Sustainable Growth Advisers, LP

CIK

1290668

City

STAMFORD

State / Country

CT

Stock

NKE — NIKE, Inc.

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 NKE

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$135,469,619	2,564,741	-8.1%	Shares	Sole	2026-05-11
2025-12-31	$177,743,763	2,789,888	+2.3%	Shares	Sole	2026-02-10
2025-09-30	$190,181,950	2,727,405	+104118.8%	Shares	Sole	2025-11-14
2021-12-31	$436,175	2,617	-99.9%	Shares	Sole	2022-02-10
2021-09-30	$377,298,390	2,597,937	-30.2%	Shares	Sole	2021-11-10
2021-06-30	$574,730,144	3,720,177	-4.7%	Shares	Sole	2021-08-10
2021-03-31	$518,709,801	3,903,302	+11.0%	Shares	Sole	2021-05-10
2020-12-31	$497,439,359	3,516,218	-16.4%	Shares	Sole	2021-02-04
2020-09-30	$528,333,080	4,208,484	-13.1%	Shares	Sole	2020-11-10
2020-06-30	$474,868,994	4,843,131	-11.4%	Shares	Sole	2020-08-10
2020-03-31	$452,370,192	5,467,370	—	Shares	Sole	2020-05-07
No 13F history on record for this holder in this stock.