Sustainable Growth Advisers, LP
Top Portfolio Positions
45 positions ·
$10,064,904,485 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
4,849,512 | $845,754,892 | 8.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,271,241 | $681,301,362 | 6.77% | |
| MSFT |
Microsoft Corp
Technology
|
1,568,993 | $580,794,138 | 5.77% | |
| V |
Visa Inc.
Financial Services
|
1,750,135 | $528,960,801 | 5.26% | |
| WM |
Waste Management Inc
Industrials
|
2,021,702 | $464,566,901 | 4.62% | |
| AVGO |
Broadcom Inc.
Technology
|
1,462,602 | $452,689,944 | 4.50% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
5,210,330 | $409,844,556 | 4.07% | |
| META |
Meta Platforms, Inc.
Communication Services
|
697,191 | $398,883,886 | 3.96% | |
| AAPL |
Apple Inc.
Technology
|
1,525,700 | $387,207,402 | 3.85% | |
| SNPS |
Synopsys Inc
Technology
|
900,987 | $357,223,324 | 3.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,041,049 | 1,102,071 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $167,983,436 | 2,131,499 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $239,498,163 | 3,214,309 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $310,467,958 | 3,516,855 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $299,388,809 | 3,153,785 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $320,707,798 | 3,777,922 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $391,081,465 | 3,908,079 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $337,586,029 | 3,789,695 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $330,109,586 | 3,963,376 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $282,288,494 | 3,613,524 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $249,772,959 | 3,241,279 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $271,419,612 | 3,305,561 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $155,600,728 | 2,205,851 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $148,861,329 | 2,171,573 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $123,259,041 | 2,118,581 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $135,210,311 | 1,934,616 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $204,991,257 | 2,584,032 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $165,815,843 | 1,903,304 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $182,923,438 | 2,273,188 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $136,119,755 | 1,937,372 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $242,967,861 | 3,462,067 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $279,837,476 | 4,241,247 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $131,448,742 | 2,308,143 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,594,775 | 97,606 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,953,881 | 97,479 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||