Filed: 2/10/2026ACC: 0001290668-26-000001
📋 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 $14.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$14.42B
Total AUM (reported)
83.47M
Total Shares
Allocation by class
COM$14.42B100.0%
Portfolio Concentration
Top 3$3.18B22.1%
4–10$4.33B30.0%
11–25$5.15B35.7%
Rest$1.76B12.2%
Top 3 weight
22.1%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 83.47M
Sole
Full voting authority
58.35M
shares
% of voting shares69.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
25.12M
shares
% of voting shares30.1%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 69.9% of voting shares
Institutional Holdings54
Rows:
Nvidia Corp
SOLEShares5.97M
TypeSH
Market value$1.11B
7.73%
Sole
4.21M
Shared
0.00
None
1.76M
Amazon.com Inc
SOLEShares4.65M
TypeSH
Market value$1.07B
7.45%
Sole
3.24M
Shared
0.00
None
1.42M
Microsoft Corp.
SOLEShares2.06M
TypeSH
Market value$993.88M
6.89%
Sole
1.48M
Shared
0.00
None
571.18K
Visa Inc
SOLEShares2.12M
TypeSH
Market value$742.37M
5.15%
Sole
1.41M
Shared
0.00
None
709.65K
Alphabet Inc CL C
SOLEShares2.14M
TypeSH
Market value$672.69M
4.66%
Sole
1.49M
Shared
0.00
None
653.63K
Intuit Inc
SOLEShares959.60K
TypeSH
Market value$635.66M
4.41%
Sole
658.95K
Shared
0.00
None
300.65K
Waste Management Inc
SOLEShares2.77M
TypeSH
Market value$608.23M
4.22%
Sole
2.10M
Shared
0.00
None
671.47K
Salesforce Inc
SOLEShares2.14M
TypeSH
Market value$567.26M
3.93%
Sole
1.44M
Shared
0.00
None
703.43K
Meta Platforms Inc
SOLEShares854.42K
TypeSH
Market value$564.00M
3.91%
Sole
607.57K
Shared
0.00
None
246.85K
S&P Global Inc
SOLEShares1.03M
TypeSH
Market value$538.42M
3.73%
Sole
720.42K
Shared
0.00
None
309.87K
Synopsys Inc
SOLEShares1.12M
TypeSH
Market value$528.15M
3.66%
Sole
773.94K
Shared
0.00
None
350.45K
Canadian Pacific Kansas City L
SOLEShares6.56M
TypeSH
Market value$483.32M
3.35%
Sole
4.85M
Shared
0.00
None
1.72M
UnitedHealth Group Inc
SOLEShares1.42M
TypeSH
Market value$469.59M
3.26%
Sole
984.05K
Shared
0.00
None
438.46K
Aon PLC
SOLEShares1.22M
TypeSH
Market value$431.03M
2.99%
Sole
870.30K
Shared
0.00
None
351.17K
Yum! Brands Inc
SOLEShares2.50M
TypeSH
Market value$377.81M
2.62%
Sole
2.38M
Shared
0.00
None
119.32K
Danaher Corp
SOLEShares1.60M
TypeSH
Market value$365.77M
2.54%
Sole
1.11M
Shared
0.00
None
488.77K
Chipotle Mexican Grill Inc
SOLEShares9.68M
TypeSH
Market value$358.07M
2.48%
Sole
6.44M
Shared
0.00
None
3.24M
Apple Inc
SOLEShares1.22M
TypeSH
Market value$331.68M
2.30%
Sole
1.17M
Shared
0.00
None
51.65K
Gartner Inc
SOLEShares1.24M
TypeSH
Market value$313.62M
2.17%
Sole
853.16K
Shared
0.00
None
389.99K
Arm Holdings Inc - ADR
SOLEShares2.67M
TypeSH
Market value$291.65M
2.02%
Sole
1.80M
Shared
0.00
None
864.53K
Cooper Companies Inc/ The
SOLEShares3.37M
TypeSH
Market value$276.09M
1.91%
Sole
3.22M
Shared
0.00
None
152.35K
Netflix Inc
SOLEShares2.58M
TypeSH
Market value$241.80M
1.68%
Sole
2.01M
Shared
0.00
None
564.87K
WW Grainger Inc
SOLEShares229.69K
TypeSH
Market value$231.77M
1.61%
Sole
218.61K
Shared
0.00
None
11.09K
American Express Co
SOLEShares617.89K
TypeSH
Market value$228.59M
1.59%
Sole
589.92K
Shared
0.00
None
27.97K
Broadcom Inc
SOLEShares647.92K
TypeSH
Market value$224.25M
1.56%
Sole
426.98K
Shared
0.00
None
220.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 5.97M | SH | $1.11B 7.73% | 4.21M | 0.00 | 1.76M |
Amazon.com IncSOLE | COM | 4.65M | SH | $1.07B 7.45% | 3.24M | 0.00 | 1.42M |
Microsoft Corp.SOLE | COM | 2.06M | SH | $993.88M 6.89% | 1.48M | 0.00 | 571.18K |
Visa IncSOLE | COM | 2.12M | SH | $742.37M 5.15% | 1.41M | 0.00 | 709.65K |
Alphabet Inc CL CSOLE | COM | 2.14M | SH | $672.69M 4.66% | 1.49M | 0.00 | 653.63K |
Intuit IncSOLE | COM | 959.60K | SH | $635.66M 4.41% | 658.95K | 0.00 | 300.65K |
Waste Management IncSOLE | COM | 2.77M | SH | $608.23M 4.22% | 2.10M | 0.00 | 671.47K |
Salesforce IncSOLE | COM | 2.14M | SH | $567.26M 3.93% | 1.44M | 0.00 | 703.43K |
Meta Platforms IncSOLE | COM | 854.42K | SH | $564.00M 3.91% | 607.57K | 0.00 | 246.85K |
S&P Global IncSOLE | COM | 1.03M | SH | $538.42M 3.73% | 720.42K | 0.00 | 309.87K |
Synopsys IncSOLE | COM | 1.12M | SH | $528.15M 3.66% | 773.94K | 0.00 | 350.45K |
Canadian Pacific Kansas City LSOLE | COM | 6.56M | SH | $483.32M 3.35% | 4.85M | 0.00 | 1.72M |
UnitedHealth Group IncSOLE | COM | 1.42M | SH | $469.59M 3.26% | 984.05K | 0.00 | 438.46K |
Aon PLCSOLE | COM | 1.22M | SH | $431.03M 2.99% | 870.30K | 0.00 | 351.17K |
Yum! Brands IncSOLE | COM | 2.50M | SH | $377.81M 2.62% | 2.38M | 0.00 | 119.32K |
Danaher CorpSOLE | COM | 1.60M | SH | $365.77M 2.54% | 1.11M | 0.00 | 488.77K |
Chipotle Mexican Grill IncSOLE | COM | 9.68M | SH | $358.07M 2.48% | 6.44M | 0.00 | 3.24M |
Apple IncSOLE | COM | 1.22M | SH | $331.68M 2.30% | 1.17M | 0.00 | 51.65K |
Gartner IncSOLE | COM | 1.24M | SH | $313.62M 2.17% | 853.16K | 0.00 | 389.99K |
Arm Holdings Inc - ADRSOLE | COM | 2.67M | SH | $291.65M 2.02% | 1.80M | 0.00 | 864.53K |
Cooper Companies Inc/ TheSOLE | COM | 3.37M | SH | $276.09M 1.91% | 3.22M | 0.00 | 152.35K |
Netflix IncSOLE | COM | 2.58M | SH | $241.80M 1.68% | 2.01M | 0.00 | 564.87K |
WW Grainger IncSOLE | COM | 229.69K | SH | $231.77M 1.61% | 218.61K | 0.00 | 11.09K |
American Express CoSOLE | COM | 617.89K | SH | $228.59M 1.59% | 589.92K | 0.00 | 27.97K |
Broadcom IncSOLE | COM | 647.92K | SH | $224.25M 1.56% | 426.98K | 0.00 | 220.94K |
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