Sustainable Growth Advisers, LP
Sustainable Growth Advisers, LP reported 87 holdings worth US$10.2B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Sustainable Growth Advisers, LP reported 87 holdings worth US$10.2B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 87
- Value as reported
- US$10.2B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 4.72M | US$944M | 9.3% |
| Alphabet Inc (google) Class C | 2.11M | US$752M | 7.4% |
| Microsoft Corp. | 1.51M | US$561M | 5.5% |
| Amazon.com, Inc. | 2.28M | US$544M | 5.3% |
| Apple Inc | 1.75M | US$506M | 5.0% |
| Visa Inc. | 1.44M | US$495M | 4.9% |
| Broadcom Inc. | 1.28M | US$482M | 4.7% |
| Waste Management, Inc. | 2.06M | US$460M | 4.5% |
| Yum! Brands, Inc. | 2.5M | US$399M | 3.9% |
| Equinix, Inc. | 347K | US$362M | 3.5% |
| Synopsys, Inc. | 807K | US$360M | 3.5% |
| Meta Platforms, Inc. | 612K | US$345M | 3.4% |
| American Express Company | 988K | US$334M | 3.3% |
| Netflix, Inc. | 4.06M | US$290M | 2.8% |
| Danaher Corporation | 1.49M | US$283M | 2.8% |
| Canadian Pacific Kansas City Limited | 3.25M | US$281M | 2.8% |
| S&p Global Inc. | 663K | US$270M | 2.7% |
| W.w. Grainger, Inc. | 196K | US$267M | 2.6% |
| Ecolab Inc. | 928K | US$258M | 2.5% |
| Salesforce, Inc. | 1.5M | US$236M | 2.3% |
| Chipotle Mexican Grill, Inc. | 6.87M | US$234M | 2.3% |
| Mastercard Incorporated | 380K | US$195M | 1.9% |
| Arista Networks, Inc. | 909K | US$154M | 1.5% |
| The Cooper Companies, Inc. | 1.95M | US$140M | 1.4% |
| Servicenow, Inc. | 1.33M | US$132M | 1.3% |
| Nike, Inc. | 2.43M | US$99.9M | 0.98% |
| Hdfc Bank Limited | 3.8M | US$98.1M | 0.96% |
| Mercadolibre, Inc. | 33,508 | US$56.9M | 0.56% |
| Sap Se | 352K | US$54.2M | 0.53% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 90,462 | US$43.2M | 0.42% |
| Unilever Plc | 310K | US$18.7M | 0.18% |
| Waste Connections, Inc. | 110K | US$18.3M | 0.18% |
| Grab Holdings Limited | 4.61M | US$17.4M | 0.17% |
| Fomento Economico Mexicano Sab De Cv Units Cons. Of 5 Shsb | 105K | US$13.5M | 0.13% |
| Infosys Limited | 882K | US$9.25M | 0.09% |
| Shopify Inc. | 74,128 | US$8.46M | 0.08% |
| Xp Inc. | 490K | US$7.96M | 0.08% |
| Nu Holdings Ltd. | 469K | US$6.26M | 0.06% |
| Adyen Nv | 10,444 | US$97,233 | <0.01% |
| Aia Group Limited | 0 | US$0 | 0.00% |
| Experian Plc | 0 | US$0 | 0.00% |
| Fast Retailing Co., Ltd. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Tencent Music Entertainment Group Class A | 0 | US$0 | 0.00% |
| Universal Music Group N.v. | 0 | US$0 | 0.00% |
Source
View original at SEC
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