Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings54 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 6.2M | $1.4B | 6.8% | $114.75 | +92.86% | 24 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.1M | $1.3B | 6.6% | $185.53 | +127.31% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.5M | $1.1B | 5.6% | $182.51 | +70.91% | 24 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1.4M | $898.3M | 4.5% | $440.98 | +41.73% | 24 qtrssince 2019-Q1 | Increased 70 |
UNITEDHEALTH GROUP INC | 1.7M | $839M | 4.2% | $378.85 | +30.82% | 24 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 2.3M | $813.1M | 4.1% | $307.98 | +15.61% | 20 qtrssince 2020-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.6M | $812.4M | 4.1% | $363.48 | +36.01% | 12 qtrssince 2022-Q1 | Decreased 0 |
YUM! BRANDS INC | 5.6M | $748.5M | 3.8% | $100.83 | +29.90% | 24 qtrssince 2019-Q1 | Decreased 0 |
SYNOPSYS INC | 1.5M | $746.8M | 3.7% | $557.35 | -12.67% | 3 qtrssince 2024-Q2 | Decreased 0 |
DANAHER CORP | 3.2M | $741.9M | 3.7% | $213.84 | +6.72% | 23 qtrssince 2019-Q2 | Increased 64 |
META PLATFORMS INC-CLASS A | 1.3M | $731.9M | 3.7% | $515.35 | +14.37% | 3 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA CORP | 5.1M | $690.3M | 3.5% | $113.99 | +20.58% | 7 qtrssince 2023-Q2 | Decreased 0 |
WORKDAY INC-CLASS A | 2.7M | $685.7M | 3.4% | $204.20 | +28.31% | 22 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 2.5M | $636.9M | 3.2% | $207.92 | +19.57% | 24 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 8.8M | $636.5M | 3.2% | $75.93 | -5.68% | 7 qtrssince 2023-Q2 | Decreased 0 |
AUTODESK INC | 1.9M | $573.9M | 2.9% | $196.67 | +51.28% | 24 qtrssince 2019-Q1 | Decreased 0 |
MSCI INC | 943,676 | $566.2M | 2.8% | $451.41 | +29.80% | 17 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL C | 2.9M | $548.4M | 2.8% | $95.57 | +100.83% | 24 qtrssince 2019-Q1 | Decreased 0 |
HDFC BANK LTD-ADR | 8.2M | $522.2M | 2.6% | $29.39 | +7.79% | 24 qtrssince 2019-Q1 | Decreased 0 |
NOVO-NORDISK A/S-SPONS ADR | 5.3M | $459.4M | 2.3% | $98.44 | -15.25% | 24 qtrssince 2019-Q1 | Increased 65 |
Sustainable Growth Advisers, LP manages $19.9B across 54 positions as of Q4 2024. Top holdings: AMZN (6.8%), MSFT (6.6%), V (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Added 3 new positions, exited 2, increased 9, trimmed 41. Top move: INTU (INCREASED, conviction 70). Portfolio: $19.9B across 54 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer