Activity Feed

Free — 5 of 61

Data as of Q4 2025

All position changes for Sustainable Growth Advisers, LP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	NVDA NVIDIA Corp	Decreased	6M	-6.8%	$1.1B	7.7%	0
2025-Q4	AMZN Amazon.com Inc	Decreased	4.7M	-14.2%	$1.1B	7.4%	0
2025-Q4	MSFT Microsoft Corp	Decreased	2.1M	-19.7%	$993.9M	6.9%	0
2025-Q4	V Visa Inc	Decreased	2.1M	-17.8%	$742.4M	5.1%	0
2025-Q4	GOOG Alphabet Inc	Decreased	2.1M	-11.9%	$672.7M	4.7%	0
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