semiconductor Mfg ADR90.3K$43.1M0.4%
—Steris PLC192.3K$40.5M0.4%
—Steris PLC182.9K$38.5M0.4%
AXPAmerican Express Co105.1K$35.5M0.3%
AONAon PLC106.6K$35.4M0.3%
LINLinde PLC67.9K$35.2M0.3%
MELIMercadoLibre Inc17.1K$29.1M0.3%
SAPSAP SE-Sponsored ADR182.6K$28.1M0.3%
MELIMercadoLibre Inc16.4K$27.8M0.3%
SAPSAP SE-Sponsored ADR169.1K$26.1M0.3%
SESea LTD ADR202.8K$19.4M0.2%
BABAAlibaba Group Holding-Sp ADR199.2K$19.1M0.2%
ANETArista Network112.2K$19.1M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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