Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q3 2025
Top Holdings59 positions
MICROSOFT CORP | 2.6M | $1.3B | 7.8% | $185.39 | +177.11% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 6.4M | $1.2B | 7.0% | $60.77 | +206.27% | 10 qtrssince 2023-Q2 | Decreased 0 |
AMAZON COM INC | 5.4M | $1.2B | 7.0% | $123.18 | +78.25% | 27 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 2.6M | $879.1M | 5.1% | $182.51 | +85.56% | 27 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 1.2M | $852.1M | 5.0% | $443.19 | +52.38% | 27 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 1.1M | $777.4M | 4.6% | $526.09 | +39.12% | 6 qtrssince 2024-Q2 | Decreased 0 |
WASTE MGMT INC DEL | 3.3M | $720.4M | 4.2% | $213.16 | +2.54% | 7 qtrssince 2024-Q1 | Increased 65 |
SYNOPSYS INC | 1.3M | $663.1M | 3.9% | $551.21 | -10.49% | 6 qtrssince 2024-Q2 | Decreased 0 |
S&P GLOBAL INC | 1.3M | $629.6M | 3.7% | $340.12 | +34.19% | 15 qtrssince 2022-Q1 | Decreased 0 |
ALPHABET INC | 2.4M | $592.7M | 3.5% | $69.10 | +251.53% | 27 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 627,543 | $577.5M | 3.4% | $138.80 | +32.61% | 11 qtrssince 2023-Q1 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY | 7.6M | $569.1M | 3.3% | $75.77 | -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% | $53.62 | -26.91% | 2 qtrssince 2025-Q2 | Increased 63 |
SALESFORCE INC | 2M | $482.1M | 2.8% | $223.16 | +5.49% | 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% | $101.23 | +47.30% | 27 qtrssince 2019-Q1 | Increased 56 |
ARM HOLDINGS PLC | 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 CORPORATION | 1.9M | $380.3M | 2.2% | $212.80 | -7.51% | 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 Score: 4.5/5.0.
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
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
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