Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q2 2023
Top Holdings56 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.7M | $1.2B | 5.9% | $177.16 | +85.57% | 18 qtrssince 2019-Q1 | Increased 69 |
AMAZON.COM INC | 8.9M | $1.2B | 5.5% | $106.11 | +20.53% | 18 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.7M | $1.1B | 5.3% | $180.09 | +28.65% | 18 qtrssince 2019-Q1 | Increased 72 |
WORKDAY INC-CLASS A | 4.1M | $936.7M | 4.4% | $193.63 | +17.30% | 16 qtrssince 2019-Q3 | Increased 64 |
S&P GLOBAL INC | 2.3M | $926.1M | 4.4% | $362.27 | +7.14% | 6 qtrssince 2022-Q1 | Increased 66 |
AON PLC | 2.5M | $879.4M | 4.2% | $307.84 | +9.81% | 14 qtrssince 2020-Q1 | Increased 78 |
ALPHABET INC-CL C | 6.5M | $789M | 3.7% | $94.70 | +25.79% | 18 qtrssince 2019-Q1 | Decreased 0 |
YUM! BRANDS INC | 5.6M | $769.8M | 3.7% | $93.87 | +39.33% | 18 qtrssince 2019-Q1 | Increased 65 |
DANAHER CORP | 3.1M | $748.2M | 3.5% | $209.57 | -0.70% | 17 qtrssince 2019-Q2 | Increased 68 |
INTUIT INC | 1.6M | $733.2M | 3.5% | $402.45 | +11.26% | 18 qtrssince 2019-Q1 | Increased 63 |
EQUINIX INC | 849,591 | $666M | 3.2% | $561.66 | +31.21% | 18 qtrssince 2019-Q1 | Increased 66 |
UNITEDHEALTH GROUP INC | 1.4M | $661.1M | 3.1% | $335.76 | +35.36% | 18 qtrssince 2019-Q1 | Increased 78 |
MSCI INC | 1.4M | $652.6M | 3.1% | $449.57 | +0.23% | 11 qtrssince 2020-Q4 | Increased 67 |
AUTODESK INC | 3.1M | $642.4M | 3.0% | $192.78 | +6.95% | 18 qtrssince 2019-Q1 | Increased 64 |
SALESFORCE.COM INC | 2.7M | $577.1M | 2.7% | $180.18 | +15.38% | 18 qtrssince 2019-Q1 | Increased 57 |
FLEETCOR TECHNOLOGIES INC | 2.1M | $522.1M | 2.5% | — | — | 18 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 2.6M | $478.4M | 2.3% | $159.41 | +12.41% | 6 qtrssince 2022-Q1 | Decreased 0 |
HDFC BANK LTD-ADR | 6.8M | $473M | 2.2% | $29.84 | +12.48% | 18 qtrssince 2019-Q1 | Increased 78 |
INTUITIVE SURGICAL INC | 1.3M | $436.6M | 2.1% | $268.18 | +47.11% | 14 qtrssince 2020-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 813,919 | $424.7M | 2.0% | $463.28 | +10.19% | 12 qtrssince 2020-Q3 | Increased 61 |
Sustainable Growth Advisers, LP manages $21.1B across 56 positions as of Q2 2023. Top holdings: MSFT (5.9%), AMZN (5.5%), V (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 5 new positions, exited 2, increased 34, trimmed 14. Top move: AON (INCREASED, conviction 78). Portfolio: $21.1B 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
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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