Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings53 positions
AMAZON COM INC | 8.6M | $1.6B | 6.8% | $119.05 | +56.51% | 23 qtrssince 2019-Q1 | Increased 69 |
MICROSOFT CORP | 3.5M | $1.5B | 6.4% | $185.39 | +128.50% | 23 qtrssince 2019-Q1 | Increased 62 |
VISA INC | 4.3M | $1.2B | 5.0% | $182.51 | +48.41% | 23 qtrssince 2019-Q1 | Increased 60 |
UNITEDHEALTH GROUP INC | 1.8M | $1B | 4.4% | $378.85 | +49.32% | 23 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.9M | $990.2M | 4.2% | $340.12 | +41.42% | 11 qtrssince 2022-Q1 | Decreased 0 |
AON PLC | 2.8M | $977.9M | 4.1% | $307.98 | +11.17% | 19 qtrssince 2020-Q1 | Increased 60 |
YUM BRANDS INC | 6.5M | $908.5M | 3.8% | $99.33 | +35.34% | 23 qtrssince 2019-Q1 | Increased 66 |
SYNOPSYS INC | 1.8M | $903.6M | 3.8% | $554.16 | -8.62% | 2 qtrssince 2024-Q2 | Increased 91 |
WORKDAY INC | 3.6M | $882.3M | 3.7% | $204.20 | +19.31% | 21 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 1.5M | $860.3M | 3.6% | $515.11 | +10.41% | 2 qtrssince 2024-Q2 | Increased 72 |
DANAHER CORP DEL | 3M | $822.9M | 3.5% | $211.51 | +29.69% | 22 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY | 9M | $773.6M | 3.3% | $75.77 | +11.28% | 6 qtrssince 2023-Q2 | Decreased 0 |
NVIDIA CORPORATION | 6.2M | $754.5M | 3.2% | $42.40 | +185.67% | 6 qtrssince 2023-Q2 | Decreased 0 |
INTUIT | 1.2M | $735.2M | 3.1% | $404.74 | +50.76% | 23 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.1M | $716.4M | 3.0% | $207.61 | +11.30% | 23 qtrssince 2019-Q1 | Decreased 0 |
MSCI INC | 1.1M | $669.3M | 2.8% | $451.41 | +25.77% | 16 qtrssince 2020-Q4 | Decreased 0 |
AUTODESK INC | 2.4M | $668.3M | 2.8% | $196.67 | +38.25% | 23 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE INC | 2.2M | $600.1M | 2.5% | $187.32 | +44.02% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 3.5M | $578.7M | 2.5% | $69.10 | +140.26% | 23 qtrssince 2019-Q1 | Decreased 0 |
WASTE MGMT INC DEL | 2.6M | $549.6M | 2.3% | $203.15 | -0.91% | 3 qtrssince 2024-Q1 | Increased 87 |
Sustainable Growth Advisers, LP manages $23.6B across 53 positions as of Q3 2024. Top holdings: AMZN (6.8%), MSFT (6.4%), V (5.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 2 new positions, exited 1, increased 20, trimmed 31. Top move: SNPS (INCREASED, conviction 91). Portfolio: $23.6B 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
Top Winners
Top Losers
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