SUSTAINABLE GROWTH ADVISERS, LP

PrivateCIK: 1290668

Location

STAMFORD, CT

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

% of voting shares74.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

18.47M

% 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

SOLE

COM

Shares4.85M

TypeSH

Market value$845.75M

7.96%

Sole

3.72M

Shared

0.00

None

1.13M

Amazon.com Inc

SOLE

COM

Shares3.27M

TypeSH

Market value$681.30M

6.41%

Sole

2.50M

Shared

0.00

None

770.82K

Microsoft Corp.

SOLE

COM

Shares1.57M

TypeSH

Market value$580.79M

5.47%

Sole

1.29M

Shared

0.00

None

283.17K

Alphabet Inc CL C

SOLE

COM

Shares1.89M

TypeSH

Market value$542.90M

5.11%

Sole

1.42M

Shared

0.00

None

473.28K

Visa Inc

SOLE

COM

Shares1.75M

TypeSH

Market value$528.96M

4.98%

Sole

1.26M

Shared

0.00

None

485.20K

Waste Management Inc

SOLE

COM

Shares2.02M

TypeSH

Market value$464.57M

4.37%

Sole

1.63M

Shared

0.00

None

389.43K

Broadcom Inc

SOLE

COM

Shares1.46M

TypeSH

Market value$452.69M

4.26%

Sole

1.15M

Shared

0.00

None

312.54K

Canadian Pacific Kansas City L

SOLE

COM

Shares5.21M

TypeSH

Market value$409.84M

3.86%

Sole

4.13M

Shared

0.00

None

1.08M

Meta Platforms Inc

SOLE

COM

Shares697.19K

TypeSH

Market value$398.88M

3.76%

Sole

533.57K

Shared

0.00

None

163.62K

Apple Inc

SOLE

COM

Shares1.53M

TypeSH

Market value$387.21M

3.65%

Sole

1.46M

Shared

0.00

None

67.93K

Synopsys Inc

SOLE

COM

Shares900.99K

TypeSH

Market value$357.22M

3.36%

Sole

692.90K

Shared

0.00

None

208.08K

Yum! Brands Inc

SOLE

COM

Shares2.26M

TypeSH

Market value$351.45M

3.31%

Sole

2.14M

Shared

0.00

None

118.61K

Aon PLC

SOLE

COM

Shares1.05M

TypeSH

Market value$339.50M

3.20%

Sole

834.23K

Shared

0.00

None

217.57K

American Express Co

SOLE

COM

Shares1.12M

TypeSH

Market value$339.39M

3.20%

Sole

919.28K

Shared

0.00

None

202.73K

Netflix Inc

SOLE

COM

Shares3.41M

TypeSH

Market value$327.96M

3.09%

Sole

2.64M

Shared

0.00

None

772.16K

Salesforce Inc

SOLE

COM

Shares1.74M

TypeSH

Market value$324.86M

3.06%

Sole

1.30M

Shared

0.00

None

437.70K

S&P Global Inc

SOLE

COM

Shares757.30K

TypeSH

Market value$322.11M

3.03%

Sole

583.17K

Shared

0.00

None

174.13K

Danaher Corp

SOLE

COM

Shares1.64M

TypeSH

Market value$310.26M

2.92%

Sole

1.21M

Shared

0.00

None

430.17K

Arm Holdings Inc - ADR

SOLE

COM

Shares2.01M

TypeSH

Market value$303.64M

2.86%

Sole

1.47M

Shared

0.00

None

536.64K

Intuit Inc

SOLE

COM

Shares635.75K

TypeSH

Market value$274.89M

2.59%

Sole

476.65K

Shared

0.00

None

159.10K

Chipotle Mexican Grill Inc

SOLE

COM

Shares7.82M

TypeSH

Market value$250.26M

2.36%

Sole

5.75M

Shared

0.00

None

2.07M

WW Grainger Inc

SOLE

COM

Shares210.92K

TypeSH

Market value$230.07M

2.17%

Sole

199.90K

Shared

0.00

None

11.02K

Ecolab Inc

SOLE

COM

Shares847.26K

TypeSH

Market value$225.39M

2.12%

Sole

805.72K

Shared

0.00

None

41.54K

MasterCard Inc

SOLE

COM

Shares376.41K

TypeSH

Market value$188.08M

1.77%

Sole

357.90K

Shared

0.00

None

18.51K

Cooper Companies Inc/ The

SOLE

COM

Shares2.05M

TypeSH

Market value$146.88M

1.38%

Sole

1.95M

Shared

0.00

None

102.49K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Nvidia CorpSOLE	COM	4.85M	SH	$845.75M 7.96%	3.72M	1.13M
Amazon.com IncSOLE	COM	3.27M	SH	$681.30M 6.41%	2.50M	770.82K
Microsoft Corp.SOLE	COM	1.57M	SH	$580.79M 5.47%	1.29M	283.17K
Alphabet Inc CL CSOLE	COM	1.89M	SH	$542.90M 5.11%	1.42M	473.28K
Visa IncSOLE	COM	1.75M	SH	$528.96M 4.98%	1.26M	485.20K
Waste Management IncSOLE	COM	2.02M	SH	$464.57M 4.37%	1.63M	389.43K
Broadcom IncSOLE	COM	1.46M	SH	$452.69M 4.26%	1.15M	312.54K
Canadian Pacific Kansas City LSOLE	COM	5.21M	SH	$409.84M 3.86%	4.13M	1.08M
Meta Platforms IncSOLE	COM	697.19K	SH	$398.88M 3.76%	533.57K	163.62K
Apple IncSOLE	COM	1.53M	SH	$387.21M 3.65%	1.46M	67.93K
Synopsys IncSOLE	COM	900.99K	SH	$357.22M 3.36%	692.90K	208.08K
Yum! Brands IncSOLE	COM	2.26M	SH	$351.45M 3.31%	2.14M	118.61K
Aon PLCSOLE	COM	1.05M	SH	$339.50M 3.20%	834.23K	217.57K
American Express CoSOLE	COM	1.12M	SH	$339.39M 3.20%	919.28K	202.73K
Netflix IncSOLE	COM	3.41M	SH	$327.96M 3.09%	2.64M	772.16K
Salesforce IncSOLE	COM	1.74M	SH	$324.86M 3.06%	1.30M	437.70K
S&P Global IncSOLE	COM	757.30K	SH	$322.11M 3.03%	583.17K	174.13K
Danaher CorpSOLE	COM	1.64M	SH	$310.26M 2.92%	1.21M	430.17K
Arm Holdings Inc - ADRSOLE	COM	2.01M	SH	$303.64M 2.86%	1.47M	536.64K
Intuit IncSOLE	COM	635.75K	SH	$274.89M 2.59%	476.65K	159.10K
Chipotle Mexican Grill IncSOLE	COM	7.82M	SH	$250.26M 2.36%	5.75M	2.07M
WW Grainger IncSOLE	COM	210.92K	SH	$230.07M 2.17%	199.90K	11.02K
Ecolab IncSOLE	COM	847.26K	SH	$225.39M 2.12%	805.72K	41.54K
MasterCard IncSOLE	COM	376.41K	SH	$188.08M 1.77%	357.90K	18.51K
Cooper Companies Inc/ TheSOLE	COM	2.05M	SH	$146.88M 1.38%	1.95M	102.49K

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