Sustainable Growth Advisers, LP
Sustainable Growth Advisers, LP reported 90 holdings worth US$9.95B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 15, 2026
Sustainable Growth Advisers, LP reported 90 holdings worth US$9.95B as of Sep 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Oct 15, 2026 (Form 13F).
- Holdings
- 90
- Value as reported
- US$9.95B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 5.66M | US$1.29B | 13.0% |
| Microsoft Corp. | 1.42M | US$728M | 7.3% |
| Alphabet Inc (google) Class C | 2.1M | US$717M | 7.2% |
| Apple Inc | 1.86M | US$621M | 6.2% |
| Amazon.com, Inc. | 2.07M | US$516M | 5.2% |
| Visa Inc. | 1.18M | US$425M | 4.3% |
| Broadcom Inc. | 1.21M | US$424M | 4.3% |
| Meta Platforms, Inc. | 564K | US$409M | 4.1% |
| Waste Management, Inc. | 1.97M | US$402M | 4.0% |
| Synopsys, Inc. | 777K | US$338M | 3.4% |
| Equinix, Inc. | 331K | US$334M | 3.4% |
| Ecolab Inc. | 1.17M | US$322M | 3.2% |
| American Express Company | 943K | US$287M | 2.9% |
| Salesforce, Inc. | 1.24M | US$285M | 2.9% |
| Danaher Corporation | 1.06M | US$236M | 2.4% |
| Yum! Brands, Inc. | 1.52M | US$207M | 2.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 444K | US$203M | 2.0% |
| Arista Networks, Inc. | 872K | US$177M | 1.8% |
| Servicenow, Inc. | 1.32M | US$177M | 1.8% |
| Netflix, Inc. | 2.49M | US$173M | 1.7% |
| Canadian Pacific Kansas City Limited | 2.01M | US$171M | 1.7% |
| W.w. Grainger, Inc. | 130K | US$163M | 1.6% |
| S&p Global Inc. | 409K | US$161M | 1.6% |
| Chipotle Mexican Grill, Inc. | 4.55M | US$145M | 1.5% |
| Mastercard Incorporated | 220K | US$122M | 1.2% |
| Quanta Services, Inc. | 182K | US$117M | 1.2% |
| ARM Holdings PLC | 319K | US$92.4M | 0.93% |
| Tjx Companies, Inc. (the) | 646K | US$85.5M | 0.86% |
| The Cooper Companies, Inc. | 1.49M | US$84.4M | 0.85% |
| Hdfc Bank Limited | 3.01M | US$67.3M | 0.68% |
| Mercadolibre, Inc. | 24,008 | US$41.5M | 0.42% |
| Sap Se | 192K | US$40M | 0.40% |
| Sea Limited | 300K | US$29.2M | 0.29% |
| Alibaba Group Holding Limited | 174K | US$18.7M | 0.19% |
| Grab Holdings Limited | 4.17M | US$13M | 0.13% |
| Waste Connections, Inc. | 79,251 | US$12.2M | 0.12% |
| Unilever Plc | 196K | US$11.9M | 0.12% |
| Fomento Economico Mexicano Sab De Cv Units Cons. Of 5 Shsb | 83,548 | US$9.91M | 0.10% |
| Xp Inc. | 398K | US$8.35M | 0.08% |
| Shopify Inc. | 43,896 | US$6.51M | 0.07% |
| Nu Holdings Ltd. | 469K | US$5.93M | 0.06% |
| Infosys Limited | 219K | US$2.35M | 0.02% |
| Adyen Nv | 10,444 | US$103K | <0.01% |
| Nike, Inc. | 0 | US$0 | 0.00% |
Source
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