Filed: 11/14/2025ACC: 0001290668-25-000009
📋 What this filing means
SUSTAINABLE GROWTH ADVISERS, LP filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $17.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$17.08B
Total AUM (reported)
105.62M
Total Shares
Allocation by class
COM$17.08B100.0%
Portfolio Concentration
Top 3$3.71B21.7%
4–10$5.11B29.9%
11–25$6.27B36.7%
Rest$1.98B11.6%
Top 3 weight
21.7%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 105.62M
Sole
Full voting authority
65.47M
shares
% of voting shares62.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
40.15M
shares
% of voting shares38.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 62.0% of voting shares
Institutional Holdings59
Rows:
Microsoft Corp.
SOLEShares2.56M
TypeSH
Market value$1.33B
7.76%
Sole
1.71M
Shared
0.00
None
845.99K
Nvidia Corp
SOLEShares6.41M
TypeSH
Market value$1.20B
7.00%
Sole
4.66M
Shared
0.00
None
1.75M
Amazon.com Inc
SOLEShares5.42M
TypeSH
Market value$1.19B
6.97%
Sole
3.68M
Shared
0.00
None
1.74M
Visa Inc
SOLEShares2.58M
TypeSH
Market value$879.14M
5.15%
Sole
1.64M
Shared
0.00
None
931.69K
Intuit Inc
SOLEShares1.25M
TypeSH
Market value$852.06M
4.99%
Sole
803.95K
Shared
0.00
None
443.74K
Meta Platforms Inc
SOLEShares1.06M
TypeSH
Market value$777.39M
4.55%
Sole
734.07K
Shared
0.00
None
324.49K
Waste Management Inc
SOLEShares3.26M
TypeSH
Market value$720.38M
4.22%
Sole
2.32M
Shared
0.00
None
943.31K
Synopsys Inc
SOLEShares1.34M
TypeSH
Market value$663.07M
3.88%
Sole
905.03K
Shared
0.00
None
438.88K
S&P Global Inc
SOLEShares1.29M
TypeSH
Market value$629.59M
3.69%
Sole
868.31K
Shared
0.00
None
425.26K
Alphabet Inc CL C
SOLEShares2.43M
TypeSH
Market value$592.73M
3.47%
Sole
1.57M
Shared
0.00
None
865.67K
ServiceNow Inc
SOLEShares627.54K
TypeSH
Market value$577.52M
3.38%
Sole
410.47K
Shared
0.00
None
217.07K
Canadian Pacific Kansas City L
SOLEShares7.64M
TypeSH
Market value$569.13M
3.33%
Sole
5.38M
Shared
0.00
None
2.26M
UnitedHealth Group Inc
SOLEShares1.64M
TypeSH
Market value$566.30M
3.32%
Sole
1.06M
Shared
0.00
None
583.09K
Chipotle Mexican Grill Inc
SOLEShares12.50M
TypeSH
Market value$489.70M
2.87%
Sole
7.85M
Shared
0.00
None
4.65M
Salesforce Inc
SOLEShares2.03M
TypeSH
Market value$482.15M
2.82%
Sole
1.26M
Shared
0.00
None
773.57K
Aon PLC
SOLEShares1.32M
TypeSH
Market value$469.75M
2.75%
Sole
934.60K
Shared
0.00
None
382.77K
Yum! Brands Inc
SOLEShares2.74M
TypeSH
Market value$415.74M
2.43%
Sole
2.62M
Shared
0.00
None
119.32K
Arm Holdings Inc - ADR
SOLEShares2.88M
TypeSH
Market value$407.73M
2.39%
Sole
1.97M
Shared
0.00
None
913.15K
Gartner Inc
SOLEShares1.47M
TypeSH
Market value$385.57M
2.26%
Sole
950.79K
Shared
0.00
None
515.98K
Danaher Corp
SOLEShares1.92M
TypeSH
Market value$380.25M
2.23%
Sole
1.21M
Shared
0.00
None
706.91K
HDFC Bank Ltd-ADR
SOLEShares10.91M
TypeSH
Market value$372.85M
2.18%
Sole
3.71M
Shared
0.00
None
7.21M
Apple Inc
SOLEShares1.32M
TypeSH
Market value$335.50M
1.96%
Sole
1.27M
Shared
0.00
None
51.65K
Cooper Companies Inc/ The
SOLEShares4.13M
TypeSH
Market value$283.33M
1.66%
Sole
3.95M
Shared
0.00
None
180.66K
American Express Co
SOLEShares809.03K
TypeSH
Market value$268.73M
1.57%
Sole
776.36K
Shared
0.00
None
32.67K
Steris PLC
SOLEShares1.07M
TypeSH
Market value$263.69M
1.54%
Sole
310.80K
Shared
0.00
None
754.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft Corp.SOLE | COM | 2.56M | SH | $1.33B 7.76% | 1.71M | 0.00 | 845.99K |
Nvidia CorpSOLE | COM | 6.41M | SH | $1.20B 7.00% | 4.66M | 0.00 | 1.75M |
Amazon.com IncSOLE | COM | 5.42M | SH | $1.19B 6.97% | 3.68M | 0.00 | 1.74M |
Visa IncSOLE | COM | 2.58M | SH | $879.14M 5.15% | 1.64M | 0.00 | 931.69K |
Intuit IncSOLE | COM | 1.25M | SH | $852.06M 4.99% | 803.95K | 0.00 | 443.74K |
Meta Platforms IncSOLE | COM | 1.06M | SH | $777.39M 4.55% | 734.07K | 0.00 | 324.49K |
Waste Management IncSOLE | COM | 3.26M | SH | $720.38M 4.22% | 2.32M | 0.00 | 943.31K |
Synopsys IncSOLE | COM | 1.34M | SH | $663.07M 3.88% | 905.03K | 0.00 | 438.88K |
S&P Global IncSOLE | COM | 1.29M | SH | $629.59M 3.69% | 868.31K | 0.00 | 425.26K |
Alphabet Inc CL CSOLE | COM | 2.43M | SH | $592.73M 3.47% | 1.57M | 0.00 | 865.67K |
ServiceNow IncSOLE | COM | 627.54K | SH | $577.52M 3.38% | 410.47K | 0.00 | 217.07K |
Canadian Pacific Kansas City LSOLE | COM | 7.64M | SH | $569.13M 3.33% | 5.38M | 0.00 | 2.26M |
UnitedHealth Group IncSOLE | COM | 1.64M | SH | $566.30M 3.32% | 1.06M | 0.00 | 583.09K |
Chipotle Mexican Grill IncSOLE | COM | 12.50M | SH | $489.70M 2.87% | 7.85M | 0.00 | 4.65M |
Salesforce IncSOLE | COM | 2.03M | SH | $482.15M 2.82% | 1.26M | 0.00 | 773.57K |
Aon PLCSOLE | COM | 1.32M | SH | $469.75M 2.75% | 934.60K | 0.00 | 382.77K |
Yum! Brands IncSOLE | COM | 2.74M | SH | $415.74M 2.43% | 2.62M | 0.00 | 119.32K |
Arm Holdings Inc - ADRSOLE | COM | 2.88M | SH | $407.73M 2.39% | 1.97M | 0.00 | 913.15K |
Gartner IncSOLE | COM | 1.47M | SH | $385.57M 2.26% | 950.79K | 0.00 | 515.98K |
Danaher CorpSOLE | COM | 1.92M | SH | $380.25M 2.23% | 1.21M | 0.00 | 706.91K |
HDFC Bank Ltd-ADRSOLE | COM | 10.91M | SH | $372.85M 2.18% | 3.71M | 0.00 | 7.21M |
Apple IncSOLE | COM | 1.32M | SH | $335.50M 1.96% | 1.27M | 0.00 | 51.65K |
Cooper Companies Inc/ TheSOLE | COM | 4.13M | SH | $283.33M 1.66% | 3.95M | 0.00 | 180.66K |
American Express CoSOLE | COM | 809.03K | SH | $268.73M 1.57% | 776.36K | 0.00 | 32.67K |
Steris PLCSOLE | COM | 1.07M | SH | $263.69M 1.54% | 310.80K | 0.00 | 754.86K |
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