Sustainable Growth Advisers, LP

CIK 0001290668 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Sustainable Growth Advisers, LP reported 47 positions worth $10.19B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: NVDA (9.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.19B
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.0%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANvidia CorpSH$944.5M9.27%4,720,144
2GOOGAlphabet Inc CL CSH$752.5M7.38%2,129,711
3MSFTMicrosoft Corp.SH$561.4M5.51%1,505,003
4AMZNAmazon.com IncSH$543.7M5.34%2,281,329
5AAPLApple IncSH$505.6M4.96%1,747,382
6VVisa IncSH$495.0M4.86%1,442,706
7AVGOBroadcom IncSH$481.8M4.73%1,275,451
8WMWaste Management IncSH$459.5M4.51%2,061,651
9YUMYum! Brands IncSH$399.3M3.92%2,498,040
10EQIXEquinix IncSH$361.6M3.55%346,868

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sustainable Growth Advisers, LP hold as of Q2 2026?

Sustainable Growth Advisers, LP reported 47 positions worth $10.19B in its Q2 2026 13F filing. Largest positions: NVDA (9.3%), GOOG (7.4%), MSFT (5.5%), AMZN (5.3%) and AAPL (5.0%).

What did Sustainable Growth Advisers, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sustainable Growth Advisers, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.