SUSTAINABLE GROWTH ADVISERS, LP

PrivateCIK: 1290668

Location

STAMFORD, CT

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

% of voting shares85.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.41M

% 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

SOLE

COM

Shares5.66M

TypeSH

Market value$1.29B

12.99%

Sole

5.08M

Shared

0.00

None

583.58K

Microsoft Corp.

SOLE

COM

Shares1.42M

TypeSH

Market value$728.47M

7.32%

Sole

1.28M

Shared

0.00

None

135.73K

Alphabet Inc CL C

SOLE

COM

Shares2.10M

TypeSH

Market value$716.96M

7.21%

Sole

1.85M

Shared

0.00

None

254.93K

Apple Inc

SOLE

COM

Shares1.86M

TypeSH

Market value$620.87M

6.24%

Sole

1.75M

Shared

0.00

None

112.92K

Amazon.com Inc

SOLE

COM

Shares2.07M

TypeSH

Market value$516.25M

5.19%

Sole

1.76M

Shared

0.00

None

307.91K

Visa Inc

SOLE

COM

Shares1.18M

TypeSH

Market value$425.17M

4.27%

Sole

956.58K

Shared

0.00

None

226.66K

Broadcom Inc

SOLE

COM

Shares1.21M

TypeSH

Market value$424.14M

4.26%

Sole

1.04M

Shared

0.00

None

168.06K

Meta Platforms Inc

SOLE

COM

Shares564.07K

TypeSH

Market value$409.05M

4.11%

Sole

480.83K

Shared

0.00

None

83.24K

Waste Management Inc

SOLE

COM

Shares1.97M

TypeSH

Market value$401.56M

4.04%

Sole

1.75M

Shared

0.00

None

219.60K

Synopsys Inc

SOLE

COM

Shares776.55K

TypeSH

Market value$337.75M

3.39%

Sole

641.60K

Shared

0.00

None

134.96K

Equinix Inc

SOLE

COM

Shares330.50K

TypeSH

Market value$334.33M

3.36%

Sole

274.81K

Shared

0.00

None

55.70K

Ecolab Inc

SOLE

COM

Shares1.17M

TypeSH

Market value$322.10M

3.24%

Sole

1.08M

Shared

0.00

None

91.11K

American Express Co

SOLE

COM

Shares942.59K

TypeSH

Market value$286.64M

2.88%

Sole

840.79K

Shared

0.00

None

101.80K

Salesforce Inc

SOLE

COM

Shares1.24M

TypeSH

Market value$285.17M

2.87%

Sole

1.01M

Shared

0.00

None

233.16K

Danaher Corp

SOLE

COM

Shares1.06M

TypeSH

Market value$235.68M

2.37%

Sole

860.59K

Shared

0.00

None

203.19K

Yum! Brands Inc

SOLE

COM

Shares1.52M

TypeSH

Market value$206.73M

2.08%

Sole

1.51M

Shared

0.00

None

3.45K

Taiwan Semiconductor Mfg ADR

SOLE

COM

Shares444.12K

TypeSH

Market value$202.60M

2.04%

Sole

443.09K

Shared

0.00

None

1.03K

Arista Network

SOLE

COM

Shares871.76K

TypeSH

Market value$177.48M

1.78%

Sole

764.16K

Shared

0.00

None

107.60K

ServiceNow Inc

SOLE

COM

Shares1.32M

TypeSH

Market value$176.76M

1.78%

Sole

1.32M

Shared

0.00

None

3.17K

Netflix Inc

SOLE

COM

Shares2.49M

TypeSH

Market value$173.03M

1.74%

Sole

1.82M

Shared

0.00

None

668.45K

Canadian Pacific Kansas City L

SOLE

COM

Shares2.01M

TypeSH

Market value$170.86M

1.72%

Sole

1.62M

Shared

0.00

None

384.69K

WW Grainger Inc

SOLE

COM

Shares130.48K

TypeSH

Market value$162.55M

1.63%

Sole

130.19K

Shared

0.00

None

296.00

S&P Global Inc

SOLE

COM

Shares409.06K

TypeSH

Market value$161.36M

1.62%

Sole

408.13K

Shared

0.00

None

929.00

Chipotle Mexican Grill Inc

SOLE

COM

Shares4.55M

TypeSH

Market value$145.36M

1.46%

Sole

3.80M

Shared

0.00

None

752.77K

MasterCard Inc

SOLE

COM

Shares220.37K

TypeSH

Market value$121.53M

1.22%

Sole

219.80K

Shared

0.00

None

566.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia CorpSOLE	COM	5.66M	SH	$1.29B 12.99%	5.08M	583.58K
Microsoft Corp.SOLE	COM	1.42M	SH	$728.47M 7.32%	1.28M	135.73K
Alphabet Inc CL CSOLE	COM	2.10M	SH	$716.96M 7.21%	1.85M	254.93K
Apple IncSOLE	COM	1.86M	SH	$620.87M 6.24%	1.75M	112.92K
Amazon.com IncSOLE	COM	2.07M	SH	$516.25M 5.19%	1.76M	307.91K
Visa IncSOLE	COM	1.18M	SH	$425.17M 4.27%	956.58K	226.66K
Broadcom IncSOLE	COM	1.21M	SH	$424.14M 4.26%	1.04M	168.06K
Meta Platforms IncSOLE	COM	564.07K	SH	$409.05M 4.11%	480.83K	83.24K
Waste Management IncSOLE	COM	1.97M	SH	$401.56M 4.04%	1.75M	219.60K
Synopsys IncSOLE	COM	776.55K	SH	$337.75M 3.39%	641.60K	134.96K
Equinix IncSOLE	COM	330.50K	SH	$334.33M 3.36%	274.81K	55.70K
Ecolab IncSOLE	COM	1.17M	SH	$322.10M 3.24%	1.08M	91.11K
American Express CoSOLE	COM	942.59K	SH	$286.64M 2.88%	840.79K	101.80K
Salesforce IncSOLE	COM	1.24M	SH	$285.17M 2.87%	1.01M	233.16K
Danaher CorpSOLE	COM	1.06M	SH	$235.68M 2.37%	860.59K	203.19K
Yum! Brands IncSOLE	COM	1.52M	SH	$206.73M 2.08%	1.51M	3.45K
Taiwan Semiconductor Mfg ADRSOLE	COM	444.12K	SH	$202.60M 2.04%	443.09K	1.03K
Arista NetworkSOLE	COM	871.76K	SH	$177.48M 1.78%	764.16K	107.60K
ServiceNow IncSOLE	COM	1.32M	SH	$176.76M 1.78%	1.32M	3.17K
Netflix IncSOLE	COM	2.49M	SH	$173.03M 1.74%	1.82M	668.45K
Canadian Pacific Kansas City LSOLE	COM	2.01M	SH	$170.86M 1.72%	1.62M	384.69K
WW Grainger IncSOLE	COM	130.48K	SH	$162.55M 1.63%	130.19K	296.00
S&P Global IncSOLE	COM	409.06K	SH	$161.36M 1.62%	408.13K	929.00
Chipotle Mexican Grill IncSOLE	COM	4.55M	SH	$145.36M 1.46%	3.80M	752.77K
MasterCard IncSOLE	COM	220.37K	SH	$121.53M 1.22%	219.80K	566.00

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