Sustainable Growth Advisers, Lp Top Holdings and 13F Report (2025) About Sustainable Growth Advisers, LpInvestment ActivitySustainable Growth Advisers, Lp has $19.37 billion in total holdings as of June 30, 2025.Sustainable Growth Advisers, Lp owns shares of 55 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 9.88% of the portfolio was purchased this quarter.About 11.87% of the portfolio was sold this quarter.This quarter, Sustainable Growth Advisers, Lp has purchased 56 new stocks and bought additional shares in 15 stocks.Sustainable Growth Advisers, Lp sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amazon.com $1,399,961,157Microsoft $1,391,495,522Meta Platforms $1,111,750,277Intuit $1,092,156,113NVIDIA $1,032,397,030 Largest New Holdings this Quarter 169656105 - Chipotle Mexican Grill $597,030,766 Holding216648501 - Cooper Companies Inc/ The $240,880,799 HoldingV5633W109 - MakeMyTrip $5,447,854 Holding Largest Purchases this Quarter Chipotle Mexican Grill 10,632,783 shares (about $597.03M)Arm Holdings Inc - ADR 1,862,626 shares (about $301.26M)Cooper Companies Inc/ The 3,385,059 shares (about $240.88M)Waste Management 1,034,258 shares (about $236.66M)Gartner 485,188 shares (about $196.12M) Largest Sales this Quarter Thermo Fisher Scientific 631,159 shares (about $255.91M)Autodesk 728,680 shares (about $225.58M)Apple 1,061,040 shares (about $217.69M)Starbucks 1,924,882 shares (about $176.38M)Microsoft 299,243 shares (about $148.85M) 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$1,399,961,157$42,270,968 ▼-2.9%6,381,1537.2%Retail/WholesaleMSFTMicrosoft$1,391,495,522$148,846,461 ▼-9.7%2,797,4827.2%Computer and TechnologyMETAMeta Platforms$1,111,750,277$24,385,756 ▼-2.1%1,506,2535.7%Computer and TechnologyINTUIntuit$1,092,156,113$45,795,171 ▼-4.0%1,386,6365.6%Computer and TechnologyNVDANVIDIA$1,032,397,030$95,115,510 ▼-8.4%6,534,5725.3%Computer and TechnologyVVisa$1,030,966,497$137,024,092 ▼-11.7%2,903,7225.3%Business ServicesSPGIS&P Global$796,098,751$13,786,524 ▼-1.7%1,509,7934.1%FinanceSNPSSynopsys$793,355,895$14,490,388 ▼-1.8%1,547,4684.1%Computer and TechnologyNOWServiceNow$665,029,997$78,741,675 ▼-10.6%646,8663.4%Computer and TechnologyWMWaste Management$663,037,070$236,658,916 ▲55.5%2,897,6363.4%Business ServicesAONAON$658,985,666$90,680,543 ▲16.0%1,847,1403.4%FinanceCPCanadian Pacific Kansas City$642,112,684$20,878,608 ▼-3.1%8,100,3243.3%TransportationCMGChipotle Mexican Grill$597,030,766$597,030,766 ▲New Holding10,632,7833.1%Retail/WholesaleCRMSalesforce$577,081,303$133,382,496 ▲30.1%2,116,2543.0%Computer and TechnologyHDBHDFC Bank$564,803,586$33,490,529 ▼-5.6%7,366,6832.9%FinanceArm Holdings Inc - ADR$559,170,763$301,261,129 ▲116.8%3,457,2202.9%COMGOOGAlphabet$481,954,084$14,988,745 ▼-3.0%2,716,9182.5%Computer and TechnologyDHRDanaher$481,711,760$16,672,969 ▼-3.3%2,438,5532.5%MedicalITGartner$469,506,785$196,122,693 ▲71.7%1,161,5132.4%Business ServicesUNHUnitedHealth Group$434,307,787$76,698,760 ▼-15.0%1,392,1462.2%MedicalNVONovo Nordisk A/S$427,415,737$44,820,898 ▲11.7%6,192,6362.2%MedicalYUMYum! Brands$389,827,499$133,878,259 ▼-25.6%2,630,7702.0%Retail/WholesaleWDAYWorkday$358,877,280$87,173,280 ▼-19.5%1,495,3221.9%Computer and TechnologyALCAlcon$310,467,960$32,051,820 ▲11.5%3,516,8551.6%MedicalMELIMercadoLibre$303,458,125$92,028,526 ▼-23.3%116,1061.6%Retail/WholesaleSTESTERIS$300,227,437$15,916,977 ▼-5.0%1,249,8021.6%MedicalAAPLApple$271,704,579$217,693,577 ▼-44.5%1,324,2901.4%Computer and TechnologyINFYAmerican Noble Gas$269,557,670$6,123,201 ▼-2.2%14,547,0951.4%Computer and TechnologyNFLXNetflix$266,385,096$30,923,190 ▼-10.4%198,9241.4%Consumer DiscretionaryAXPAmerican Express$260,115,112$3,838,924 ▼-1.5%815,4591.3%FinanceCooper Companies Inc/ The$240,880,799$240,880,799 ▲New Holding3,385,0591.2%COMECLEcolab$188,287,906$2,783,046 ▼-1.5%698,8121.0%Basic MaterialsTSMTaiwan Semiconductor Manufacturing$122,159,194$3,491,796 ▼-2.8%539,3580.6%Computer and TechnologyULUnilever$26,921,406$16,733,298 ▲164.2%440,1080.1%Consumer StaplesFMXFomento Economico Mexicano$24,183,721$3,671,031 ▼-13.2%234,8390.1%Consumer StaplesSAPSAP$20,890,454$1,022,384 ▲5.1%68,6960.1%Computer and TechnologyWCNWaste Connections$16,974,155$370,079 ▼-2.1%90,9070.1%Business ServicesSHOPShopify$14,841,162$1,566,107 ▲11.8%128,6620.1%Computer and TechnologyLinde PLC$14,073,523$312,943 ▼-2.2%29,9960.1%COMTEAMAtlassian$13,804,027$3,604,238 ▲35.3%67,9700.1%Computer and TechnologyUNVGYUniversal Music Group$11,928,123$1,666,055 ▲16.2%737,2140.1%Communication ServicesGRABGrab$10,580,962$3,734,508 ▲54.5%2,103,5710.1%Computer and TechnologyBABAAlibaba Group$10,477,269$6,429,439 ▲158.8%92,3840.1%Retail/WholesaleTMETencent Music Entertainment Group$9,977,575$1,551,463 ▼-13.5%511,9330.1%Consumer DiscretionaryXPXP$9,193,161$4,381,097 ▼-32.3%455,1070.0%FinanceAAGIYAIA$8,484,210$1,505,269 ▲21.6%234,5000.0%FinanceEXPGYExperian$7,995,2630.0%155,6710.0%Business ServicesIWFiShares Russell 1000 Growth ETF$7,326,552$554,501 ▼-7.0%17,2560.0%ETFMMYTMakeMyTrip$5,447,854$5,447,854 ▲New Holding55,5790.0%Computer and TechnologyGOOGLAlphabet$1,942,231$167,419 ▼-7.9%11,0210.0%Computer and TechnologyADSKAutodesk$593,446$225,577,585 ▼-99.7%1,9170.0%Computer and TechnologyMSCIMSCI$429,671$383,532 ▼-47.2%7450.0%FinanceTMOThermo Fisher Scientific$357,210$255,909,542 ▼-99.9%8810.0%MedicalSBUXStarbucks$299,813$176,376,726 ▼-99.8%3,2720.0%Retail/WholesaleSHWSherwin-Williams$200,1790.0%5830.0%Basic MaterialsICLRIcon$0$264,556,531 ▼-100.0%00.0%MedicalLVMUYLVMH-Moet Hennessy Louis Vuitton$0$6,859,921 ▼-100.0%00.0%Consumer DiscretionaryIVViShares Core S&P 500 ETF$0$474,806 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$353,021 ▼-100.0%00.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access Sale