EdgeMarket › What Sustainable Growth Advisers, Lp reported owning
What Sustainable Growth Advisers, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
10.6BPositions
51Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 845.8M | 8.0% | 4.8M | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 681.3M | 6.4% | 3.3M | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 580.8M | 5.5% | 1.6M | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 542.9M | 5.1% | 1.9M | 341.75 | +70.7% |
| V VISA INC. | 529.0M | 5.0% | 1.8M | 371.04 | +7.9% |
| WM WASTE MANAGEMENT INC | 464.6M | 4.4% | 2.0M | 224.06 | -2.6% |
| AVGO Broadcom Inc. | 452.7M | 4.3% | 1.5M | 368.45 | +26.5% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 409.8M | 3.9% | 5.2M | 96.69 | +30.2% |
| META Meta Platforms, Inc. | 398.9M | 3.8% | 697.2K | 549.90 | -26.5% |
| AAPL Apple Inc. | 387.2M | 3.6% | 1.5M | 309.35 | +36.9% |
| SNPS SYNOPSYS INC | 357.2M | 3.4% | 901.0K | 397.87 | -33.8% |
| YUM YUM BRANDS INC | 351.4M | 3.3% | 2.3M | 152.99 | +2.4% |
| AON Aon plc | 339.5M | 3.2% | 1.1M | 355.11 | -5.1% |
| AXP AMERICAN EXPRESS CO | 339.4M | 3.2% | 1.1M | 336.00 | +8.9% |
| NFLX NETFLIX INC | 328.0M | 3.1% | 3.4M | 79.59 | -34.4% |
| CRM Salesforce, Inc. | 324.9M | 3.1% | 1.7M | 209.17 | -15.1% |
| SPGI S&P Global Inc. | 322.1M | 3.0% | 757.3K | 431.29 | -22.6% |
| DHR DANAHER CORP /DE/ | 310.3M | 2.9% | 1.6M | 218.85 | +3.5% |
| ARM ARM HOLDINGS PLC /UK | 303.6M | 2.9% | 2.0M | 243.32 | +85.5% |
| INTU INTUIT INC. | 274.9M | 2.6% | 635.8K | 367.00 | -47.5% |
| CMG CHIPOTLE MEXICAN GRILL INC | 250.3M | 2.4% | 7.8M | 36.90 | -14.3% |
| GWW W.W. GRAINGER, INC. | 230.1M | 2.2% | 210.9K | 1,312.24 | +31.3% |
| ECL ECOLAB INC. | 225.4M | 2.1% | 847.3K | 281.63 | -1.3% |
| MA Mastercard Inc | 188.1M | 1.8% | 376.4K | 580.63 | -2.0% |
| COO COOPER COMPANIES, INC. | 146.9M | 1.4% | 2.1M | 76.22 | +3.7% |
| NKE NIKE, Inc. | 135.5M | 1.3% | 2.6M | 40.76 | -46.6% |
| HDB HDFC BANK LTD | 130.0M | 1.2% | 5.2M | 23.60 | -37.0% |
| STE STERIS plc | 121.0M | 1.1% | 547.2K | 237.93 | -4.7% |
| NOW ServiceNow, Inc. | 105.1M | 1.0% | 1.0M | 128.48 | -27.8% |
| MELI MERCADOLIBRE INC | 90.8M | 0.9% | 52.5K | 1,922.73 | -17.7% |
| ALC ALCON INC | 83.0M | 0.8% | 1.1M | 73.63 | -9.1% |
| SAP SAP SE | 81.2M | 0.8% | 474.1K | 218.68 | -19.8% |
| SE Sea Ltd | 52.2M | 0.5% | 630.0K | 117.53 | -34.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 44.0M | 0.4% | 130.3K | 418.95 | +83.3% |
| BABA Alibaba Group Holding Ltd | 34.3M | 0.3% | 273.5K | 119.34 | -0.1% |
| UL UNILEVER PLC | 23.1M | 0.2% | 405.6K | 64.14 | -10.3% |
| GRAB Grab Holdings Ltd | 21.3M | 0.2% | 5.8M | 3.48 | -30.8% |
| FMX MEXICAN ECONOMIC DEVELOPMENT INC | 18.3M | 0.2% | 165.1K | 120.68 | +40.0% |
| WCN Waste Connections, Inc. | 15.9M | 0.2% | 98.1K | 169.40 | -8.8% |
| INFY Infosys Ltd | 15.6M | 0.1% | 1.2M | 11.94 | -29.8% |
| XP XP Inc. | 13.3M | 0.1% | 696.5K | 16.81 | +4.8% |
| LIN LINDE PLC | 12.2M | 0.1% | 24.5K | 487.57 | +1.1% |
| SHOP SHOPIFY INC. | 9.6M | 0.1% | 81.1K | 149.25 | +8.7% |
| SPOT Spotify Technology S.A. | 7.2M | 0.1% | 14.9K | 533.72 | -24.2% |
| TME Tencent Music Entertainment Group | 4.7M | 0.0% | 503.9K | 8.80 | -64.9% |
| MMYT MakeMyTrip Ltd | 4.6M | 0.0% | 123.2K | 60.46 | -40.9% |
| UNVGY Universal Music Group N.V./ADR | 3.3M | 0.0% | 342.8K | — | — |
| unmapped CUSIP 001317205 | 3.2M | 0.0% | 71.3K | — | — |
| unmapped CUSIP 00783V104 | 2.9M | 0.0% | 294.8K | — | — |
| unmapped CUSIP 30215C101 | 2.5M | 0.0% | 72.2K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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