Sustainable Growth Advisers, Lp Top Holdings and 13F Report (2025) About Sustainable Growth Advisers, LpInvestment ActivitySustainable Growth Advisers, Lp has $17.93 billion in total holdings as of March 31, 2025.Sustainable Growth Advisers, Lp owns shares of 56 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.36% of the portfolio was purchased this quarter.About 13.92% of the portfolio was sold this quarter.This quarter, Sustainable Growth Advisers, Lp has purchased 54 new stocks and bought additional shares in 20 stocks.Sustainable Growth Advisers, Lp sold shares of 32 stocks and completely divested from 1 stock this quarter.Largest Holdings Amazon.com $1,250,736,515Microsoft $1,162,479,597Visa $1,152,891,090Meta Platforms $887,186,337Intuit $887,079,858 Largest New Holdings this Quarter 042068205 - Arm Holdings Inc - ADR $170,286,693 HoldingG4124C109 - Grab $6,165,892 Holding01609W102 - Alibaba Group $4,719,553 Holding Largest Purchases this Quarter ServiceNow 355,629 shares (about $283.13M)NVIDIA 1,995,946 shares (about $216.32M)Arm Holdings Inc - ADR 1,594,594 shares (about $170.29M)Meta Platforms 289,208 shares (about $166.69M)Salesforce 446,742 shares (about $119.89M) Largest Sales this Quarter MSCI 942,266 shares (about $532.85M)Yum! Brands 2,044,861 shares (about $321.78M)Autodesk 1,210,911 shares (about $317.02M)AON 670,821 shares (about $267.72M)Workday 798,766 shares (about $186.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSustainable Growth Advisers, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$1,250,736,515$72,449,105 ▲6.1%6,573,8287.0%Retail/WholesaleMSFTMicrosoft$1,162,479,597$5,174,000 ▼-0.4%3,096,7256.5%Computer and TechnologyVVisa$1,152,891,090$90,930,001 ▼-7.3%3,289,6516.4%Business ServicesMETAMeta Platforms$887,186,337$166,687,923 ▲23.1%1,539,2924.9%Computer and TechnologyINTUIntuit$887,079,858$9,475,708 ▲1.1%1,444,7794.9%Computer and TechnologyUNHUnitedHealth Group$857,901,976$10,776,156 ▼-1.2%1,637,9994.8%MedicalSPGIS&P Global$780,410,606$48,407,703 ▼-5.8%1,535,9394.4%Business ServicesNVDANVIDIA$773,465,467$216,320,628 ▲38.8%7,136,6074.3%Computer and TechnologySNPSSynopsys$675,752,668$15,931,349 ▲2.4%1,575,7323.8%Computer and TechnologyAONAON$635,735,205$267,717,953 ▼-29.6%1,592,9623.5%FinanceCPCanadian Pacific Kansas City$587,216,079$30,308,393 ▼-4.9%8,363,7103.3%TransportationNOWServiceNow$575,973,056$283,130,472 ▲96.7%723,4573.2%Computer and TechnologyYUMYum! Brands$556,150,209$321,779,327 ▼-36.7%3,534,2543.1%Retail/WholesaleAAPLApple$529,853,353$35,122,751 ▼-6.2%2,385,3303.0%Computer and TechnologyHDBHDFC Bank$518,464,341$24,781,456 ▼-4.6%7,803,4972.9%FinanceDHRDanaher$517,205,980$145,356,070 ▼-21.9%2,522,9562.9%MedicalGOOGAlphabet$437,664,909$12,225,779 ▼-2.7%2,801,4142.4%Computer and TechnologyCRMSalesforce$436,653,387$119,887,683 ▲37.8%1,627,1182.4%Computer and TechnologyWDAYWorkday$434,025,781$186,535,824 ▼-30.1%1,858,5442.4%Computer and TechnologyWMWaste Management$431,390,641$33,940,524 ▼-7.3%1,863,3782.4%Business ServicesNVONovo Nordisk A/S$384,923,002$14,057,642 ▲3.8%5,543,2462.1%MedicalTMOThermo Fisher Scientific$314,503,104$39,890,602 ▼-11.3%632,0401.8%MedicalALCAlcon$299,388,810$59,249,325 ▼-16.5%3,153,7851.7%MedicalSTESTERIS$298,285,452$15,220,907 ▼-4.9%1,316,0621.7%MedicalMELIMercadoLibre$295,199,796$24,937,971 ▲9.2%151,3171.6%Retail/WholesaleITGartner$283,880,656$59,140,527 ▲26.3%676,3251.6%Business ServicesINFYInfosys$271,515,160$90,714,618 ▲50.2%14,877,5431.5%Computer and TechnologyICLRICON Public$264,556,531$14,328,356 ▼-5.1%1,511,8381.5%MedicalAXPAmerican Express$222,637,261$47,664,360 ▼-17.6%827,4941.2%FinanceNFLXNetflix$207,036,580$11,708,847 ▼-5.4%222,0161.2%Consumer DiscretionaryADSKAutodesk$191,270,295$317,016,500 ▼-62.4%730,5971.1%Computer and TechnologySBUXStarbucks$189,132,626$16,167,292 ▼-7.9%1,928,1541.1%Retail/WholesaleECLEcolab$179,781,426$141,867,257 ▼-44.1%709,1411.0%Basic MaterialsArm Holdings Inc - ADR$170,286,693$170,286,693 ▲New Holding1,594,5940.9%COMTSMTaiwan Semiconductor Manufacturing$92,092,650$49,622,546 ▲116.8%554,7750.5%Computer and TechnologyFMXFomento Económico Mexicano$26,394,122$2,153,005 ▼-7.5%270,4870.1%Consumer StaplesWCNWaste Connections$18,131,004$5,065,766 ▲38.8%92,8890.1%Business ServicesSAPSAP$17,538,259$1,294,686 ▼-6.9%65,3340.1%Computer and TechnologyLinde PLC$14,277,919$1,636,259 ▼-10.3%30,6630.1%COMSHOPShopify$10,988,316$793,057 ▲7.8%115,0850.1%Computer and TechnologyTEAMAtlassian$10,657,822$75,500,705 ▼-87.6%50,2230.1%Computer and TechnologyULUnilever$9,918,291$476 ▼0.0%166,5540.1%Consumer StaplesXPXP$9,239,904$1,118,851 ▲13.8%671,9930.1%FinanceUNVGYUniversal Music Group$8,701,828$359,052 ▲4.3%634,2440.0%Communication ServicesTMETencent Music Entertainment Group$8,524,034$2,501,908 ▲41.5%591,5360.0%Consumer DiscretionaryEXPGYExperian$7,223,134$3,664,254 ▲103.0%155,6710.0%Business ServicesLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$6,859,921$1,818,288 ▲36.1%55,3800.0%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$6,702,553$22,026 ▼-0.3%18,5620.0%ETFGRABGrab$6,165,892$6,165,892 ▲New Holding1,361,1240.0%Computer and TechnologyAAGIYAIA Group$5,835,0740.0%192,8950.0%FinanceBABAAlibaba Group$4,719,553$4,719,553 ▲New Holding35,6920.0%Retail/WholesaleGOOGLAlphabet$1,851,195$130,980 ▼-6.6%11,9710.0%Computer and TechnologyMSCIMSCI$797,355$532,851,423 ▼-99.9%1,4100.0%FinanceIVViShares Core S&P 500 ETF$474,806$20,228 ▼-4.1%8450.0%ETFVUGVanguard Growth ETF$353,021$38,936 ▲12.4%9520.0%ETFSHWSherwin-Williams$203,578$9,428 ▼-4.4%5830.0%Basic MaterialsNSRGYNestlé$0$6,096,617 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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