Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings53 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 8.6M | $1.6B | 6.8% | $114.75 | +63.81% | 23 qtrssince 2019-Q1 | Increased 69 |
MICROSOFT CORP | 3.5M | $1.5B | 6.4% | $185.53 | +128.56% | 23 qtrssince 2019-Q1 | Increased 62 |
VISA INC-CLASS A SHARES | 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% | $363.48 | +39.78% | 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% | $100.83 | +35.48% | 23 qtrssince 2019-Q1 | Increased 66 |
SYNOPSYS INC | 1.8M | $903.6M | 3.8% | $557.35 | -7.90% | 2 qtrssince 2024-Q2 | Increased 91 |
WORKDAY INC-CLASS A | 3.6M | $882.3M | 3.7% | $204.20 | +19.31% | 21 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.5M | $860.3M | 3.6% | $515.35 | +9.66% | 2 qtrssince 2024-Q2 | Increased 72 |
DANAHER CORP | 3M | $822.9M | 3.5% | $212.52 | +28.65% | 22 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 9M | $773.6M | 3.3% | $75.93 | +11.28% | 6 qtrssince 2023-Q2 | Decreased 0 |
NVIDIA CORP | 6.2M | $754.5M | 3.2% | $113.99 | +6.46% | 6 qtrssince 2023-Q2 | Decreased 0 |
INTUIT INC | 1.2M | $735.2M | 3.1% | $402.85 | +52.12% | 23 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.1M | $716.4M | 3.0% | $207.92 | +11.13% | 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.COM INC | 2.2M | $600.1M | 2.5% | $188.68 | +45.50% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3.5M | $578.7M | 2.5% | $95.57 | +72.08% | 23 qtrssince 2019-Q1 | Decreased 0 |
WASTE MANAGEMENT INC | 2.6M | $549.6M | 2.3% | $204.68 | -1.40% | 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: Balanced Allocator. HoldingsIntel Rating: 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
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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