Filed: 11/5/2024ACC: 0001290668-24-000006
📋 What this filing means
SUSTAINABLE GROWTH ADVISERS, LP filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $23.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$23.60B
Total AUM (reported)
113.03M
Total Shares
Allocation by class
COM$23.60B100.0%
Portfolio Concentration
Top 3$4.29B18.2%
4–10$6.56B27.8%
11–25$9.29B39.4%
Rest$3.46B14.7%
Top 3 weight
18.2%
Top 10 weight
46.0%
Voting Authority Distribution
Total shares with voting rights: 113.22M
Sole
Full voting authority
80.18M
shares
% of voting shares70.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
33.04M
shares
% of voting shares29.2%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeSole · 70.8% of voting shares
Institutional Holdings53
Rows:
Amazon.com Inc
SOLEShares8.64M
TypeSH
Market value$1.61B
6.82%
Sole
6.48M
Shared
0.00
None
2.18M
Microsoft Corp.
SOLEShares3.49M
TypeSH
Market value$1.50B
6.37%
Sole
2.58M
Shared
0.00
None
919.82K
Visa Inc
SOLEShares4.28M
TypeSH
Market value$1.18B
4.98%
Sole
3.22M
Shared
0.00
None
1.06M
UnitedHealth Group Inc
SOLEShares1.78M
TypeSH
Market value$1.04B
4.42%
Sole
1.42M
Shared
0.00
None
360.77K
S&P Global Inc
SOLEShares1.92M
TypeSH
Market value$990.23M
4.20%
Sole
1.45M
Shared
0.00
None
473.15K
Aon PLC
SOLEShares2.83M
TypeSH
Market value$977.93M
4.14%
Sole
2.19M
Shared
0.00
None
640.13K
Yum! Brands Inc
SOLEShares6.50M
TypeSH
Market value$908.49M
3.85%
Sole
4.97M
Shared
0.00
None
1.54M
Synopsys Inc
SOLEShares1.78M
TypeSH
Market value$903.59M
3.83%
Sole
1.35M
Shared
0.00
None
436.27K
Workday Inc Class A
SOLEShares3.61M
TypeSH
Market value$882.35M
3.74%
Sole
2.60M
Shared
0.00
None
1.01M
Meta Platforms Inc
SOLEShares1.50M
TypeSH
Market value$860.26M
3.65%
Sole
1.10M
Shared
0.00
None
401.09K
Danaher Corp
SOLEShares2.96M
TypeSH
Market value$822.85M
3.49%
Sole
2.26M
Shared
0.00
None
706.23K
Canadian Pacific Kansas City L
SOLEShares9.04M
TypeSH
Market value$773.60M
3.28%
Sole
6.57M
Shared
0.00
None
2.49M
Nvidia Corp
SOLEShares6.21M
TypeSH
Market value$754.53M
3.20%
Sole
4.57M
Shared
0.00
None
1.65M
Intuit Inc
SOLEShares1.18M
TypeSH
Market value$735.25M
3.12%
Sole
878.58K
Shared
0.00
None
307.17K
Apple Inc
SOLEShares3.07M
TypeSH
Market value$716.44M
3.04%
Sole
2.27M
Shared
0.00
None
809.35K
MSCI Inc.
SOLEShares1.15M
TypeSH
Market value$669.30M
2.84%
Sole
846.90K
Shared
0.00
None
303.01K
Autodesk Inc
SOLEShares2.43M
TypeSH
Market value$668.29M
2.83%
Sole
1.89M
Shared
0.00
None
543.84K
Salesforce Inc
SOLEShares2.19M
TypeSH
Market value$600.11M
2.54%
Sole
1.56M
Shared
0.00
None
631.51K
Alphabet Inc CL C
SOLEShares3.46M
TypeSH
Market value$578.67M
2.45%
Sole
2.53M
Shared
0.00
None
931.78K
Waste Management Inc
SOLEShares2.65M
TypeSH
Market value$549.57M
2.33%
Sole
2.56M
Shared
0.00
None
91.08K
HDFC Bank Ltd-ADR
SOLEShares8.53M
TypeSH
Market value$533.34M
2.26%
Sole
4.36M
Shared
0.00
None
4.19M
Novo-Nordisk A/S-Spons ADR
SOLEShares4.32M
TypeSH
Market value$514.30M
2.18%
Sole
4.19M
Shared
0.00
None
126.71K
Thermo Fisher Scientific Inc
SOLEShares807.49K
TypeSH
Market value$499.49M
2.12%
Sole
782.39K
Shared
0.00
None
25.10K
ServiceNow Inc
SOLEShares508.11K
TypeSH
Market value$454.45M
1.93%
Sole
361.62K
Shared
0.00
None
147.30K
Ecolab Inc
SOLEShares1.64M
TypeSH
Market value$417.76M
1.77%
Sole
1.58M
Shared
0.00
None
55.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Amazon.com IncSOLE | COM | 8.64M | SH | $1.61B 6.82% | 6.48M | 0.00 | 2.18M |
Microsoft Corp.SOLE | COM | 3.49M | SH | $1.50B 6.37% | 2.58M | 0.00 | 919.82K |
Visa IncSOLE | COM | 4.28M | SH | $1.18B 4.98% | 3.22M | 0.00 | 1.06M |
UnitedHealth Group IncSOLE | COM | 1.78M | SH | $1.04B 4.42% | 1.42M | 0.00 | 360.77K |
S&P Global IncSOLE | COM | 1.92M | SH | $990.23M 4.20% | 1.45M | 0.00 | 473.15K |
Aon PLCSOLE | COM | 2.83M | SH | $977.93M 4.14% | 2.19M | 0.00 | 640.13K |
Yum! Brands IncSOLE | COM | 6.50M | SH | $908.49M 3.85% | 4.97M | 0.00 | 1.54M |
Synopsys IncSOLE | COM | 1.78M | SH | $903.59M 3.83% | 1.35M | 0.00 | 436.27K |
Workday Inc Class ASOLE | COM | 3.61M | SH | $882.35M 3.74% | 2.60M | 0.00 | 1.01M |
Meta Platforms IncSOLE | COM | 1.50M | SH | $860.26M 3.65% | 1.10M | 0.00 | 401.09K |
Danaher CorpSOLE | COM | 2.96M | SH | $822.85M 3.49% | 2.26M | 0.00 | 706.23K |
Canadian Pacific Kansas City LSOLE | COM | 9.04M | SH | $773.60M 3.28% | 6.57M | 0.00 | 2.49M |
Nvidia CorpSOLE | COM | 6.21M | SH | $754.53M 3.20% | 4.57M | 0.00 | 1.65M |
Intuit IncSOLE | COM | 1.18M | SH | $735.25M 3.12% | 878.58K | 0.00 | 307.17K |
Apple IncSOLE | COM | 3.07M | SH | $716.44M 3.04% | 2.27M | 0.00 | 809.35K |
MSCI Inc.SOLE | COM | 1.15M | SH | $669.30M 2.84% | 846.90K | 0.00 | 303.01K |
Autodesk IncSOLE | COM | 2.43M | SH | $668.29M 2.83% | 1.89M | 0.00 | 543.84K |
Salesforce IncSOLE | COM | 2.19M | SH | $600.11M 2.54% | 1.56M | 0.00 | 631.51K |
Alphabet Inc CL CSOLE | COM | 3.46M | SH | $578.67M 2.45% | 2.53M | 0.00 | 931.78K |
Waste Management IncSOLE | COM | 2.65M | SH | $549.57M 2.33% | 2.56M | 0.00 | 91.08K |
HDFC Bank Ltd-ADRSOLE | COM | 8.53M | SH | $533.34M 2.26% | 4.36M | 0.00 | 4.19M |
Novo-Nordisk A/S-Spons ADRSOLE | COM | 4.32M | SH | $514.30M 2.18% | 4.19M | 0.00 | 126.71K |
Thermo Fisher Scientific IncSOLE | COM | 807.49K | SH | $499.49M 2.12% | 782.39K | 0.00 | 25.10K |
ServiceNow IncSOLE | COM | 508.11K | SH | $454.45M 1.93% | 361.62K | 0.00 | 147.30K |
Ecolab IncSOLE | COM | 1.64M | SH | $417.76M 1.77% | 1.58M | 0.00 | 55.85K |
Page 1 of 3