Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q1 2025
Top Holdings56 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 6.6M | $1.3B | 7.0% | $119.26 | +61.59% | 25 qtrssince 2019-Q1 | Increased 66 |
MICROSOFT CORP | 3.1M | $1.2B | 6.5% | $185.53 | +103.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.3M | $1.2B | 6.4% | $182.51 | +89.84% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.5M | $887.2M | 4.9% | $526.64 | +9.27% | 4 qtrssince 2024-Q2 | Increased 71 |
INTUIT INC | 1.4M | $887.1M | 4.9% | $442.63 | +34.40% | 25 qtrssince 2019-Q1 | Increased 59 |
UNITEDHEALTH GROUP INC | 1.6M | $857.9M | 4.8% | $378.85 | +33.51% | 25 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.5M | $780.4M | 4.4% | $363.48 | +37.48% | 13 qtrssince 2022-Q1 | Decreased 0 |
NVIDIA CORP | 7.1M | $773.5M | 4.3% | $112.78 | -2.77% | 8 qtrssince 2023-Q2 | Increased 77 |
SYNOPSYS INC | 1.6M | $675.8M | 3.8% | $554.54 | -21.02% | 4 qtrssince 2024-Q2 | Increased 59 |
AON PLC | 1.6M | $635.7M | 3.5% | $307.98 | +28.70% | 21 qtrssince 2020-Q1 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 8.4M | $587.2M | 3.3% | $75.93 | -8.33% | 8 qtrssince 2023-Q2 | Decreased 0 |
SERVICENOW INC | 723,457 | $576M | 3.2% | $137.45 | +16.08% | 9 qtrssince 2023-Q1 | Increased 92 |
YUM! BRANDS INC | 3.5M | $556.2M | 3.1% | $100.83 | +52.26% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.4M | $529.9M | 3.0% | $207.92 | +6.18% | 25 qtrssince 2019-Q1 | Decreased 0 |
HDFC BANK LTD-ADR | 7.8M | $518.5M | 2.9% | $29.39 | +11.12% | 25 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 2.5M | $517.2M | 2.9% | $213.84 | -4.19% | 24 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 2.8M | $437.7M | 2.4% | $95.57 | +62.84% | 25 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 1.6M | $436.7M | 2.4% | $210.52 | +27.41% | 25 qtrssince 2019-Q1 | Increased 70 |
WORKDAY INC-CLASS A | 1.9M | $434M | 2.4% | $204.20 | +16.79% | 23 qtrssince 2019-Q3 | Decreased 0 |
WASTE MANAGEMENT INC | 1.9M | $431.4M | 2.4% | $204.68 | +10.13% | 5 qtrssince 2024-Q1 | Decreased 0 |
Sustainable Growth Advisers, LP manages $17.9B across 56 positions as of Q1 2025. Top holdings: AMZN (7.0%), MSFT (6.5%), V (6.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 3 new positions, exited 1, increased 20, trimmed 32. Top move: NOW (INCREASED, conviction 92). Portfolio: $17.9B across 56 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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