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Sustainable Growth Advisers, LP
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $9,949,688,138
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Nvidia Corp · COM · 67066G104 · shares: $1,292,879,734
- Microsoft Corp. · COM · 594918104 · shares: $728,472,896
- Alphabet Inc CL C · COM · 02079K107 · shares: $716,963,641
- Apple Inc · COM · 037833100 · shares: $620,872,497
- Amazon.com Inc · COM · 023135106 · shares: $516,245,777
- Visa Inc · COM · 92826C839 · shares: $425,171,113
- Broadcom Inc · COM · 11135F101 · shares: $424,138,484
- Meta Platforms Inc · COM · 30303M102 · shares: $409,053,733
- Waste Management Inc · COM · 94106L109 · shares: $401,557,632
- Synopsys Inc · COM · 871607107 · shares: $337,754,832
Reported holdings
90 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Nvidia Corp | COM | 67066G104 | — | 5,077,510 shares | $1,159,601,734 |
| Microsoft Corp. | COM | 594918104 | — | 1,284,569 shares | $658,855,440 |
| Alphabet Inc CL C | COM | 02079K107 | — | 1,849,207 shares | $630,098,793 |
| Apple Inc | COM | 037833100 | — | 1,751,449 shares | $583,267,546 |
| Amazon.com Inc | COM | 023135106 | — | 1,764,118 shares | $439,530,000 |
| Broadcom Inc | COM | 11135F101 | — | 1,039,655 shares | $365,116,439 |
| Waste Management Inc | COM | 94106L109 | — | 1,749,594 shares | $356,777,208 |
| Meta Platforms Inc | COM | 30303M102 | — | 480,829 shares | $348,687,574 |
| Visa Inc | COM | 92826C839 | — | 956,577 shares | $343,726,813 |
| Ecolab Inc | COM | 278865100 | — | 1,081,943 shares | $297,079,909 |
| Synopsys Inc | COM | 871607107 | — | 641,598 shares | $279,056,634 |
| Equinix Inc | COM | 29444U700 | — | 274,805 shares | $277,987,242 |
| American Express Co | COM | 025816109 | — | 840,787 shares | $255,683,327 |
| Salesforce Inc | COM | 79466L302 | — | 1,009,030 shares | $231,643,017 |
| Yum! Brands Inc | COM | 988498101 | — | 1,512,857 shares | $206,262,923 |
| Taiwan Semiconductor Mfg ADR | COM | 874039100 | — | 443,090 shares | $202,133,227 |
| Danaher Corp | COM | 235851102 | — | 860,591 shares | $190,663,936 |
| ServiceNow Inc | COM | 81762P102 | — | 1,315,802 shares | $176,330,626 |
| WW Grainger Inc | COM | 384802104 | — | 130,187 shares | $162,181,757 |
| S&P Global Inc | COM | 78409V104 | — | 408,132 shares | $160,995,830 |
| Arista Network | COM | 040413205 | — | 764,160 shares | $155,575,334 |
| Canadian Pacific Kansas City L | COM | 13646K108 | — | 1,623,028 shares | $138,119,683 |
| Nvidia Corp | COM | 67066G104 | — | 583,580 shares | $133,278,000 |
| Netflix Inc | COM | 64110l106 | — | 1,818,362 shares | $126,521,628 |
| Chipotle Mexican Grill Inc | COM | 169656105 | — | 3,796,814 shares | $121,308,207 |
| MasterCard Inc | COM | 57636Q104 | — | 219,801 shares | $121,213,657 |
| Quanta Services Inc | COM | 74762E102 | — | 143,525 shares | $92,216,248 |
| Arm Holdings Inc - ADR | COM | 042068205 | — | 318,163 shares | $92,159,095 |
| Alphabet Inc CL C | COM | 02079K107 | — | 254,930 shares | $86,864,848 |
| Eaton Corp Plc | COM | G29183103 | — | 199,105 shares | $85,557,410 |
| TJX Companies Inc. | COM | 872540109 | — | 644,823 shares | $85,316,531 |
| Cooper Companies Inc/ The | COM | 216648501 | — | 1,488,824 shares | $84,163,221 |
| Visa Inc | COM | 92826C839 | — | 226,656 shares | $81,444,300 |
| Amazon.com Inc | COM | 023135106 | — | 307,910 shares | $76,715,777 |
| Microsoft Corp. | COM | 594918104 | — | 135,733 shares | $69,617,456 |
| Meta Platforms Inc | COM | 30303M102 | — | 83,243 shares | $60,366,159 |
| Broadcom Inc | COM | 11135F101 | — | 168,063 shares | $59,022,045 |
| Synopsys Inc | COM | 871607107 | — | 134,957 shares | $58,698,198 |
| Equinix Inc | COM | 29444U700 | — | 55,695 shares | $56,339,948 |
| Salesforce Inc | COM | 79466L302 | — | 233,158 shares | $53,526,082 |
| Linde PLC | COM | G54950103 | — | 105,817 shares | $50,226,039 |
| Netflix Inc | COM | 64110l106 | — | 668,454 shares | $46,511,029 |
| Danaher Corp | COM | 235851102 | — | 203,191 shares | $45,016,966 |
| Waste Management Inc | COM | 94106L109 | — | 219,598 shares | $44,780,424 |
| HDFC Bank Ltd-ADR | COM | 40415F101 | — | 1,870,248 shares | $41,781,340 |
| Apple Inc | COM | 037833100 | — | 112,921 shares | $37,604,951 |
| Steris PLC | COM | G8473T100 | — | 156,549 shares | $32,876,855 |
| Canadian Pacific Kansas City L | COM | 13646K108 | — | 384,688 shares | $32,736,949 |
| American Express Co | COM | 025816109 | — | 101,804 shares | $30,958,596 |
| Aon PLC | COM | G0403H108 | — | 105,562 shares | $29,216,395 |
| HDFC Bank Ltd-ADR | COM | 40415F101 | — | 1,144,295 shares | $25,563,550 |
| Ecolab Inc | COM | 278865100 | — | 91,111 shares | $25,017,258 |
| Quanta Services Inc | COM | 74762E102 | — | 38,761 shares | $24,904,330 |
| Chipotle Mexican Grill Inc | COM | 169656105 | — | 752,767 shares | $24,050,906 |
| SAP SE-Sponsored ADR | COM | 803054204 | — | 110,642 shares | $23,066,644 |
| MercadoLibre Inc | COM | 58733R102 | — | 12,810 shares | $22,142,469 |
| Arista Network | COM | 040413205 | — | 107,604 shares | $21,907,098 |
| Linde PLC | COM | G54950103 | — | 45,887 shares | $21,780,265 |
| MercadoLibre Inc | COM | 58733R102 | — | 11,198 shares | $19,356,079 |
| Alibaba Group Holding-Sp ADR | COM | 01609W102 | — | 173,504 shares | $18,658,620 |
| Steris PLC | COM | G8473T100 | — | 81,203 shares | $17,053,442 |
| SAP SE-Sponsored ADR | COM | 803054204 | — | 81,454 shares | $16,981,530 |
| Aon PLC | COM | G0403H108 | — | 61,046 shares | $16,895,701 |
| Sea LTD ADR | COM | 81141R100 | — | 165,707 shares | $16,133,234 |
| Sea LTD ADR | COM | 81141R100 | — | 133,809 shares | $13,027,644 |
| Grab Holdings Ltd - Cl A | COM | G4124C109 | — | 4,167,536 shares | $12,961,037 |
| Waste Connections | COM | 94106B101 | — | 79,251 shares | $12,199,106 |
| Unilever PLC ADR | COM | 904767803 | — | 195,902 shares | $11,897,128 |
| Alcon Inc | COM | H01301128 | — | 155,046 shares | $10,039,229 |
| Fomento Economico Mexicano-Sp | COM | 344419106 | — | 83,548 shares | $9,905,451 |
| XP Inc | COM | G98239109 | — | 397,755 shares | $8,350,866 |
| Shopify Inc. | COM | 82509L107 | — | 43,477 shares | $6,447,639 |
| Nu Holdings Ltd/Cayman Isl-A | COM | G6683N103 | — | 468,797 shares | $5,934,970 |
| Spotify Technology SA | COM | L8681T102 | — | 8,583 shares | $4,183,183 |
| Infosys Ltd-Sp ADR | COM | 456788108 | — | 218,676 shares | $2,352,954 |
| Yum! Brands Inc | COM | 988498101 | — | 3,446 shares | $469,828 |
| Taiwan Semiconductor Mfg ADR | COM | 874039100 | — | 1,028 shares | $468,963 |
| ServiceNow Inc | COM | 81762P102 | — | 3,175 shares | $425,482 |
| WW Grainger Inc | COM | 384802104 | — | 296 shares | $368,745 |
| S&P Global Inc | COM | 78409V104 | — | 929 shares | $366,463 |
| MasterCard Inc | COM | 57636Q104 | — | 566 shares | $312,132 |
| Arm Holdings Inc - ADR | COM | 042068205 | — | 894 shares | $258,956 |
| Cooper Companies Inc/ The | COM | 216648501 | — | 3,744 shares | $211,648 |
| Eaton Corp Plc | COM | G29183103 | — | 452 shares | $194,229 |
| TJX Companies Inc. | COM | 872540109 | — | 1,466 shares | $193,966 |
| Adyen NV Unspon ADR | COM | 00783V104 | — | 8,572 shares | $84,177 |
| Shopify Inc. | COM | 82509L107 | — | 419 shares | $62,138 |
| Alibaba Group Holding-Sp ADR | COM | 01609W102 | — | 181 shares | $19,465 |
| Adyen NV Unspon ADR | COM | 00783V104 | — | 1,872 shares | $18,383 |
| Grab Holdings Ltd - Cl A | COM | G4124C109 | — | 3,178 shares | $9,884 |