Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q3 2020
Top Holdings55 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.6M | $755.7M | 5.3% | $125.01 | +58.67% | 7 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 237,206 | $746.9M | 5.2% | $90.06 | +74.59% | 7 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.7M | $746.4M | 5.2% | $158.68 | +20.63% | 7 qtrssince 2019-Q1 | Increased 66 |
ALPHABET INC-CL C | 438,707 | $644.7M | 4.5% | $59.68 | +22.19% | 7 qtrssince 2019-Q1 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 2.6M | $622.7M | 4.3% | — | — | 7 qtrssince 2019-Q1 | Increased 65 |
SALESFORCE.COM INC | 2.4M | $593.3M | 4.1% | $158.10 | +54.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 7.5M | $588.9M | 4.1% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 | |
META PLATFORMS INC-CLASS A | 2.2M | $582.3M | 4.1% | $185.81 | +39.91% | 7 qtrssince 2019-Q1 | Decreased 0 |
YUM! BRANDS INC | 6.2M | $569.1M | 4.0% | $86.99 | -5.43% | 7 qtrssince 2019-Q1 | Increased 61 |
ABBOTT LABORATORIES | 4.9M | $537.1M | 3.7% | $73.78 | +31.87% | 7 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 4.2M | $528.3M | 3.7% | $78.22 | +50.11% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 2.2M | $527.3M | 3.7% | $178.65 | +23.05% | 7 qtrssince 2019-Q1 | Decreased 0 | |
AUTODESK INC | 2.2M | $497.9M | 3.5% | $156.21 | +49.10% | 7 qtrssince 2019-Q1 | Increased 59 |
PAYPAL HOLDINGS INC | 2.5M | $487.6M | 3.4% | $102.01 | +90.23% | 7 qtrssince 2019-Q1 | Decreased 0 |
EQUINIX INC | 504,048 | $383.1M | 2.7% | $449.33 | +53.77% | 7 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 1.7M | $372.8M | 2.6% | $168.02 | +31.40% | 5 qtrssince 2019-Q3 | Increased 53 |
ILLUMINA INC | 1.2M | $367.4M | 2.6% | $288.04 | +3.17% | 5 qtrssince 2019-Q3 | Increased 59 |
UNITEDHEALTH GROUP INC | 1.1M | $354.6M | 2.5% | $229.44 | +21.75% | 7 qtrssince 2019-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 494,161 | $350.6M | 2.4% | $171.53 | +34.66% | 3 qtrssince 2020-Q1 | Decreased 0 |
DANAHER CORP | 1.5M | $320.2M | 2.2% | $127.94 | +42.92% | 6 qtrssince 2019-Q2 | Decreased 0 |
Sustainable Growth Advisers, LP manages $14.4B across 55 positions as of Q3 2020. Top holdings: MSFT (5.3%), AMZN (5.2%), V (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 2 new positions, 6 exits, 20 increased. Top move: V (INCREASED, conviction 66). Portfolio: $14.4B across 55 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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