Sustainable Growth Advisers
Latest statistics and disclosures from Sustainable Growth Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOG, MSFT, AMZN, AAPL, and represent 32.46% of Sustainable Growth Advisers's stock portfolio.
- Added to shares of these 10 stocks: EQIX (+$362M), ANET (+$154M), GOOG (+$84M), LIN (+$66M), AAPL (+$64M), NFLX (+$47M), YUM (+$38M), NOW (+$32M), ECL (+$22M), WM (+$8.9M).
- Started 3 new stock positions in EQIX, NU, ANET.
- Reduced shares in these 10 stocks: ARM (-$575M), INTU (-$275M), AON (-$269M), AMZN (-$236M), CP (-$170M), V (-$106M), AVGO (-$71M), ALC (-$59M), META (-$48M), AXP (-$46M).
- Sold out of its positions in AAGIY, EXPGY, FRCOY, INTU, TME, UNVGY, MMYT.
- Sustainable Growth Advisers was a net seller of stock by $-1.4B.
- Sustainable Growth Advisers has $10B in assets under management (AUM), dropping by -4.06%.
- Central Index Key (CIK): 0001290668
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Portfolio Holdings for Sustainable Growth Advisers
Sustainable Growth Advisers holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.3 | $945M | -2% | 4.7M | 200.09 |
|
| Alphabet Inc Class C cs (GOOG) | 7.4 | $753M | +12% | 2.1M | 353.33 |
|
| Microsoft Corporation (MSFT) | 5.5 | $561M | -4% | 1.5M | 373.02 |
|
| Amazon (AMZN) | 5.3 | $544M | -30% | 2.3M | 238.34 |
|
| Apple (AAPL) | 5.0 | $506M | +14% | 1.7M | 289.36 |
|
| Visa (V) | 4.9 | $495M | -17% | 1.4M | 343.09 |
|
| Broadcom (AVGO) | 4.7 | $482M | -12% | 1.3M | 377.75 |
|
| Waste Management (WM) | 4.5 | $460M | 2.1M | 222.88 |
|
|
| Yum! Brands (YUM) | 3.9 | $399M | +10% | 2.5M | 159.86 |
|
| Equinix (EQIX) | 3.5 | $362M | NEW | 347k | 1042.39 |
|
| Synopsys (SNPS) | 3.5 | $360M | -10% | 807k | 446.07 |
|
| Facebook Inc cl a (META) | 3.4 | $345M | -12% | 612k | 563.29 |
|
| American Express Company (AXP) | 3.3 | $334M | -11% | 988k | 338.25 |
|
| Netflix (NFLX) | 2.8 | $290M | +19% | 4.1M | 71.40 |
|
| Danaher Corporation (DHR) | 2.8 | $283M | -9% | 1.5M | 190.48 |
|
| Canadian Pacific Kansas City (CP) | 2.8 | $281M | -37% | 3.2M | 86.65 |
|
| S&p Global (SPGI) | 2.7 | $270M | -12% | 663k | 407.26 |
|
| W.W. Grainger (GWW) | 2.6 | $267M | -7% | 196k | 1360.40 |
|
| Ecolab (ECL) | 2.5 | $259M | +9% | 928k | 278.61 |
|
| salesforce (CRM) | 2.3 | $236M | -13% | 1.5M | 156.66 |
|
| Chipotle Mexican Grill (CMG) | 2.3 | $234M | -12% | 6.9M | 34.00 |
|
| MasterCard Incorporated (MA) | 1.9 | $195M | 380k | 513.60 |
|
|
| Arista Networks (ANET) | 1.5 | $154M | NEW | 909k | 169.88 |
|
| Cooper Cos (COO) | 1.4 | $140M | -5% | 1.9M | 71.71 |
|
| Arm Holdings (ARM) | 1.3 | $137M | -80% | 386k | 354.57 |
|
| Servicenow (NOW) | 1.3 | $132M | +32% | 1.3M | 99.28 |
|
| Nike (NKE) | 1.0 | $100M | -5% | 2.4M | 41.05 |
|
| HDFC Bank (HDB) | 1.0 | $98M | -27% | 3.8M | 25.83 |
|
| Aon (AON) | 0.8 | $80M | -76% | 242k | 331.69 |
|
| Steris Plc Ord equities (STE) | 0.8 | $79M | -31% | 375k | 210.57 |
|
| Linde (LIN) | 0.8 | $79M | +518% | 152k | 518.94 |
|
| MercadoLibre (MELI) | 0.6 | $57M | -36% | 34k | 1697.39 |
|
| Sap (SAP) | 0.5 | $54M | -25% | 352k | 154.11 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $43M | -30% | 91k | 477.57 |
|
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.4 | $38M | -36% | 400k | 95.83 |
|
| Alibaba Group Holding (BABA) | 0.2 | $19M | -27% | 199k | 95.98 |
|
| Unilever (UL) | 0.2 | $19M | -23% | 311k | 60.12 |
|
| Waste Connections (WCN) | 0.2 | $18M | +12% | 110k | 166.69 |
|
| Grab Holdings Limited Class A Ord (GRAB) | 0.2 | $17M | -20% | 4.6M | 3.77 |
|
| Alcon (ALC) | 0.1 | $15M | -79% | 225k | 67.10 |
|
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $14M | -36% | 105k | 127.90 |
|
| Infosys Technologies (INFY) | 0.1 | $9.2M | -23% | 882k | 10.49 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $8.5M | -8% | 74k | 114.18 |
|
| Xp Inc cl a (XP) | 0.1 | $8.0M | -29% | 490k | 16.26 |
|
| Spotify Technology Sa (SPOT) | 0.1 | $6.8M | 15k | 459.13 |
|
|
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $6.3M | NEW | 469k | 13.36 |
|
| Adyen N V Unsponsred Ads (ADYEY) | 0.0 | $97k | -96% | 10k | 9.31 |
|
Past Filings by Sustainable Growth Advisers
SEC 13F filings are viewable for Sustainable Growth Advisers going back to 2012
- Sustainable Growth Advisers 2026 Q2 filed Aug. 10, 2026
- Sustainable Growth Advisers 2026 Q1 filed May 11, 2026
- Sustainable Growth Advisers 2025 Q4 filed Feb. 10, 2026
- Sustainable Growth Advisers 2025 Q3 filed Nov. 14, 2025
- Sustainable Growth Advisers 2025 Q2 filed Aug. 8, 2025
- Sustainable Growth Advisers 2025 Q1 filed May 6, 2025
- Sustainable Growth Advisers 2024 Q4 filed Feb. 10, 2025
- Sustainable Growth Advisers 2024 Q3 filed Nov. 5, 2024
- Sustainable Growth Advisers 2024 Q2 restated filed Aug. 8, 2024
- Sustainable Growth Advisers 2024 Q2 filed Aug. 8, 2024
- Sustainable Growth Advisers 2024 Q1 filed May 7, 2024
- Sustainable Growth Advisers 2023 Q4 filed Feb. 6, 2024
- Sustainable Growth Advisers 2023 Q3 filed Nov. 9, 2023
- Sustainable Growth Advisers 2023 Q2 filed Aug. 8, 2023
- Sustainable Growth Advisers 2022 Q4 restated filed May 12, 2023
- Sustainable Growth Advisers 2023 Q1 restated filed May 11, 2023