Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q2 2024
Top Holdings52 positions
MICROSOFT CORP | 3.5M | $1.5B | 6.8% | $183.27 | +139.65% | 22 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 7.7M | $1.5B | 6.6% | $111.12 | +73.91% | 22 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 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% | $340.12 | +21.87% | 10 qtrssince 2022-Q1 | Decreased 0 |
WORKDAY INC | 4M | $900.5M | 4.0% | $204.20 | +9.48% | 20 qtrssince 2019-Q3 | Increased 69 |
DANAHER CORP DEL | 3.2M | $810.5M | 3.6% | $211.51 | +16.44% | 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 CORPORATION | 6.3M | $783.5M | 3.5% | $42.40 | +190.59% | 5 qtrssince 2023-Q2 | Increased 94 |
INTUIT | 1.2M | $780.8M | 3.4% | $404.74 | +59.33% | 22 qtrssince 2019-Q1 | Decreased 0 |
YUM BRANDS INC | 5.7M | $756.7M | 3.3% | $94.47 | +34.24% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 4M | $731.5M | 3.2% | $69.10 | +163.24% | 22 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY | 9.3M | $728.8M | 3.2% | $75.77 | +2.25% | 5 qtrssince 2023-Q2 | Decreased 0 |
SALESFORCE INC | 2.8M | $712.3M | 3.1% | $187.32 | +34.86% | 22 qtrssince 2019-Q1 | Increased 65 |
APPLE INC | 3.1M | $658.4M | 2.9% | $207.61 | +0.49% | 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 | 1.2M | $595.2M | 2.6% | $500.46 | 0.00% | 1 qtr | New 81 |
SERVICENOW INC | 734,114 | $577.5M | 2.5% | $119.04 | +32.16% | 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: Concentrated Value. HoldingsIntel Score: 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
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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
Verify source filings on SEC EDGAR