Sustainable Growth Advisers, LP

Est. AUM

$10.62B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Nvidia Corp	COM	$196.9M	1129057	1.85%	OTR
2	Amazon.com Inc	COM	$160.5M	770821	1.51%	OTR
3	Visa Inc	COM	$146.6M	485198	1.38%	OTR
4	Alphabet Inc CL C	COM	$135.8M	473277	1.28%	OTR
5	Microsoft Corp.	COM	$104.8M	283166	0.99%	OTR
6	Broadcom Inc	COM	$96.7M	312537	0.91%	OTR
7	Meta Platforms Inc	COM	$93.6M	163619	0.88%	OTR
8	Waste Management Inc	COM	$89.5M	389429	0.84%	OTR
9	Canadian Pacific Kansas City L	COM	$85.3M	1084062	0.80%	OTR
10	Synopsys Inc	COM	$82.5M	208083	0.78%	OTR
11	Salesforce Inc	COM	$81.7M	437698	0.77%	OTR
12	Danaher Corp	COM	$81.6M	430167	0.77%	OTR
13	Arm Holdings Inc - ADR	COM	$81.2M	536643	0.76%	OTR
14	HDFC Bank Ltd-ADR	COM	$80.0M	3216750	0.75%	OTR
15	Netflix Inc	COM	$74.2M	772162	0.70%	OTR
16	S&P Global Inc	COM	$74.1M	174131	0.70%	OTR
17	Steris PLC	COM	$73.6M	332844	0.69%	OTR
18	Aon PLC	COM	$70.2M	217572	0.66%	OTR
19	Intuit Inc	COM	$68.8M	159097	0.65%	OTR
20	Chipotle Mexican Grill Inc	COM	$66.1M	2065004	0.62%	OTR
21	American Express Co	COM	$61.3M	202729	0.58%	OTR
22	MercadoLibre Inc	COM	$55.0M	31811	0.52%	OTR
23	Alcon Inc	COM	$47.9M	636256	0.45%	OTR
24	SAP SE-Sponsored ADR	COM	$44.5M	259902	0.42%	OTR
25	Sea LTD ADR	COM	$31.8M	384257	0.30%	OTR
26	Yum! Brands Inc	COM	$18.4M	118605	0.17%	OTR
27	Apple Inc	COM	$17.2M	67928	0.16%	OTR
28	Waste Connections	COM	$15.9M	98148	0.15%	SOLE
29	Linde PLC	COM	$12.2M	24524	0.11%	SOLE
30	WW Grainger Inc	COM	$12.0M	11022	0.11%	OTR
31	Ecolab Inc	COM	$11.1M	41540	0.10%	OTR
32	MasterCard Inc	COM	$9.3M	18512	0.09%	OTR
33	Alibaba Group Holding-Sp ADR	COM	$8.4M	67088	0.08%	OTR
34	Cooper Companies Inc/ The	COM	$7.3M	102494	0.07%	OTR
35	Spotify Technology SA	COM	$7.2M	14877	0.07%	SOLE
36	NIKE Inc	COM	$6.7M	126838	0.06%	OTR
37	XP Inc	COM	$6.1M	322593	0.06%	OTR
38	Grab Holdings Ltd - Cl A	COM	$6.1M	1670386	0.06%	OTR
39	Unilever PLC ADR	COM	$5.7M	99757	0.05%	OTR
40	ServiceNow Inc	COM	$5.0M	47715	0.05%	OTR
41	Fomento Economico Mexicano-Sp	COM	$4.9M	44489	0.05%	OTR
42	Infosys Ltd-Sp ADR	COM	$3.9M	286513	0.04%	OTR
43	Universal Music Group Unsp Adr	COM	$3.3M	342750	0.03%	SOLE
44	Experian PLC ADR	COM	$2.5M	72210	0.02%	SOLE
45	Fast Retailing Co-Unspon ADR	COM	$2.5M	62583	0.02%	SOLE
46	Tencent Music Entertainment -	COM	$2.1M	230931	0.02%	OTR
47	MakeMyTrip Ltd	COM	$2.1M	55443	0.02%	OTR
48	Taiwan Semiconductor Mfg ADR	COM	$60K	177	0.00%	OTR
49	Shopify Inc.	COM	$50K	419	0.00%	OTR
50	AIA Group Ltd-Sp ADR	COM	$48K	1068	0.00%	OTR

1–50 of 51

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.