Filed: 2/10/2025ACC: 0001290668-25-000001
📋 What this filing means
SUSTAINABLE GROWTH ADVISERS, LP filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $19.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$19.94B
Total AUM (reported)
99.50M
Total Shares
Allocation by class
COM$19.94B100.0%
Portfolio Concentration
Top 3$3.79B19.0%
4–10$5.60B28.1%
11–25$7.95B39.9%
Rest$2.60B13.0%
Top 3 weight
19.0%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 99.68M
Sole
Full voting authority
67.30M
shares
% of voting shares67.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
32.38M
shares
% of voting shares32.5%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 67.5% of voting shares
Institutional Holdings54
Rows:
Amazon.com Inc
SOLEShares6.19M
TypeSH
Market value$1.36B
6.81%
Sole
4.31M
Shared
0.00
None
1.90M
Microsoft Corp.
SOLEShares3.11M
TypeSH
Market value$1.31B
6.58%
Sole
2.20M
Shared
0.00
None
916.01K
Visa Inc
SOLEShares3.55M
TypeSH
Market value$1.12B
5.63%
Sole
2.51M
Shared
0.00
None
1.05M
Intuit Inc
SOLEShares1.43M
TypeSH
Market value$898.34M
4.51%
Sole
992.03K
Shared
0.00
None
439.75K
UnitedHealth Group Inc
SOLEShares1.66M
TypeSH
Market value$839.01M
4.21%
Sole
1.21M
Shared
0.00
None
453.43K
Aon PLC
SOLEShares2.26M
TypeSH
Market value$813.06M
4.08%
Sole
1.69M
Shared
0.00
None
575.42K
S&P Global Inc
SOLEShares1.63M
TypeSH
Market value$812.39M
4.07%
Sole
1.16M
Shared
0.00
None
473.03K
Yum! Brands Inc
SOLEShares5.58M
TypeSH
Market value$748.49M
3.75%
Sole
4.05M
Shared
0.00
None
1.53M
Synopsys Inc
SOLEShares1.54M
TypeSH
Market value$746.77M
3.75%
Sole
1.11M
Shared
0.00
None
435.93K
Danaher Corp
SOLEShares3.23M
TypeSH
Market value$741.91M
3.72%
Sole
2.32M
Shared
0.00
None
921.89K
Meta Platforms Inc
SOLEShares1.25M
TypeSH
Market value$731.94M
3.67%
Sole
851.50K
Shared
0.00
None
400.90K
Nvidia Corp
SOLEShares5.14M
TypeSH
Market value$690.34M
3.46%
Sole
3.50M
Shared
0.00
None
1.65M
Workday Inc Class A
SOLEShares2.66M
TypeSH
Market value$685.67M
3.44%
Sole
1.88M
Shared
0.00
None
782.58K
Apple Inc
SOLEShares2.54M
TypeSH
Market value$636.93M
3.19%
Sole
1.75M
Shared
0.00
None
798.31K
Canadian Pacific Kansas City L
SOLEShares8.80M
TypeSH
Market value$636.52M
3.19%
Sole
6.30M
Shared
0.00
None
2.51M
Autodesk Inc
SOLEShares1.94M
TypeSH
Market value$573.85M
2.88%
Sole
1.46M
Shared
0.00
None
483.79K
MSCI Inc.
SOLEShares943.68K
TypeSH
Market value$566.22M
2.84%
Sole
644.10K
Shared
0.00
None
301.33K
Alphabet Inc CL C
SOLEShares2.88M
TypeSH
Market value$548.40M
2.75%
Sole
1.97M
Shared
0.00
None
918.79K
HDFC Bank Ltd-ADR
SOLEShares8.18M
TypeSH
Market value$522.15M
2.62%
Sole
4.02M
Shared
0.00
None
4.19M
Novo-Nordisk A/S-Spons ADR
SOLEShares5.34M
TypeSH
Market value$459.42M
2.30%
Sole
5.16M
Shared
0.00
None
185.75K
Waste Management Inc
SOLEShares2.01M
TypeSH
Market value$405.59M
2.03%
Sole
1.92M
Shared
0.00
None
90.33K
Salesforce Inc
SOLEShares1.18M
TypeSH
Market value$394.64M
1.98%
Sole
783.82K
Shared
0.00
None
398.76K
ServiceNow Inc
SOLEShares367.83K
TypeSH
Market value$389.94M
1.96%
Sole
241.91K
Shared
0.00
None
126.62K
Thermo Fisher Scientific Inc
SOLEShares712.21K
TypeSH
Market value$370.51M
1.86%
Sole
680K
Shared
0.00
None
32.21K
Icon PLC
SOLEShares1.59M
TypeSH
Market value$334.22M
1.68%
Sole
817.24K
Shared
0.00
None
781.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Amazon.com IncSOLE | COM | 6.19M | SH | $1.36B 6.81% | 4.31M | 0.00 | 1.90M |
Microsoft Corp.SOLE | COM | 3.11M | SH | $1.31B 6.58% | 2.20M | 0.00 | 916.01K |
Visa IncSOLE | COM | 3.55M | SH | $1.12B 5.63% | 2.51M | 0.00 | 1.05M |
Intuit IncSOLE | COM | 1.43M | SH | $898.34M 4.51% | 992.03K | 0.00 | 439.75K |
UnitedHealth Group IncSOLE | COM | 1.66M | SH | $839.01M 4.21% | 1.21M | 0.00 | 453.43K |
Aon PLCSOLE | COM | 2.26M | SH | $813.06M 4.08% | 1.69M | 0.00 | 575.42K |
S&P Global IncSOLE | COM | 1.63M | SH | $812.39M 4.07% | 1.16M | 0.00 | 473.03K |
Yum! Brands IncSOLE | COM | 5.58M | SH | $748.49M 3.75% | 4.05M | 0.00 | 1.53M |
Synopsys IncSOLE | COM | 1.54M | SH | $746.77M 3.75% | 1.11M | 0.00 | 435.93K |
Danaher CorpSOLE | COM | 3.23M | SH | $741.91M 3.72% | 2.32M | 0.00 | 921.89K |
Meta Platforms IncSOLE | COM | 1.25M | SH | $731.94M 3.67% | 851.50K | 0.00 | 400.90K |
Nvidia CorpSOLE | COM | 5.14M | SH | $690.34M 3.46% | 3.50M | 0.00 | 1.65M |
Workday Inc Class ASOLE | COM | 2.66M | SH | $685.67M 3.44% | 1.88M | 0.00 | 782.58K |
Apple IncSOLE | COM | 2.54M | SH | $636.93M 3.19% | 1.75M | 0.00 | 798.31K |
Canadian Pacific Kansas City LSOLE | COM | 8.80M | SH | $636.52M 3.19% | 6.30M | 0.00 | 2.51M |
Autodesk IncSOLE | COM | 1.94M | SH | $573.85M 2.88% | 1.46M | 0.00 | 483.79K |
MSCI Inc.SOLE | COM | 943.68K | SH | $566.22M 2.84% | 644.10K | 0.00 | 301.33K |
Alphabet Inc CL CSOLE | COM | 2.88M | SH | $548.40M 2.75% | 1.97M | 0.00 | 918.79K |
HDFC Bank Ltd-ADRSOLE | COM | 8.18M | SH | $522.15M 2.62% | 4.02M | 0.00 | 4.19M |
Novo-Nordisk A/S-Spons ADRSOLE | COM | 5.34M | SH | $459.42M 2.30% | 5.16M | 0.00 | 185.75K |
Waste Management IncSOLE | COM | 2.01M | SH | $405.59M 2.03% | 1.92M | 0.00 | 90.33K |
Salesforce IncSOLE | COM | 1.18M | SH | $394.64M 1.98% | 783.82K | 0.00 | 398.76K |
ServiceNow IncSOLE | COM | 367.83K | SH | $389.94M 1.96% | 241.91K | 0.00 | 126.62K |
Thermo Fisher Scientific IncSOLE | COM | 712.21K | SH | $370.51M 1.86% | 680K | 0.00 | 32.21K |
Icon PLCSOLE | COM | 1.59M | SH | $334.22M 1.68% | 817.24K | 0.00 | 781.11K |
Page 1 of 3