Sustainable Growth Advisers, LP
Q3 2026 13F filing
Updated 21 days ago90 disclosed positions worth $9.9B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N Nvidia Corp | $1.2B | 5.08M | 11.65% | Added(+707.8%) |
| 2 | M Microsoft Corp. | $658.9M | 1.28M | 6.62% | Added(+666.5%) |
| 3 | G Alphabet Inc CL C | $630.1M | 1.85M | 6.33% | Added(+521.0%) |
| 4 | A Apple Inc | $583.3M | 1.75M | 5.86% | Added(+44534.3%) |
| 5 | A Amazon.com Inc | $439.5M | 1.76M | 4.42% | Added(+334.5%) |
| 6 | A Broadcom Inc | $365.1M | 1.04M | 3.67% | Added(+453.9%) |
| 7 | W Waste Management Inc | $356.8M | 1.75M | 3.59% | Added(+642.3%) |
| 8 | M Meta Platforms Inc | $348.7M | 480.8K | 3.50% | Added(+370.8%) |
| 9 | V Visa Inc | $343.7M | 956.6K | 3.45% | Added(+263.8%) |
| 10 | E Ecolab Inc | $297.1M | 1.08M | 2.99% | Added(+51225.6%) |
| 11 | S Synopsys Inc | $279.1M | 641.6K | 2.80% | Added(+372.0%) |
| 12 | E Equinix Inc | $278M | 274.8K | 2.79% | Added(+380.6%) |
| 13 | A American Express Co | $255.7M | 840.8K | 2.57% | Added(+700.2%) |
| 14 | C Salesforce Inc | $231.6M | 1.01M | 2.33% | Added(+260.0%) |
| 15 | Y Yum! Brands Inc | $206.3M | 1.51M | 2.07% | Added(+26242.6%) |
| 16 | T Taiwan Semiconductor Mfg ADR | $202.1M | 443.1K | 2.03% | Added(+250233.3%) |
| 17 | D Danaher Corp | $190.7M | 860.6K | 1.92% | Added(+273.9%) |
| 18 | N ServiceNow Inc | $176.3M | 1.32M | 1.77% | Added(+41342.6%) |
| 19 | G WW Grainger Inc | $162.2M | 130.2K | 1.63% | Added(+29089.9%) |
| 20 | S S&P Global Inc | $161M | 408.1K | 1.62% | Added(+273.0%) |
| 21 | A Arista Network | $155.6M | 764.2K | 1.56% | Added(+581.3%) |
| 22 | C Canadian Pacific Kansas City L | $138.1M | 1.62M | 1.39% | Added(+218.3%) |
| 23 | N Nvidia Corp | $133.3M | 583.6K | 1.34% | Trimmed(-7.2%) |
| 24 | N Netflix Inc | $126.5M | 1.82M | 1.27% | Added(+156.1%) |
| 25 | C Chipotle Mexican Grill Inc | $121.3M | 3.80M | 1.22% | Added(+184.9%) |
| 26 | M MasterCard Inc | $121.2M | 219.8K | 1.22% | Added(+24404.0%) |
| 27 | P Quanta Services Inc | $92.2M | 143.5K | 0.93% | — |
| 28 | A Arm Holdings Inc - ADR | $92.2M | 318.2K | 0.93% | Added(+604.5%) |
| 29 | G Alphabet Inc CL C | $86.9M | 254.9K | 0.87% | Trimmed(-14.4%) |
| 30 | E Eaton Corp Plc | $85.6M | 199.1K | 0.86% | — |
| 31 | T TJX Companies Inc. | $85.3M | 644.8K | 0.86% | — |
| 32 | C Cooper Companies Inc/ The | $84.2M | 1.49M | 0.85% | Added(+32174.5%) |
| 33 | V Visa Inc | $81.4M | 226.7K | 0.82% | Trimmed(-13.8%) |
| 34 | A Amazon.com Inc | $76.7M | 307.9K | 0.77% | Trimmed(-24.2%) |
| 35 | M Microsoft Corp. | $69.6M | 135.7K | 0.70% | Trimmed(-19.0%) |
| 36 | M Meta Platforms Inc | $60.4M | 83.2K | 0.61% | Trimmed(-18.5%) |
| 37 | A Broadcom Inc | $59M | 168.1K | 0.59% | Trimmed(-10.5%) |
| 38 | S Synopsys Inc | $58.7M | 135.0K | 0.59% | Trimmed(-0.7%) |
| 39 | E Equinix Inc | $56.3M | 55.7K | 0.57% | Trimmed(-2.6%) |
| 40 | C Salesforce Inc | $53.5M | 233.2K | 0.54% | Trimmed(-16.8%) |
| 41 | L Linde PLC | $50.2M | 105.8K | 0.50% | Added(+26.3%) |
| 42 | N Netflix Inc | $46.5M | 668.5K | 0.47% | Trimmed(-5.8%) |
| 43 | D Danaher Corp | $45M | 203.2K | 0.45% | Trimmed(-11.7%) |
| 44 | W Waste Management Inc | $44.8M | 219.6K | 0.45% | Trimmed(-6.8%) |
| 45 | H HDFC Bank Ltd-ADR | $41.8M | 1.87M | 0.42% | Trimmed(-8.2%) |
| 46 | A Apple Inc | $37.6M | 112.9K | 0.38% | Added(+2777.7%) |
| 47 | S Steris PLC | $32.9M | 156.5K | 0.33% | Trimmed(-18.6%) |
| 48 | C Canadian Pacific Kansas City L | $32.7M | 384.7K | 0.33% | Trimmed(-24.6%) |
| 49 | A American Express Co | $31M | 101.8K | 0.31% | Trimmed(-3.1%) |
| 50 | A Aon PLC | $29.2M | 105.6K | 0.29% | Trimmed(-22.2%) |