Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q3 2026
Top Holdings49 positions
Nvidia Corp | 5.7M | $1.3B | 13.0% | — | — | — | Increased 75 |
Microsoft Corp. | 1.4M | $728.5M | 7.3% | — | — | — | Decreased 0 |
Alphabet Inc CL C | 2.1M | $717M | 7.2% | — | — | — | Decreased 0 |
Apple Inc | 1.9M | $620.9M | 6.2% | — | — | — | Increased 66 |
Amazon.com Inc | 2.1M | $516.2M | 5.2% | — | — | — | Decreased 0 |
Visa Inc | 1.2M | $425.2M | 4.3% | — | — | — | Decreased 0 |
Broadcom Inc | 1.2M | $424.1M | 4.3% | — | — | — | Decreased 0 |
Meta Platforms Inc | 564,072 | $409.1M | 4.1% | — | — | — | Decreased 0 |
Waste Management Inc | 2M | $401.6M | 4.0% | — | — | — | Decreased 0 |
Synopsys Inc | 776,555 | $337.8M | 3.4% | — | — | — | Decreased 0 |
Equinix Inc | 330,500 | $334.3M | 3.4% | — | — | — | Decreased 0 |
Ecolab Inc | 1.2M | $322.1M | 3.2% | — | — | — | Increased 71 |
American Express Co | 942,591 | $286.6M | 2.9% | — | — | — | Decreased 0 |
Salesforce Inc | 1.2M | $285.2M | 2.9% | — | — | — | Decreased 0 |
Danaher Corp | 1.1M | $235.7M | 2.4% | — | — | — | Decreased 0 |
Yum! Brands Inc | 1.5M | $206.7M | 2.1% | — | — | — | Decreased 0 |
Taiwan Semiconductor Mfg ADR | 444,118 | $202.6M | 2.0% | — | — | — | Increased 86 |
Arista Network | 871,764 | $177.5M | 1.8% | — | — | — | Decreased 0 |
ServiceNow Inc | 1.3M | $176.8M | 1.8% | — | — | — | Decreased 0 |
Netflix Inc | 2.5M | $173M | 1.7% | — | — | — | Decreased 0 |
Sustainable Growth Advisers, LP manages $9.9B across 49 positions as of Q3 2026. Top holdings: NVDA (13.0%), MSFT (7.3%), GOOG (7.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added 3 new positions, exited 1, increased 5, trimmed 39. Top move: TSM (INCREASED, conviction 86). Portfolio: $9.9B across 49 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR