Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q1 2022
Top Holdings59 positions
Amazon.com Inc | 367,758 | $1.2B | 6.6% | $115.69 | +40.89% | 13 qtrssince 2019-Q1 | Increased 64 |
Visa Inc | 4.7M | $1B | 5.7% | $170.68 | +25.53% | 13 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 3.1M | $957.4M | 5.3% | $145.64 | +103.95% | 13 qtrssince 2019-Q1 | Increased 63 |
Danaher Corp | 2.8M | $823.3M | 4.6% | $205.76 | +23.39% | 12 qtrssince 2019-Q2 | Increased 75 |
Alphabet Inc | 284,159 | $793.7M | 4.4% | $63.09 | +119.27% | 13 qtrssince 2019-Q1 | Decreased 0 |
Intuit Inc | 1.6M | $779.8M | 4.3% | $403.55 | +15.16% | 13 qtrssince 2019-Q1 | Increased 94 |
salesforce.com Inc | 3.5M | $733.5M | 4.1% | $184.23 | +13.29% | 13 qtrssince 2019-Q1 | Increased 63 |
Yum! Brands Inc | 6.2M | $729.6M | 4.0% | $87.60 | +24.10% | 13 qtrssince 2019-Q1 | Decreased 0 |
Workday Inc | 3M | $711.3M | 3.9% | $201.45 | +19.91% | 11 qtrssince 2019-Q3 | Increased 62 |
FleetCor Technologies Inc | 2.8M | $707.3M | 3.9% | — | — | 13 qtrssince 2019-Q1 | Decreased 0 |
MSCI Inc | 1.3M | $666.5M | 3.7% | $449.92 | +5.92% | 6 qtrssince 2020-Q4 | Increased 93 |
Autodesk Inc | 3M | $647.1M | 3.6% | $191.89 | +15.17% | 13 qtrssince 2019-Q1 | Increased 65 |
UnitedHealth Group Inc | 1.2M | $615.1M | 3.4% | $252.99 | +92.99% | 13 qtrssince 2019-Q1 | Decreased 0 |
Equinix Inc | 682,296 | $506M | 2.8% | $520.98 | +34.03% | 13 qtrssince 2019-Q1 | Increased 55 |
Ball Corp | 5.3M | $479.1M | 2.7% | $73.70 | +17.79% | 8 qtrssince 2020-Q2 | Decreased 0 |
Intuitive Surgical Inc | 1.5M | $453.1M | 2.5% | $200.82 | +50.22% | 9 qtrssince 2020-Q1 | Increased 64 |
PayPal Holdings Inc | 3.7M | $427.9M | 2.4% | $155.18 | -23.82% | 13 qtrssince 2019-Q1 | Decreased 0 |
Illumina Inc | 1.2M | $411M | 2.3% | $330.53 | -15.84% | 11 qtrssince 2019-Q3 | Increased 63 |
Thermo Fisher Scientific Inc | 684,684 | $404.4M | 2.2% | $444.39 | +32.52% | 7 qtrssince 2020-Q3 | Increased 59 |
IAC/InterActiveCorp | 3.6M | $388.3M | 2.2% | $120.97 | -11.11% | 8 qtrssince 2020-Q2 | Increased 77 |
Sustainable Growth Advisers, LP manages $18.1B across 59 positions as of Q1 2022. Top holdings: AMZN (6.6%), V (5.7%), MSFT (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 4 new positions, 6 exits, 34 increased. Top move: INTU (INCREASED, conviction 94). Portfolio: $18.1B across 59 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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