Sustainable Growth Advisers, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Sustainable Growth Advisers, LP reported 53 stock positions worth $23.6 billion. Its top holding was Amazon.com (AMZN) at 6.8% of the portfolio, followed by Microsoft (MSFT, 6.4%) and Visa Class A (V, 5.0%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 20 and reduced 31. The biggest buy was Synopsys (SNPS, shares +86%) and the biggest sale Corpay (CPAY, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001290668
- Portfolio Value
- $23.6B (Q3 2024)
- SEC Filing
- 0001290668-24-000006 ↗ filed Nov 5, 2024
Holdings Value
Holdings 53 stocks · $23.6B
| AMZN Amazon.com Inc. | 6.82% | 8,642,375 | $1.6B | Add +11.8% |
| MSFT Microsoft Corp. | 6.37% | 3,493,965 | $1.5B | Add +0.9% |
| V Visa Inc. Class A | 4.98% | 4,275,500 | $1.2B | Add +2.8% |
| UNH Unitedhealth Group Inc. | 4.42% | 1,782,406 | $1.0B | Reduce -9.0% |
| SPGI S&P Global Inc. | 4.20% | 1,916,740 | $990.2M | Reduce -9.7% |
| AON Aon PLC Class A | 4.14% | 2,826,468 | $977.9M | Add +2.4% |
| YUM Yum! Brands Inc. | 3.85% | 6,502,665 | $908.5M | Add +13.8% |
| SNPS Synopsys Inc. | 3.83% | 1,784,383 | $903.6M | Add +85.6% |
| WDAY Workday Inc. Class A | 3.74% | 3,610,111 | $882.3M | Reduce -10.4% |
| META Meta Platforms Inc. Class A | 3.65% | 1,502,792 | $860.3M | Add +27.3% |
| DHR Danaher Corp. | 3.49% | 2,959,687 | $822.9M | Reduce -8.8% |
| CP Canadian Pacific Kansas City | 3.28% | 9,043,712 | $773.6M | Reduce -2.3% |
| NVDA Nvidia Corp. | 3.20% | 6,213,163 | $754.5M | Reduce -2.0% |
| INTU Intuit Inc. | 3.12% | 1,183,974 | $735.2M | Reduce -0.3% |
| AAPL Apple Inc. | 3.04% | 3,074,840 | $716.4M | Reduce -1.6% |
| MSCI MSCI Inc. | 2.84% | 1,148,169 | $669.3M | Reduce -14.3% |
| ADSK Autodesk Inc. | 2.83% | 2,425,914 | $668.3M | Reduce -2.5% |
| CRM Salesforce Inc. | 2.54% | 2,192,498 | $600.1M | Reduce -20.9% |
| GOOG Alphabet Inc. Class C | 2.45% | 3,461,180 | $578.7M | Reduce -13.2% |
| WM Waste Management Inc. | 2.33% | 2,647,246 | $549.6M | Add +108.7% |
| HDB HDFC Bank Ltd.-ADR | 2.26% | 8,525,294 | $533.3M | Reduce -0.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.18% | 4,319,305 | $514.3M | Add +28.5% |
| TMO Thermo Fisher Scientific Inc. | 2.12% | 807,492 | $499.5M | Add +15.9% |
| NOW ServiceNow Inc. | 1.93% | 508,111 | $454.4M | Reduce -30.8% |
| ECL Ecolab Inc. | 1.77% | 1,636,160 | $417.8M | Reduce -2.4% |
| NFLX Netflix Inc. | 1.72% | 573,079 | $406.5M | Reduce -1.4% |
| ALC Alcon Inc. filed as ALCON AG | 1.66% | 3,908,079 | $391.1M | Add +3.1% |
| ICLR Icon PLC | 1.64% | 1,347,920 | $387.3M | Add +12.6% |
| AXP American Express Co. | 1.58% | 1,372,188 | $372.1M | Reduce -4.4% |
| IT Gartner Inc. | 1.52% | 706,544 | $358.0M | Add +19.0% |
| STE Steris PLC | 1.48% | 1,439,199 | $349.1M | Reduce -1.6% |
| MELI MercadoLibre Inc. | 1.24% | 142,080 | $291.5M | Reduce -10.6% |
| SBUX Starbucks Corp. | 1.13% | 2,744,986 | $267.6M | Reduce -35.9% |
| INFY Infosys Ltd.-SP ADR | 0.98% | 10,432,142 | $232.3M | Reduce -38.1% |
| TEAM Atlassian Corp. Class A | 0.91% | 1,353,870 | $215.0M | Reduce -1.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 242,058 | $42.0M | Add +148.7% |
| FMX Fomento Economico Mex-SP ADR | 0.13% | 304,268 | $30.0M | Reduce -7.4% |
| SAP Sap SE-Sponsored ADR | 0.08% | 82,407 | $18.9M | Reduce -13.3% |
| LIN Linde PLC | 0.08% | 38,464 | $18.3M | Reduce -12.8% |
| WCN Waste Connections Inc. | 0.06% | 76,523 | $13.7M | Reduce -13.6% |
| SHOP Shopify Inc. Class A | 0.05% | 154,301 | $12.4M | New |
| UL Unilever PLC | 0.04% | 158,944 | $10.3M | Reduce -14.5% |
| XP XP Inc. Class A | 0.04% | 549,954 | $9.9M | Reduce -56.2% |
| UNVGY Universal Music Gro-Unsp ADR | 0.03% | 611,543 | $7.9M | Add +1.4% |
| AAGIY Aia Group Ltd.-SP ADR | 0.03% | 201,131 | $7.1M | Add +0.0% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.03% | 40,721 | $6.3M | Add +18.6% |
| NSRGY Nestle SA-Spons ADR | 0.02% | 46,582 | $4.7M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.01% | 6,980 | $2.6M | Add +18.0% |
| GOOGL Alphabet Inc. Class A | 0.01% | 13,555 | $2.2M | Add +1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 847 | $325K | New |
| SHW The Sherwin-Williams Co. | 0.00% | 696 | $266K | Reduce -33.1% |
| IQV Iqvia Holdings Inc. | 0.00% | 909 | $215K | Reduce -33.1% |
| CPAY Corpay Inc. | 0.00% | 685 | $214K | Reduce -100.0% |
Portfolio Sells Q2 2024 → Q3 2024
| CPAY Corpay Inc. | Reduce -100.0% | 0.00% | −1.99 |
| GOOG Alphabet Inc. Class C | Reduce -13.2% | 2.45% | −0.78 |
| NOW ServiceNow Inc. | Reduce -30.8% | 1.93% | −0.62 |
| CRM Salesforce Inc. | Reduce -20.9% | 2.54% | −0.60 |
| INFY Infosys Ltd.-SP ADR | Reduce -38.1% | 0.98% | −0.40 |
| SBUX Starbucks Corp. | Reduce -35.9% | 1.13% | −0.34 |
| INTU Intuit Inc. | Reduce -0.3% | 3.12% | −0.33 |
| NVDA Nvidia Corp. | Reduce -2.0% | 3.20% | −0.26 |
| WDAY Workday Inc. Class A | Reduce -10.4% | 3.74% | −0.24 |
| HDB HDFC Bank Ltd.-ADR | Reduce -0.2% | 2.26% | −0.17 |
| TEAM Atlassian Corp. Class A | Reduce -1.8% | 0.91% | −0.17 |
| DHR Danaher Corp. | Reduce -8.8% | 3.49% | −0.09 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.07 |
| XP XP Inc. Class A | Reduce -56.2% | 0.04% | −0.06 |
| FMX Fomento Economico Mex-SP ADR | Reduce -7.4% | 0.13% | −0.03 |
| MSCI MSCI Inc. | Reduce -14.3% | 2.84% | −0.01 |
| WCN Waste Connections Inc. | Reduce -13.6% | 0.06% | −0.01 |
| NFLX Netflix Inc. | Reduce -1.4% | 1.72% | −0.01 |
| LIN Linde PLC | Reduce -12.8% | 0.08% | −0.01 |
| SAP Sap SE-Sponsored ADR | Reduce -13.3% | 0.08% | −0.00 |
| UL Unilever PLC | Reduce -14.5% | 0.04% | −0.00 |
| IQV Iqvia Holdings Inc. | Reduce -33.1% | 0.00% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -33.1% | 0.00% | −0.00 |
| ECL Ecolab Inc. | Reduce -2.4% | 1.77% | +0.01 |
| UNH Unitedhealth Group Inc. | Reduce -9.0% | 4.42% | +0.01 |
| SPGI S&P Global Inc. | Reduce -9.7% | 4.20% | +0.02 |
| CP Canadian Pacific Kansas City | Reduce -2.3% | 3.28% | +0.06 |
| STE Steris PLC | Reduce -1.6% | 1.48% | +0.06 |
| MELI MercadoLibre Inc. | Reduce -10.6% | 1.24% | +0.08 |
| AXP American Express Co. | Reduce -4.4% | 1.58% | +0.11 |
| ADSK Autodesk Inc. | Reduce -2.5% | 2.83% | +0.11 |
| AAPL Apple Inc. | Reduce -1.6% | 3.04% | +0.13 |
Portfolio Buys Q2 2024 → Q3 2024
| SNPS Synopsys Inc. | Add +85.6% | 3.83% | +1.30 |
| WM Waste Management Inc. | Add +108.7% | 2.33% | +1.13 |
| META Meta Platforms Inc. Class A | Add +27.3% | 3.65% | +1.02 |
| AON Aon PLC Class A | Add +2.4% | 4.14% | +0.57 |
| YUM Yum! Brands Inc. | Add +13.8% | 3.85% | +0.51 |
| TMO Thermo Fisher Scientific Inc. | Add +15.9% | 2.12% | +0.42 |
| IT Gartner Inc. | Add +19.0% | 1.52% | +0.34 |
| AMZN Amazon.com Inc. | Add +11.8% | 6.82% | +0.23 |
| ALC Alcon Inc. | Add +3.1% | 1.66% | +0.17 |
| V Visa Inc. Class A | Add +2.8% | 4.98% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +148.7% | 0.18% | +0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +28.5% | 2.18% | +0.06 |
| SHOP Shopify Inc. Class A | New | 0.05% | +0.05 |
| AAGIY Aia Group Ltd.-SP ADR | Add +0.0% | 0.03% | +0.01 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Add +18.6% | 0.03% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +18.0% | 0.01% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.00% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 0.01% | −0.00 |
| NSRGY Nestle SA-Spons ADR | Add +0.0% | 0.02% | −0.00 |
| UNVGY Universal Music Gro-Unsp ADR | Add +1.4% | 0.03% | −0.01 |
| ICLR Icon PLC | Add +12.6% | 1.64% | −0.02 |
| MSFT Microsoft Corp. | Add +0.9% | 6.37% | −0.46 |
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 |