Filed: 8/10/2026ACC: 0001290668-26-000003
📋 What this filing means
SUSTAINABLE GROWTH ADVISERS, LP filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $10.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$10.19B
Total AUM (reported)
61.70M
Total Shares
Allocation by class
COM$10.19B100.0%
Portfolio Concentration
Top 3$2.26B22.2%
4–10$3.25B31.9%
11–25$3.78B37.1%
Rest$901.80M8.8%
Top 3 weight
22.2%
Top 10 weight
54.0%
Voting Authority Distribution
Total shares with voting rights: 61.70M
Sole
Full voting authority
52.92M
shares
% of voting shares85.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.78M
shares
% of voting shares14.2%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeSole · 85.8% of voting shares
Institutional Holdings47
Rows:
Nvidia Corp
SOLEShares4.72M
TypeSH
Market value$944.45M
9.27%
Sole
4.09M
Shared
0.00
None
628.60K
Alphabet Inc CL C
SOLEShares2.13M
TypeSH
Market value$752.49M
7.38%
Sole
1.83M
Shared
0.00
None
297.78K
Microsoft Corp.
SOLEShares1.51M
TypeSH
Market value$561.40M
5.51%
Sole
1.34M
Shared
0.00
None
167.58K
Amazon.com Inc
SOLEShares2.28M
TypeSH
Market value$543.73M
5.34%
Sole
1.88M
Shared
0.00
None
406.02K
Apple Inc
SOLEShares1.75M
TypeSH
Market value$505.62M
4.96%
Sole
1.74M
Shared
0.00
None
3.92K
Visa Inc
SOLEShares1.44M
TypeSH
Market value$494.98M
4.86%
Sole
1.18M
Shared
0.00
None
262.91K
Broadcom Inc
SOLEShares1.28M
TypeSH
Market value$481.80M
4.73%
Sole
1.09M
Shared
0.00
None
187.69K
Waste Management Inc
SOLEShares2.06M
TypeSH
Market value$459.50M
4.51%
Sole
1.83M
Shared
0.00
None
235.71K
Yum! Brands Inc
SOLEShares2.50M
TypeSH
Market value$399.34M
3.92%
Sole
2.49M
Shared
0.00
None
5.74K
Equinix Inc
SOLEShares346.87K
TypeSH
Market value$361.57M
3.55%
Sole
289.69K
Shared
0.00
None
57.17K
Synopsys Inc
SOLEShares807.35K
TypeSH
Market value$360.13M
3.53%
Sole
671.42K
Shared
0.00
None
135.92K
Meta Platforms Inc
SOLEShares611.98K
TypeSH
Market value$344.72M
3.38%
Sole
509.86K
Shared
0.00
None
102.12K
American Express Co
SOLEShares987.51K
TypeSH
Market value$334.02M
3.28%
Sole
882.43K
Shared
0.00
None
105.07K
Netflix Inc
SOLEShares4.06M
TypeSH
Market value$290.08M
2.85%
Sole
3.35M
Shared
0.00
None
709.93K
Danaher Corp
SOLEShares1.49M
TypeSH
Market value$282.92M
2.78%
Sole
1.26M
Shared
0.00
None
230.18K
Canadian Pacific Kansas City L
SOLEShares3.25M
TypeSH
Market value$281.37M
2.76%
Sole
2.74M
Shared
0.00
None
509.86K
S&P Global Inc
SOLEShares663.33K
TypeSH
Market value$270.15M
2.65%
Sole
553.92K
Shared
0.00
None
109.41K
WW Grainger Inc
SOLEShares196.05K
TypeSH
Market value$266.70M
2.62%
Sole
195.60K
Shared
0.00
None
446.00
Ecolab Inc
SOLEShares927.79K
TypeSH
Market value$258.49M
2.54%
Sole
925.68K
Shared
0.00
None
2.11K
Salesforce Inc
SOLEShares1.50M
TypeSH
Market value$235.71M
2.31%
Sole
1.22M
Shared
0.00
None
280.28K
Chipotle Mexican Grill Inc
SOLEShares6.87M
TypeSH
Market value$233.62M
2.29%
Sole
5.54M
Shared
0.00
None
1.33M
MasterCard Inc
SOLEShares379.87K
TypeSH
Market value$195.10M
1.91%
Sole
378.97K
Shared
0.00
None
897.00
Arista Network
SOLEShares909.17K
TypeSH
Market value$154.45M
1.52%
Sole
797.01K
Shared
0.00
None
112.16K
Cooper Companies Inc/ The
SOLEShares1.95M
TypeSH
Market value$139.70M
1.37%
Sole
1.94M
Shared
0.00
None
4.61K
Arm Holdings Inc - ADR
SOLEShares385.96K
TypeSH
Market value$136.85M
1.34%
Sole
340.80K
Shared
0.00
None
45.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 4.72M | SH | $944.45M 9.27% | 4.09M | 0.00 | 628.60K |
Alphabet Inc CL CSOLE | COM | 2.13M | SH | $752.49M 7.38% | 1.83M | 0.00 | 297.78K |
Microsoft Corp.SOLE | COM | 1.51M | SH | $561.40M 5.51% | 1.34M | 0.00 | 167.58K |
Amazon.com IncSOLE | COM | 2.28M | SH | $543.73M 5.34% | 1.88M | 0.00 | 406.02K |
Apple IncSOLE | COM | 1.75M | SH | $505.62M 4.96% | 1.74M | 0.00 | 3.92K |
Visa IncSOLE | COM | 1.44M | SH | $494.98M 4.86% | 1.18M | 0.00 | 262.91K |
Broadcom IncSOLE | COM | 1.28M | SH | $481.80M 4.73% | 1.09M | 0.00 | 187.69K |
Waste Management IncSOLE | COM | 2.06M | SH | $459.50M 4.51% | 1.83M | 0.00 | 235.71K |
Yum! Brands IncSOLE | COM | 2.50M | SH | $399.34M 3.92% | 2.49M | 0.00 | 5.74K |
Equinix IncSOLE | COM | 346.87K | SH | $361.57M 3.55% | 289.69K | 0.00 | 57.17K |
Synopsys IncSOLE | COM | 807.35K | SH | $360.13M 3.53% | 671.42K | 0.00 | 135.92K |
Meta Platforms IncSOLE | COM | 611.98K | SH | $344.72M 3.38% | 509.86K | 0.00 | 102.12K |
American Express CoSOLE | COM | 987.51K | SH | $334.02M 3.28% | 882.43K | 0.00 | 105.07K |
Netflix IncSOLE | COM | 4.06M | SH | $290.08M 2.85% | 3.35M | 0.00 | 709.93K |
Danaher CorpSOLE | COM | 1.49M | SH | $282.92M 2.78% | 1.26M | 0.00 | 230.18K |
Canadian Pacific Kansas City LSOLE | COM | 3.25M | SH | $281.37M 2.76% | 2.74M | 0.00 | 509.86K |
S&P Global IncSOLE | COM | 663.33K | SH | $270.15M 2.65% | 553.92K | 0.00 | 109.41K |
WW Grainger IncSOLE | COM | 196.05K | SH | $266.70M 2.62% | 195.60K | 0.00 | 446.00 |
Ecolab IncSOLE | COM | 927.79K | SH | $258.49M 2.54% | 925.68K | 0.00 | 2.11K |
Salesforce IncSOLE | COM | 1.50M | SH | $235.71M 2.31% | 1.22M | 0.00 | 280.28K |
Chipotle Mexican Grill IncSOLE | COM | 6.87M | SH | $233.62M 2.29% | 5.54M | 0.00 | 1.33M |
MasterCard IncSOLE | COM | 379.87K | SH | $195.10M 1.91% | 378.97K | 0.00 | 897.00 |
Arista NetworkSOLE | COM | 909.17K | SH | $154.45M 1.52% | 797.01K | 0.00 | 112.16K |
Cooper Companies Inc/ TheSOLE | COM | 1.95M | SH | $139.70M 1.37% | 1.94M | 0.00 | 4.61K |
Arm Holdings Inc - ADRSOLE | COM | 385.96K | SH | $136.85M 1.34% | 340.80K | 0.00 | 45.16K |
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