Sustainable Growth Advisers, LP
Institutional investor · Portfolio as of Q4 2025
Top Holdings54 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 6M | $1.1B | 7.7% | $112.78 | +66.29% | 11 qtrssince 2023-Q2 | Decreased 0 |
AMAZON.COM INC | 4.7M | $1.1B | 7.4% | $119.26 | +94.97% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $993.9M | 6.9% | $185.53 | +162.76% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.1M | $742.4M | 5.1% | $182.51 | +91.01% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 2.1M | $672.7M | 4.7% | $95.57 | +229.12% | 28 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 959,601 | $635.7M | 4.4% | $442.63 | +51.06% | 28 qtrssince 2019-Q1 | Decreased 0 |
WASTE MANAGEMENT INC | 2.8M | $608.2M | 4.2% | $213.16 | +4.20% | 8 qtrssince 2024-Q1 | Decreased 0 |
SALESFORCE.COM INC | 2.1M | $567.3M | 3.9% | $226.90 | +17.20% | 28 qtrssince 2019-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 854,425 | $564M | 3.9% | $526.64 | +26.45% | 7 qtrssince 2024-Q2 | Decreased 0 |
S&P GLOBAL INC | 1M | $538.4M | 3.7% | $363.48 | +45.18% | 16 qtrssince 2022-Q1 | Decreased 0 |
SYNOPSYS INC | 1.1M | $528.1M | 3.7% | $554.54 | -14.44% | 7 qtrssince 2024-Q2 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 6.6M | $483.3M | 3.4% | $75.93 | -3.45% | 11 qtrssince 2023-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.4M | $469.6M | 3.3% | $373.41 | +5.95% | 28 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 1.2M | $431M | 3.0% | $314.46 | +11.92% | 24 qtrssince 2020-Q1 | Decreased 0 |
YUM! BRANDS INC | 2.5M | $377.8M | 2.6% | $102.83 | +48.00% | 28 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.6M | $365.8M | 2.5% | $213.84 | +7.87% | 27 qtrssince 2019-Q2 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 9.7M | $358.1M | 2.5% | $52.79 | -29.84% | 3 qtrssince 2025-Q2 | Decreased 0 |
APPLE INC | 1.2M | $331.7M | 2.3% | $207.92 | +30.40% | 28 qtrssince 2019-Q1 | Decreased 0 |
GARTNER INC | 1.2M | $313.6M | 2.2% | $395.18 | -54.66% | 7 qtrssince 2024-Q2 | Decreased 0 |
ARM Holdings PLC Sponsored ADR | 2.7M | $291.7M | 2.0% | $138.87 | -20.17% | 4 qtrssince 2025-Q1 | Decreased 0 |
Sustainable Growth Advisers, LP manages $14.4B across 54 positions as of Q4 2025. Top holdings: NVDA (7.7%), AMZN (7.4%), MSFT (6.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 3 new positions, 8 exits, 10 increased. Top move: CRM (INCREASED, conviction 61). Portfolio: $14.4B 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
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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