Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q4 2023
Top Holdings52 positions
Microsoft Corp | 3.8M | $1.4B | 6.4% | $182.14 | +102.15% | 20 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 8.6M | $1.3B | 6.0% | $111.12 | +36.73% | 20 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 4.4M | $1.1B | 5.2% | $180.09 | +41.61% | 20 qtrssince 2019-Q1 | Decreased 0 |
S&P Global Inc | 2.2M | $948.7M | 4.3% | $338.95 | +20.28% | 8 qtrssince 2022-Q1 | Decreased 0 |
Intuit Inc | 1.4M | $904.3M | 4.1% | $404.35 | +51.23% | 20 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 1.7M | $869.2M | 4.0% | $360.41 | +40.37% | 20 qtrssince 2019-Q1 | Increased 58 |
Danaher Corp | 3.7M | $864M | 3.9% | $211.51 | +7.58% | 19 qtrssince 2019-Q2 | Increased 68 |
Workday Inc | 3.1M | $856M | 3.9% | $193.63 | +42.57% | 18 qtrssince 2019-Q3 | Decreased 0 |
Canadian Pacific Railway Ltd | 10.1M | $798.2M | 3.6% | $75.77 | +2.33% | 3 qtrssince 2023-Q2 | Increased 73 |
Autodesk Inc | 3.3M | $794.5M | 3.6% | $196.67 | +23.80% | 20 qtrssince 2019-Q1 | Increased 63 |
Alphabet Inc | 5.6M | $785.9M | 3.6% | $67.82 | +105.86% | 20 qtrssince 2019-Q1 | Decreased 0 |
Aon PLC | 2.7M | $779.4M | 3.5% | $306.12 | -6.54% | 16 qtrssince 2020-Q1 | Increased 63 |
Yum! Brands Inc | 5.8M | $760.2M | 3.5% | $93.69 | +32.21% | 20 qtrssince 2019-Q1 | Increased 59 |
MSCI Inc | 1.3M | $735.3M | 3.3% | $449.57 | +21.46% | 13 qtrssince 2020-Q4 | Decreased 0 |
Equinix Inc | 822,340 | $662.3M | 3.0% | $561.66 | +37.39% | 20 qtrssince 2019-Q1 | Decreased 0 |
salesforce.com Inc | 2.5M | $647.7M | 2.9% | $179.18 | +44.36% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 1.2M | $579.5M | 2.6% | $42.40 | +16.47% | 3 qtrssince 2023-Q2 | Decreased 0 |
FleetCor Technologies Inc | 1.9M | $543.2M | 2.5% | — | — | 20 qtrssince 2019-Q1 | Decreased 0 |
HDFC BANK LTD ADR | 7.1M | $477.3M | 2.2% | $29.83 | +9.83% | 20 qtrssince 2019-Q1 | Increased 55 |
Ecolab Inc | 2.4M | $471.8M | 2.1% | $156.51 | +23.23% | 8 qtrssince 2022-Q1 | Decreased 0 |
Sustainable Growth Advisers, LP manages $22B across 52 positions as of Q4 2023. Top holdings: MSFT (6.4%), AMZN (6.0%), V (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Added 1 new position, exited 2, increased 17, trimmed 32. Top move: CP (INCREASED, conviction 73). Portfolio: $22.0B across 52 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
Verify source filings on SEC EDGAR