Sustainable Growth Advisers, Lp Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Sustainable Growth Advisers, Lp disclosed 49 stock positions valued at approximately $9.95B as of quarter-end September 30, 2026. The largest holdings include Nvidia Corp, Microsoft Corp., and Alphabet Inc CL C.
- Report Period
- September 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $9.95B
Holdings by Sector
Sustainable Growth Advisers, Lp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | Technology | 12.99% | 5,661,090 | +940,946 | +19.93% | $1,292,879,734 |
| Microsoft Corp. | MSFT | Technology | 7.32% | 1,420,302 | -84,701 | -5.63% | $728,472,896 |
| Alphabet Inc CL C | GOOG | Communication Services | 7.21% | 2,104,137 | -25,574 | -1.20% | $716,963,641 |
| Apple Inc | AAPL | Technology | 6.24% | 1,864,370 | +116,988 | +6.70% | $620,872,497 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 5.19% | 2,072,028 | -209,301 | -9.17% | $516,245,777 |
| Visa Inc | V | Financial Services | 4.27% | 1,183,233 | -259,473 | -17.99% | $425,171,113 |
| Broadcom Inc | AVGO | Technology | 4.26% | 1,207,718 | -67,733 | -5.31% | $424,138,484 |
| Meta Platforms Inc | META | Communication Services | 4.11% | 564,072 | -47,909 | -7.83% | $409,053,733 |
| Waste Management Inc | WM | Industrials | 4.04% | 1,969,192 | -92,459 | -4.48% | $401,557,632 |
| Synopsys Inc | SNPS | Technology | 3.39% | 776,555 | -30,791 | -3.81% | $337,754,832 |
| Equinix Inc | EQIX | Real Estate | 3.36% | 330,500 | -16,368 | -4.72% | $334,327,190 |
| Ecolab Inc | ECL | Basic Materials | 3.24% | 1,173,054 | +245,263 | +26.44% | $322,097,167 |
| American Express Co | AXP | Financial Services | 2.88% | 942,591 | -44,915 | -4.55% | $286,641,923 |
| Salesforce Inc | CRM | Technology | 2.87% | 1,242,188 | -262,410 | -17.44% | $285,169,099 |
| Danaher Corp | DHR | Healthcare | 2.37% | 1,063,782 | -421,516 | -28.38% | $235,680,902 |
| Yum! Brands Inc | YUM | Consumer Cyclical | 2.08% | 1,516,303 | -981,737 | -39.30% | $206,732,751 |
| Taiwan Semiconductor Mfg ADR | TSM | Technology | 2.04% | 444,118 | +353,656 | +390.94% | $202,602,190 |
| Arista Network | ANET | Technology | 1.78% | 871,764 | -37,403 | -4.11% | $177,482,432 |
| ServiceNow Inc | NOW | Technology | 1.78% | 1,318,977 | -12,487 | -0.94% | $176,756,108 |
| Netflix Inc | NFLX | Communication Services | 1.74% | 2,486,816 | -1,575,944 | -38.79% | $173,032,657 |
| Canadian Pacific Kansas City L | CP | Industrials | 1.72% | 2,007,716 | -1,239,476 | -38.17% | $170,856,632 |
| WW Grainger Inc | GWW | Industrials | 1.63% | 130,483 | -65,563 | -33.44% | $162,550,502 |
| S&P Global Inc | SPGI | Financial Services | 1.62% | 409,061 | -254,268 | -38.33% | $161,362,293 |
| Chipotle Mexican Grill Inc | CMG | Consumer Cyclical | 1.46% | 4,549,581 | -2,321,577 | -33.79% | $145,359,113 |
| MasterCard Inc | MA | Financial Services | 1.22% | 220,367 | -159,501 | -41.99% | $121,525,789 |
| Quanta Services Inc | PWR | Industrials | 1.18% | 182,286 | +182,286 | +100.00% | $117,120,578 |
| Arm Holdings Inc - ADR | ARM | Technology | 0.93% | 319,057 | -66,908 | -17.34% | $92,418,051 |
| Eaton Corp Plc | ETN | Industrials | 0.86% | 199,557 | +199,557 | +100.00% | $85,751,639 |
| TJX Companies Inc. | TJX | Consumer Cyclical | 0.86% | 646,289 | +646,289 | +100.00% | $85,510,497 |
| Cooper Companies Inc/ The | COO | Healthcare | 0.85% | 1,492,568 | -455,540 | -23.38% | $84,374,869 |
Showing 30 of 49 holdings in the latest reporting period.