Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q3 2023
Top Holdings53 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.8M | $1.2B | 6.1% | $182.26 | +70.35% | 19 qtrssince 2019-Q1 | Increased 64 |
AMAZON.COM INC | 8.8M | $1.1B | 5.7% | $106.11 | +19.79% | 19 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.5M | $1B | 5.3% | $180.09 | +24.84% | 19 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 4M | $852.1M | 4.3% | $193.63 | +10.96% | 17 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $828.4M | 4.2% | $359.72 | +34.23% | 19 qtrssince 2019-Q1 | Increased 69 |
S&P GLOBAL INC | 2.2M | $815.1M | 4.1% | $362.27 | -0.86% | 7 qtrssince 2022-Q1 | Decreased 0 |
AON PLC | 2.5M | $799.5M | 4.1% | $307.84 | +3.34% | 15 qtrssince 2020-Q1 | Decreased 0 |
DANAHER CORP | 3.2M | $792.6M | 4.0% | $209.75 | +3.52% | 18 qtrssince 2019-Q2 | Increased 60 |
INTUIT INC | 1.5M | $768.6M | 3.9% | $402.45 | +24.93% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 5.6M | $735.7M | 3.7% | $94.70 | +38.20% | 19 qtrssince 2019-Q1 | Decreased 0 |
YUM! BRANDS INC | 5.8M | $720.5M | 3.7% | $94.81 | +26.16% | 19 qtrssince 2019-Q1 | Increased 60 |
MSCI INC | 1.3M | $682.9M | 3.5% | $449.57 | +9.86% | 12 qtrssince 2020-Q4 | Decreased 0 |
AUTODESK INC | 3M | $623.3M | 3.2% | $192.78 | +7.33% | 19 qtrssince 2019-Q1 | Decreased 0 |
EQUINIX INC | 840,957 | $610.8M | 3.1% | $561.66 | +23.20% | 19 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 7.8M | $583.9M | 3.0% | $75.43 | -3.21% | 2 qtrssince 2023-Q2 | Increased 87 |
SALESFORCE.COM INC | 2.6M | $526.8M | 2.7% | $180.18 | +11.19% | 19 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.2M | $524.8M | 2.7% | $41.29 | +5.28% | 2 qtrssince 2023-Q2 | Increased 65 |
FLEETCOR TECHNOLOGIES INC | 2M | $498.2M | 2.5% | — | — | 19 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 2.4M | $412.8M | 2.1% | $159.41 | +3.87% | 7 qtrssince 2022-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 811,898 | $411M | 2.1% | $463.28 | +8.50% | 13 qtrssince 2020-Q3 | Decreased 0 |
Sustainable Growth Advisers, LP manages $19.7B across 53 positions as of Q3 2023. Top holdings: MSFT (6.1%), AMZN (5.7%), V (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Added 1 new position, exited 4, increased 18, trimmed 30. Top move: CP (INCREASED, conviction 87). Portfolio: $19.7B across 53 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