Filed: 5/11/2026ACC: 0001290668-26-000002
📋 What this filing means
SUSTAINABLE GROWTH ADVISERS, LP filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $10.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$10.62B
Total AUM (reported)
73.01M
Total Shares
Allocation by class
COM$10.62B100.0%
Portfolio Concentration
Top 3$2.11B19.8%
4–10$3.19B30.0%
11–25$4.29B40.4%
Rest$1.04B9.8%
Top 3 weight
19.8%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 73.01M
Sole
Full voting authority
54.54M
shares
% of voting shares74.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.47M
shares
% of voting shares25.3%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 74.7% of voting shares
Institutional Holdings51
Rows:
Nvidia Corp
SOLEShares4.85M
TypeSH
Market value$845.75M
7.96%
Sole
3.72M
Shared
0.00
None
1.13M
Amazon.com Inc
SOLEShares3.27M
TypeSH
Market value$681.30M
6.41%
Sole
2.50M
Shared
0.00
None
770.82K
Microsoft Corp.
SOLEShares1.57M
TypeSH
Market value$580.79M
5.47%
Sole
1.29M
Shared
0.00
None
283.17K
Alphabet Inc CL C
SOLEShares1.89M
TypeSH
Market value$542.90M
5.11%
Sole
1.42M
Shared
0.00
None
473.28K
Visa Inc
SOLEShares1.75M
TypeSH
Market value$528.96M
4.98%
Sole
1.26M
Shared
0.00
None
485.20K
Waste Management Inc
SOLEShares2.02M
TypeSH
Market value$464.57M
4.37%
Sole
1.63M
Shared
0.00
None
389.43K
Broadcom Inc
SOLEShares1.46M
TypeSH
Market value$452.69M
4.26%
Sole
1.15M
Shared
0.00
None
312.54K
Canadian Pacific Kansas City L
SOLEShares5.21M
TypeSH
Market value$409.84M
3.86%
Sole
4.13M
Shared
0.00
None
1.08M
Meta Platforms Inc
SOLEShares697.19K
TypeSH
Market value$398.88M
3.76%
Sole
533.57K
Shared
0.00
None
163.62K
Apple Inc
SOLEShares1.53M
TypeSH
Market value$387.21M
3.65%
Sole
1.46M
Shared
0.00
None
67.93K
Synopsys Inc
SOLEShares900.99K
TypeSH
Market value$357.22M
3.36%
Sole
692.90K
Shared
0.00
None
208.08K
Yum! Brands Inc
SOLEShares2.26M
TypeSH
Market value$351.45M
3.31%
Sole
2.14M
Shared
0.00
None
118.61K
Aon PLC
SOLEShares1.05M
TypeSH
Market value$339.50M
3.20%
Sole
834.23K
Shared
0.00
None
217.57K
American Express Co
SOLEShares1.12M
TypeSH
Market value$339.39M
3.20%
Sole
919.28K
Shared
0.00
None
202.73K
Netflix Inc
SOLEShares3.41M
TypeSH
Market value$327.96M
3.09%
Sole
2.64M
Shared
0.00
None
772.16K
Salesforce Inc
SOLEShares1.74M
TypeSH
Market value$324.86M
3.06%
Sole
1.30M
Shared
0.00
None
437.70K
S&P Global Inc
SOLEShares757.30K
TypeSH
Market value$322.11M
3.03%
Sole
583.17K
Shared
0.00
None
174.13K
Danaher Corp
SOLEShares1.64M
TypeSH
Market value$310.26M
2.92%
Sole
1.21M
Shared
0.00
None
430.17K
Arm Holdings Inc - ADR
SOLEShares2.01M
TypeSH
Market value$303.64M
2.86%
Sole
1.47M
Shared
0.00
None
536.64K
Intuit Inc
SOLEShares635.75K
TypeSH
Market value$274.89M
2.59%
Sole
476.65K
Shared
0.00
None
159.10K
Chipotle Mexican Grill Inc
SOLEShares7.82M
TypeSH
Market value$250.26M
2.36%
Sole
5.75M
Shared
0.00
None
2.07M
WW Grainger Inc
SOLEShares210.92K
TypeSH
Market value$230.07M
2.17%
Sole
199.90K
Shared
0.00
None
11.02K
Ecolab Inc
SOLEShares847.26K
TypeSH
Market value$225.39M
2.12%
Sole
805.72K
Shared
0.00
None
41.54K
MasterCard Inc
SOLEShares376.41K
TypeSH
Market value$188.08M
1.77%
Sole
357.90K
Shared
0.00
None
18.51K
Cooper Companies Inc/ The
SOLEShares2.05M
TypeSH
Market value$146.88M
1.38%
Sole
1.95M
Shared
0.00
None
102.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 4.85M | SH | $845.75M 7.96% | 3.72M | 0.00 | 1.13M |
Amazon.com IncSOLE | COM | 3.27M | SH | $681.30M 6.41% | 2.50M | 0.00 | 770.82K |
Microsoft Corp.SOLE | COM | 1.57M | SH | $580.79M 5.47% | 1.29M | 0.00 | 283.17K |
Alphabet Inc CL CSOLE | COM | 1.89M | SH | $542.90M 5.11% | 1.42M | 0.00 | 473.28K |
Visa IncSOLE | COM | 1.75M | SH | $528.96M 4.98% | 1.26M | 0.00 | 485.20K |
Waste Management IncSOLE | COM | 2.02M | SH | $464.57M 4.37% | 1.63M | 0.00 | 389.43K |
Broadcom IncSOLE | COM | 1.46M | SH | $452.69M 4.26% | 1.15M | 0.00 | 312.54K |
Canadian Pacific Kansas City LSOLE | COM | 5.21M | SH | $409.84M 3.86% | 4.13M | 0.00 | 1.08M |
Meta Platforms IncSOLE | COM | 697.19K | SH | $398.88M 3.76% | 533.57K | 0.00 | 163.62K |
Apple IncSOLE | COM | 1.53M | SH | $387.21M 3.65% | 1.46M | 0.00 | 67.93K |
Synopsys IncSOLE | COM | 900.99K | SH | $357.22M 3.36% | 692.90K | 0.00 | 208.08K |
Yum! Brands IncSOLE | COM | 2.26M | SH | $351.45M 3.31% | 2.14M | 0.00 | 118.61K |
Aon PLCSOLE | COM | 1.05M | SH | $339.50M 3.20% | 834.23K | 0.00 | 217.57K |
American Express CoSOLE | COM | 1.12M | SH | $339.39M 3.20% | 919.28K | 0.00 | 202.73K |
Netflix IncSOLE | COM | 3.41M | SH | $327.96M 3.09% | 2.64M | 0.00 | 772.16K |
Salesforce IncSOLE | COM | 1.74M | SH | $324.86M 3.06% | 1.30M | 0.00 | 437.70K |
S&P Global IncSOLE | COM | 757.30K | SH | $322.11M 3.03% | 583.17K | 0.00 | 174.13K |
Danaher CorpSOLE | COM | 1.64M | SH | $310.26M 2.92% | 1.21M | 0.00 | 430.17K |
Arm Holdings Inc - ADRSOLE | COM | 2.01M | SH | $303.64M 2.86% | 1.47M | 0.00 | 536.64K |
Intuit IncSOLE | COM | 635.75K | SH | $274.89M 2.59% | 476.65K | 0.00 | 159.10K |
Chipotle Mexican Grill IncSOLE | COM | 7.82M | SH | $250.26M 2.36% | 5.75M | 0.00 | 2.07M |
WW Grainger IncSOLE | COM | 210.92K | SH | $230.07M 2.17% | 199.90K | 0.00 | 11.02K |
Ecolab IncSOLE | COM | 847.26K | SH | $225.39M 2.12% | 805.72K | 0.00 | 41.54K |
MasterCard IncSOLE | COM | 376.41K | SH | $188.08M 1.77% | 357.90K | 0.00 | 18.51K |
Cooper Companies Inc/ TheSOLE | COM | 2.05M | SH | $146.88M 1.38% | 1.95M | 0.00 | 102.49K |
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