SUSTAINABLE GROWTH ADVISERS, LP

PrivateCIK: 1290668

Location

STAMFORD, CT

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

% of voting shares85.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.78M

% 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

SOLE

COM

Shares4.72M

TypeSH

Market value$944.45M

9.27%

Sole

4.09M

Shared

0.00

None

628.60K

Alphabet Inc CL C

SOLE

COM

Shares2.13M

TypeSH

Market value$752.49M

7.38%

Sole

1.83M

Shared

0.00

None

297.78K

Microsoft Corp.

SOLE

COM

Shares1.51M

TypeSH

Market value$561.40M

5.51%

Sole

1.34M

Shared

0.00

None

167.58K

Amazon.com Inc

SOLE

COM

Shares2.28M

TypeSH

Market value$543.73M

5.34%

Sole

1.88M

Shared

0.00

None

406.02K

Apple Inc

SOLE

COM

Shares1.75M

TypeSH

Market value$505.62M

4.96%

Sole

1.74M

Shared

0.00

None

3.92K

Visa Inc

SOLE

COM

Shares1.44M

TypeSH

Market value$494.98M

4.86%

Sole

1.18M

Shared

0.00

None

262.91K

Broadcom Inc

SOLE

COM

Shares1.28M

TypeSH

Market value$481.80M

4.73%

Sole

1.09M

Shared

0.00

None

187.69K

Waste Management Inc

SOLE

COM

Shares2.06M

TypeSH

Market value$459.50M

4.51%

Sole

1.83M

Shared

0.00

None

235.71K

Yum! Brands Inc

SOLE

COM

Shares2.50M

TypeSH

Market value$399.34M

3.92%

Sole

2.49M

Shared

0.00

None

5.74K

Equinix Inc

SOLE

COM

Shares346.87K

TypeSH

Market value$361.57M

3.55%

Sole

289.69K

Shared

0.00

None

57.17K

Synopsys Inc

SOLE

COM

Shares807.35K

TypeSH

Market value$360.13M

3.53%

Sole

671.42K

Shared

0.00

None

135.92K

Meta Platforms Inc

SOLE

COM

Shares611.98K

TypeSH

Market value$344.72M

3.38%

Sole

509.86K

Shared

0.00

None

102.12K

American Express Co

SOLE

COM

Shares987.51K

TypeSH

Market value$334.02M

3.28%

Sole

882.43K

Shared

0.00

None

105.07K

Netflix Inc

SOLE

COM

Shares4.06M

TypeSH

Market value$290.08M

2.85%

Sole

3.35M

Shared

0.00

None

709.93K

Danaher Corp

SOLE

COM

Shares1.49M

TypeSH

Market value$282.92M

2.78%

Sole

1.26M

Shared

0.00

None

230.18K

Canadian Pacific Kansas City L

SOLE

COM

Shares3.25M

TypeSH

Market value$281.37M

2.76%

Sole

2.74M

Shared

0.00

None

509.86K

S&P Global Inc

SOLE

COM

Shares663.33K

TypeSH

Market value$270.15M

2.65%

Sole

553.92K

Shared

0.00

None

109.41K

WW Grainger Inc

SOLE

COM

Shares196.05K

TypeSH

Market value$266.70M

2.62%

Sole

195.60K

Shared

0.00

None

446.00

Ecolab Inc

SOLE

COM

Shares927.79K

TypeSH

Market value$258.49M

2.54%

Sole

925.68K

Shared

0.00

None

2.11K

Salesforce Inc

SOLE

COM

Shares1.50M

TypeSH

Market value$235.71M

2.31%

Sole

1.22M

Shared

0.00

None

280.28K

Chipotle Mexican Grill Inc

SOLE

COM

Shares6.87M

TypeSH

Market value$233.62M

2.29%

Sole

5.54M

Shared

0.00

None

1.33M

MasterCard Inc

SOLE

COM

Shares379.87K

TypeSH

Market value$195.10M

1.91%

Sole

378.97K

Shared

0.00

None

897.00

Arista Network

SOLE

COM

Shares909.17K

TypeSH

Market value$154.45M

1.52%

Sole

797.01K

Shared

0.00

None

112.16K

Cooper Companies Inc/ The

SOLE

COM

Shares1.95M

TypeSH

Market value$139.70M

1.37%

Sole

1.94M

Shared

0.00

None

4.61K

Arm Holdings Inc - ADR

SOLE

COM

Shares385.96K

TypeSH

Market value$136.85M

1.34%

Sole

340.80K

Shared

0.00

None

45.16K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia CorpSOLE	COM	4.72M	SH	$944.45M 9.27%	4.09M	628.60K
Alphabet Inc CL CSOLE	COM	2.13M	SH	$752.49M 7.38%	1.83M	297.78K
Microsoft Corp.SOLE	COM	1.51M	SH	$561.40M 5.51%	1.34M	167.58K
Amazon.com IncSOLE	COM	2.28M	SH	$543.73M 5.34%	1.88M	406.02K
Apple IncSOLE	COM	1.75M	SH	$505.62M 4.96%	1.74M	3.92K
Visa IncSOLE	COM	1.44M	SH	$494.98M 4.86%	1.18M	262.91K
Broadcom IncSOLE	COM	1.28M	SH	$481.80M 4.73%	1.09M	187.69K
Waste Management IncSOLE	COM	2.06M	SH	$459.50M 4.51%	1.83M	235.71K
Yum! Brands IncSOLE	COM	2.50M	SH	$399.34M 3.92%	2.49M	5.74K
Equinix IncSOLE	COM	346.87K	SH	$361.57M 3.55%	289.69K	57.17K
Synopsys IncSOLE	COM	807.35K	SH	$360.13M 3.53%	671.42K	135.92K
Meta Platforms IncSOLE	COM	611.98K	SH	$344.72M 3.38%	509.86K	102.12K
American Express CoSOLE	COM	987.51K	SH	$334.02M 3.28%	882.43K	105.07K
Netflix IncSOLE	COM	4.06M	SH	$290.08M 2.85%	3.35M	709.93K
Danaher CorpSOLE	COM	1.49M	SH	$282.92M 2.78%	1.26M	230.18K
Canadian Pacific Kansas City LSOLE	COM	3.25M	SH	$281.37M 2.76%	2.74M	509.86K
S&P Global IncSOLE	COM	663.33K	SH	$270.15M 2.65%	553.92K	109.41K
WW Grainger IncSOLE	COM	196.05K	SH	$266.70M 2.62%	195.60K	446.00
Ecolab IncSOLE	COM	927.79K	SH	$258.49M 2.54%	925.68K	2.11K
Salesforce IncSOLE	COM	1.50M	SH	$235.71M 2.31%	1.22M	280.28K
Chipotle Mexican Grill IncSOLE	COM	6.87M	SH	$233.62M 2.29%	5.54M	1.33M
MasterCard IncSOLE	COM	379.87K	SH	$195.10M 1.91%	378.97K	897.00
Arista NetworkSOLE	COM	909.17K	SH	$154.45M 1.52%	797.01K	112.16K
Cooper Companies Inc/ TheSOLE	COM	1.95M	SH	$139.70M 1.37%	1.94M	4.61K
Arm Holdings Inc - ADRSOLE	COM	385.96K	SH	$136.85M 1.34%	340.80K	45.16K

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