Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q2 2021
Top Holdings62 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 306,520 | $1.1B | 5.5% | $104.90 | +64.35% | 10 qtrssince 2019-Q1 | Increased 63 |
VISA INC-CLASS A SHARES | 4.3M | $1B | 5.3% | $164.81 | +36.41% | 10 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.5M | $959.3M | 5.0% | $137.98 | +89.61% | 10 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.6M | $892.7M | 4.7% | $200.50 | +74.29% | 10 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 3.5M | $856.5M | 4.5% | $176.46 | +37.63% | 10 qtrssince 2019-Q1 | Increased 59 |
PAYPAL HOLDINGS INC | 2.9M | $841M | 4.4% | $128.66 | +127.02% | 10 qtrssince 2019-Q1 | Decreased 0 |
YUM! BRANDS INC | 7M | $806.3M | 4.2% | $89.09 | +19.23% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 316,836 | $794.1M | 4.2% | $62.93 | +98.75% | 10 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 2.6M | $746.8M | 3.9% | $177.10 | +68.12% | 10 qtrssince 2019-Q1 | Increased 59 |
FLEETCOR TECHNOLOGIES INC | 2.8M | $720.9M | 3.8% | — | — | 10 qtrssince 2019-Q1 | Increased 58 |
| 6.2M | $704.1M | 3.7% | — | — | 10 qtrssince 2019-Q1 | Decreased 0 | |
WORKDAY INC-CLASS A | 2.8M | $671.6M | 3.5% | $196.68 | +25.27% | 8 qtrssince 2019-Q3 | Increased 66 |
WALT DISNEY CO/THE | 3.7M | $658M | 3.5% | $176.16 | -3.54% | 3 qtrssince 2020-Q4 | Increased 80 |
UNITEDHEALTH GROUP INC | 1.5M | $582M | 3.1% | $252.99 | +46.09% | 10 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 3.7M | $574.7M | 3.0% | $82.77 | +76.17% | 10 qtrssince 2019-Q1 | Decreased 0 |
EQUINIX INC | 692,575 | $555.9M | 2.9% | $516.02 | +42.39% | 10 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 4.8M | $551.7M | 2.9% | $76.07 | +37.75% | 10 qtrssince 2019-Q1 | Decreased 0 |
REGENERON PHARMACEUTICALS | 887,835 | $495.9M | 2.6% | $456.33 | +18.98% | 10 qtrssince 2019-Q1 | Increased 60 |
ILLUMINA INC | 845,920 | $400.3M | 2.1% | $318.39 | +46.40% | 8 qtrssince 2019-Q3 | Increased 64 |
INTUITIVE SURGICAL INC | 433,939 | $399.1M | 2.1% | $174.68 | +75.70% | 6 qtrssince 2020-Q1 | Increased 55 |
Sustainable Growth Advisers, LP manages $19B across 62 positions as of Q2 2021. Top holdings: AMZN (5.5%), V (5.3%), MSFT (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 6 new positions, 1 exits, 29 increased. Top move: DIS (INCREASED, conviction 80). Portfolio: $19.0B across 62 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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