Sustainable Growth Advisers, LP

Investment Portfolio & 13F Holdings Analysis

About

Sustainable Growth Advisers, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 56 holdings worth $5.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 56
Total Value: 5540865492
Accession Number: 0001290668-25-000002
Form Type: 13F-HR
CIK: 0001290668
Manager Name: Sustainable Growth Advisers, LP

Data Enrichment

93% identified

52 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

56 positions • $5,540,865.492K total value

56 positions

Manager:

SEC FilingSEC DataHachi Filing

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AMAZON COM INC

AMZN|023135106

2063209(+9.3%)

Value:

$392.5B(-5.2%)

MICROSOFT CORP

MSFT|594918104

964070(+5.8%)

Value:

$361.9B(-5.7%)

VISA INC.

V|92826C839

1020156(-1.8%)

Value:

$357.5B(+8.8%)

INTUIT INC.

INTU|461202103

480453(+9.9%)

Value:

$295.0B(+7.3%)

HDFC BANK LTD

HDB|40415F101

4258854(+2.4%)

Value:

$283.0B(+6.5%)

Meta Platforms, Inc.

META|30303M102

455008(+14.2%)

Value:

$262.2B(+12.4%)

UNITEDHEALTH GROUP INC

UNH|91324P102

451956(+0.2%)

Value:

$236.7B(+3.8%)

S&P Global Inc.

SPGI|78409V104

463284(-1.5%)

Value:

$235.4B(+0.5%)

SYNOPSYS INC

SNPS|871607107

507024(+16.9%)

Value:

$217.4B(+3.3%)

NVIDIA CORP

NVDA|67066G104

1906513(+16.2%)

Value:

$206.6B(-6.2%)

ALCON INC

ALC|H01301128

2029073(-10.9%)

Value:

$192.6B(-0.4%)

MERCADOLIBRE INC

MELI|58733R102

98677(+16.3%)

Value:

$192.5B(+33.4%)

STERIS plc

STE|G8473T100

833688(+2.4%)

Value:

$189.0B(+12.9%)

Apple Inc.

AAPL|037833100

791001(-0.3%)

Value:

$175.7B(-11.6%)

Infosys Ltd

INFY|456788108

9588824(+65.9%)

Value:

$175.0B(+38.1%)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

2491091(-0.3%)

Value:

$174.9B(-3.2%)

Aon plc

AON|G0403H108

435623(-23.9%)

Value:

$173.9B(-15.4%)

YUM BRANDS INC

YUM|988498101

1089856(-28.6%)

Value:

$171.5B(-16.2%)

ServiceNow, Inc.

NOW|81762P102

209900(+66.7%)

Value:

$167.1B(+25.2%)

DANAHER CORP /DE/

DHR|235851102

799671(-12.8%)

Value:

$163.9B(-22.1%)

Instrument	Shares		Other Manager	Value
Amazon Com Inc(AMZNcusip023135106)	2.1M	QoQ +9.33% (-176.2K) YoY +8.28% (+157.8K)	All Managers (Combined)	$392.5M	QoQ -5.17% (-$21.4M) YoY +14.21% (+$48.9M)
Microsoft Corp(MSFTcusip594918104)	964.1K	QoQ +5.82% (-53.1K) YoY +8.98% (-79.5K)	All Managers (Combined)	$361.9M	QoQ -5.74% (-$22.1M) YoY -2.75% (-$10.3M)
Visa Inc.(Vcusip92826C839)	1.0M	QoQ -1.84% (-19.1K) YoY +0.52% (+5.3K)	All Managers (Combined)	$357.5M	QoQ +8.84% (-$29.1M) YoY +26.23% (+$74.3M)
Intuit Inc.(INTUcusip461202103)	480.5K	QoQ +9.86% (+43.1K) YoY +33.95% (+121.8K)	All Managers (Combined)	$295.0M	QoQ +7.32% (+$20.1M) YoY +26.53% (+$61.9M)
Hdfc Bank Ltd(HDBcusip40415F101)	4.3M	QoQ +2.35% (+98.0K) YoY +4.26% (+174.3K)	All Managers (Combined)	$283.0M	QoQ +6.49% (+$17.2M) YoY +23.77% (+$54.3M)
Meta Platforms, Inc.(METAcusip30303M102)	455.0K	QoQ +14.15% (+56.4K) YoY NEW(+455.0K)	All Managers (Combined)	$262.2M	QoQ +12.37% (+$28.9M) YoY NEW(+$262.2M)
Unitedhealth Group Inc(UNHcusip91324P102)	452.0K	QoQ +0.21% (+979) YoY +23.13% (+84.9K)	All Managers (Combined)	$236.7M	QoQ +3.76% (+$8.6M) YoY +30.36% (+$55.1M)
S&P Global Inc.(SPGIcusip78409V104)	463.3K	QoQ -1.53% (-7.2K) YoY -5.60% (-27.5K)	All Managers (Combined)	$235.4M	QoQ +0.45% (-$1.1M) YoY +12.72% (-$26.6M)
Synopsys Inc(SNPScusip871607107)	507.0K	QoQ +16.94% (+73.5K) YoY NEW(+507.0K)	All Managers (Combined)	$217.4M	QoQ +3.33% (+$7.0M) YoY NEW(+$217.4M)
Nvidia Corp(NVDAcusip67066G104)	1.9M	QoQ +16.20% (-265.9K) YoY +1007.72% (+1.7M)	All Managers (Combined)	$206.6M	QoQ -6.21% (-$13.7M) YoY +32.86% (+$51.1M)
Alcon Inc(ALCcusipH01301128)	2.0M	QoQ -10.93% (-249.2K) YoY -5.17% (-110.6K)	All Managers (Combined)	$192.6M	QoQ -0.40% (-$785.8K) YoY +8.08% (-$14.4M)
Mercadolibre Inc(MELIcusip58733R102)	98.7K	QoQ +16.27% (+13.8K) YoY -15.73% (-18.4K)	All Managers (Combined)	$192.5M	QoQ +33.39% (+$48.2M) YoY +8.72% (-$15.4M)
Steris Plc(STEcusipG8473T100)	833.7K	QoQ +2.38% (+19.4K) YoY +5.65% (+44.6K)	All Managers (Combined)	$189.0M	QoQ +12.88% (+$21.6M) YoY +6.51% (+$11.6M)
Apple Inc.(AAPLcusip037833100)	791.0K	QoQ -0.29% (-2.3K) YoY +3944.79% (+771.4K)	All Managers (Combined)	$175.7M	QoQ -11.55% (-$23.0M) YoY +5139.51% (+$172.4M)
Infosys Ltd(INFYcusip456788108)	9.6M	QoQ +65.92% (+3.8M) YoY +6.23% (+562.6K)	All Managers (Combined)	$175.0M	QoQ +38.14% (+$48.3M) YoY +8.12% (+$13.2M)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	2.5M	QoQ -0.25% (-6.3K) YoY +1.17% (-28.9K)	All Managers (Combined)	$174.9M	QoQ -3.23% (-$5.8M) YoY -19.43% (-$42.2M)
Aon Plc(AONcusipG0403H108)	435.6K	QoQ -23.88% (-136.7K) YoY -30.00% (-186.7K)	All Managers (Combined)	$173.9M	QoQ -15.42% (-$31.7M) YoY -16.29% (-$33.8M)
Yum Brands Inc(YUMcusip988498101)	1.1M	QoQ -28.55% (-435.5K) YoY -14.50% (-184.9K)	All Managers (Combined)	$171.5M	QoQ -16.19% (-$33.1M) YoY -2.96% (-$5.2M)
Servicenow, Inc.(NOWcusip81762P102)	209.9K	QoQ +66.69% (+84.0K) YoY +1071.38% (+192.0K)	All Managers (Combined)	$167.1M	QoQ +25.18% (+$33.6M) YoY +1123.22% (+$153.4M)
Danaher Corp /De/(DHRcusip235851102)	799.7K	QoQ -12.77% (-117.2K) YoY +0.61% (-4.9K)	All Managers (Combined)	$163.9M	QoQ -22.10% (-$46.5M) YoY -17.39% (-$34.5M)