Sustainable Growth Advisers, Lp Top Holdings and 13F Report (2026) About Sustainable Growth Advisers, LpInvestment ActivitySustainable Growth Advisers, Lp has $9.95 billion in total holdings as of September 30, 2026.Sustainable Growth Advisers, Lp owns shares of 49 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.75% of the portfolio was purchased this quarter.About 14.93% of the portfolio was sold this quarter.This quarter, Sustainable Growth Advisers, Lp has purchased 47 new stocks and bought additional shares in 5 stocks.Sustainable Growth Advisers, Lp sold shares of 39 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $1,292,879,734Microsoft $728,472,896Alphabet $716,963,641Apple $620,872,497Amazon.com $516,245,777 Largest New Holdings this Quarter 74762E102 - Quanta Services $117,120,578 HoldingG29183103 - Eaton $85,751,639 Holding872540109 - TJX Companies $85,510,497 Holding Largest Purchases this Quarter NVIDIA 940,946 shares (about $214.89M)Taiwan Semiconductor Manufacturing 353,656 shares (about $161.33M)Quanta Services 182,286 shares (about $117.12M)Eaton 199,557 shares (about $85.75M)TJX Companies 646,289 shares (about $85.51M) Largest Sales this Quarter Yum! Brands 981,737 shares (about $133.85M)Netflix 1,575,944 shares (about $109.65M)Canadian Pacific Kansas City 1,239,476 shares (about $105.48M)S&P Global 254,268 shares (about $100.30M)Danaher 421,516 shares (about $93.39M) 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 PortfolioSectorNVDANVIDIA$1,292,879,734$214,893,247 ▲19.9%5,661,09013.0%TechnologyMSFTMicrosoft$728,472,896$43,443,143 ▼-5.6%1,420,3027.3%TechnologyGOOGAlphabet$716,963,641$8,714,085 ▼-1.2%2,104,1377.2%Communication ServicesAAPLApple$620,872,497$38,959,344 ▲6.7%1,864,3706.2%TechnologyAMZNAmazon.com$516,245,777$52,147,344 ▼-9.2%2,072,0285.2%Consumer DiscretionaryVVisa$425,171,113$93,236,433 ▼-18.0%1,183,2334.3%FinanceAVGOBroadcom$424,138,484$23,787,152 ▼-5.3%1,207,7184.3%TechnologyMETAMeta Platforms$409,053,733$34,742,649 ▼-7.8%564,0724.1%Communication ServicesWMWaste Management$401,557,632$18,854,239 ▼-4.5%1,969,1924.0%IndustrialsSNPSSynopsys$337,754,832$13,392,238 ▼-3.8%776,5553.4%TechnologyEQIXEquinix$334,327,190$16,557,541 ▼-4.7%330,5003.4%Real EstateECLEcolab$322,097,167$67,344,314 ▲26.4%1,173,0543.2%MaterialsAXPAmerican Express$286,641,923$13,658,651 ▼-4.5%942,5912.9%FinanceCRMSalesforce$285,169,099$60,241,464 ▼-17.4%1,242,1882.9%TechnologyDHRDanaher$235,680,902$93,386,870 ▼-28.4%1,063,7822.4%HealthcareYUMYum! Brands$206,732,751$133,850,023 ▼-39.3%1,516,3032.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$202,602,190$161,334,330 ▲390.9%444,1182.0%TechnologyArista Network$177,482,432$7,614,877 ▼-4.1%871,7641.8%COMNOWServiceNow$176,756,108$1,673,383 ▼-0.9%1,318,9771.8%TechnologyNFLXNetflix$173,032,657$109,654,183 ▼-38.8%2,486,8161.7%Communication ServicesCPCanadian Pacific Kansas City$170,856,632$105,479,408 ▼-38.2%2,007,7161.7%IndustrialsGWWW.W. Grainger$162,550,502$81,675,763 ▼-33.4%130,4831.6%IndustrialsSPGIS&P Global$161,362,293$100,301,098 ▼-38.3%409,0611.6%FinanceCMGChipotle Mexican Grill$145,359,113$74,174,385 ▼-33.8%4,549,5811.5%Consumer DiscretionaryMAMastercard$121,525,789$87,960,016 ▼-42.0%220,3671.2%FinancePWRQuanta Services$117,120,578$117,120,578 ▲New Holding182,2861.2%IndustrialsArm Holdings Inc - ADR$92,418,051$19,380,571 ▼-17.3%319,0570.9%COMETNEaton$85,751,639$85,751,639 ▲New Holding199,5570.9%IndustrialsTJXTJX Companies$85,510,497$85,510,497 ▲New Holding646,2890.9%Consumer DiscretionaryCooper Companies Inc/ The$84,374,869$25,751,676 ▼-23.4%1,492,5680.8%COMLinde PLC$72,006,304$16,138 ▲0.0%151,7040.7%COMHDBHDFC Bank$67,344,890$17,521,418 ▼-20.6%3,014,5430.7%FinanceSTESTERIS$49,930,297$28,873,225 ▼-36.6%237,7520.5%HealthcareAONAON$46,112,096$20,944,846 ▼-31.2%166,6080.5%FinanceMELIMercadoLibre$41,498,548$16,421,035 ▼-28.4%24,0080.4%Consumer DiscretionarySAPSAP$40,048,174$33,289,044 ▼-45.4%192,0960.4%TechnologySESEA$29,160,878$9,799,381 ▼-25.2%299,5160.3%Consumer DiscretionaryBABAAlibaba Group$18,678,085$2,762,165 ▼-12.9%173,6850.2%Consumer DiscretionaryGRABGrab$12,970,921$1,359,406 ▼-9.5%4,170,7140.1%IndustrialsWCNWaste Connections$12,199,106$4,722,880 ▼-27.9%79,2510.1%IndustrialsUnilever PLC ADR$11,897,128$6,956,500 ▼-36.9%195,9020.1%COMALCAlcon$10,039,229$4,496,758 ▼-30.9%155,0460.1%HealthcareFMXFomento Economico Mexicano$9,905,451$2,572,752 ▼-20.6%83,5480.1%Consumer StaplesXPXP$8,350,866$1,931,519 ▼-18.8%397,7550.1%FinanceShopify Inc.$6,509,777$4,483,406 ▼-40.8%43,8960.1%COMNUNU$5,934,9700.0%468,7970.1%FinanceSPOTSpotify Technology$4,183,183$3,067,570 ▼-42.3%8,5830.0%Communication ServicesINFYInfosys$2,352,954$7,132,848 ▼-75.2%218,6760.0%TechnologyADYEYAdyen$102,5600.0%10,4440.0%TechnologyNKENIKE$0$99,883,927 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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