Sustainable Growth Advisers, LP

CIK

1290668

Location

STAMFORD, CT

Portfolio Value

Large $10,050,824,763

Diversification

Diversified

Filing Date

Global Rank

#414 / 8,607 ▼ 60 · as of Mar 2026

Top Industry

Semiconductors 16.4%

3Y Alpha vs SPY

-12.6%

Period ended 3 months ago

Filed May 11, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+26.1%

SPY

+75.2%

Annualised alpha

-12.5%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

+0.3 pts

Top 5

30.9%

−2.4 pts

Top 10

50.8%

−2.8 pts

HHI

402

Diversified−13

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.8%	$3,803,857,341	14
Financial Services	18.3%	$1,843,948,527	7
Consumer Cyclical	15.9%	$1,600,395,993	8
Industrials	11.1%	$1,120,426,101	4
Communication Services	7.4%	$742,029,031	5
Healthcare	6.6%	$661,180,075	4
Basic Materials	2.4%	$237,545,590	2
Consumer Defensive	0.4%	$41,442,105	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
GRAB	Grab Holdings Ltd	+1,914,652	5,811,158	$21,268,837
NFLX	Netflix Inc	+832,072	3,410,969	$327,964,669
AVGO	Broadcom Inc.	+814,680	1,462,602	$452,689,944
INFY	Infosys Ltd	+805,626	1,155,813	$15,615,033
AXP	American Express Co	+504,124	1,122,014	$339,386,793
AAPL	Apple Inc.	+305,664	1,525,700	$387,207,402
ECL	Ecolab Inc.	+202,240	847,258	$225,387,572
TME	Tencent Music Entertainment Group	+162,755	503,887	$4,676,070
DHR	Danaher Corp /De/	+38,584	1,636,382	$310,258,027
MMYT	MakeMyTrip Ltd	+32,263	123,247	$4,595,880
SHOP	Shopify Inc.	+20,436	81,087	$9,618,539
XP	XP Inc.	+16,319	696,489	$13,261,149
WCN	Waste Connections, Inc.	+12,829	98,148	$15,943,161
FMX	Mexican Economic Development Inc	+9,668	165,107	$18,336,783
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	−1,859,370	7,818,154	$250,259,109
AMZN	Amazon Com Inc	−1,381,312	3,271,241	$681,301,362
CP	Canadian Pacific Kansas City Ltd/Cn	−1,353,889	5,210,330	$409,844,556
COO	Cooper Companies, Inc.	−1,314,255	2,054,312	$146,883,308
NVDA	Nvidia Corp	−1,124,701	4,849,512	$845,754,892
ALC	Alcon Inc	−1,029,428	1,102,071	$83,041,049
WM	Waste Management Inc	−746,648	2,021,702	$464,566,901
ARM	Arm Holdings PLC /Uk	−660,971	2,007,159	$303,643,013
MSFT	Microsoft Corp	−486,084	1,568,993	$580,794,138
HDB	Hdfc Bank Ltd	−485,068	5,225,907	$130,020,566
CRM	Salesforce, Inc.	−401,025	1,740,310	$324,863,667
V	Visa Inc.	−366,634	1,750,135	$528,960,801
INTU	Intuit Inc.	−323,849	635,752	$274,886,448
SPGI	S&P Global Inc.	−272,995	757,297	$304,738,583
YUM	Yum Brands Inc	−237,026	2,260,403	$351,447,458
NKE	NIKE, Inc.	−225,147	2,564,741	$135,469,619
SNPS	Synopsys Inc	−223,398	900,987	$357,223,324
SAP	Sap SE	−212,747	474,104	$81,171,345
STE	STERIS plc	−211,505	547,179	$120,997,691
AON	Aon plc	−169,662	1,051,805	$339,501,617
META	Meta Platforms, Inc.	−157,234	697,191	$398,883,886
NOW	ServiceNow, Inc.	−135,708	1,005,271	$105,101,082
SE	Sea Ltd	−130,405	629,955	$52,166,573
UL	Unilever PLC	−34,450	405,570	$23,105,322
MELI	Mercadolibre Inc	−24,742	52,541	$90,844,439
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	376,414	$188,079,018
SPOT	Spotify Technology S.A.	14,877	$7,214,006
UNVGY	Universal Music Group N.V./ADR	342,750	$3,290,400
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	1,422,511	$469,585,105
IT	Gartner Inc	1,243,148	$313,621,376
WDAY	Workday, Inc.	36,299	$7,796,299
GOOGL	Alphabet Inc.	10,582	$3,312,166
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $10,050,824,763 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	4,849,512	-1,124,701	$845,754,892	−24.1%	8.41%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,271,241	-1,381,312	$681,301,362	−36.6%	6.78%
MSFT	Microsoft Corp Technology	Reduced	1,568,993	-486,084	$580,794,138	−41.6%	5.78%
V	Visa Inc. Financial Services	Reduced	1,750,135	-366,634	$528,960,801	−28.7%	5.26%
WM	Waste Management Inc Industrials	Reduced	2,021,702	-746,648	$464,566,901	−23.6%	4.62%
AVGO	Broadcom Inc. Technology	Added	1,462,602	+814,680	$452,689,944	+101.9%	4.50%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	5,210,330	-1,353,889	$409,844,556	−15.2%	4.08%
META	Meta Platforms, Inc. Communication Services	Reduced	697,191	-157,234	$398,883,886	−29.3%	3.97%
AAPL	Apple Inc. Technology	Added	1,525,700	+305,664	$387,207,402	+16.7%	3.85%
SNPS	Synopsys Inc Technology	Reduced	900,987	-223,398	$357,223,324	−32.4%	3.55%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	2,260,403	-237,026	$351,447,458	−7.0%	3.50%
AON	Aon plc Financial Services	Reduced	1,051,805	-169,662	$339,501,617	−21.2%	3.38%
AXP	American Express Co Financial Services	Added	1,122,014	+504,124	$339,386,793	+48.5%	3.38%
NFLX	Netflix Inc Communication Services	Added	3,410,969	+832,072	$327,964,669	+35.6%	3.26%
CRM	Salesforce, Inc. Technology	Reduced	1,740,310	-401,025	$324,863,667	−42.7%	3.23%
DHR	Danaher Corp /De/ Healthcare	Added	1,636,382	+38,584	$310,258,027	−15.2%	3.09%
SPGI	S&P Global Inc. Financial Services	Reduced	757,297	-272,995	$304,738,583	−40.2%	3.03%
ARM	Arm Holdings PLC /Uk Technology	Reduced	2,007,159	-660,971	$303,643,013	+4.1%	3.02%
INTU	Intuit Inc. Technology	Reduced	635,752	-323,849	$274,886,448	−56.8%	2.73%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	7,818,154	-1,859,370	$250,259,109	−30.1%	2.49%
GWW	W.W. Grainger, Inc. Industrials	Reduced	210,918	-18,777	$230,071,483	−0.7%	2.29%
ECL	Ecolab Inc. Basic Materials	Added	847,258	+202,240	$225,387,572	+33.1%	2.24%
MA	Mastercard Inc Financial Services	NEW	376,414	NEW	$188,079,018	NEW	1.87%
COO	Cooper Companies, Inc. Healthcare	Reduced	2,054,312	-1,314,255	$146,883,308	−46.8%	1.46%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	2,564,741	-225,147	$135,469,619	−23.8%	1.35%
HDB	Hdfc Bank Ltd Financial Services	Reduced	5,225,907	-485,068	$130,020,566	−37.7%	1.29%
STE	STERIS plc Healthcare	Reduced	547,179	-211,505	$120,997,691	−37.1%	1.20%
NOW	ServiceNow, Inc. Technology	Reduced	1,005,271	-135,708	$105,101,082	−39.9%	1.05%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	52,541	-24,742	$90,844,439	−41.6%	0.90%
ALC	Alcon Inc Healthcare	Reduced	1,102,071	-1,029,428	$83,041,049	−50.6%	0.83%
SAP	Sap SE Technology	Reduced	474,104	-212,747	$81,171,345	−51.3%	0.81%
SE	Sea Ltd Consumer Cyclical	Reduced	629,955	-130,405	$52,166,573	−46.2%	0.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	130,255	-3,271	$44,019,677	+8.5%	0.44%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	273,486	-6,916	$34,311,553	−16.5%	0.34%
UL	Unilever PLC Consumer Defensive	Reduced	405,570	-34,450	$23,105,322	−19.7%	0.23%
GRAB	Grab Holdings Ltd Technology	Added	5,811,158	+1,914,652	$21,268,837	+9.4%	0.21%
FMX	Mexican Economic Development Inc Consumer Defensive	Added	165,107	+9,668	$18,336,783	+16.7%	0.18%
WCN	Waste Connections, Inc. Industrials	Added	98,148	+12,829	$15,943,161	+6.6%	0.16%
INFY	Infosys Ltd Technology	Added	1,155,813	+805,626	$15,615,033	+150.2%	0.16%
XP	XP Inc. Financial Services	Added	696,489	+16,319	$13,261,149	+19.1%	0.13%
LIN	Linde PLC Basic Materials	Reduced	24,524	-4,160	$12,158,018	−0.6%	0.12%
SHOP	Shopify Inc. Technology	Added	81,087	+20,436	$9,618,539	−1.5%	0.10%
SPOT	Spotify Technology S.A. Communication Services	NEW	14,877	NEW	$7,214,006	NEW	0.07%
TME	Tencent Music Entertainment Group Communication Services	Added	503,887	+162,755	$4,676,070	−21.8%	0.05%
MMYT	MakeMyTrip Ltd Consumer Cyclical	Added	123,247	+32,263	$4,595,880	−38.5%	0.05%
UNVGY	Universal Music Group N.V./ADR Communication Services	NEW	342,750	NEW	$3,290,400	NEW	0.03%