Sustainable Growth Advisers, LP 13F Holdings

CIK 0001290668 · STAMFORD, CT

As of Sep 30, 2025, Sustainable Growth Advisers, LP reported 59 positions worth 7.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology2,558,799 .3B7.76%
NVIDIA CORPNVDATechnology6,410,603 .2B7.00%
AMAZON.COM INCAMZNEquity5,424,707 .2B6.97%
VISA INC-CLASS A SHARESVFinancial Services2,575,245$879.1M5.15%
INTUIT INCINTUTechnology1,247,693$852.1M4.99%
META PLATFORMS INCMETACommunication Services1,058,562$777.4M4.55%
WASTE MANAGEMENT INCWMIndustrials3,262,148$720.4M4.22%
SYNOPSYS INCSNPSTechnology1,343,916$663.1M3.88%
S&P GLOBAL INCSPGIFinancial Services1,293,570$629.6M3.69%
ALPHABET INCGOOGEquity2,433,722$592.7M3.47%
SERVICENOW INCNOWTechnology627,543$577.5M3.38%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials7,640,406$569.1M3.33%
UnitedHealth Group Inc.UNH—1,640,012$566.3M3.32%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical12,495,638$489.7M2.87%
SALESFORCE INCCRMTechnology2,034,371$482.1M2.82%
AON PLCAONFinancial Services1,317,364$469.7M2.75%
YUM BRANDS INCYUMConsumer Cyclical2,735,106$415.7M2.43%
ARM HOLDINGS PLCARMTechnology2,881,709$407.7M2.39%
GARTNER INCITTechnology1,466,771$385.6M2.26%
DANAHER CORPDHRHealthcare1,917,941$380.3M2.23%
HDFC BANK LTDHDBFinancial Services10,914,957$372.9M2.18%
APPLE INCAAPLTechnology1,317,612$335.5M1.96%
COOPER COMPANIES INCCOOHealthcare4,132,535$283.3M1.66%
AMERICAN EXPRESS COAXPFinancial Services809,027$268.7M1.57%
STERIS PLCSTEHealthcare1,065,658$263.7M1.54%