Filed: 10/15/2026ACC: 0001290668-26-000005
📋 What this filing means
SUSTAINABLE GROWTH ADVISERS, LP filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $9.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$9.95B
Total AUM (reported)
50.46M
Total Shares
Allocation by class
COM$9.95B100.0%
Portfolio Concentration
Top 3$2.74B27.5%
4–10$3.13B31.5%
11–25$3.16B31.8%
Rest$914.40M9.2%
Top 3 weight
27.5%
Top 10 weight
59.0%
Voting Authority Distribution
Total shares with voting rights: 50.46M
Sole
Full voting authority
43.05M
shares
% of voting shares85.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.41M
shares
% of voting shares14.7%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 85.3% of voting shares
Institutional Holdings49
Rows:
Nvidia Corp
SOLEShares5.66M
TypeSH
Market value$1.29B
12.99%
Sole
5.08M
Shared
0.00
None
583.58K
Microsoft Corp.
SOLEShares1.42M
TypeSH
Market value$728.47M
7.32%
Sole
1.28M
Shared
0.00
None
135.73K
Alphabet Inc CL C
SOLEShares2.10M
TypeSH
Market value$716.96M
7.21%
Sole
1.85M
Shared
0.00
None
254.93K
Apple Inc
SOLEShares1.86M
TypeSH
Market value$620.87M
6.24%
Sole
1.75M
Shared
0.00
None
112.92K
Amazon.com Inc
SOLEShares2.07M
TypeSH
Market value$516.25M
5.19%
Sole
1.76M
Shared
0.00
None
307.91K
Visa Inc
SOLEShares1.18M
TypeSH
Market value$425.17M
4.27%
Sole
956.58K
Shared
0.00
None
226.66K
Broadcom Inc
SOLEShares1.21M
TypeSH
Market value$424.14M
4.26%
Sole
1.04M
Shared
0.00
None
168.06K
Meta Platforms Inc
SOLEShares564.07K
TypeSH
Market value$409.05M
4.11%
Sole
480.83K
Shared
0.00
None
83.24K
Waste Management Inc
SOLEShares1.97M
TypeSH
Market value$401.56M
4.04%
Sole
1.75M
Shared
0.00
None
219.60K
Synopsys Inc
SOLEShares776.55K
TypeSH
Market value$337.75M
3.39%
Sole
641.60K
Shared
0.00
None
134.96K
Equinix Inc
SOLEShares330.50K
TypeSH
Market value$334.33M
3.36%
Sole
274.81K
Shared
0.00
None
55.70K
Ecolab Inc
SOLEShares1.17M
TypeSH
Market value$322.10M
3.24%
Sole
1.08M
Shared
0.00
None
91.11K
American Express Co
SOLEShares942.59K
TypeSH
Market value$286.64M
2.88%
Sole
840.79K
Shared
0.00
None
101.80K
Salesforce Inc
SOLEShares1.24M
TypeSH
Market value$285.17M
2.87%
Sole
1.01M
Shared
0.00
None
233.16K
Danaher Corp
SOLEShares1.06M
TypeSH
Market value$235.68M
2.37%
Sole
860.59K
Shared
0.00
None
203.19K
Yum! Brands Inc
SOLEShares1.52M
TypeSH
Market value$206.73M
2.08%
Sole
1.51M
Shared
0.00
None
3.45K
Taiwan Semiconductor Mfg ADR
SOLEShares444.12K
TypeSH
Market value$202.60M
2.04%
Sole
443.09K
Shared
0.00
None
1.03K
Arista Network
SOLEShares871.76K
TypeSH
Market value$177.48M
1.78%
Sole
764.16K
Shared
0.00
None
107.60K
ServiceNow Inc
SOLEShares1.32M
TypeSH
Market value$176.76M
1.78%
Sole
1.32M
Shared
0.00
None
3.17K
Netflix Inc
SOLEShares2.49M
TypeSH
Market value$173.03M
1.74%
Sole
1.82M
Shared
0.00
None
668.45K
Canadian Pacific Kansas City L
SOLEShares2.01M
TypeSH
Market value$170.86M
1.72%
Sole
1.62M
Shared
0.00
None
384.69K
WW Grainger Inc
SOLEShares130.48K
TypeSH
Market value$162.55M
1.63%
Sole
130.19K
Shared
0.00
None
296.00
S&P Global Inc
SOLEShares409.06K
TypeSH
Market value$161.36M
1.62%
Sole
408.13K
Shared
0.00
None
929.00
Chipotle Mexican Grill Inc
SOLEShares4.55M
TypeSH
Market value$145.36M
1.46%
Sole
3.80M
Shared
0.00
None
752.77K
MasterCard Inc
SOLEShares220.37K
TypeSH
Market value$121.53M
1.22%
Sole
219.80K
Shared
0.00
None
566.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia CorpSOLE | COM | 5.66M | SH | $1.29B 12.99% | 5.08M | 0.00 | 583.58K |
Microsoft Corp.SOLE | COM | 1.42M | SH | $728.47M 7.32% | 1.28M | 0.00 | 135.73K |
Alphabet Inc CL CSOLE | COM | 2.10M | SH | $716.96M 7.21% | 1.85M | 0.00 | 254.93K |
Apple IncSOLE | COM | 1.86M | SH | $620.87M 6.24% | 1.75M | 0.00 | 112.92K |
Amazon.com IncSOLE | COM | 2.07M | SH | $516.25M 5.19% | 1.76M | 0.00 | 307.91K |
Visa IncSOLE | COM | 1.18M | SH | $425.17M 4.27% | 956.58K | 0.00 | 226.66K |
Broadcom IncSOLE | COM | 1.21M | SH | $424.14M 4.26% | 1.04M | 0.00 | 168.06K |
Meta Platforms IncSOLE | COM | 564.07K | SH | $409.05M 4.11% | 480.83K | 0.00 | 83.24K |
Waste Management IncSOLE | COM | 1.97M | SH | $401.56M 4.04% | 1.75M | 0.00 | 219.60K |
Synopsys IncSOLE | COM | 776.55K | SH | $337.75M 3.39% | 641.60K | 0.00 | 134.96K |
Equinix IncSOLE | COM | 330.50K | SH | $334.33M 3.36% | 274.81K | 0.00 | 55.70K |
Ecolab IncSOLE | COM | 1.17M | SH | $322.10M 3.24% | 1.08M | 0.00 | 91.11K |
American Express CoSOLE | COM | 942.59K | SH | $286.64M 2.88% | 840.79K | 0.00 | 101.80K |
Salesforce IncSOLE | COM | 1.24M | SH | $285.17M 2.87% | 1.01M | 0.00 | 233.16K |
Danaher CorpSOLE | COM | 1.06M | SH | $235.68M 2.37% | 860.59K | 0.00 | 203.19K |
Yum! Brands IncSOLE | COM | 1.52M | SH | $206.73M 2.08% | 1.51M | 0.00 | 3.45K |
Taiwan Semiconductor Mfg ADRSOLE | COM | 444.12K | SH | $202.60M 2.04% | 443.09K | 0.00 | 1.03K |
Arista NetworkSOLE | COM | 871.76K | SH | $177.48M 1.78% | 764.16K | 0.00 | 107.60K |
ServiceNow IncSOLE | COM | 1.32M | SH | $176.76M 1.78% | 1.32M | 0.00 | 3.17K |
Netflix IncSOLE | COM | 2.49M | SH | $173.03M 1.74% | 1.82M | 0.00 | 668.45K |
Canadian Pacific Kansas City LSOLE | COM | 2.01M | SH | $170.86M 1.72% | 1.62M | 0.00 | 384.69K |
WW Grainger IncSOLE | COM | 130.48K | SH | $162.55M 1.63% | 130.19K | 0.00 | 296.00 |
S&P Global IncSOLE | COM | 409.06K | SH | $161.36M 1.62% | 408.13K | 0.00 | 929.00 |
Chipotle Mexican Grill IncSOLE | COM | 4.55M | SH | $145.36M 1.46% | 3.80M | 0.00 | 752.77K |
MasterCard IncSOLE | COM | 220.37K | SH | $121.53M 1.22% | 219.80K | 0.00 | 566.00 |
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