Sustainable Growth Advisers, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Sustainable Growth Advisers, LP reported 47 stock positions worth $10.2 billion. Its top holding was Nvidia (NVDA) at 9.3% of the portfolio, followed by Alphabet Class C (GOOG, 7.4%) and Microsoft (MSFT, 5.5%). Compared with Q1 2026, it opened 3 new positions, sold out of 7, added to 10 and reduced 33. The biggest buy was a new position in Equinix (EQIX) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001290668
- Portfolio Value
- $10.2B (Q2 2026)
- SEC Filing
- 0001290668-26-000003 ↗ filed Aug 10, 2026
Holdings Value
Holdings 47 stocks · $10.2B
| NVDA Nvidia Corp. | 9.27% | 4,720,144 | $944.5M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 7.38% | 2,129,711 | $752.5M | Add +12.5% |
| MSFT Microsoft Corp. | 5.51% | 1,505,003 | $561.4M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 5.34% | 2,281,329 | $543.7M | Reduce -30.3% |
| AAPL Apple Inc. | 4.96% | 1,747,382 | $505.6M | Add +14.5% |
| V Visa Inc. Class A | 4.86% | 1,442,706 | $495.0M | Reduce -17.6% |
| AVGO Broadcom Inc. | 4.73% | 1,275,451 | $481.8M | Reduce -12.8% |
| WM Waste Management Inc. | 4.51% | 2,061,651 | $459.5M | Add +2.0% |
| YUM Yum! Brands Inc. | 3.92% | 2,498,040 | $399.3M | Add +10.5% |
| EQIX Equinix Inc. | 3.55% | 346,868 | $361.6M | New |
| SNPS Synopsys Inc. | 3.53% | 807,346 | $360.1M | Reduce -10.4% |
| META Meta Platforms Inc. Class A | 3.38% | 611,981 | $344.7M | Reduce -12.2% |
| AXP American Express Co. | 3.28% | 987,506 | $334.0M | Reduce -12.0% |
| NFLX Netflix Inc. | 2.85% | 4,062,760 | $290.1M | Add +19.1% |
| DHR Danaher Corp. | 2.78% | 1,485,298 | $282.9M | Reduce -9.2% |
| CP Canadian Pacific Kansas City | 2.76% | 3,247,192 | $281.4M | Reduce -37.7% |
| SPGI S&P Global Inc. | 2.65% | 663,329 | $270.1M | Reduce -12.4% |
| GWW WW Grainger Inc. | 2.62% | 196,046 | $266.7M | Reduce -7.0% |
| ECL Ecolab Inc. | 2.54% | 927,791 | $258.5M | Add +9.5% |
| CRM Salesforce Inc. | 2.31% | 1,504,598 | $235.7M | Reduce -13.5% |
| CMG Chipotle Mexican Grill Inc. | 2.29% | 6,871,158 | $233.6M | Reduce -12.1% |
| MA Mastercard Inc. Class A | 1.91% | 379,868 | $195.1M | Add +0.9% |
| ANET Arista Networks Inc. | 1.52% | 909,167 | $154.4M | New |
| COO The Cooper Cos Inc. | 1.37% | 1,948,108 | $139.7M | Reduce -5.2% |
| ARM Arm Holdings PLC-ADR | 1.34% | 385,965 | $136.9M | Reduce -80.8% |
| NOW ServiceNow Inc. | 1.30% | 1,331,464 | $132.2M | Add +32.5% |
| NKE Nike Inc. Class B | 0.98% | 2,433,226 | $99.9M | Reduce -5.1% |
| HDB HDFC Bank Ltd.-ADR | 0.96% | 3,798,850 | $98.1M | Reduce -27.3% |
| AON Aon PLC Class A | 0.79% | 242,284 | $80.4M | Reduce -77.0% |
| STE Steris PLC | 0.78% | 375,237 | $79.0M | Reduce -31.4% |
| LIN Linde PLC | 0.77% | 151,670 | $78.7M | Add +518.5% |
| MELI MercadoLibre Inc. | 0.56% | 33,508 | $56.9M | Reduce -36.2% |
| SAP Sap SE-Sponsored ADR | 0.53% | 351,771 | $54.2M | Reduce -25.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 90,462 | $43.2M | Reduce -30.6% |
| SE Sea Ltd.-ADR | 0.38% | 400,167 | $38.3M | Reduce -36.5% |
| BABA Alibaba Group Holding-SP ADR | 0.19% | 199,370 | $19.1M | Reduce -27.1% |
| UL Unilever PLC-Sponsored ADR | 0.18% | 310,450 | $18.7M | Reduce -23.4% |
| WCN Waste Connections Inc. | 0.18% | 109,933 | $18.3M | Add +12.0% |
| GRAB Grab Holdings Ltd. Class A | 0.17% | 4,607,822 | $17.4M | Reduce -20.7% |
| ALC Alcon Inc. filed as ALCON AG | 0.15% | 224,494 | $15.1M | Reduce -79.6% |
| FMX Fomento Economico Mex-SP ADR | 0.13% | 105,248 | $13.5M | Reduce -36.3% |
| INFY Infosys Ltd.-SP ADR | 0.09% | 881,580 | $9.2M | Reduce -23.7% |
| SHOP Shopify Inc. Class A | 0.08% | 74,128 | $8.5M | Reduce -8.6% |
| XP XP Inc. Class A | 0.08% | 489,754 | $8.0M | Reduce -29.7% |
| SPOT Spotify Technology SA | 0.07% | 14,877 | $6.8M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.06% | 468,797 | $6.3M | New |
| ADYEY Adyen NV-Unspon ADR | 0.00% | 10,444 | $97K | Reduce -96.5% |
Portfolio Sells Q1 2026 → Q2 2026
| INTU Intuit Inc. | Sold out | 0.00% | −2.59 |
| AON Aon PLC Class A | Reduce -77.0% | 0.79% | −2.41 |
| ARM Arm Holdings PLC-ADR | Reduce -80.8% | 1.34% | −1.52 |
| CP Canadian Pacific Kansas City | Reduce -37.7% | 2.76% | −1.10 |
| AMZN Amazon.com Inc. | Reduce -30.3% | 5.34% | −1.08 |
| CRM Salesforce Inc. | Reduce -13.5% | 2.31% | −0.75 |
| ALC Alcon Inc. | Reduce -79.6% | 0.15% | −0.63 |
| SPGI S&P Global Inc. | Reduce -12.4% | 2.65% | −0.38 |
| META Meta Platforms Inc. Class A | Reduce -12.2% | 3.38% | −0.37 |
| STE Steris PLC | Reduce -31.4% | 0.78% | −0.36 |
| MELI MercadoLibre Inc. | Reduce -36.2% | 0.56% | −0.30 |
| NKE Nike Inc. Class B | Reduce -5.1% | 0.98% | −0.30 |
| HDB HDFC Bank Ltd.-ADR | Reduce -27.3% | 0.96% | −0.26 |
| SAP Sap SE-Sponsored ADR | Reduce -25.8% | 0.53% | −0.23 |
| DHR Danaher Corp. | Reduce -9.2% | 2.78% | −0.14 |
| BABA Alibaba Group Holding-SP ADR | Reduce -27.1% | 0.19% | −0.14 |
| V Visa Inc. Class A | Reduce -17.6% | 4.86% | −0.12 |
| SE Sea Ltd.-ADR | Reduce -36.5% | 0.38% | −0.11 |
| CMG Chipotle Mexican Grill Inc. | Reduce -12.1% | 2.29% | −0.06 |
| INFY Infosys Ltd.-SP ADR | Reduce -23.7% | 0.09% | −0.06 |
| XP XP Inc. Class A | Reduce -29.7% | 0.08% | −0.05 |
| TME Tencent Music Entertainm-ADR | Sold out | 0.00% | −0.04 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −0.04 |
| FMX Fomento Economico Mex-SP ADR | Reduce -36.3% | 0.13% | −0.04 |
| UL Unilever PLC-Sponsored ADR | Reduce -23.4% | 0.18% | −0.03 |
| UNVGY Universal Music Gro-Unsp ADR | Sold out | 0.00% | −0.03 |
| AAGIY Aia Group Ltd.-SP ADR | Sold out | 0.00% | −0.03 |
| GRAB Grab Holdings Ltd. Class A | Reduce -20.7% | 0.17% | −0.03 |
| ADYEY Adyen NV-Unspon ADR | Reduce -96.5% | 0.00% | −0.03 |
| EXPGY Experian PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| FRCOY Fast Retailing Co.-Unspon ADR | Sold out | 0.00% | −0.02 |
| COO The Cooper Cos Inc. | Reduce -5.2% | 1.37% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -8.6% | 0.08% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -30.6% | 0.42% | +0.01 |
| MSFT Microsoft Corp. | Reduce -4.1% | 5.51% | +0.04 |
| AXP American Express Co. | Reduce -12.0% | 3.28% | +0.08 |
| SNPS Synopsys Inc. | Reduce -10.4% | 3.53% | +0.17 |
| GWW WW Grainger Inc. | Reduce -7.0% | 2.62% | +0.45 |
| AVGO Broadcom Inc. | Reduce -12.8% | 4.73% | +0.47 |
| NVDA Nvidia Corp. | Reduce -2.7% | 9.27% | +1.31 |
Portfolio Buys Q1 2026 → Q2 2026
| EQIX Equinix Inc. | New | 3.55% | +3.55 |
| GOOG Alphabet Inc. Class C | Add +12.5% | 7.38% | +2.27 |
| ANET Arista Networks Inc. | New | 1.52% | +1.52 |
| AAPL Apple Inc. | Add +14.5% | 4.96% | +1.32 |
| LIN Linde PLC | Add +518.5% | 0.77% | +0.66 |
| YUM Yum! Brands Inc. | Add +10.5% | 3.92% | +0.61 |
| ECL Ecolab Inc. | Add +9.5% | 2.54% | +0.41 |
| NOW ServiceNow Inc. | Add +32.5% | 1.30% | +0.31 |
| MA Mastercard Inc. Class A | Add +0.9% | 1.91% | +0.14 |
| WM Waste Management Inc. | Add +2.0% | 4.51% | +0.14 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.06% | +0.06 |
| WCN Waste Connections Inc. | Add +12.0% | 0.18% | +0.03 |
| NFLX Netflix Inc. | Add +19.1% | 2.85% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $10.2B | NVDA, GOOG, MSFT, AMZN, AAPL |
| Q1 2026 | 51 | $10.6B | NVDA, AMZN, MSFT, GOOG, V |
| Q4 2025 | 54 | $14.4B | NVDA, AMZN, MSFT, V, GOOG |
| Q3 2025 | 59 | $17.1B | MSFT, NVDA, AMZN, V, INTU |
| Q2 2025 | 55 | $19.4B | AMZN, MSFT, META, INTU, NVDA |
| Q1 2025 | 56 | $17.9B | AMZN, MSFT, V, META, INTU |
| Q4 2024 | 54 | $19.9B | AMZN, MSFT, V, INTU, UNH |
| Q3 2024 | 53 | $23.6B | AMZN, MSFT, V, UNH, SPGI |
| Q2 2024Amended | 52 | $22.7B | MSFT, AMZN, V, UNH, SPGI |
| Q1 2024 | 54 | $23.9B | MSFT, AMZN, V, UNH, INTU |