Sustainable Growth Advisers, LP portfolio
Managed by . 51 reported positions worth $10.6B as of 2026-03-31, filed with the SEC on 2026-05-11. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 41 days old on 2026-05-11, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| MA | MasterCard Inc | $188.1M | 376,414 | 1.77% |
| SPOT | Spotify Technology SA | $7.2M | 14,877 | 0.07% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc | $452.7M | 1,462,602 | 4.26% | +126% |
| AAPL | Apple Inc | $387.2M | 1,525,700 | 3.65% | +25% |
| AXP | American Express Co | $339.4M | 1,122,014 | 3.20% | +82% |
| NFLX | Netflix Inc | $328.0M | 3,410,969 | 3.09% | +32% |
| DHR | Danaher Corp | $310.3M | 1,636,382 | 2.92% | +2% |
| ECL | Ecolab Inc | $225.4M | 847,258 | 2.12% | +31% |
| GRAB | Grab Holdings Ltd - Cl A | $21.3M | 5,811,158 | 0.20% | +49% |
| FMX | Fomento Economico Mexicano-Sp | $18.3M | 165,107 | 0.17% | +6% |
| WCN | Waste Connections | $15.9M | 98,148 | 0.15% | +15% |
| INFY | Infosys Ltd-Sp ADR | $15.6M | 1,155,813 | 0.15% | +230% |
| XP | XP Inc | $13.3M | 696,489 | 0.12% | +2% |
| SHOP | Shopify Inc. | $9.6M | 81,087 | 0.09% | +34% |
| TME | Tencent Music Entertainment - | $4.7M | 503,887 | 0.04% | +48% |
| MakeMyTrip Ltd | MakeMyTrip Ltd | $4.6M | 123,247 | 0.04% | +35% |
| ADYEY | Adyen NV Unspon ADR | $2.9M | 294,848 | 0.03% | +29% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ALC | Alcon Inc | $83.0M | 1,102,071 | 0.78% | -48% |
| COO | Cooper Companies Inc/ The | $146.9M | 2,054,312 | 1.38% | -39% |
| INTU | Intuit Inc | $274.9M | 635,752 | 2.59% | -34% |
| MELI | MercadoLibre Inc | $90.8M | 52,541 | 0.86% | -32% |
| SAP | SAP SE-Sponsored ADR | $81.2M | 474,104 | 0.76% | -31% |
| AMZN | Amazon.com Inc | $681.3M | 3,271,241 | 6.41% | -30% |
| STE | Steris PLC | $121.0M | 547,179 | 1.14% | -28% |
| WM | Waste Management Inc | $464.6M | 2,021,702 | 4.37% | -27% |
| SPGI | S&P Global Inc | $322.1M | 757,297 | 3.03% | -26% |
| ARM | Arm Holdings Inc - ADR | $303.6M | 2,007,159 | 2.86% | -25% |
| MSFT | Microsoft Corp. | $580.8M | 1,568,993 | 5.47% | -24% |
| CP | Canadian Pacific Kansas City L | $409.8M | 5,210,330 | 3.86% | -21% |
| SNPS | Synopsys Inc | $357.2M | 900,987 | 3.36% | -20% |
| FRCOY | Fast Retailing Co-Unspon ADR | $2.5M | 62,583 | 0.02% | -19% |
| CMG | Chipotle Mexican Grill Inc | $250.3M | 7,818,154 | 2.36% | -19% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | $845.8M | 4,849,512 | 7.96% | — |
| AMZN | Amazon.com Inc | $681.3M | 3,271,241 | 6.41% | — |
| MSFT | Microsoft Corp. | $580.8M | 1,568,993 | 5.47% | — |
| GOOG | Alphabet Inc CL C | $542.9M | 1,892,568 | 5.11% | — |
| V | Visa Inc | $529.0M | 1,750,135 | 4.98% | — |
| WM | Waste Management Inc | $464.6M | 2,021,702 | 4.37% | — |
| AVGO | Broadcom Inc | $452.7M | 1,462,602 | 4.26% | — |
| CP | Canadian Pacific Kansas City L | $409.8M | 5,210,330 | 3.86% | — |
| META | Meta Platforms Inc | $398.9M | 697,191 | 3.76% | — |
| AAPL | Apple Inc | $387.2M | 1,525,700 | 3.65% | — |
| SNPS | Synopsys Inc | $357.2M | 900,987 | 3.36% | — |
| YUM | Yum! Brands Inc | $351.4M | 2,260,403 | 3.31% | — |
| AON | Aon PLC | $339.5M | 1,051,805 | 3.20% | — |
| AXP | American Express Co | $339.4M | 1,122,014 | 3.20% | — |
| NFLX | Netflix Inc | $328.0M | 3,410,969 | 3.09% | — |
| CRM | Salesforce Inc | $324.9M | 1,740,310 | 3.06% | — |
| SPGI | S&P Global Inc | $322.1M | 757,297 | 3.03% | — |
| DHR | Danaher Corp | $310.3M | 1,636,382 | 2.92% | — |
| ARM | Arm Holdings Inc - ADR | $303.6M | 2,007,159 | 2.86% | — |
| INTU | Intuit Inc | $274.9M | 635,752 | 2.59% | — |
| CMG | Chipotle Mexican Grill Inc | $250.3M | 7,818,154 | 2.36% | — |
| GWW | WW Grainger Inc | $230.1M | 210,918 | 2.17% | — |
| ECL | Ecolab Inc | $225.4M | 847,258 | 2.12% | — |
| MA | MasterCard Inc | $188.1M | 376,414 | 1.77% | — |
| COO | Cooper Companies Inc/ The | $146.9M | 2,054,312 | 1.38% | — |
| NKE | NIKE Inc | $135.5M | 2,564,741 | 1.28% | — |
| HDB | HDFC Bank Ltd-ADR | $130.0M | 5,225,907 | 1.22% | — |
| STE | Steris PLC | $121.0M | 547,179 | 1.14% | — |
| NOW | ServiceNow Inc | $105.1M | 1,005,271 | 0.99% | — |
| MELI | MercadoLibre Inc | $90.8M | 52,541 | 0.86% | — |
| ALC | Alcon Inc | $83.0M | 1,102,071 | 0.78% | — |
| SAP | SAP SE-Sponsored ADR | $81.2M | 474,104 | 0.76% | — |
| SE | Sea LTD ADR | $52.2M | 629,955 | 0.49% | — |
| TSM | Taiwan Semiconductor Mfg ADR | $44.0M | 130,255 | 0.41% | — |
| BABA | Alibaba Group Holding-Sp ADR | $34.3M | 273,486 | 0.32% | — |
| UL | Unilever PLC ADR | $23.1M | 405,570 | 0.22% | — |
| GRAB | Grab Holdings Ltd - Cl A | $21.3M | 5,811,158 | 0.20% | — |
| FMX | Fomento Economico Mexicano-Sp | $18.3M | 165,107 | 0.17% | — |
| WCN | Waste Connections | $15.9M | 98,148 | 0.15% | — |
| INFY | Infosys Ltd-Sp ADR | $15.6M | 1,155,813 | 0.15% | — |
| XP | XP Inc | $13.3M | 696,489 | 0.12% | — |
| LIN | Linde PLC | $12.2M | 24,524 | 0.11% | — |
| SHOP | Shopify Inc. | $9.6M | 81,087 | 0.09% | — |
| SPOT | Spotify Technology SA | $7.2M | 14,877 | 0.07% | — |
| TME | Tencent Music Entertainment - | $4.7M | 503,887 | 0.04% | — |
| MakeMyTrip Ltd | MakeMyTrip Ltd | $4.6M | 123,247 | 0.04% | — |
| UNVGY | Universal Music Group Unsp Adr | $3.3M | 342,750 | 0.03% | — |
| AAGIY | AIA Group Ltd-Sp ADR | $3.2M | 71,286 | 0.03% | — |
| ADYEY | Adyen NV Unspon ADR | $2.9M | 294,848 | 0.03% | — |
| EXPGY | Experian PLC ADR | $2.5M | 72,210 | 0.02% | — |
| FRCOY | Fast Retailing Co-Unspon ADR | $2.5M | 62,583 | 0.02% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Sustainable Growth Advisers, LP (CIK 1290668, accession 0001290668-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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