Sustainable Growth Advisers, LP Portfolio
About Sustainable Growth Advisers, LP
Sustainable Growth Advisers, LP is a Investment Manager managing $17.08B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
42 of 59 linked to profiles
Showing top 59 of 105 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | MSFT | $1.33B | 7.76% |
| 2 | NVDA | $1.20B | 7.00% |
| 3 | AMZN | $1.19B | 6.97% |
| 4 | V | $879.1M | 5.15% |
| 5 | INTU | $852.1M | 4.99% |
| 6 | META | $777.4M | 4.55% |
| 7 | SNPS | $663.1M | 3.88% |
| 8 | SPGI | $629.6M | 3.69% |
| 9 | GOOGL | $592.7M | 3.47% |
| 10 | NOW | $577.5M | 3.38% |
| 11 | UNH | $566.3M | 3.32% |
| 12 | CMG | $489.7M | 2.87% |
| 13 | CRM | $482.1M | 2.82% |
| 14 | AON | $469.7M | 2.75% |
| 15 | YUM | $415.7M | 2.43% |
| 16 | IT | $385.6M | 2.26% |
| 17 | DHR | $380.3M | 2.23% |
| 18 | HDB | $372.9M | 2.18% |
| 19 | AAPL | $335.5M | 1.96% |
| 20 | AXP | $268.7M | 1.57% |
| 21 | STE | $263.7M | 1.54% |
| 22 | SAP | $225.1M | 1.32% |
| 23 | MELI | $217.7M | 1.27% |
| 24 | ECL | $190.6M | 1.12% |
| 25 | NKE | $190.2M | 1.11% |
| 26 | NFLX | $188.1M | 1.10% |
| 27 | INFY | $177.2M | 1.04% |
| 28 | UL | $26.3M | 0.15% |
| 29 | WCN | $15.2M | 0.09% |
| 30 | SHOP | $13.5M | 0.08% |
| 31 | LIN | $13.3M | 0.08% |
| 32 | TEAM | $12.1M | 0.07% |
| 33 | GRAB | $12.1M | 0.07% |
| 34 | XP | $10.1M | 0.06% |
| 35 | WDAY | $9.2M | 0.05% |
| 36 | GOOGL | $2.6M | 0.02% |
| 37 | ADSK | $573K | 0.00% |
| 38 | TMO | $428K | 0.00% |
| 39 | MSCI | $422K | 0.00% |
| 40 | NVO | $309K | 0.00% |
| 41 | SBUX | $276K | 0.00% |
| 42 | SHW | $201K | 0.00% |
Other Assets (17)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| Waste Management Inc | $720.4M |
| Canadian Pacific Kansas City L | $569.1M |
| Arm Holdings Inc - ADR | $407.7M |
| Cooper Companies Inc/ The | $283.3M |
| WW Grainger Inc | $239.6M |
| Alcon Inc | $239.5M |
| Taiwan Semiconductor Mfg ADR | $78.6M |
| Alibaba Group Holding-Sp ADR | $49.7M |
| Fomento Economico Mexicano-Sp | $19.9M |
| Universal Music Group Unsp Adr | $10.4M |
| Tencent Music Entertainment - | $8.7M |
| Experian PLC ADR | $7.6M |
| AIA Group Ltd-Sp ADR | $6.3M |
| Adyen NV Unspon ADR | $6.1M |
| Fast Retailing Co-Unspon ADR | $5.8M |
| MakeMyTrip Ltd | $5.6M |
| iShares Russell 1000 Growth | $1.4M |