Sustainable Growth Advisers, Lp Portfolio Stock Holdings
Sustainable Growth Advisers, Lp disclosed 51 stock positions valued at approximately $10.6 billion in its latest SEC 13F filing. The largest holdings include Nvidia Corp, Amazon.com Inc, and Microsoft Corp.. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 51
- Portfolio Value
- $10.6B
Holdings by Sector
Sustainable Growth Advisers, Lp Portfolio Holdings in Q1 2026
46 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | Technology | 7.96% | 4,849,512 | -1,124,701 | -18.83% | $845,754,893 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 6.41% | 3,271,241 | -1,381,312 | -29.69% | $681,301,363 |
| Microsoft Corp. | MSFT | Technology | 5.47% | 1,568,993 | -486,084 | -23.65% | $580,794,139 |
| Alphabet Inc CL C | GOOG | Communication Services | 5.11% | 1,892,568 | -251,121 | -11.71% | $542,902,056 |
| Visa Inc | V | Financial Services | 4.98% | 1,750,135 | -366,634 | -17.32% | $528,960,803 |
| Waste Management Inc | WM | Industrials | 4.37% | 2,021,702 | -746,648 | -26.97% | $464,566,903 |
| Broadcom Inc | AVGO | Technology | 4.26% | 1,462,602 | +814,680 | +125.74% | $452,689,945 |
| Canadian Pacific Kansas City L | CP | Industrials | 3.86% | 5,210,330 | -1,353,889 | -20.63% | $409,844,558 |
| Meta Platforms Inc | META | Communication Services | 3.76% | 697,191 | -157,234 | -18.40% | $398,883,886 |
| Apple Inc | AAPL | Technology | 3.65% | 1,525,700 | +305,664 | +25.05% | $387,207,403 |
| Synopsys Inc | SNPS | Technology | 3.36% | 900,987 | -223,398 | -19.87% | $357,223,326 |
| Yum! Brands Inc | YUM | Consumer Cyclical | 3.31% | 2,260,403 | -237,026 | -9.49% | $351,447,458 |
| Aon PLC | AON | Financial Services | 3.20% | 1,051,805 | -169,662 | -13.89% | $339,501,618 |
| American Express Co | AXP | Financial Services | 3.20% | 1,122,014 | +504,124 | +81.59% | $339,386,795 |
| Salesforce Inc | CRM | Technology | 3.06% | 1,740,310 | -401,025 | -18.73% | $324,863,668 |
| S&P Global Inc | SPGI | Financial Services | 3.03% | 757,297 | -272,995 | -26.50% | $322,108,706 |
| Danaher Corp | DHR | Healthcare | 2.92% | 1,636,382 | +38,584 | +2.41% | $310,258,027 |
| Arm Holdings Inc - ADR | ARM | Technology | 2.86% | 2,007,159 | -660,971 | -24.77% | $303,643,013 |
| Intuit Inc | INTU | Technology | 2.59% | 635,752 | -323,849 | -33.75% | $274,886,450 |
| Chipotle Mexican Grill Inc | CMG | Consumer Cyclical | 2.36% | 7,818,154 | -1,859,370 | -19.21% | $250,259,110 |
| WW Grainger Inc | GWW | Industrials | 2.17% | 210,918 | -18,777 | -8.17% | $230,071,464 |
| Ecolab Inc | ECL | Basic Materials | 2.12% | 847,258 | +202,240 | +31.35% | $225,387,573 |
| MasterCard Inc | MA | Financial Services | 1.77% | 376,414 | +376,414 | +100.00% | $188,079,019 |
| Cooper Companies Inc/ The | COO | Healthcare | 1.38% | 2,054,312 | -1,314,255 | -39.02% | $146,883,308 |
| NIKE Inc | NKE | Consumer Cyclical | 1.28% | 2,564,741 | -225,147 | -8.07% | $135,469,619 |
| HDFC Bank Ltd-ADR | HDB | Financial Services | 1.22% | 5,225,907 | -485,068 | -8.49% | $130,020,566 |
| Steris PLC | G8473T100 | Other | 1.14% | 547,179 | -211,505 | -27.88% | $120,997,693 |
| ServiceNow Inc | NOW | Technology | 0.99% | 1,005,271 | -135,708 | -11.89% | $105,101,083 |
| MercadoLibre Inc | MELI | Consumer Cyclical | 0.86% | 52,541 | -24,742 | -32.01% | $90,844,440 |
| Alcon Inc | ALC | Other | 0.78% | 1,102,071 | -1,029,428 | -48.30% | $83,041,050 |
| SAP SE-Sponsored ADR | SAP | Technology | 0.76% | 474,104 | -212,747 | -30.97% | $81,171,345 |
| Sea LTD ADR | SE | Consumer Cyclical | 0.49% | 629,955 | -130,405 | -17.15% | $52,166,573 |
| Taiwan Semiconductor Mfg ADR | TSM | Technology | 0.41% | 130,255 | -3,271 | -2.45% | $44,019,677 |
| Alibaba Group Holding-Sp ADR | BABA | Consumer Cyclical | 0.32% | 273,486 | -6,916 | -2.47% | $34,311,553 |
| Grab Holdings Ltd - Cl A | G4124C109 | Other | 0.20% | 5,811,158 | +1,914,652 | +49.14% | $21,268,839 |
| Fomento Economico Mexicano-Sp | FMX | Consumer Defensive | 0.17% | 165,107 | +9,668 | +6.22% | $18,336,783 |
| Waste Connections | WCN | Industrials | 0.15% | 98,148 | +12,829 | +15.04% | $15,943,161 |
| Infosys Ltd-Sp ADR | INFY | Technology | 0.15% | 1,155,813 | +805,626 | +230.06% | $15,615,034 |
| XP Inc | XP | Other | 0.12% | 696,489 | +16,319 | +2.40% | $13,261,151 |
| Linde PLC | LIN | Other | 0.11% | 24,524 | -4,160 | -14.50% | $12,158,018 |
| Shopify Inc. | SHOP | Technology | 0.09% | 81,087 | +20,436 | +33.69% | $9,618,540 |
| Spotify Technology SA | SPOT | Other | 0.07% | 14,877 | +14,877 | +100.00% | $7,214,006 |
| Tencent Music Entertainment - | TME | Communication Services | 0.04% | 503,887 | +162,755 | +47.71% | $4,676,072 |
| MakeMyTrip Ltd | MMYT | Other | 0.04% | 123,247 | +32,263 | +35.46% | $4,595,880 |
| AIA Group Ltd-Sp ADR | AAGIY | Financial Services | 0.03% | 71,286 | - | - | $3,174,366 |
| Experian PLC ADR | EXPGY | Industrials | 0.02% | 72,210 | - | - | $2,523,017 |