Institutions / Sustainable Growth Advisers, LP
Sustainable Growth Advisers, LP
CIK 1290668 · Institution · as of Mar 31, 2026
Portfolio value
$10.62B
Positions
51
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$10.62B-26.3%Positions
51-5.6%Top holdings
Mar 31, 2026View all 51 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $845.75M | 8.0% |
| Amazon.com Inc | $681.30M | 6.4% |
| Microsoft Corp | $580.79M | 5.5% |
| Alphabet Inc. | $542.90M | 5.1% |
| Visa Inc | $528.96M | 5.0% |
| Waste Management Inc | $464.57M | 4.4% |
| Broadcom Inc. | $452.69M | 4.3% |
| Canadian Pacific Kansas City L | $409.84M | 3.9% |
| Meta Platforms Inc | $398.88M | 3.8% |
| Apple Inc. | $387.21M | 3.6% |
| Synopsys Inc | $357.22M | 3.4% |
| Yum! Brands Inc | $351.45M | 3.3% |
| Aon plc | $339.50M | 3.2% |
| American Express Co | $339.39M | 3.2% |
| Netflix Inc | $327.96M | 3.1% |
| Salesforce Inc | $324.86M | 3.1% |
| S&P Global Inc. | $322.11M | 3.0% |
| Danaher Corp /De | $310.26M | 2.9% |
| Arm Holdings PLC /UkARM | $303.64M | 2.9% |
| Intuit Inc. | $274.89M | 2.6% |
| Chipotle Mexican Grill Inc | $250.26M | 2.4% |
| W.w. Grainger, Inc. | $230.07M | 2.2% |
| Ecolab Inc. | $225.39M | 2.1% |
| Mastercard Inc | $188.08M | 1.8% |
| Cooper Companies, Inc. | $146.88M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | 91324p102 | $-469.59M | -1.4M -100.00% | — | high |
| Q1 2026 as of | Exit | Gartner Inc | $-313.62M | -1.2M -100.00% | — | high |
| Q1 2026 as of | Trim | Amazon.com Inc | $-287.69M | -1.4M -29.69% | 3,271,241 6.41% of portfolio | high |
| Q1 2026 as of | Add | Broadcom Inc. | $252.15M | +815K +125.74% | 1,462,602 4.26% of portfolio | high |
| Q1 2026 as of | Trim | NVIDIA Corp | $-196.15M | -1.1M -18.83% | 4,849,512 7.96% of portfolio | high |
| Q1 2026 as of | New | Mastercard Inc | $188.08M | +376K | 376,414 1.77% of portfolio | high |
| Q1 2026 as of | Trim | Microsoft Corp | $-179.93M | -486K -23.65% | 1,568,993 5.47% of portfolio | high |
| Q1 2026 as of | Trim | Waste Management Inc | $-171.57M | -747K -26.97% | 2,021,702 4.37% of portfolio | high |
| Q1 2026 as of | Add | American Express Co | $152.49M | +504K +81.59% | 1,122,014 3.20% of portfolio | high |
| Q1 2026 as of | Trim | Intuit Inc. | $-140.03M | -324K -33.75% | 635,752 2.59% of portfolio | high |