Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q4 2023
Top Holdings52 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.8M | $1.4B | 6.4% | $182.26 | +103.29% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 8.6M | $1.3B | 6.0% | $106.11 | +43.18% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $362.27 | +19.78% | 8 qtrssince 2022-Q1 | Decreased 0 |
INTUIT INC | 1.4M | $904.3M | 4.1% | $402.45 | +53.09% | 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% | $212.52 | +7.71% | 19 qtrssince 2019-Q2 | Increased 68 |
WORKDAY INC-CLASS A | 3.1M | $856M | 3.9% | $193.63 | +42.57% | 18 qtrssince 2019-Q3 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 10.1M | $798.2M | 3.6% | $75.93 | +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-CL C | 5.6M | $785.9M | 3.6% | $94.70 | +47.71% | 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% | $95.09 | +32.18% | 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% | $180.18 | +44.29% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.2M | $579.5M | 2.6% | $41.29 | +19.86% | 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% | $29.89 | +9.61% | 20 qtrssince 2019-Q1 | Increased 55 |
ECOLAB INC | 2.4M | $471.8M | 2.1% | $159.41 | +21.97% | 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 Rating: 4/5.0.
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
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