Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q2 2024
Top Holdings52 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.5M | $1.5B | 6.8% | $183.41 | +140.99% | 22 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 7.7M | $1.5B | 6.6% | $106.11 | +82.11% | 22 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.2M | $1.1B | 4.8% | $180.09 | +43.29% | 22 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2M | $997.9M | 4.4% | $378.85 | +30.23% | 22 qtrssince 2019-Q1 | Increased 58 |
S&P GLOBAL INC | 2.1M | $946.4M | 4.2% | $363.48 | +21.37% | 10 qtrssince 2022-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 4M | $900.5M | 4.0% | $204.20 | +9.48% | 20 qtrssince 2019-Q3 | Increased 69 |
DANAHER CORP | 3.2M | $810.5M | 3.6% | $212.52 | +16.58% | 21 qtrssince 2019-Q2 | Decreased 0 |
AON PLC | 2.8M | $810.2M | 3.6% | $307.15 | -5.61% | 18 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA CORP | 6.3M | $783.5M | 3.5% | $113.99 | +8.33% | 5 qtrssince 2023-Q2 | Increased 94 |
INTUIT INC | 1.2M | $780.8M | 3.4% | $402.85 | +61.28% | 22 qtrssince 2019-Q1 | Decreased 0 |
YUM! BRANDS INC | 5.7M | $756.7M | 3.3% | $95.88 | +34.21% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 4M | $731.5M | 3.2% | $95.57 | +90.70% | 22 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 9.3M | $728.8M | 3.2% | $75.93 | +2.25% | 5 qtrssince 2023-Q2 | Decreased 0 |
SALESFORCE.COM INC | 2.8M | $712.3M | 3.1% | $188.68 | +34.81% | 22 qtrssince 2019-Q1 | Increased 65 |
APPLE INC | 3.1M | $658.4M | 2.9% | $207.92 | +0.34% | 22 qtrssince 2019-Q1 | Increased 87 |
MSCI INC | 1.3M | $645.6M | 2.8% | $451.41 | +3.65% | 15 qtrssince 2020-Q4 | Increased 55 |
AUTODESK INC | 2.5M | $616M | 2.7% | $196.67 | +25.82% | 22 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $595.2M | 2.6% | $501.75 | 0.00% | 1 qtr | New 81 |
SERVICENOW INC | 734,114 | $577.5M | 2.5% | $116.09 | +35.53% | 6 qtrssince 2023-Q1 | Increased 79 |
SYNOPSYS INC | 961,332 | $572.1M | 2.5% | $595.06 | 0.00% | 1 qtr | New 81 |
Sustainable Growth Advisers, LP manages $22.7B across 52 positions as of Q2 2024. Top holdings: MSFT (6.8%), AMZN (6.6%), V (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 3 new positions, exited 5, increased 17, trimmed 32. Top move: NVDA (INCREASED, conviction 94). Portfolio: $22.7B across 52 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