Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q2 2021
Top Holdings62 positions
Amazon.com Inc | 306,520 | $1.1B | 5.5% | $105.28 | +63.38% | 10 qtrssince 2019-Q1 | Increased 63 |
Visa Inc | 4.3M | $1B | 5.3% | $164.81 | +36.41% | 10 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 3.5M | $959.3M | 5.0% | $138.17 | +87.81% | 10 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 2.6M | $892.7M | 4.7% | $202.63 | +69.97% | 10 qtrssince 2019-Q1 | Decreased 0 |
salesforce.com Inc | 3.5M | $856.5M | 4.5% | $176.20 | +36.27% | 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% | $87.60 | +18.97% | 10 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 316,836 | $794.1M | 4.2% | $63.09 | +96.76% | 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 | 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 | 3.7M | $574.7M | 3.0% | $80.13 | +75.63% | 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 Inc | 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% | $173.45 | +76.73% | 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 Score: 4.5/5.0.
Active quarter - 6 new positions, 1 exits, 29 increased. Top move: DIS (INCREASED, conviction 80). Portfolio: $19.0B across 62 positions.
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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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