Sustainable Growth Advisers, LP
Sustainable Growth Advisers, LP reported 49 US-listed holdings worth $9.95 billion in its 13F for the quarter ended 30 September 2026, filed 15 October 2026. Its largest: NVIDIA Corp. (13.0%), Microsoft Corp. (7.3%) and Alphabet Inc. (7.2%). Against the quarter before, it opened 3 positions, added to 4, trimmed 39 and sold out of 1.
Reported holdings$9.95B-2.4% on Q2 2026
Positions49+2 on Q2 2026
The largest ten59.0%of its reported holdings
Latest 13FQ3 2026filed 15 October 2026
Added toTrimmed
The 14 largest of its 49 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 3Added 4Held 3Trimmed 39Sold out 1
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 3
- Quanta Services, Inc. PWR$117.1 million
- Eaton Corp. plc ETN$85.8 million
- TJX Companies Inc. TJX$85.5 million
Added to 4
- NVIDIA Corp. NVDA+940,946 shares · +20%
- Taiwan Semiconductor Manufacturing Company Limited TSM+353,656 shares · +391%
- Ecolab Inc. ECL+245,263 shares · +26%
- Apple Inc. AAPL+116,988 shares · +7%
Trimmed 39
- Yum! Brands, Inc. YUM-981,737 shares · -39%
- Netflix Inc. NFLX-1.6 million shares · -39%
- Canadian Pacific Kansas City LT CP-1.2 million shares · -38%
- S&P Global Inc. SPGI-254,268 shares · -38%
- Danaher Corp. DHR-421,516 shares · -28%
- Visa Inc. V-259,473 shares · -18%
- Mastercard Inc. MA-159,501 shares · -42%
- W.W. Grainger, Inc. GWW-65,563 shares · -33%
and 31 more in the table below
Sold out of 1
- Nike, Inc. NKE$99.9 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| NVIDIA Corp. NVDA | 5,661,090 | $1.29 billion | 12.99% | +940,946 |
| Microsoft Corp. MSFT | 1,420,302 | $728.5 million | 7.32% | -84,701 |
| Alphabet Inc. GOOG | 2,104,137 | $717.0 million | 7.21% | -25,574 |
| Apple Inc. AAPL | 1,864,370 | $620.9 million | 6.24% | +116,988 |
| Amazon.com Inc. AMZN | 2,072,028 | $516.2 million | 5.19% | -209,301 |
| Visa Inc. V | 1,183,233 | $425.2 million | 4.27% | -259,473 |
| Broadcom Inc. AVGO | 1,207,718 | $424.1 million | 4.26% | -67,733 |
| Meta Platforms, Inc. META | 564,072 | $409.1 million | 4.11% | -47,909 |
| Waste Management Inc. WM | 1,969,192 | $401.6 million | 4.04% | -92,459 |
| Synopsys Inc. SNPS | 776,555 | $337.8 million | 3.39% | -30,791 |
| Equinix Inc. EQIX | 330,500 | $334.3 million | 3.36% | -16,368 |
| Ecolab Inc. ECL | 1,173,054 | $322.1 million | 3.24% | +245,263 |
| American Express Co. AXP | 942,591 | $286.6 million | 2.88% | -44,915 |
| Salesforce, Inc. CRM | 1,242,188 | $285.2 million | 2.87% | -262,410 |
| Danaher Corp. DHR | 1,063,782 | $235.7 million | 2.37% | -421,516 |
| Yum! Brands, Inc. YUM | 1,516,303 | $206.7 million | 2.08% | -981,737 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 444,118 | $202.6 million | 2.04% | +353,656 |
| Arista Networks, Inc. ANET | 871,764 | $177.5 million | 1.78% | -37,403 |
| ServiceNow, Inc. NOW | 1,318,977 | $176.8 million | 1.78% | -12,487 |
| Netflix Inc. NFLX | 2,486,816 | $173.0 million | 1.74% | -1,575,944 |
| Canadian Pacific Kansas City LT CP | 2,007,716 | $170.9 million | 1.72% | -1,239,476 |
| W.W. Grainger, Inc. GWW | 130,483 | $162.6 million | 1.63% | -65,563 |
| S&P Global Inc. SPGI | 409,061 | $161.4 million | 1.62% | -254,268 |
| Chipotle Mexican Grill Inc. CMG | 4,549,581 | $145.4 million | 1.46% | -2,321,577 |
| Mastercard Inc. MA | 220,367 | $121.5 million | 1.22% | -159,501 |
| Quanta Services, Inc. PWR | 182,286 | $117.1 million | 1.18% | new |
| Arm Holdings plc ARM | 319,057 | $92.4 million | 0.93% | -66,908 |
| Eaton Corp. plc ETN | 199,557 | $85.8 million | 0.86% | new |
| TJX Companies Inc. TJX | 646,289 | $85.5 million | 0.86% | new |
| Cooper Companies, Inc. COO | 1,492,568 | $84.4 million | 0.85% | -455,540 |
| Linde plc LIN | 151,704 | $72.0 million | 0.72% | +34 |
| HDFC Bank Limited HDB | 3,014,543 | $67.3 million | 0.68% | -784,307 |
| Steris plc STE | 237,752 | $49.9 million | 0.50% | -137,485 |
| Aon plc AON | 166,608 | $46.1 million | 0.46% | -75,676 |
| MercadoLibre, Inc. MELI | 24,008 | $41.5 million | 0.42% | -9,500 |
| SAP SE SAP | 192,096 | $40.0 million | 0.40% | -159,675 |
| Sea Limited SE | 299,516 | $29.2 million | 0.29% | -100,651 |
| Alibaba Group Holding Limited BABA | 173,685 | $18.7 million | 0.19% | -25,685 |
| Grab Holdings Limited GRAB | 4,170,714 | $13.0 million | 0.13% | -437,108 |
| Waste Connections Inc. WCN | 79,251 | $12.2 million | 0.12% | -30,682 |
| Unilever plc UL | 195,902 | $11.9 million | 0.12% | -114,548 |
| Alcon AG ALC | 155,046 | $10.0 million | 0.10% | -69,448 |
| Fomento Economico Mexicano S FMX | 83,548 | $9.9 million | 0.10% | -21,700 |
| XP Inc. XP | 397,755 | $8.4 million | 0.08% | -91,999 |
| Shopify Inc. SHOP | 43,896 | $6.5 million | 0.07% | -30,232 |
| Nu Holdings Ltd. NU | 468,797 | $5.9 million | 0.06% | no change |
| Spotify Technology S.A. SPOT | 8,583 | $4.2 million | 0.04% | -6,294 |
| Infosys Limited INFY | 218,676 | $2.4 million | 0.02% | -662,904 |
| Adyen ADR ADYEY | 10,444 | $102,560 | 0.00% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.