Sustainable Growth Advisers, LP
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Exited | 91324p102 | $469.59M |
| Exited | GARTNER INC | $313.62M |
| Trimmed | Amazon.com Inc | $287.69M |
| Added | Broadcom Inc. | $252.15M |
| Trimmed | NVIDIA Corp | $196.15M |
| New | Mastercard Inc | $188.08M |
| Trimmed | MICROSOFT CORP | $179.93M |
| Trimmed | WASTE MANAGEMENT INC | $171.57M |
| Added | AMERICAN EXPRESS CO | $152.49M |
| Trimmed | INTUIT INC. | $140.03M |
| Trimmed | S&P Global Inc. | $116.12M |
| Trimmed | Visa Inc | $110.81M |
| Trimmed | 13646K108 | $106.50M |
| Trimmed | ARM HOLDINGS PLC /UKARM | $99.99M |
| Trimmed | COOPER COMPANIES, INC. | $93.97M |
| Trimmed | Meta Platforms Inc | $89.96M |
| Trimmed | SYNOPSYS INC | $88.57M |
| Added | 64110l106 | $80.00M |
| Added | Apple Inc. | $77.57M |
| Trimmed | H01301128 | $77.57M |
| Trimmed | Salesforce Inc | $74.86M |
| Trimmed | Alphabet Inc. | $72.04M |
| Trimmed | Chipotle Mexican Grill Inc | $59.52M |
| Trimmed | Aon plc | $54.76M |
| Added | ECOLAB INC. | $53.80M |
| Trimmed | STERIS plc | $46.77M |
| Trimmed | MercadoLibre, Inc. | $42.78M |
| Trimmed | Yum! Brands Inc | $36.85M |
| Trimmed | 803054204 | $36.42M |
| Trimmed | W.W. GRAINGER, INC. | $20.48M |
| Trimmed | ServiceNow Inc | $14.19M |
| Trimmed | HDFC BANK LTDHDB | $12.07M |
| Trimmed | NIKE, Inc. | $11.89M |
| Added | Infosys LtdINFY | $10.88M |
| Trimmed | Sea Ltd | $10.80M |
| Exited | Workday Inc | $7.80M |
| Added | DANAHER CORP /DE | $7.32M |
| New | L8681T102 | $7.21M |
| Added | G4124C109 | $7.01M |
| Exited | 464287614 | $4.75M |
| Exited | Alphabet Inc. | $3.31M |
| Added | 82509L107 | $2.42M |
| Added | Waste Connections Inc | $2.08M |
| Trimmed | LINDE PLC | $2.06M |
| Trimmed | 904767803 | $1.96M |
| Added | Tencent Music Entertainment GroupTME | $1.51M |
| Added | V5633W109 | $1.20M |
| Trimmed | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $1.11M |
| Added | MEXICAN ECONOMIC DEVELOPMENT INCFMX | $1.07M |
| Trimmed | Alibaba Group Holding LtdBABA | $867.7K |