Sustainable Growth Advisers, LP
Top Portfolio Positions
44 positions ·
$9,736,939,816 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
4,849,512 | $845,754,892 | 8.69% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,271,241 | $681,301,362 | 7.00% |
| MSFT |
Microsoft Corp
Technology
|
1,568,993 | $580,794,138 | 5.96% |
| V |
Visa Inc.
Financial Services
|
1,750,135 | $528,960,801 | 5.43% |
| WM |
Waste Management Inc
Industrials
|
2,021,702 | $464,566,901 | 4.77% |
| AVGO |
Broadcom Inc.
Technology
|
1,462,602 | $452,689,944 | 4.65% |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
5,210,330 | $409,844,556 | 4.21% |
| META |
Meta Platforms, Inc.
Communication Services
|
697,191 | $398,883,886 | 4.10% |
| AAPL |
Apple Inc.
Technology
|
1,525,700 | $387,207,402 | 3.98% |
| SNPS |
Synopsys Inc
Technology
|
900,987 | $357,223,324 | 3.67% |
Portfolio Trend
Holdings in UL
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,105,322 | 405,570 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $28,777,308 | 440,020 | Shares | Sole | 2026-02-10 | |
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