Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q2 2022
Top Holdings55 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 7.9M | $835.4M | 6.0% | $109.23 | -0.29% | 14 qtrssince 2019-Q1 | Increased 100 |
MICROSOFT CORP | 3.2M | $817.4M | 5.9% | $148.34 | +70.50% | 14 qtrssince 2019-Q1 | Increased 63 |
VISA INC-CLASS A SHARES | 4M | $780.9M | 5.6% | $170.68 | +11.66% | 14 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 2.6M | $657.4M | 4.7% | $207.08 | +6.43% | 13 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 281,977 | $616.8M | 4.4% | $62.93 | +77.05% | 14 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1.6M | $602.8M | 4.3% | $400.84 | -5.21% | 14 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.1M | $579.4M | 4.1% | $252.99 | +91.78% | 14 qtrssince 2019-Q1 | Decreased 0 |
YUM! BRANDS INC | 5.1M | $575.2M | 4.1% | $89.09 | +19.49% | 14 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 3.4M | $567.9M | 4.1% | $184.79 | -8.78% | 14 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 3.1M | $533.2M | 3.8% | $191.49 | -7.64% | 14 qtrssince 2019-Q1 | Increased 59 |
MSCI INC | 1.3M | $522.7M | 3.7% | $449.92 | -12.95% | 7 qtrssince 2020-Q4 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 2.2M | $467.6M | 3.3% | — | — | 14 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.3M | $432.7M | 3.1% | $376.67 | -13.70% | 2 qtrssince 2022-Q1 | Increased 81 |
WORKDAY INC-CLASS A | 3M | $425.2M | 3.0% | $200.08 | -26.87% | 12 qtrssince 2019-Q3 | Increased 59 |
EQUINIX INC | 628,166 | $412.7M | 3.0% | $520.98 | +16.04% | 14 qtrssince 2019-Q1 | Decreased 0 |
BALL CORP | 5.3M | $362.9M | 2.6% | $73.70 | -11.76% | 9 qtrssince 2020-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 627,370 | $340.8M | 2.4% | $444.39 | +19.40% | 8 qtrssince 2020-Q3 | Decreased 0 |
INTUITIVE SURGICAL INC | 1.7M | $340.7M | 2.4% | $287.14 | -29.45% | 10 qtrssince 2020-Q1 | Increased 60 |
ECOLAB INC | 2.1M | $327.9M | 2.3% | $162.59 | -9.23% | 2 qtrssince 2022-Q1 | Increased 79 |
REGENERON PHARMACEUTICALS | 513,514 | $303.6M | 2.2% | $494.92 | +20.08% | 14 qtrssince 2019-Q1 | Increased 63 |
Sustainable Growth Advisers, LP manages $14B across 55 positions as of Q2 2022. Top holdings: AMZN (6.0%), MSFT (5.9%), V (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 2 new positions, 6 exits, 19 increased. Top move: AMZN (INCREASED, conviction 100). Portfolio: $14.0B across 55 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