Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q4 2020
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VISA INC-CLASS A SHARES | 3.8M | $839.4M | 5.5% | $160.08 | +30.99% | 8 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 3.6M | $807M | 5.2% | $125.86 | +69.00% | 8 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 245,594 | $799.9M | 5.2% | $92.60 | +77.42% | 8 qtrssince 2019-Q1 | Increased 64 |
PAYPAL HOLDINGS INC | 3.1M | $730.6M | 4.7% | $128.66 | +79.53% | 8 qtrssince 2019-Q1 | Increased 72 |
YUM! BRANDS INC | 6.4M | $697.4M | 4.5% | $87.37 | +14.19% | 8 qtrssince 2019-Q1 | Increased 60 |
FLEETCOR TECHNOLOGIES INC | 2.5M | $693.3M | 4.5% | — | — | 8 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.5M | $684.2M | 4.4% | $195.27 | +38.26% | 8 qtrssince 2019-Q1 | Increased 65 |
SALESFORCE.COM INC | 2.9M | $648.1M | 4.2% | $169.77 | +29.42% | 8 qtrssince 2019-Q1 | Increased 70 |
AUTODESK INC | 2.1M | $639.8M | 4.2% | $156.21 | +91.67% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 340,094 | $595.8M | 3.9% | $59.68 | +44.66% | 8 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 5.2M | $565M | 3.7% | $74.84 | +31.22% | 8 qtrssince 2019-Q1 | Increased 60 |
| 6.2M | $557.3M | 3.6% | — | — | 8 qtrssince 2019-Q1 | Decreased 0 | |
NIKE INC -CL B | 3.5M | $497.4M | 3.2% | $78.22 | +68.55% | 8 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 2M | $481.8M | 3.1% | $177.53 | +33.46% | 6 qtrssince 2019-Q3 | Increased 66 |
UNITEDHEALTH GROUP INC | 1.3M | $441.5M | 2.9% | $237.98 | +33.62% | 8 qtrssince 2019-Q1 | Increased 59 |
EQUINIX INC | 587,170 | $419.3M | 2.7% | $475.77 | +33.70% | 8 qtrssince 2019-Q1 | Increased 62 |
ILLUMINA INC | 1.1M | $397.3M | 2.6% | $288.04 | +22.96% | 6 qtrssince 2019-Q3 | Decreased 0 |
| 1.4M | $379.7M | 2.5% | $178.65 | +36.75% | 8 qtrssince 2019-Q1 | Decreased 0 | |
INTUITIVE SURGICAL INC | 447,152 | $365.8M | 2.4% | $171.53 | +58.44% | 4 qtrssince 2020-Q1 | Decreased 0 |
UNION PACIFIC CORP | 1.6M | $338.1M | 2.2% | $152.77 | +20.56% | 3 qtrssince 2020-Q2 | Increased 55 |
Sustainable Growth Advisers, LP manages $15.4B across 59 positions as of Q4 2020. Top holdings: V (5.5%), MSFT (5.2%), AMZN (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 9 new positions, 5 exits, 27 increased. Top move: PYPL (INCREASED, conviction 72). Portfolio: $15.4B 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
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