Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q1 2024
Top Holdings54 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.8M | $1.6B | 6.6% | $183.41 | +126.44% | 21 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 8.6M | $1.6B | 6.5% | $106.11 | +69.99% | 21 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.3M | $1.2B | 5.0% | $180.09 | +52.08% | 21 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2M | $967.2M | 4.0% | $378.59 | +26.06% | 21 qtrssince 2019-Q1 | Increased 69 |
INTUIT INC | 1.4M | $941.9M | 3.9% | $402.85 | +59.29% | 21 qtrssince 2019-Q1 | Increased 58 |
AON PLC | 2.8M | $936.2M | 3.9% | $307.15 | +7.04% | 17 qtrssince 2020-Q1 | Increased 61 |
S&P GLOBAL INC | 2.2M | $935.9M | 3.9% | $363.48 | +15.53% | 9 qtrssince 2022-Q1 | Increased 60 |
WORKDAY INC-CLASS A | 3.4M | $928M | 3.9% | $200.64 | +35.94% | 19 qtrssince 2019-Q3 | Increased 64 |
DANAHER CORP | 3.7M | $925.5M | 3.9% | $212.52 | +16.39% | 20 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 5.7M | $862.4M | 3.6% | $95.57 | +58.13% | 21 qtrssince 2019-Q1 | Increased 59 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 9.7M | $853M | 3.6% | $75.93 | +14.31% | 4 qtrssince 2023-Q2 | Decreased 0 |
YUM! BRANDS INC | 5.9M | $823.5M | 3.4% | $95.88 | +39.79% | 21 qtrssince 2019-Q1 | Increased 59 |
AUTODESK INC | 3M | $791.7M | 3.3% | $196.67 | +32.41% | 21 qtrssince 2019-Q1 | Decreased 0 |
MSCI INC | 1.3M | $741.5M | 3.1% | $451.20 | +20.24% | 14 qtrssince 2020-Q4 | Increased 59 |
SALESFORCE.COM INC | 2.5M | $738.8M | 3.1% | $180.18 | +65.36% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 732,874 | $662.2M | 2.8% | $41.29 | +118.72% | 4 qtrssince 2023-Q2 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 1.8M | $553.3M | 2.3% | $308.54 | 0.00% | 1 qtr | New 81 |
EQUINIX INC | 611,051 | $504.3M | 2.1% | $561.66 | +41.48% | 21 qtrssince 2019-Q1 | Decreased 0 |
HDFC BANK LTD-ADR | 8.8M | $493.9M | 2.1% | $29.39 | -7.04% | 21 qtrssince 2019-Q1 | Increased 65 |
NOVO-NORDISK A/S-SPONS ADR | 3.8M | $489M | 2.0% | $97.57 | +27.59% | 21 qtrssince 2019-Q1 | Decreased 0 |
Sustainable Growth Advisers, LP manages $23.9B across 54 positions as of Q1 2024. Top holdings: MSFT (6.6%), AMZN (6.5%), V (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 6 new positions, 4 exits, 21 increased. Top move: CPAY (NEW, conviction 81). Portfolio: $23.9B across 54 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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