Filed: 8/8/2025ACC: 0001290668-25-000003
📋 What this filing means
SUSTAINABLE GROWTH ADVISERS, LP filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $19.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$19.37B
Total AUM (reported)
111.49M
Total Shares
Allocation by class
COM$19.37B100.0%
Portfolio Concentration
Top 3$3.90B20.2%
4–10$6.07B31.4%
11–25$7.26B37.5%
Rest$2.14B11.0%
Top 3 weight
20.2%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 111.70M
Sole
Full voting authority
71.01M
shares
% of voting shares63.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
40.69M
shares
% of voting shares36.4%
Investment Discretion (by position count)
Sole55
Shared0
Other0
Dominant voting typeSole · 63.6% of voting shares
Institutional Holdings55
Rows:
Amazon.com Inc
SOLEShares6.38M
TypeSH
Market value$1.40B
7.23%
Sole
4.32M
Shared
0.00
None
2.07M
Microsoft Corp.
SOLEShares2.80M
TypeSH
Market value$1.39B
7.18%
Sole
1.87M
Shared
0.00
None
936.10K
Meta Platforms Inc
SOLEShares1.51M
TypeSH
Market value$1.11B
5.74%
Sole
1.05M
Shared
0.00
None
456.59K
Intuit Inc
SOLEShares1.39M
TypeSH
Market value$1.09B
5.64%
Sole
907.73K
Shared
0.00
None
481.31K
Nvidia Corp
SOLEShares6.53M
TypeSH
Market value$1.03B
5.33%
Sole
4.69M
Shared
0.00
None
1.85M
Visa Inc
SOLEShares2.90M
TypeSH
Market value$1.03B
5.32%
Sole
1.89M
Shared
0.00
None
1.02M
S&P Global Inc
SOLEShares1.51M
TypeSH
Market value$796.10M
4.11%
Sole
1.05M
Shared
0.00
None
466.11K
Synopsys Inc
SOLEShares1.55M
TypeSH
Market value$793.36M
4.10%
Sole
1.04M
Shared
0.00
None
509.08K
ServiceNow Inc
SOLEShares646.87K
TypeSH
Market value$665.03M
3.43%
Sole
439.71K
Shared
0.00
None
208.22K
Waste Management Inc
SOLEShares2.90M
TypeSH
Market value$663.04M
3.42%
Sole
2.22M
Shared
0.00
None
679.62K
Aon PLC
SOLEShares1.85M
TypeSH
Market value$658.99M
3.40%
Sole
1.27M
Shared
0.00
None
582.46K
Canadian Pacific Kansas City L
SOLEShares8.10M
TypeSH
Market value$642.11M
3.32%
Sole
5.61M
Shared
0.00
None
2.50M
Chipotle Mexican Grill Inc
SOLEShares10.63M
TypeSH
Market value$597.03M
3.08%
Sole
6.62M
Shared
0.00
None
4.03M
Salesforce Inc
SOLEShares2.12M
TypeSH
Market value$577.08M
2.98%
Sole
1.34M
Shared
0.00
None
784.22K
HDFC Bank Ltd-ADR
SOLEShares7.37M
TypeSH
Market value$564.80M
2.92%
Sole
3.13M
Shared
0.00
None
4.26M
Arm Holdings Inc - ADR
SOLEShares3.46M
TypeSH
Market value$559.17M
2.89%
Sole
1.97M
Shared
0.00
None
1.49M
Alphabet Inc CL C
SOLEShares2.72M
TypeSH
Market value$481.95M
2.49%
Sole
1.74M
Shared
0.00
None
983.02K
Danaher Corp
SOLEShares2.44M
TypeSH
Market value$481.71M
2.49%
Sole
1.64M
Shared
0.00
None
802.21K
Gartner Inc
SOLEShares1.16M
TypeSH
Market value$469.51M
2.42%
Sole
827.51K
Shared
0.00
None
335.74K
UnitedHealth Group Inc
SOLEShares1.39M
TypeSH
Market value$434.31M
2.24%
Sole
903.62K
Shared
0.00
None
491.02K
Novo-Nordisk A/S-Spons ADR
SOLEShares6.19M
TypeSH
Market value$427.42M
2.21%
Sole
5.99M
Shared
0.00
None
198.81K
Yum! Brands Inc
SOLEShares2.63M
TypeSH
Market value$389.83M
2.01%
Sole
2.51M
Shared
0.00
None
118.97K
Workday Inc Class A
SOLEShares1.50M
TypeSH
Market value$358.88M
1.85%
Sole
935.02K
Shared
0.00
None
563.19K
Alcon Inc
SOLEShares3.52M
TypeSH
Market value$310.47M
1.60%
Sole
1.12M
Shared
0.00
None
2.41M
MercadoLibre Inc
SOLEShares116.11K
TypeSH
Market value$303.46M
1.57%
Sole
36.66K
Shared
0.00
None
79.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Amazon.com IncSOLE | COM | 6.38M | SH | $1.40B 7.23% | 4.32M | 0.00 | 2.07M |
Microsoft Corp.SOLE | COM | 2.80M | SH | $1.39B 7.18% | 1.87M | 0.00 | 936.10K |
Meta Platforms IncSOLE | COM | 1.51M | SH | $1.11B 5.74% | 1.05M | 0.00 | 456.59K |
Intuit IncSOLE | COM | 1.39M | SH | $1.09B 5.64% | 907.73K | 0.00 | 481.31K |
Nvidia CorpSOLE | COM | 6.53M | SH | $1.03B 5.33% | 4.69M | 0.00 | 1.85M |
Visa IncSOLE | COM | 2.90M | SH | $1.03B 5.32% | 1.89M | 0.00 | 1.02M |
S&P Global IncSOLE | COM | 1.51M | SH | $796.10M 4.11% | 1.05M | 0.00 | 466.11K |
Synopsys IncSOLE | COM | 1.55M | SH | $793.36M 4.10% | 1.04M | 0.00 | 509.08K |
ServiceNow IncSOLE | COM | 646.87K | SH | $665.03M 3.43% | 439.71K | 0.00 | 208.22K |
Waste Management IncSOLE | COM | 2.90M | SH | $663.04M 3.42% | 2.22M | 0.00 | 679.62K |
Aon PLCSOLE | COM | 1.85M | SH | $658.99M 3.40% | 1.27M | 0.00 | 582.46K |
Canadian Pacific Kansas City LSOLE | COM | 8.10M | SH | $642.11M 3.32% | 5.61M | 0.00 | 2.50M |
Chipotle Mexican Grill IncSOLE | COM | 10.63M | SH | $597.03M 3.08% | 6.62M | 0.00 | 4.03M |
Salesforce IncSOLE | COM | 2.12M | SH | $577.08M 2.98% | 1.34M | 0.00 | 784.22K |
HDFC Bank Ltd-ADRSOLE | COM | 7.37M | SH | $564.80M 2.92% | 3.13M | 0.00 | 4.26M |
Arm Holdings Inc - ADRSOLE | COM | 3.46M | SH | $559.17M 2.89% | 1.97M | 0.00 | 1.49M |
Alphabet Inc CL CSOLE | COM | 2.72M | SH | $481.95M 2.49% | 1.74M | 0.00 | 983.02K |
Danaher CorpSOLE | COM | 2.44M | SH | $481.71M 2.49% | 1.64M | 0.00 | 802.21K |
Gartner IncSOLE | COM | 1.16M | SH | $469.51M 2.42% | 827.51K | 0.00 | 335.74K |
UnitedHealth Group IncSOLE | COM | 1.39M | SH | $434.31M 2.24% | 903.62K | 0.00 | 491.02K |
Novo-Nordisk A/S-Spons ADRSOLE | COM | 6.19M | SH | $427.42M 2.21% | 5.99M | 0.00 | 198.81K |
Yum! Brands IncSOLE | COM | 2.63M | SH | $389.83M 2.01% | 2.51M | 0.00 | 118.97K |
Workday Inc Class ASOLE | COM | 1.50M | SH | $358.88M 1.85% | 935.02K | 0.00 | 563.19K |
Alcon IncSOLE | COM | 3.52M | SH | $310.47M 1.60% | 1.12M | 0.00 | 2.41M |
MercadoLibre IncSOLE | COM | 116.11K | SH | $303.46M 1.57% | 36.66K | 0.00 | 79.86K |
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