Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q3 2025
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.6M | $1.3B | 7.8% | $185.53 | +176.86% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 6.4M | $1.2B | 7.0% | $112.78 | +61.24% | 10 qtrssince 2023-Q2 | Decreased 0 |
AMAZON.COM INC | 5.4M | $1.2B | 7.0% | $119.26 | +86.29% | 27 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.6M | $879.1M | 5.1% | $182.51 | +85.56% | 27 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1.2M | $852.1M | 5.0% | $442.63 | +56.37% | 27 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.1M | $777.4M | 4.6% | $526.64 | +41.04% | 6 qtrssince 2024-Q2 | Decreased 0 |
WASTE MANAGEMENT INC | 3.3M | $720.4M | 4.2% | $213.16 | +2.54% | 7 qtrssince 2024-Q1 | Increased 65 |
SYNOPSYS INC | 1.3M | $663.1M | 3.9% | $554.54 | -13.15% | 6 qtrssince 2024-Q2 | Decreased 0 |
S&P GLOBAL INC | 1.3M | $629.6M | 3.7% | $363.48 | +34.91% | 15 qtrssince 2022-Q1 | Decreased 0 |
ALPHABET INC-CL C | 2.4M | $592.7M | 3.5% | $95.57 | +155.51% | 27 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 627,543 | $577.5M | 3.4% | $137.45 | +36.90% | 11 qtrssince 2023-Q1 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 7.6M | $569.1M | 3.3% | $75.93 | -2.32% | 10 qtrssince 2023-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $566.3M | 3.3% | $373.41 | -8.18% | 27 qtrssince 2019-Q1 | Increased 67 |
CHIPOTLE MEXICAN GRILL INC | 12.5M | $489.7M | 2.9% | $52.79 | -24.42% | 2 qtrssince 2025-Q2 | Increased 63 |
SALESFORCE.COM INC | 2M | $482.1M | 2.8% | $224.84 | +8.84% | 27 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 1.3M | $469.7M | 2.8% | $314.46 | +13.10% | 23 qtrssince 2020-Q1 | Decreased 0 |
YUM! BRANDS INC | 2.7M | $415.7M | 2.4% | $102.83 | +49.00% | 27 qtrssince 2019-Q1 | Increased 56 |
ARM Holdings PLC Sponsored ADR | 2.9M | $407.7M | 2.4% | $138.87 | +0.67% | 3 qtrssince 2025-Q1 | Decreased 0 |
GARTNER INC | 1.5M | $385.6M | 2.3% | $395.18 | -33.91% | 6 qtrssince 2024-Q2 | Increased 66 |
DANAHER CORP | 1.9M | $380.3M | 2.2% | $213.84 | -13.11% | 26 qtrssince 2019-Q2 | Decreased 0 |
Sustainable Growth Advisers, LP manages $17.1B across 59 positions as of Q3 2025. Top holdings: MSFT (7.8%), NVDA (7.0%), AMZN (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Added 4 new positions, increased 14, trimmed 38. Top move: UNH (INCREASED, conviction 67). Portfolio: $17.1B across 59 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