The Analysis of Sustainable Growth Advisers, LP's Holdings
Currently, Sustainable Growth Advisers, LP holds 54 types of securities in its portfolio with a total value $14.4B. In the most recent quarter, they have increased their positions in N/A (+2.4M shares, valued at $227.1M), N/A (+647.9K shares, valued at $224.2M), SE (+760.4K shares, valued at $97.0M); decreased their positions in MSFT (-503.7K shares, valued at $243.6M), INTU (-288.1K shares, valued at $190.8M), HDB (-5.2M shares, valued at $190.2M); initiated new positions in N/A (+647.9K shares, valued at $224.2M), SE (+760.4K shares, valued at $97.0M), N/A (+440.0K shares, valued at $28.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA Nvidia Corp6.0M shares-6.81%2025-12-312026-02-10
AMZN Amazon.com Inc4.7M shares-14.23%2025-12-312026-02-10 MSFT Microsoft Corp.2.1M shares-19.69%2025-12-312026-02-10 V Visa Inc2.1M shares-17.80%2025-12-312026-02-10 INTU Intuit Inc959.6K shares-23.09%2025-12-312026-02-10 WM Waste Management Inc2.8M shares-15.14%2025-12-312026-02-10 CRM Salesforce Inc2.1M shares5.26%2025-12-312026-02-10 META Meta Platforms Inc854.4K shares-19.28%2025-12-312026-02-10 SPGI S&P Global Inc1.0M shares-20.35%2025-12-312026-02-10 SNPS Synopsys Inc1.1M shares-16.34%2025-12-312026-02-10 Aon PLC Aon PLC1.2M shares-7.28%2025-12-312026-02-10 YUM Yum! Brands Inc2.5M shares-8.69%2025-12-312026-02-10 DHR Danaher Corp1.6M shares-16.69%2025-12-312026-02-10 CMG Chipotle Mexican Grill Inc9.7M shares-22.55%2025-12-312026-02-10 AAPL Apple Inc1.2M shares-7.41%2025-12-312026-02-10 IT Gartner Inc1.2M shares-15.25%2025-12-312026-02-10 ARM Arm Holdings Inc - ADR2.7M shares-7.41%2025-12-312026-02-10 Netflix Inc Netflix Inc2.6M shares1543.70%2025-12-312026-02-10 GWW WW Grainger Inc229.7K shares-8.64%2025-12-312026-02-10 AXP American Express Co617.9K shares-23.63%2025-12-312026-02-10 Broadcom Inc Broadcom Inc647.9K sharesnew addition2025-12-312026-02-10 HDB HDFC Bank Ltd-ADR5.7M shares-47.68%2025-12-312026-02-10 Steris PLC Steris PLC758.7K shares-28.81%2025-12-312026-02-10 NKE NIKE Inc2.8M shares2.29%2025-12-312026-02-10 NOW ServiceNow Inc1.1M shares81.82%2025-12-312026-02-10 ECL Ecolab Inc645.0K shares-7.33%2025-12-312026-02-10 ALC Alcon Inc2.1M shares-33.69%2025-12-312026-02-10 SAP SAP SE-Sponsored ADR686.9K shares-18.47%2025-12-312026-02-10 MELI MercadoLibre Inc77.3K shares-17.04%2025-12-312026-02-10 SE Sea LTD ADR760.4K sharesnew addition2025-12-312026-02-10 BABA Alibaba Group Holding-Sp ADR280.4K shares0.93%2025-12-312026-02-10 TSM Taiwan Semiconductor Mfg ADR133.5K shares-52.58%2025-12-312026-02-10 GRAB Grab Holdings Ltd - Cl A3.9M shares94.05%2025-12-312026-02-10 FMX Fomento Economico Mexicano-Sp155.4K shares-22.77%2025-12-312026-02-10 WCN Waste Connections85.3K shares-1.12%2025-12-312026-02-10 Linde PLC Linde PLC28.7K shares2.76%2025-12-312026-02-10 XP XP Inc680.2K shares27.13%2025-12-312026-02-10 SHOP Shopify Inc.60.7K shares-33.23%2025-12-312026-02-10 WDAY Workday Inc Class A36.3K shares-4.50%2025-12-312026-02-10 MMYT MakeMyTrip Ltd91.0K shares51.25%2025-12-312026-02-10 INFY Infosys Ltd-Sp ADR350.2K shares-96.78%2025-12-312026-02-10 TME Tencent Music Entertainment -341.1K shares-8.98%2025-12-312026-02-10 IWF iShares Russell 1000 Growth10.0K shares237.16%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available