# Sustainable Growth Advisers, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1290668. Source: https://holderbook.com/funds/1290668-sustainable-growth-advisers-lp/

- Reported value: $10.2B
- Positions: 47
- Weight of the ten largest: 54.0%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $944.5M | 4,720,144 | 9.3% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $752.5M | 2,129,711 | 7.4% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $561.4M | 1,505,003 | 5.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $543.7M | 2,281,329 | 5.3% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $505.6M | 1,747,382 | 5.0% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $495.0M | 1,442,706 | 4.9% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $481.8M | 1,275,451 | 4.7% | 3 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $459.5M | 2,061,651 | 4.5% | 10 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $399.3M | 2,498,040 | 3.9% | 31 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $361.6M | 346,868 | 3.5% | 1 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $360.1M | 807,346 | 3.5% | 9 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $344.7M | 611,981 | 3.4% | 9 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $334.0M | 987,506 | 3.3% | 23 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $290.1M | 4,062,760 | 2.8% | 20 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $282.9M | 1,485,298 | 2.8% | 29 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $281.4M | 3,247,192 | 2.8% | 13 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $270.1M | 663,329 | 2.7% | 18 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $266.7M | 196,046 | 2.6% | 4 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $258.5M | 927,791 | 2.5% | 18 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $235.7M | 1,504,598 | 2.3% | 31 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $233.6M | 6,871,158 | 2.3% | 5 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $195.1M | 379,868 | 1.9% | 2 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $154.4M | 909,167 | 1.5% | 1 |
| COOPER COS INC | [COO](https://holderbook.com/stocks/COO/) | $139.7M | 1,948,108 | 1.4% | 5 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $136.9M | 385,965 | 1.3% | 6 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $132.2M | 1,331,464 | 1.3% | 14 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $99.9M | 2,433,226 | 1.0% | 4 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $98.1M | 3,798,850 | 1.0% | 31 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $80.4M | 242,284 | 0.8% | 26 |
| STERIS PLC | [STE](https://holderbook.com/stocks/STE/) | $79.0M | 375,237 | 0.8% | 25 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $78.7M | 151,670 | 0.8% | 15 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $56.9M | 33,508 | 0.6% | 31 |
| SAP SE | [SAP](https://holderbook.com/stocks/SAP/) | $54.2M | 351,771 | 0.5% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $43.2M | 90,462 | 0.4% | 10 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $38.3M | 400,167 | 0.4% | 3 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $19.1M | 199,370 | 0.2% | 6 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $18.7M | 310,450 | 0.2% | 3 |
| WASTE CONNECTIONS INC | [WCN](https://holderbook.com/stocks/WCN/) | $18.3M | 109,933 | 0.2% | 10 |
| GRAB HOLDINGS LIMITED | [GRAB](https://holderbook.com/stocks/GRAB/) | $17.4M | 4,607,822 | 0.2% | 6 |
| ALCON AG | [ALC](https://holderbook.com/stocks/ALC/) | $15.1M | 224,494 | 0.1% | 29 |
| FOMENTO ECONOMICO MEXICANO S | [FMX](https://holderbook.com/stocks/FMX/) | $13.5M | 105,248 | 0.1% | 31 |
| INFOSYS LTD | [INFY](https://holderbook.com/stocks/INFY/) | $9.2M | 881,580 | 0.1% | 31 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $8.5M | 74,128 | 0.1% | 8 |
| XP INC | [XP](https://holderbook.com/stocks/XP/) | $8.0M | 489,754 | 0.1% | 23 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $6.8M | 14,877 | 0.1% | 2 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $6.3M | 468,797 | 0.1% | 1 |
| Adyen NV ADR | [ADYEY](https://holderbook.com/stocks/ADYEY/) | $97.2K | 10,444 | 0.0% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.5% | +14.8% | -6.3% | 100% |
| Q1 2026 | -12.4% | -4.6% | -7.8% | 100% |
| Q4 2025 | -0.1% | +2.4% | -2.5% | 100% |
| Q3 2025 | -3.1% | +7.8% | -10.9% | 100% |
| Q2 2025 | +9.9% | +10.5% | -0.5% | 100% |
| Q1 2025 | -4.2% | -4.6% | +0.4% | 100% |
| Q4 2024 | +0.9% | +2.1% | -1.2% | 100% |
| Q3 2024 | +5.9% | +5.4% | +0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $10.2B | 47 |
| Q1 2026 | $10.6B | 51 |
| Q4 2025 | $14.4B | 54 |
| Q3 2025 | $17.1B | 59 |
| Q2 2025 | $19.4B | 55 |
| Q1 2025 | $17.9B | 56 |
| Q4 2024 | $19.9B | 54 |
| Q3 2024 | $23.6B | 53 |
| Q2 2024 | $22.7B | 52 |
| Q1 2024 | $23.9B | 54 |
| Q4 2023 | $22.0B | 52 |
| Q3 2023 | $19.7B | 53 |