Sustainable Growth Advisers, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Sustainable Growth Advisers, Lp disclosed 45 stock positions valued at approximately $10.19B as of quarter-end June 30, 2026. The largest holdings include Nvidia Corp, Alphabet Inc CL C, and Microsoft Corp..
- Report Period
- June 30, 2026
- No. of Stocks
- 45
- Portfolio Value
- $10.19B
Holdings by Sector
Sustainable Growth Advisers, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | Technology | 9.27% | 4,720,144 | -129,368 | -2.67% | $944,453,613 |
| Alphabet Inc CL C | GOOG | Communication Services | 7.38% | 2,129,711 | +237,143 | +12.53% | $752,490,788 |
| Microsoft Corp. | MSFT | Technology | 5.51% | 1,505,003 | -63,990 | -4.08% | $561,396,219 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 5.34% | 2,281,329 | -989,912 | -30.26% | $543,731,954 |
| Apple Inc | AAPL | Technology | 4.96% | 1,747,382 | +221,682 | +14.53% | $505,622,456 |
| Visa Inc | V | Financial Services | 4.86% | 1,442,706 | -307,429 | -17.57% | $494,978,002 |
| Broadcom Inc | AVGO | Technology | 4.73% | 1,275,451 | -187,151 | -12.80% | $481,801,616 |
| Waste Management Inc | WM | Industrials | 4.51% | 2,061,651 | +39,949 | +1.98% | $459,500,775 |
| Yum! Brands Inc | YUM | Consumer Cyclical | 3.92% | 2,498,040 | +237,637 | +10.51% | $399,336,674 |
| Equinix Inc | EQIX | Real Estate | 3.55% | 346,868 | +346,868 | +100.00% | $361,571,734 |
| Synopsys Inc | SNPS | Technology | 3.53% | 807,346 | -93,641 | -10.39% | $360,132,831 |
| Meta Platforms Inc | META | Communication Services | 3.38% | 611,981 | -85,210 | -12.22% | $344,722,778 |
| American Express Co | AXP | Financial Services | 3.28% | 987,506 | -134,508 | -11.99% | $334,023,905 |
| Danaher Corp | DHR | Healthcare | 2.78% | 1,485,298 | -151,084 | -9.23% | $282,919,563 |
| Canadian Pacific Kansas City L | CP | Industrials | 2.76% | 3,247,192 | -1,963,138 | -37.68% | $281,369,186 |
| S&P Global Inc | SPGI | Financial Services | 2.65% | 663,329 | -93,968 | -12.41% | $270,147,369 |
| WW Grainger Inc | GWW | Industrials | 2.62% | 196,046 | -14,872 | -7.05% | $266,700,978 |
| Ecolab Inc | ECL | Basic Materials | 2.54% | 927,791 | +80,533 | +9.51% | $258,491,851 |
| Salesforce Inc | CRM | Technology | 2.31% | 1,504,598 | -235,712 | -13.54% | $235,710,323 |
| Chipotle Mexican Grill Inc | CMG | Consumer Cyclical | 2.29% | 6,871,158 | -946,996 | -12.11% | $233,619,372 |
| MasterCard Inc | MA | Financial Services | 1.91% | 379,868 | +3,454 | +0.92% | $195,100,205 |
| Arista Network | ANET | Other | 1.52% | 909,167 | +909,167 | +100.00% | $154,449,290 |
| Cooper Companies Inc/ The | COO | Healthcare | 1.37% | 1,948,108 | -106,204 | -5.17% | $139,698,824 |
| Arm Holdings Inc - ADR | ARM | Technology | 1.34% | 385,965 | -1,621,194 | -80.77% | $136,851,610 |
| ServiceNow Inc | NOW | Technology | 1.30% | 1,331,464 | +326,193 | +32.45% | $132,187,746 |
| NIKE Inc | NKE | Consumer Cyclical | 0.98% | 2,433,226 | -131,515 | -5.13% | $99,883,927 |
| HDFC Bank Ltd-ADR | HDB | Financial Services | 0.96% | 3,798,850 | -1,427,057 | -27.31% | $98,124,295 |
| Aon PLC | AON | Financial Services | 0.79% | 242,284 | -809,521 | -76.96% | $80,363,180 |
| Steris PLC | STE | Healthcare | 0.78% | 375,237 | -171,942 | -31.42% | $79,013,655 |
| Linde PLC | LIN | Other | 0.77% | 151,670 | +127,146 | +518.46% | $78,707,629 |
Showing 30 of 45 holdings in the latest reporting period.