Sustainable Growth Advisers, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Sustainable Growth Advisers, LP reported 52 stock positions worth $22.7 billion. Its top holding was Microsoft (MSFT) at 6.8% of the portfolio, followed by Amazon.com (AMZN, 6.6%) and Visa Class A (V, 4.8%). Compared with Q1 2024, it opened 3 new positions, sold out of 5, added to 16 and reduced 33. The biggest buy was Apple (AAPL, shares +15884%) and the biggest sale an exit from Equinix (EQIX).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001290668
- Portfolio Value
- $22.7B (Q2 2024)
- SEC Filing
- 0001290668-24-000004 ↗ filed Aug 8, 2024
Holdings Value
Holdings 52 stocks · $22.7B
| MSFT Microsoft Corp. | 6.83% | 3,463,177 | $1.5B | Reduce -8.2% |
| AMZN Amazon.com Inc. | 6.60% | 7,731,081 | $1.5B | Reduce -10.2% |
| V Visa Inc. Class A | 4.82% | 4,161,169 | $1.1B | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 4.41% | 1,959,605 | $997.9M | Add +0.2% |
| SPGI S&P Global Inc. | 4.18% | 2,121,903 | $946.4M | Reduce -3.5% |
| WDAY Workday Inc. Class A | 3.98% | 4,028,192 | $900.5M | Add +18.4% |
| DHR Danaher Corp. | 3.58% | 3,243,948 | $810.5M | Reduce -12.5% |
| AON Aon PLC Class A | 3.58% | 2,759,875 | $810.2M | Reduce -1.6% |
| NVDA Nvidia Corp. | 3.46% | 6,342,199 | $783.5M | Reduce -13.5% |
| INTU Intuit Inc. | 3.45% | 1,188,098 | $780.8M | Reduce -18.0% |
| YUM Yum! Brands Inc. | 3.34% | 5,712,629 | $756.7M | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 3.23% | 3,988,029 | $731.5M | Reduce -29.6% |
| CP Canadian Pacific Kansas City | 3.22% | 9,257,464 | $728.8M | Reduce -4.3% |
| CRM Salesforce Inc. | 3.14% | 2,770,514 | $712.3M | Add +12.9% |
| AAPL Apple Inc. | 2.91% | 3,125,874 | $658.4M | Add +15884.2% |
| MSCI MSCI Inc. | 2.85% | 1,340,059 | $645.6M | Add +1.3% |
| ADSK Autodesk Inc. | 2.72% | 2,489,217 | $616.0M | Reduce -18.1% |
| META Meta Platforms Inc. Class A | 2.63% | 1,180,341 | $595.2M | New |
| NOW ServiceNow Inc. | 2.55% | 734,114 | $577.5M | Add +65.4% |
| SNPS Synopsys Inc. | 2.53% | 961,332 | $572.1M | New |
| HDB HDFC Bank Ltd.-ADR | 2.43% | 8,543,287 | $549.6M | Reduce -3.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.12% | 3,361,344 | $479.8M | Reduce -11.7% |
| CPAY Corpay Inc. | 1.99% | 1,690,091 | $450.3M | Reduce -5.8% |
| ECL Ecolab Inc. | 1.76% | 1,676,558 | $399.0M | Reduce -13.9% |
| NFLX Netflix Inc. | 1.73% | 581,422 | $392.4M | Reduce -18.0% |
| TMO Thermo Fisher Scientific Inc. | 1.70% | 696,923 | $385.4M | Reduce -9.2% |
| ICLR Icon PLC | 1.66% | 1,197,547 | $375.4M | Reduce -1.4% |
| ALC Alcon Inc. filed as ALCON AG | 1.49% | 3,789,695 | $337.6M | Reduce -4.4% |
| SBUX Starbucks Corp. | 1.47% | 4,279,637 | $333.2M | Add +0.1% |
| AXP American Express Co. | 1.47% | 1,434,826 | $332.2M | Reduce -16.1% |
| STE Steris PLC | 1.42% | 1,463,328 | $321.3M | Reduce -1.5% |
| INFY Infosys Ltd.-SP ADR | 1.39% | 16,868,045 | $314.1M | Add +1.7% |
| WM Waste Management Inc. | 1.19% | 1,268,559 | $270.6M | Reduce -10.1% |
| IT Gartner Inc. | 1.18% | 593,553 | $266.5M | New |
| MELI MercadoLibre Inc. | 1.15% | 158,857 | $261.1M | Reduce -38.9% |
| TEAM Atlassian Corp. Class A | 1.08% | 1,378,543 | $243.8M | Add +36.5% |
| FMX Fomento Economico Mex-SP ADR | 0.16% | 328,535 | $35.4M | Reduce -24.6% |
| XP XP Inc. Class A | 0.10% | 1,255,743 | $22.1M | Add +12.1% |
| LIN Linde PLC | 0.09% | 44,137 | $19.4M | Reduce -90.4% |
| SAP Sap SE-Sponsored ADR | 0.08% | 95,105 | $19.2M | Reduce -18.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 97,337 | $16.9M | Add +314.5% |
| WCN Waste Connections Inc. | 0.07% | 88,595 | $15.5M | Reduce -17.0% |
| LULU Lululemon Athletica Inc. | 0.07% | 49,879 | $14.9M | Add +28.2% |
| UL Unilever PLC | 0.05% | 185,995 | $10.2M | Add +6.2% |
| UNVGY Universal Music Gro-Unsp ADR | 0.04% | 602,988 | $8.9M | Add +12.6% |
| AAGIY Aia Group Ltd.-SP ADR | 0.02% | 201,044 | $5.4M | Add +19.0% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.02% | 34,337 | $5.3M | Reduce -0.7% |
| NSRGY Nestle SA-Spons ADR | 0.02% | 46,567 | $4.8M | Reduce 0.0% |
| GOOGL Alphabet Inc. Class A | 0.01% | 13,360 | $2.4M | Reduce -17.1% |
| IWF iShares Russell 1000 Growth | 0.01% | 5,914 | $2.2M | Add +144.7% |
| SHW The Sherwin-Williams Co. | 0.00% | 1,040 | $310K | Reduce -99.9% |
| IQV Iqvia Holdings Inc. | 0.00% | 1,359 | $287K | Reduce -99.9% |
Portfolio Sells Q1 2024 → Q2 2024
| EQIX Equinix Inc. | Sold out | 0.00% | −2.11 |
| IQV Iqvia Holdings Inc. | Reduce -99.9% | 0.00% | −1.71 |
| SHW The Sherwin-Williams Co. | Reduce -99.9% | 0.00% | −1.59 |
| BALL Ball Corp. | Sold out | 0.00% | −1.36 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.81 |
| LIN Linde PLC | Reduce -90.4% | 0.09% | −0.81 |
| ADSK Autodesk Inc. | Reduce -18.1% | 2.72% | −0.59 |
| INTU Intuit Inc. | Reduce -18.0% | 3.45% | −0.49 |
| MELI MercadoLibre Inc. | Reduce -38.9% | 1.15% | −0.49 |
| GOOG Alphabet Inc. Class C | Reduce -29.6% | 3.23% | −0.38 |
| CP Canadian Pacific Kansas City | Reduce -4.3% | 3.22% | −0.35 |
| AON Aon PLC Class A | Reduce -1.6% | 3.58% | −0.34 |
| CPAY Corpay Inc. | Reduce -5.8% | 1.99% | −0.33 |
| DHR Danaher Corp. | Reduce -12.5% | 3.58% | −0.29 |
| V Visa Inc. Class A | Reduce -3.1% | 4.82% | −0.19 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.2% | 1.70% | −0.16 |
| AXP American Express Co. | Reduce -16.1% | 1.47% | −0.16 |
| ECL Ecolab Inc. | Reduce -13.9% | 1.76% | −0.12 |
| YUM Yum! Brands Inc. | Reduce -3.8% | 3.34% | −0.10 |
| FMX Fomento Economico Mex-SP ADR | Reduce -24.6% | 0.16% | −0.08 |
| NFLX Netflix Inc. | Reduce -18.0% | 1.73% | −0.07 |
| WM Waste Management Inc. | Reduce -10.1% | 1.19% | −0.06 |
| ICLR Icon PLC | Reduce -1.4% | 1.66% | −0.05 |
| HEINY Heineken NV-SPN ADR | Sold out | 0.00% | −0.03 |
| CIADY China Mengniu-Unspon ADR | Sold out | 0.00% | −0.01 |
| SAP Sap SE-Sponsored ADR | Reduce -18.4% | 0.08% | −0.01 |
| WCN Waste Connections Inc. | Reduce -17.0% | 0.07% | −0.01 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Reduce -0.7% | 0.02% | −0.00 |
| NSRGY Nestle SA-Spons ADR | Reduce 0.0% | 0.02% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -17.1% | 0.01% | +0.00 |
| STE Steris PLC | Reduce -1.5% | 1.42% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.7% | 2.12% | +0.07 |
| AMZN Amazon.com Inc. | Reduce -10.2% | 6.60% | +0.10 |
| ALC Alcon Inc. | Reduce -4.4% | 1.49% | +0.11 |
| MSFT Microsoft Corp. | Reduce -8.2% | 6.83% | +0.19 |
| SPGI S&P Global Inc. | Reduce -3.5% | 4.18% | +0.26 |
| HDB HDFC Bank Ltd.-ADR | Reduce -3.2% | 2.43% | +0.36 |
| NVDA Nvidia Corp. | Reduce -13.5% | 3.46% | +0.69 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +15884.2% | 2.91% | +2.89 |
| META Meta Platforms Inc. Class A | New | 2.63% | +2.63 |
| SNPS Synopsys Inc. | New | 2.53% | +2.53 |
| IT Gartner Inc. | New | 1.18% | +1.18 |
| NOW ServiceNow Inc. | Add +65.4% | 2.55% | +1.13 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 4.41% | +0.36 |
| TEAM Atlassian Corp. Class A | Add +36.5% | 1.08% | +0.25 |
| INFY Infosys Ltd.-SP ADR | Add +1.7% | 1.39% | +0.14 |
| WDAY Workday Inc. Class A | Add +18.4% | 3.98% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +314.5% | 0.07% | +0.06 |
| CRM Salesforce Inc. | Add +12.9% | 3.14% | +0.05 |
| UL Unilever PLC | Add +6.2% | 0.05% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +144.7% | 0.01% | +0.01 |
| UNVGY Universal Music Gro-Unsp ADR | Add +12.6% | 0.04% | +0.01 |
| AAGIY Aia Group Ltd.-SP ADR | Add +19.0% | 0.02% | +0.01 |
| LULU Lululemon Athletica Inc. | Add +28.2% | 0.07% | +0.00 |
| XP XP Inc. Class A | Add +12.1% | 0.10% | −0.02 |
| SBUX Starbucks Corp. | Add +0.1% | 1.47% | −0.16 |
| MSCI MSCI Inc. | Add +1.3% | 2.85% | −0.25 |
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 |