Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q4 2021
Top Holdings61 positions
AMAZON COM INC | 358,291 | $1.2B | 6.1% | $114.44 | +45.68% | 12 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 4.9M | $1.1B | 5.4% | $170.68 | +22.47% | 12 qtrssince 2019-Q1 | Increased 68 |
MICROSOFT CORP | 3M | $1B | 5.2% | $142.59 | +126.78% | 12 qtrssince 2019-Q1 | Decreased 0 |
YUM BRANDS INC | 6.3M | $871M | 4.4% | $87.60 | +44.72% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 285,288 | $825.5M | 4.2% | $63.09 | +127.16% | 12 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE INC | 3.2M | $806.8M | 4.1% | $181.76 | +37.20% | 12 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 2.4M | $793.7M | 4.1% | $205.82 | +61.87% | 12 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 4.1M | $764.7M | 3.9% | $155.18 | +23.36% | 12 qtrssince 2019-Q1 | Increased 69 |
WORKDAY INC | 2.8M | $764.4M | 3.9% | $198.98 | +38.96% | 10 qtrssince 2019-Q3 | Decreased 0 |
AUTODESK INC | 2.7M | $756.2M | 3.9% | $188.32 | +49.59% | 12 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 4.7M | $732.2M | 3.7% | $173.80 | -12.35% | 5 qtrssince 2020-Q4 | Increased 61 |
DANAHER CORP DEL | 2.1M | $687.2M | 3.5% | $189.21 | +50.37% | 11 qtrssince 2019-Q2 | Increased 84 |
FLEETCOR TECHNOLOGIES INC | 2.9M | $641.5M | 3.3% | — | — | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.3M | $639.9M | 3.3% | $252.99 | +86.37% | 12 qtrssince 2019-Q1 | Decreased 0 |
REGENERON PHARMACEUTICALS | 914,180 | $577.3M | 2.9% | $475.19 | +34.47% | 12 qtrssince 2019-Q1 | Decreased 0 |
EQUINIX INC | 664,390 | $562M | 2.9% | $512.54 | +49.93% | 12 qtrssince 2019-Q1 | Decreased 0 |
BALL CORP | 5.6M | $538.5M | 2.8% | $73.68 | +22.49% | 7 qtrssince 2020-Q2 | Increased 59 |
| 4M | $527.5M | 2.7% | — | — | 12 qtrssince 2019-Q1 | Decreased 0 | |
INTUITIVE SURGICAL INC | 1.2M | $445.2M | 2.3% | $179.43 | +100.24% | 8 qtrssince 2020-Q1 | Increased 86 |
| 1.2M | $426.9M | 2.2% | $193.54 | +68.47% | 12 qtrssince 2019-Q1 | Decreased 0 |
Sustainable Growth Advisers, LP manages $19.6B across 61 positions as of Q4 2021. Top holdings: AMZN (6.1%), V (5.4%), MSFT (5.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 1, increased 19, trimmed 36. Top move: ISRG (INCREASED, conviction 86). Portfolio: $19.6B across 61 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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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