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 ARM
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,643,013 | 2,007,159 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $291,653,289 | 2,668,130 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $407,733,005 | 2,881,709 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $559,170,762 | 3,457,220 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $170,286,693 | 1,594,594 | Shares | Sole | 2025-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||