Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings55 positions
Amazon.com, Inc. | 6.4M | $1.4B | 7.2% | $123.18 | +78.11% | 26 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.8M | $1.4B | 7.2% | $185.39 | +165.68% | 26 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 1.5M | $1.1B | 5.7% | $526.09 | +39.73% | 5 qtrssince 2024-Q2 | Decreased 0 |
INTUIT | 1.4M | $1.1B | 5.6% | $443.19 | +75.51% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 6.5M | $1B | 5.3% | $60.77 | +159.33% | 9 qtrssince 2023-Q2 | Decreased 0 |
Visa Inc | 2.9M | $1B | 5.3% | $182.51 | +92.65% | 26 qtrssince 2019-Q1 | Decreased 0 |
S&P Global Inc | 1.5M | $796.1M | 4.1% | $340.12 | +45.12% | 14 qtrssince 2022-Q1 | Decreased 0 |
Synopsys Inc | 1.5M | $793.4M | 4.1% | $551.21 | -6.99% | 5 qtrssince 2024-Q2 | Decreased 0 |
Servicenow Inc | 646,866 | $665M | 3.4% | $138.80 | +48.14% | 10 qtrssince 2023-Q1 | Decreased 0 |
WASTE MGMT INC DEL | 2.9M | $663M | 3.4% | $212.48 | +6.61% | 6 qtrssince 2024-Q1 | Increased 82 |
AON PLC | 1.8M | $659M | 3.4% | $314.46 | +12.92% | 22 qtrssince 2020-Q1 | Increased 67 |
Canadian Pacific Kansas City Ltd. | 8.1M | $642.1M | 3.3% | $75.77 | +3.72% | 9 qtrssince 2023-Q2 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 10.6M | $597M | 3.1% | $56.15 | 0.00% | 1 qtr | New 87 |
SALESFORCE COM INC | 2.1M | $577.1M | 3.0% | $223.16 | +21.17% | 26 qtrssince 2019-Q1 | Increased 68 |
HDFC BANK LTD | 7.4M | $564.8M | 2.9% | $29.34 | +29.03% | 26 qtrssince 2019-Q1 | Decreased 0 |
Arm Holdings PLC | 3.5M | $559.2M | 2.9% | $138.87 | +19.15% | 2 qtrssince 2025-Q1 | Increased 87 |
Alphabet Inc. | 2.7M | $482M | 2.5% | $69.10 | +155.81% | 26 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 2.4M | $481.7M | 2.5% | $212.80 | -8.01% | 25 qtrssince 2019-Q2 | Decreased 0 |
GARTNER INC | 1.2M | $469.5M | 2.4% | $430.40 | -6.42% | 5 qtrssince 2024-Q2 | Increased 80 |
UnitedHealth Group Inc. | 1.4M | $434.3M | 2.2% | $378.85 | -19.46% | 26 qtrssince 2019-Q1 | Decreased 0 |
Sustainable Growth Advisers, LP manages $19.4B across 55 positions as of Q2 2025. Top holdings: AMZN (7.2%), MSFT (7.2%), META (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Added 3 new positions, exited 4, increased 15, trimmed 35. Top move: CMG (NEW, conviction 87). Portfolio: $19.4B 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
Verify source filings on SEC EDGAR