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Sustainable Growth Advisers, LP

All holdings · as of Mar 31, 2026

51 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp$845.75M4,849,5128.0%
Amazon.com Inc$681.30M3,271,2416.4%
MICROSOFT CORP$580.79M1,568,9935.5%
Alphabet Inc.$542.90M1,892,5685.1%
Visa Inc$528.96M1,750,1355.0%
WASTE MANAGEMENT INC$464.57M2,021,7024.4%
Broadcom Inc.$452.69M1,462,6024.3%
Canadian Pacific Kansas City L$409.84M5,210,3303.9%
Meta Platforms Inc$398.88M697,1913.8%
Apple Inc.$387.21M1,525,7003.6%
SYNOPSYS INC$357.22M900,9873.4%
Yum! Brands Inc$351.45M2,260,4033.3%
Aon plc$339.50M1,051,8053.2%
AMERICAN EXPRESS CO$339.39M1,122,0143.2%
Netflix Inc$327.96M3,410,9693.1%
Salesforce Inc$324.86M1,740,3103.1%
S&P Global Inc.$322.11M757,2973.0%
DANAHER CORP /DE$310.26M1,636,3822.9%
ARM HOLDINGS PLC /UKARMADR$303.64M2,007,1592.9%
INTUIT INC.$274.89M635,7522.6%
Chipotle Mexican Grill Inc$250.26M7,818,1542.4%
W.W. GRAINGER, INC.$230.07M210,9182.2%
ECOLAB INC.$225.39M847,2582.1%
Mastercard Inc$188.08M376,4141.8%
COOPER COMPANIES, INC.$146.88M2,054,3121.4%
NIKE, Inc.$135.47M2,564,7411.3%
HDFC BANK LTDHDBADR$130.02M5,225,9071.2%
STERIS plc$121.00M547,1791.1%
ServiceNow Inc$105.10M1,005,2711.0%
MercadoLibre, Inc.$90.84M52,5410.9%
Alcon Inc$83.04M1,102,0710.8%
SAP SE-Sponsored ADR$81.17M474,1040.8%
Sea Ltd$52.17M629,9550.5%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$44.02M130,2550.4%
Alibaba Group Holding LtdBABAADR$34.31M273,4860.3%
Unilever PLC ADR$23.11M405,5700.2%
Grab Holdings Ltd - Cl A$21.27M5,811,1580.2%
MEXICAN ECONOMIC DEVELOPMENT INCFMXADR$18.34M165,1070.2%
Waste Connections Inc$15.94M98,1480.2%
Infosys LtdINFYADR$15.62M1,155,8130.1%
XP Inc$13.26M696,4890.1%
LINDE PLC$12.16M24,5240.1%
Shopify Inc.$9.62M81,0870.1%
Spotify Technology SA$7.21M14,8770.1%
Tencent Music Entertainment GroupTMEADR$4.68M503,8870.0%
MakeMyTrip Ltd$4.60M123,2470.0%
Universal Music Group Unsp Adr$3.29M342,7500.0%
AIA Group Ltd-Sp ADR$3.17M71,2860.0%
Adyen NV Unspon ADR$2.94M294,8480.0%
Experian PLC ADR$2.52M72,2100.0%
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