Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q3 2021
Top Holdings61 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 362,882 | $1.2B | 6.0% | $114.25 | +44.48% | 11 qtrssince 2019-Q1 | Increased 73 |
MICROSOFT CORP | 3.7M | $1B | 5.2% | $142.53 | +92.45% | 11 qtrssince 2019-Q1 | Increased 64 |
SALESFORCE.COM INC | 3.7M | $1B | 5.2% | $182.36 | +46.55% | 11 qtrssince 2019-Q1 | Increased 66 |
VISA INC-CLASS A SHARES | 4.5M | $996M | 5.0% | $166.82 | +28.56% | 11 qtrssince 2019-Q1 | Increased 65 |
META PLATFORMS INC-CLASS A | 2.6M | $892.7M | 4.5% | $203.77 | +65.51% | 11 qtrssince 2019-Q1 | Increased 60 |
PAYPAL HOLDINGS INC | 3.4M | $883.4M | 4.5% | $148.14 | +74.43% | 11 qtrssince 2019-Q1 | Increased 68 |
YUM! BRANDS INC | 6.7M | $821.3M | 4.2% | $89.09 | +27.42% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 306,388 | $816.6M | 4.1% | $62.93 | +112.16% | 11 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 2.8M | $811.7M | 4.1% | $188.32 | +52.93% | 11 qtrssince 2019-Q1 | Increased 65 |
FLEETCOR TECHNOLOGIES INC | 3M | $778.2M | 3.9% | — | — | 11 qtrssince 2019-Q1 | Increased 62 |
WALT DISNEY CO/THE | 4.5M | $760.1M | 3.9% | $174.92 | -3.55% | 4 qtrssince 2020-Q4 | Increased 69 |
WORKDAY INC-CLASS A | 2.9M | $734.9M | 3.7% | $198.98 | +25.39% | 9 qtrssince 2019-Q3 | Increased 61 |
REGENERON PHARMACEUTICALS | 1M | $616.3M | 3.1% | $475.19 | +26.97% | 11 qtrssince 2019-Q1 | Increased 66 |
ABBOTT LABORATORIES | 5.1M | $599.3M | 3.0% | $78.00 | +37.42% | 11 qtrssince 2019-Q1 | Increased 62 |
UNITEDHEALTH GROUP INC | 1.4M | $562.6M | 2.9% | $252.99 | +47.46% | 11 qtrssince 2019-Q1 | Decreased 0 |
EQUINIX INC | 693,154 | $547.7M | 2.8% | $516.20 | +42.71% | 11 qtrssince 2019-Q1 | Increased 54 |
| 4.5M | $523.1M | 2.7% | — | — | 11 qtrssince 2019-Q1 | Decreased 0 | |
HDFC BANK LTD-ADR | 6.5M | $477.3M | 2.4% | $27.39 | +25.10% | 11 qtrssince 2019-Q1 | Increased 65 |
BALL CORP | 5.1M | $458.9M | 2.3% | $72.08 | +17.62% | 6 qtrssince 2020-Q2 | Increased 59 |
INTUITIVE SURGICAL INC | 451,022 | $448.4M | 2.3% | $180.59 | +83.16% | 7 qtrssince 2020-Q1 | Increased 56 |
Sustainable Growth Advisers, LP manages $19.7B across 61 positions as of Q3 2021. Top holdings: AMZN (6.0%), MSFT (5.2%), CRM (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 5 new positions, 6 exits, 32 increased. Top move: AMZN (INCREASED, conviction 73). Portfolio: $19.7B across 61 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