Holders — by stockHoldings — by fund
Sustainable Growth Advisers, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001290668
$10.19B
disclosed book value
47
positions
9.3%
largest position share
Positions, as of 2026-06-30
top 47 of 47 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANvidia Corp | 4.7M | $944.5M | 9.3% |
| 2 | GOOGAlphabet Inc CL C | 2.1M | $752.5M | 7.4% |
| 3 | MSFTMicrosoft Corp. | 1.5M | $561.4M | 5.5% |
| 4 | AMZNAmazon.com Inc | 2.3M | $543.7M | 5.3% |
| 5 | AAPLApple Inc | 1.7M | $505.6M | 5% |
| 6 | VVisa Inc | 1.4M | $495.0M | 4.9% |
| 7 | AVGOBroadcom Inc | 1.3M | $481.8M | 4.7% |
| 8 | WMWaste Management Inc | 2.1M | $459.5M | 4.5% |
| 9 | YUMYum! Brands Inc | 2.5M | $399.3M | 3.9% |
| 10 | EQIXEquinix Inc | 346,868 | $361.6M | 3.5% |
| 11 | SNPSSynopsys Inc | 807,346 | $360.1M | 3.5% |
| 12 | METAMeta Platforms Inc | 611,981 | $344.7M | 3.4% |
| 13 | AXPAmerican Express Co | 987,506 | $334.0M | 3.3% |
| 14 | NFLXNetflix Inc | 4.1M | $290.1M | 2.8% |
| 15 | DHRDanaher Corp | 1.5M | $282.9M | 2.8% |
| 16 | CPCanadian Pacific Kansas City L | 3.2M | $281.4M | 2.8% |
| 17 | SPGIS&P Global Inc | 663,329 | $270.1M | 2.7% |
| 18 | GWWWW Grainger Inc | 196,046 | $266.7M | 2.6% |
| 19 | ECLEcolab Inc | 927,791 | $258.5M | 2.5% |
| 20 | CRMSalesforce Inc | 1.5M | $235.7M | 2.3% |
| 21 | CMGChipotle Mexican Grill Inc | 6.9M | $233.6M | 2.3% |
| 22 | MAMasterCard Inc | 379,868 | $195.1M | 1.9% |
| 23 | ANETArista Network | 909,167 | $154.4M | 1.5% |
| 24 | COOCooper Companies Inc/ The | 1.9M | $139.7M | 1.4% |
| 25 | ARMArm Holdings Inc - ADR | 385,965 | $136.9M | 1.3% |
| 26 | NOWServiceNow Inc | 1.3M | $132.2M | 1.3% |
| 27 | NKENIKE Inc | 2.4M | $99.9M | 1% |
| 28 | HDBHDFC Bank Ltd-ADR | 3.8M | $98.1M | 1% |
| 29 | AONAon PLC | 242,284 | $80.4M | 0.8% |
| 30 | STESteris PLC | 375,237 | $79.0M | 0.8% |
| 31 | LINLinde PLC | 151,670 | $78.7M | 0.8% |
| 32 | MELIMercadoLibre Inc | 33,508 | $56.9M | 0.6% |
| 33 | SAPSAP SE-Sponsored ADR | 351,771 | $54.2M | 0.5% |
| 34 | TSMTaiwan Semiconductor Mfg ADR | 90,462 | $43.2M | 0.4% |
| 35 | SESea LTD ADR | 400,167 | $38.3M | 0.4% |
| 36 | BABAAlibaba Group Holding-Sp ADR | 199,370 | $19.1M | 0.2% |
| 37 | ULUnilever PLC ADR | 310,450 | $18.7M | 0.2% |
| 38 | WCNWaste Connections | 109,933 | $18.3M | 0.2% |
| 39 | GRABGrab Holdings Ltd - Cl A | 4.6M | $17.4M | 0.2% |
| 40 | ALCAlcon Inc | 224,494 | $15.1M | 0.1% |
| 41 | FMXFomento Economico Mexicano-Sp | 105,248 | $13.5M | 0.1% |
| 42 | INFYInfosys Ltd-Sp ADR | 881,580 | $9.2M | 0.1% |
| 43 | SHOPShopify Inc. | 74,128 | $8.5M | 0.1% |
| 44 | XPXP Inc | 489,754 | $8.0M | 0.1% |
| 45 | SPOTSpotify Technology SA | 14,877 | $6.8M | 0.1% |
| 46 | NUNu Holdings Ltd/Cayman Isl-A | 468,797 | $6.3M | 0.1% |
| 47 | ADYEYAdyen NV Unspon ADR | 10,444 | $97,233 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.