Sustainable Growth Advisers, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Sustainable Growth Advisers, LP reported 51 stock positions worth $10.6 billion. Its top holding was Nvidia (NVDA) at 8.0% of the portfolio, followed by Amazon.com (AMZN, 6.4%) and Microsoft (MSFT, 5.5%). Compared with Q4 2025, it opened 2 new positions, sold out of 5, added to 15 and reduced 31. The biggest buy was Broadcom (AVGO, shares +126%) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001290668
- Portfolio Value
- $10.6B (Q1 2026)
- SEC Filing
- 0001290668-26-000002 ↗ filed May 11, 2026
Holdings Value
Holdings 51 stocks · $10.6B
| NVDA Nvidia Corp. | 7.96% | 4,849,512 | $845.8M | Reduce -18.8% |
| AMZN Amazon.com Inc. | 6.41% | 3,271,241 | $681.3M | Reduce -29.7% |
| MSFT Microsoft Corp. | 5.47% | 1,568,993 | $580.8M | Reduce -23.6% |
| GOOG Alphabet Inc. Class C | 5.11% | 1,892,568 | $542.9M | Reduce -11.7% |
| V Visa Inc. Class A | 4.98% | 1,750,135 | $529.0M | Reduce -17.3% |
| WM Waste Management Inc. | 4.37% | 2,021,702 | $464.6M | Reduce -27.0% |
| AVGO Broadcom Inc. | 4.26% | 1,462,602 | $452.7M | Add +125.7% |
| CP Canadian Pacific Kansas City | 3.86% | 5,210,330 | $409.8M | Reduce -20.6% |
| META Meta Platforms Inc. Class A | 3.76% | 697,191 | $398.9M | Reduce -18.4% |
| AAPL Apple Inc. | 3.65% | 1,525,700 | $387.2M | Add +25.1% |
| SNPS Synopsys Inc. | 3.36% | 900,987 | $357.2M | Reduce -19.9% |
| YUM Yum! Brands Inc. | 3.31% | 2,260,403 | $351.4M | Reduce -9.5% |
| AON Aon PLC Class A | 3.20% | 1,051,805 | $339.5M | Reduce -13.9% |
| AXP American Express Co. | 3.20% | 1,122,014 | $339.4M | Add +81.6% |
| NFLX Netflix Inc. | 3.09% | 3,410,969 | $328.0M | Add +32.3% |
| CRM Salesforce Inc. | 3.06% | 1,740,310 | $324.9M | Reduce -18.7% |
| SPGI S&P Global Inc. | 3.03% | 757,297 | $322.1M | Reduce -26.5% |
| DHR Danaher Corp. | 2.92% | 1,636,382 | $310.3M | Add +2.4% |
| ARM Arm Holdings PLC-ADR | 2.86% | 2,007,159 | $303.6M | Reduce -24.8% |
| INTU Intuit Inc. | 2.59% | 635,752 | $274.9M | Reduce -33.8% |
| CMG Chipotle Mexican Grill Inc. | 2.36% | 7,818,154 | $250.3M | Reduce -19.2% |
| GWW WW Grainger Inc. | 2.17% | 210,918 | $230.1M | Reduce -8.2% |
| ECL Ecolab Inc. | 2.12% | 847,258 | $225.4M | Add +31.4% |
| MA Mastercard Inc. Class A | 1.77% | 376,414 | $188.1M | New |
| COO The Cooper Cos Inc. | 1.38% | 2,054,312 | $146.9M | Reduce -39.0% |
| NKE Nike Inc. Class B | 1.28% | 2,564,741 | $135.5M | Reduce -8.1% |
| HDB HDFC Bank Ltd.-ADR | 1.22% | 5,225,907 | $130.0M | Reduce -8.5% |
| STE Steris PLC | 1.14% | 547,179 | $121.0M | Reduce -27.9% |
| NOW ServiceNow Inc. | 0.99% | 1,005,271 | $105.1M | Reduce -11.9% |
| MELI MercadoLibre Inc. | 0.86% | 52,541 | $90.8M | Reduce -32.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.78% | 1,102,071 | $83.0M | Reduce -48.3% |
| SAP Sap SE-Sponsored ADR | 0.76% | 474,104 | $81.2M | Reduce -31.0% |
| SE Sea Ltd.-ADR | 0.49% | 629,955 | $52.2M | Reduce -17.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 130,255 | $44.0M | Reduce -2.5% |
| BABA Alibaba Group Holding-SP ADR | 0.32% | 273,486 | $34.3M | Reduce -2.5% |
| UL Unilever PLC-Sponsored ADR | 0.22% | 405,570 | $23.1M | Reduce -7.8% |
| GRAB Grab Holdings Ltd. Class A | 0.20% | 5,811,158 | $21.3M | Add +49.1% |
| FMX Fomento Economico Mex-SP ADR | 0.17% | 165,107 | $18.3M | Add +6.2% |
| WCN Waste Connections Inc. | 0.15% | 98,148 | $15.9M | Add +15.0% |
| INFY Infosys Ltd.-SP ADR | 0.15% | 1,155,813 | $15.6M | Add +230.1% |
| XP XP Inc. Class A | 0.12% | 696,489 | $13.3M | Add +2.4% |
| LIN Linde PLC | 0.11% | 24,524 | $12.2M | Reduce -14.5% |
| SHOP Shopify Inc. Class A | 0.09% | 81,087 | $9.6M | Add +33.7% |
| SPOT Spotify Technology SA | 0.07% | 14,877 | $7.2M | New |
| TME Tencent Music Entertainm-ADR | 0.04% | 503,887 | $4.7M | Add +47.7% |
| MMYT Makemytrip Ltd. | 0.04% | 123,247 | $4.6M | Add +35.5% |
| UNVGY Universal Music Gro-Unsp ADR | 0.03% | 342,750 | $3.3M | No change |
| AAGIY Aia Group Ltd.-SP ADR | 0.03% | 71,286 | $3.2M | No change |
| ADYEY Adyen NV-Unspon ADR | 0.03% | 294,848 | $2.9M | Add +29.4% |
| EXPGY Experian PLC-Spons ADR | 0.02% | 72,210 | $2.5M | No change |
| FRCOY Fast Retailing Co.-Unspon ADR | 0.02% | 62,583 | $2.5M | Reduce -19.4% |
Portfolio Sells Q4 2025 → Q1 2026
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −3.26 |
| IT Gartner Inc. | Sold out | 0.00% | −2.17 |
| INTU Intuit Inc. | Reduce -33.8% | 2.59% | −1.82 |
| MSFT Microsoft Corp. | Reduce -23.6% | 5.47% | −1.42 |
| AMZN Amazon.com Inc. | Reduce -29.7% | 6.41% | −1.03 |
| CRM Salesforce Inc. | Reduce -18.7% | 3.06% | −0.88 |
| SPGI S&P Global Inc. | Reduce -26.5% | 3.03% | −0.70 |
| COO The Cooper Cos Inc. | Reduce -39.0% | 1.38% | −0.53 |
| SAP Sap SE-Sponsored ADR | Reduce -31.0% | 0.76% | −0.39 |
| ALC Alcon Inc. | Reduce -48.3% | 0.78% | −0.38 |
| SNPS Synopsys Inc. | Reduce -19.9% | 3.36% | −0.30 |
| MELI MercadoLibre Inc. | Reduce -32.0% | 0.86% | −0.22 |
| HDB HDFC Bank Ltd.-ADR | Reduce -8.5% | 1.22% | −0.22 |
| NOW ServiceNow Inc. | Reduce -11.9% | 0.99% | −0.22 |
| STE Steris PLC | Reduce -27.9% | 1.14% | −0.19 |
| SE Sea Ltd.-ADR | Reduce -17.1% | 0.49% | −0.18 |
| V Visa Inc. Class A | Reduce -17.3% | 4.98% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -18.4% | 3.76% | −0.16 |
| CMG Chipotle Mexican Grill Inc. | Reduce -19.2% | 2.36% | −0.13 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.05 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.02 |
| FRCOY Fast Retailing Co.-Unspon ADR | Reduce -19.4% | 0.02% | +0.00 |
| UL Unilever PLC-Sponsored ADR | Reduce -7.8% | 0.22% | +0.02 |
| LIN Linde PLC | Reduce -14.5% | 0.11% | +0.03 |
| BABA Alibaba Group Holding-SP ADR | Reduce -2.5% | 0.32% | +0.04 |
| NKE Nike Inc. Class B | Reduce -8.1% | 1.28% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.5% | 0.41% | +0.13 |
| WM Waste Management Inc. | Reduce -27.0% | 4.37% | +0.16 |
| AON Aon PLC Class A | Reduce -13.9% | 3.20% | +0.21 |
| NVDA Nvidia Corp. | Reduce -18.8% | 7.96% | +0.24 |
| GOOG Alphabet Inc. Class C | Reduce -11.7% | 5.11% | +0.45 |
| CP Canadian Pacific Kansas City | Reduce -20.6% | 3.86% | +0.51 |
| GWW WW Grainger Inc. | Reduce -8.2% | 2.17% | +0.56 |
| YUM Yum! Brands Inc. | Reduce -9.5% | 3.31% | +0.69 |
| ARM Arm Holdings PLC-ADR | Reduce -24.8% | 2.86% | +0.84 |
Portfolio Buys Q4 2025 → Q1 2026
| AVGO Broadcom Inc. | Add +125.7% | 4.26% | +2.71 |
| MA Mastercard Inc. Class A | New | 1.77% | +1.77 |
| AXP American Express Co. | Add +81.6% | 3.20% | +1.61 |
| NFLX Netflix Inc. | Add +32.3% | 3.09% | +1.41 |
| AAPL Apple Inc. | Add +25.1% | 3.65% | +1.35 |
| ECL Ecolab Inc. | Add +31.4% | 2.12% | +0.95 |
| DHR Danaher Corp. | Add +2.4% | 2.92% | +0.38 |
| INFY Infosys Ltd.-SP ADR | Add +230.1% | 0.15% | +0.10 |
| SPOT Spotify Technology SA | New | 0.07% | +0.07 |
| GRAB Grab Holdings Ltd. Class A | Add +49.1% | 0.20% | +0.07 |
| FMX Fomento Economico Mex-SP ADR | Add +6.2% | 0.17% | +0.06 |
| XP XP Inc. Class A | Add +2.4% | 0.12% | +0.05 |
| WCN Waste Connections Inc. | Add +15.0% | 0.15% | +0.05 |
| SHOP Shopify Inc. Class A | Add +33.7% | 0.09% | +0.02 |
| TME Tencent Music Entertainm-ADR | Add +47.7% | 0.04% | +0.00 |
| ADYEY Adyen NV-Unspon ADR | Add +29.4% | 0.03% | +0.00 |
| MMYT Makemytrip Ltd. | Add +35.5% | 0.04% | −0.01 |
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 |