Filed: 5/6/2025ACC: 0001290668-25-000002
📋 What this filing means
SUSTAINABLE GROWTH ADVISERS, LP filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $17.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$17.93B
Total AUM (reported)
101.86M
Total Shares
Allocation by class
COM$17.93B100.0%
Portfolio Concentration
Top 3$3.57B19.9%
4–10$5.50B30.7%
11–25$6.62B36.9%
Rest$2.25B12.5%
Top 3 weight
19.9%
Top 10 weight
50.6%
Voting Authority Distribution
Total shares with voting rights: 102.05M
Sole
Full voting authority
65.01M
shares
% of voting shares63.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
37.04M
shares
% of voting shares36.3%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 63.7% of voting shares
Institutional Holdings56
Rows:
Amazon.com Inc
SOLEShares6.57M
TypeSH
Market value$1.25B
6.98%
Sole
4.51M
Shared
0.00
None
2.07M
Microsoft Corp.
SOLEShares3.10M
TypeSH
Market value$1.16B
6.48%
Sole
2.13M
Shared
0.00
None
969.11K
Visa Inc
SOLEShares3.29M
TypeSH
Market value$1.15B
6.43%
Sole
2.27M
Shared
0.00
None
1.03M
Meta Platforms Inc
SOLEShares1.54M
TypeSH
Market value$887.19M
4.95%
Sole
1.08M
Shared
0.00
None
457.32K
Intuit Inc
SOLEShares1.44M
TypeSH
Market value$887.08M
4.95%
Sole
964.33K
Shared
0.00
None
483.13K
UnitedHealth Group Inc
SOLEShares1.64M
TypeSH
Market value$857.90M
4.79%
Sole
1.19M
Shared
0.00
None
454.41K
S&P Global Inc
SOLEShares1.54M
TypeSH
Market value$780.41M
4.35%
Sole
1.07M
Shared
0.00
None
465.80K
Nvidia Corp
SOLEShares7.14M
TypeSH
Market value$773.47M
4.31%
Sole
5.23M
Shared
0.00
None
1.92M
Synopsys Inc
SOLEShares1.58M
TypeSH
Market value$675.75M
3.77%
Sole
1.07M
Shared
0.00
None
509.76K
Aon PLC
SOLEShares1.59M
TypeSH
Market value$635.74M
3.55%
Sole
1.16M
Shared
0.00
None
437.76K
Canadian Pacific Kansas City L
SOLEShares8.36M
TypeSH
Market value$587.22M
3.28%
Sole
5.87M
Shared
0.00
None
2.50M
ServiceNow Inc
SOLEShares723.46K
TypeSH
Market value$575.97M
3.21%
Sole
513.56K
Shared
0.00
None
211.05K
Yum! Brands Inc
SOLEShares3.53M
TypeSH
Market value$556.15M
3.10%
Sole
2.44M
Shared
0.00
None
1.10M
Apple Inc
SOLEShares2.39M
TypeSH
Market value$529.85M
2.96%
Sole
1.59M
Shared
0.00
None
795K
HDFC Bank Ltd-ADR
SOLEShares7.80M
TypeSH
Market value$518.46M
2.89%
Sole
3.54M
Shared
0.00
None
4.28M
Danaher Corp
SOLEShares2.52M
TypeSH
Market value$517.21M
2.88%
Sole
1.72M
Shared
0.00
None
803.70K
Alphabet Inc CL C
SOLEShares2.80M
TypeSH
Market value$437.66M
2.44%
Sole
1.82M
Shared
0.00
None
985.04K
Salesforce Inc
SOLEShares1.63M
TypeSH
Market value$436.65M
2.44%
Sole
1.05M
Shared
0.00
None
577.62K
Workday Inc Class A
SOLEShares1.86M
TypeSH
Market value$434.03M
2.42%
Sole
1.20M
Shared
0.00
None
662.37K
Waste Management Inc
SOLEShares1.86M
TypeSH
Market value$431.39M
2.41%
Sole
1.79M
Shared
0.00
None
78.10K
Novo-Nordisk A/S-Spons ADR
SOLEShares5.54M
TypeSH
Market value$384.92M
2.15%
Sole
5.35M
Shared
0.00
None
190.62K
Thermo Fisher Scientific Inc
SOLEShares632.04K
TypeSH
Market value$314.50M
1.75%
Sole
603.64K
Shared
0.00
None
28.40K
Alcon Inc
SOLEShares3.15M
TypeSH
Market value$299.39M
1.67%
Sole
1.12M
Shared
0.00
None
2.04M
Steris PLC
SOLEShares1.32M
TypeSH
Market value$298.29M
1.66%
Sole
482.37K
Shared
0.00
None
838.20K
MercadoLibre Inc
SOLEShares151.32K
TypeSH
Market value$295.20M
1.65%
Sole
52.64K
Shared
0.00
None
99.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Amazon.com IncSOLE | COM | 6.57M | SH | $1.25B 6.98% | 4.51M | 0.00 | 2.07M |
Microsoft Corp.SOLE | COM | 3.10M | SH | $1.16B 6.48% | 2.13M | 0.00 | 969.11K |
Visa IncSOLE | COM | 3.29M | SH | $1.15B 6.43% | 2.27M | 0.00 | 1.03M |
Meta Platforms IncSOLE | COM | 1.54M | SH | $887.19M 4.95% | 1.08M | 0.00 | 457.32K |
Intuit IncSOLE | COM | 1.44M | SH | $887.08M 4.95% | 964.33K | 0.00 | 483.13K |
UnitedHealth Group IncSOLE | COM | 1.64M | SH | $857.90M 4.79% | 1.19M | 0.00 | 454.41K |
S&P Global IncSOLE | COM | 1.54M | SH | $780.41M 4.35% | 1.07M | 0.00 | 465.80K |
Nvidia CorpSOLE | COM | 7.14M | SH | $773.47M 4.31% | 5.23M | 0.00 | 1.92M |
Synopsys IncSOLE | COM | 1.58M | SH | $675.75M 3.77% | 1.07M | 0.00 | 509.76K |
Aon PLCSOLE | COM | 1.59M | SH | $635.74M 3.55% | 1.16M | 0.00 | 437.76K |
Canadian Pacific Kansas City LSOLE | COM | 8.36M | SH | $587.22M 3.28% | 5.87M | 0.00 | 2.50M |
ServiceNow IncSOLE | COM | 723.46K | SH | $575.97M 3.21% | 513.56K | 0.00 | 211.05K |
Yum! Brands IncSOLE | COM | 3.53M | SH | $556.15M 3.10% | 2.44M | 0.00 | 1.10M |
Apple IncSOLE | COM | 2.39M | SH | $529.85M 2.96% | 1.59M | 0.00 | 795K |
HDFC Bank Ltd-ADRSOLE | COM | 7.80M | SH | $518.46M 2.89% | 3.54M | 0.00 | 4.28M |
Danaher CorpSOLE | COM | 2.52M | SH | $517.21M 2.88% | 1.72M | 0.00 | 803.70K |
Alphabet Inc CL CSOLE | COM | 2.80M | SH | $437.66M 2.44% | 1.82M | 0.00 | 985.04K |
Salesforce IncSOLE | COM | 1.63M | SH | $436.65M 2.44% | 1.05M | 0.00 | 577.62K |
Workday Inc Class ASOLE | COM | 1.86M | SH | $434.03M 2.42% | 1.20M | 0.00 | 662.37K |
Waste Management IncSOLE | COM | 1.86M | SH | $431.39M 2.41% | 1.79M | 0.00 | 78.10K |
Novo-Nordisk A/S-Spons ADRSOLE | COM | 5.54M | SH | $384.92M 2.15% | 5.35M | 0.00 | 190.62K |
Thermo Fisher Scientific IncSOLE | COM | 632.04K | SH | $314.50M 1.75% | 603.64K | 0.00 | 28.40K |
Alcon IncSOLE | COM | 3.15M | SH | $299.39M 1.67% | 1.12M | 0.00 | 2.04M |
Steris PLCSOLE | COM | 1.32M | SH | $298.29M 1.66% | 482.37K | 0.00 | 838.20K |
MercadoLibre IncSOLE | COM | 151.32K | SH | $295.20M 1.65% | 52.64K | 0.00 | 99.18K |
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