Sustainable Growth Advisers, LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 56Value: $5.5BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "XP",
  "ARM",
  "BABA",
  "GOOGL",
  "AXP",
  "TEAM",
  "CP.TO",
  "INTU",
  "FMX",
  "META",
  "LIN",
  null,
  null,
  null,
  "MSFT",
  "ICLR",
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "SPGI",
  "NOW",
  "SHW",
  "SHOP",
  "SAP",
  "SBUX",
  "SNPS",
  "TMO",
  "UL",
  "ALC",
  "TSM",
  "IT",
  null,
  "ADSK",
  "AON",
  "WM",
  "WCN",
  "NVO",
  "AMZN",
  "HDB",
  "TME",
  "VUG",
  "V",
  "WDAY",
  "YUM",
  "MSCI",
  "INFY",
  "CRM",
  "MELI",
  "STE",
  "DHR",
  "GOOG",
  "NFLX"
]

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: sustainable-growth-advisers-lp
Manager Name: Sustainable-Growth-Advisers-Lp

Data Enrichment

93% identified

52 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

56 positions • $5.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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AMAZON COM INC

AMZN|023135106

Shares:2.1M

Value:$392.5M

% of Portfolio:7.1% ($392.5M/$5.5B)

MICROSOFT CORP

MSFT|594918104

Shares:964.1K

Value:$361.9M

% of Portfolio:6.5% ($361.9M/$5.5B)

VISA INC.

V|92826C839

Shares:1.0M

Value:$357.5M

% of Portfolio:6.5% ($357.5M/$5.5B)

INTUIT INC.

INTU|461202103

Shares:480.5K

Value:$295.0M

% of Portfolio:5.3% ($295.0M/$5.5B)

HDFC BANK LTD

HDB|40415F101

Shares:4.3M

Value:$283.0M

% of Portfolio:5.1% ($283.0M/$5.5B)

Meta Platforms, Inc.

META|30303M102

Shares:455.0K

Value:$262.2M

% of Portfolio:4.7% ($262.2M/$5.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:452.0K

Value:$236.7M

% of Portfolio:4.3% ($236.7M/$5.5B)

S&P Global Inc.

SPGI|78409V104

Shares:463.3K

Value:$235.4M

% of Portfolio:4.2% ($235.4M/$5.5B)

SYNOPSYS INC

SNPS|871607107

Shares:507.0K

Value:$217.4M

% of Portfolio:3.9% ($217.4M/$5.5B)

NVIDIA CORP

NVDA|67066G104

Shares:1.9M

Value:$206.6M

% of Portfolio:3.7% ($206.6M/$5.5B)

ALCON INC

ALC|H01301128

Shares:2.0M

Value:$192.6M

% of Portfolio:3.5% ($192.6M/$5.5B)

MERCADOLIBRE INC

MELI|58733R102

Shares:98.7K

Value:$192.5M

% of Portfolio:3.5% ($192.5M/$5.5B)

STERIS plc

STE|G8473T100

Shares:833.7K

Value:$189.0M

% of Portfolio:3.4% ($189.0M/$5.5B)

Apple Inc.

AAPL|037833100

Shares:791.0K

Value:$175.7M

% of Portfolio:3.2% ($175.7M/$5.5B)

Infosys Ltd

INFY|456788108

Shares:9.6M

Value:$175.0M

% of Portfolio:3.2% ($175.0M/$5.5B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:2.5M

Value:$174.9M

% of Portfolio:3.2% ($174.9M/$5.5B)

Aon plc

AON|G0403H108

Shares:435.6K

Value:$173.9M

% of Portfolio:3.1% ($173.9M/$5.5B)

YUM BRANDS INC

YUM|988498101

Shares:1.1M

Value:$171.5M

% of Portfolio:3.1% ($171.5M/$5.5B)

ServiceNow, Inc.

NOW|81762P102

Shares:209.9K

Value:$167.1M

% of Portfolio:3.0% ($167.1M/$5.5B)

DANAHER CORP /DE/

DHR|235851102

Shares:799.7K

Value:$163.9M

% of Portfolio:3.0% ($163.9M/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	2.1M	QoQ +9.33% (-176.2K) YoY +8.28% (+157.8K)	All Managers (Combined)	$392.5M	7.1% ($392.5M/$5.5B)	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	6.5% ($361.9M/$5.5B)	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	6.5% ($357.5M/$5.5B)	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	5.3% ($295.0M/$5.5B)	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	5.1% ($283.0M/$5.5B)	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	4.7% ($262.2M/$5.5B)	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	4.3% ($236.7M/$5.5B)	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	4.2% ($235.4M/$5.5B)	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	3.9% ($217.4M/$5.5B)	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	3.7% ($206.6M/$5.5B)	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	3.5% ($192.6M/$5.5B)	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	3.5% ($192.5M/$5.5B)	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	3.4% ($189.0M/$5.5B)	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	3.2% ($175.7M/$5.5B)	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	3.2% ($175.0M/$5.5B)	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	3.2% ($174.9M/$5.5B)	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	3.1% ($173.9M/$5.5B)	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	3.1% ($171.5M/$5.5B)	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	3.0% ($167.1M/$5.5B)	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	3.0% ($163.9M/$5.5B)	QoQ -22.10% (-$46.5M) YoY -17.39% (-$34.5M)