Sustainable Growth Advisers, LP
Net seller this quarter
$10.2B
46
-$1.33B
54.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $944M | 9.27% | 0.02% | -2.7% | Q2 2023 |
 GOOG | $752M | 7.38% | Not reported | +12.5% | Q4 2015 |
 MSFT | $561M | 5.51% | 0.02% | -4.1% | Q2 2018 |
 AMZN | $544M | 5.34% | 0.02% | -30.3% | Q4 2015 |
 AAPL | $506M | 4.96% | 0.01% | +14.5% | Q4 2013 |
 V | $495M | 4.86% | 0.08% | -17.6% | Q4 2013 |
 AVGO | $482M | 4.73% | 0.03% | -12.8% | Q4 2025 |
 WM | $460M | 4.51% | 0.52% | +2.0% | Q1 2024 |
 YUM | $399M | 3.92% | 0.91% | +10.5% | Q4 2013 |
 EQIX | $362M | 3.55% | 0.35% | Not reported | Q4 2015 |
 SNPS | $360M | 3.53% | 0.42% | -10.4% | Q2 2024 |
 META | $345M | 3.38% | Not reported | -12.2% | Q4 2015 |
 AXP | $334M | 3.28% | 0.15% | -12.0% | Q4 2013 |
 NFLX | $290M | 2.85% | 0.10% | +19.1% | Q3 2021 |
 DHR | $283M | 2.78% | 0.21% | -9.2% | Q2 2019 |
 CP | $281M | 2.76% | 0.37% | -37.7% | Q4 2022 |
 SPGI | $270M | 2.65% | 0.23% | -12.4% | Q1 2022 |
 GWW | $267M | 2.62% | 0.42% | -7.1% | Q3 2025 |
 ECL | $258M | 2.54% | 0.33% | +9.5% | Q4 2013 |
 CRM | $236M | 2.31% | 0.18% | -13.5% | Q4 2013 |
 CMG | $234M | 2.29% | 0.54% | -12.1% | Q1 2016 |
 MA | $195M | 1.91% | 0.03% | +0.9% | Q4 2013 |
 ANET | $154M | 1.52% | 0.07% | New | Q2 2026 |
 COO | $140M | 1.37% | 1.00% | -5.2% | Q2 2025 |
 ARM | $137M | 1.34% | 0.04% | -80.8% | Q1 2025 |
 NOW | $132M | 1.30% | 0.13% | +32.5% | Q1 2023 |
 NKE | $99.9M | 0.98% | 0.14% | -5.1% | Q4 2015 |
 HDB | $98.1M | 0.96% | 0.02% | -27.3% | Q4 2015 |
 AON | $80.4M | 0.79% | 0.11% | -77.0% | Q4 2015 |
 STE | $79M | 0.78% | 0.38% | -31.4% | Q2 2020 |
 LIN | $78.7M | 0.77% | 0.03% | +518.5% | Q4 2018 |
 MELI | $56.9M | 0.56% | 0.07% | -36.2% | Q4 2013 |
 SAP | $54.2M | 0.53% | 0.03% | -25.8% | Q4 2013 |
 TSM | $43.2M | 0.42% | 0.00% | -30.6% | Q1 2024 |
 SE | $38.3M | 0.38% | 0.23% | -36.5% | Q4 2025 |
 BABA | $19.1M | 0.19% | 0.01% | -27.1% | Q4 2015 |
 UL | $18.7M | 0.18% | 0.01% | -23.5% | Q2 2023 |
 WCN | $18.3M | 0.18% | 0.04% | +12.0% | Q1 2024 |
 GRAB | $17.4M | 0.17% | Not reported | -20.7% | Q1 2025 |
 ALC | $15.1M | 0.15% | 0.05% | -79.6% | Q2 2019 |
 FMX | $13.5M | 0.13% | Not reported | -36.3% | Q4 2013 |
 INFY | $9.25M | 0.09% | 0.02% | -23.7% | Q3 2016 |
 SHOP | $8.46M | 0.08% | 0.02% | -8.6% | Q3 2024 |
 XP | $7.96M | 0.08% | Not reported | -29.7% | Q4 2020 |
 SPOT | $6.83M | 0.07% | 0.01% | Not reported | Q3 2021 |
 NU | $6.26M | 0.06% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $846M | 7.96% | 0.02% | -18.8% | Q2 2023 |
| AMZN | $681M | 6.41% | 0.03% | -29.7% | Q4 2015 |
| MSFT | $581M | 5.47% | 0.02% | -23.7% | Q2 2018 |
| GOOG | $543M | 5.11% | Not reported | -11.7% | Q4 2015 |
| V | $529M | 4.98% | 0.09% | -17.3% | Q4 2013 |
| WM | $465M | 4.37% | 0.50% | -27.0% | Q1 2024 |
| AVGO | $453M | 4.26% | 0.03% | +125.7% | Q4 2025 |
| CP | $410M | 3.86% | 0.58% | -20.6% | Q4 2022 |
| META | $399M | 3.76% | Not reported | -18.4% | Q4 2015 |
| AAPL | $387M | 3.65% | 0.01% | +25.1% | Q4 2013 |
| SNPS | $357M | 3.36% | 0.47% | -19.9% | Q2 2024 |
| YUM | $351M | 3.31% | 0.82% | -9.5% | Q4 2013 |
| AON | $340M | 3.20% | 0.49% | -13.9% | Q4 2015 |
| AXP | $339M | 3.20% | 0.16% | +81.6% | Q4 2013 |
| NFLX | $328M | 3.09% | 0.08% | +32.3% | Q3 2021 |
| CRM | $325M | 3.06% | 0.19% | -18.7% | Q4 2013 |
| SPGI | $322M | 3.03% | 0.26% | -26.5% | Q1 2022 |
| DHR | $310M | 2.92% | 0.23% | +2.4% | Q2 2019 |
| ARM | $304M | 2.86% | 0.19% | -24.8% | Q1 2025 |
 INTU | $275M | 2.59% | 0.23% | -33.8% | Q4 2018 |
| CMG | $250M | 2.36% | 0.60% | -19.2% | Q1 2016 |
| GWW | $230M | 2.17% | 0.45% | -8.2% | Q3 2025 |
| ECL | $225M | 2.12% | 0.30% | +31.4% | Q4 2013 |
| MA | $188M | 1.77% | 0.03% | Not reported | Q4 2013 |
| COO | $147M | 1.38% | 1.05% | -39.0% | Q2 2025 |
| NKE | $135M | 1.28% | 0.15% | -8.1% | Q4 2015 |
| HDB | $130M | 1.22% | 0.03% | -8.5% | Q4 2015 |
| STE | $121M | 1.14% | 0.56% | -27.9% | Q2 2020 |
| NOW | $105M | 0.99% | 0.10% | -11.9% | Q1 2023 |
| MELI | $90.8M | 0.86% | 0.10% | -32.0% | Q4 2013 |
| ALC | $83M | 0.78% | 0.23% | -48.3% | Q2 2019 |
| SAP | $81.2M | 0.76% | 0.04% | -31.0% | Q4 2013 |
| SE | $52.2M | 0.49% | 0.36% | -17.2% | Q4 2025 |
| TSM | $44M | 0.41% | 0.00% | -2.5% | Q1 2024 |
| BABA | $34.3M | 0.32% | 0.01% | -2.5% | Q4 2015 |
| UL | $23.1M | 0.22% | 0.02% | -7.8% | Q2 2023 |
| GRAB | $21.3M | 0.20% | Not reported | +49.1% | Q1 2025 |
| FMX | $18.3M | 0.17% | Not reported | +6.2% | Q4 2013 |
| WCN | $15.9M | 0.15% | 0.04% | +15.0% | Q1 2024 |
| INFY | $15.6M | 0.15% | 0.03% | +230.1% | Q3 2016 |
| XP | $13.3M | 0.12% | Not reported | +2.4% | Q4 2020 |
| LIN | $12.2M | 0.11% | 0.01% | -14.5% | Q4 2018 |
| SHOP | $9.62M | 0.09% | 0.02% | +33.7% | Q3 2024 |
| SPOT | $7.21M | 0.07% | 0.01% | Not reported | Q3 2021 |
 TME | $4.68M | 0.04% | 0.02% | +47.7% | Q4 2024 |
 MMYT | $4.6M | 0.04% | Not reported | +35.5% | Q2 2025 |
| UNVGY | $3.29M | 0.03% | Not reported | Not reported | Q3 2023 |
| Q4 2025 | |||||
| NVDA | $1.11B | 7.73% | 0.02% | -6.8% | Q2 2023 |
| AMZN | $1.07B | 7.45% | 0.04% | -14.2% | Q4 2015 |
| MSFT | $994M | 6.89% | 0.03% | -19.7% | Q2 2018 |
| V | $742M | 5.15% | 0.11% | -17.8% | Q4 2013 |
| GOOG | $673M | 4.66% | Not reported | -11.9% | Q4 2015 |
| INTU | $636M | 4.41% | 0.34% | -23.1% | Q4 2018 |
| WM | $608M | 4.22% | 0.69% | -15.1% | Q1 2024 |
| CRM | $567M | 3.93% | 0.23% | +5.3% | Q4 2013 |
| META | $564M | 3.91% | Not reported | -19.3% | Q4 2015 |
| SPGI | $538M | 3.73% | 0.34% | -20.4% | Q1 2022 |
| SNPS | $528M | 3.66% | 0.59% | -16.3% | Q2 2024 |
| CP | $483M | 3.35% | 0.73% | -14.1% | Q4 2022 |
 UNH | $470M | 3.26% | 0.16% | -13.3% | Q4 2016 |
| AON | $431M | 2.99% | 0.57% | -7.3% | Q4 2015 |
| YUM | $378M | 2.62% | 0.90% | -8.7% | Q4 2013 |
| DHR | $366M | 2.54% | 0.23% | -16.7% | Q2 2019 |
| CMG | $358M | 2.48% | 0.73% | -22.6% | Q1 2016 |
| AAPL | $332M | 2.30% | 0.01% | -7.4% | Q4 2013 |
 IT | $314M | 2.17% | 1.72% | -15.3% | Q2 2024 |
| ARM | $292M | 2.02% | 0.25% | -7.4% | Q1 2025 |
| COO | $276M | 1.91% | 1.72% | -18.5% | Q2 2025 |
| NFLX | $242M | 1.68% | 0.06% | +64.4% | Q3 2021 |
| GWW | $232M | 1.61% | 0.48% | -8.6% | Q3 2025 |
| AXP | $229M | 1.59% | 0.09% | -23.6% | Q4 2013 |
| AVGO | $224M | 1.56% | 0.01% | New | Q4 2025 |
| HDB | $209M | 1.45% | 0.04% | -47.7% | Q4 2015 |
| STE | $192M | 1.33% | 0.77% | -28.8% | Q2 2020 |
| NKE | $178M | 1.23% | 0.16% | +2.3% | Q4 2015 |
| NOW | $175M | 1.21% | 0.11% | -63.6% | Q1 2023 |
| ECL | $169M | 1.17% | 0.23% | -7.3% | Q4 2013 |
| ALC | $168M | 1.16% | 0.44% | -33.7% | Q2 2019 |
| SAP | $167M | 1.16% | 0.06% | -18.5% | Q4 2013 |
| MELI | $156M | 1.08% | 0.15% | -17.0% | Q4 2013 |
| SE | $97M | 0.67% | 0.43% | New | Q4 2025 |
| BABA | $41.1M | 0.29% | 0.00% | +0.9% | Q4 2015 |
| TSM | $40.6M | 0.28% | 0.00% | -52.6% | Q1 2024 |
| UL | $28.8M | 0.20% | 0.02% | +11.6% | Q2 2023 |
| GRAB | $19.4M | 0.13% | Not reported | +94.1% | Q1 2025 |
| FMX | $15.7M | 0.11% | Not reported | -22.8% | Q4 2013 |
| WCN | $15M | 0.10% | 0.03% | -1.1% | Q1 2024 |
| LIN | $12.2M | 0.08% | 0.01% | +2.8% | Q4 2018 |
| XP | $11.1M | 0.08% | Not reported | +27.1% | Q4 2020 |
| SHOP | $9.76M | 0.07% | 0.02% | -33.2% | Q3 2024 |
 WDAY | $7.8M | 0.05% | 0.02% | -4.5% | Q3 2019 |
| MMYT | $7.47M | 0.05% | Not reported | +51.3% | Q2 2025 |
| INFY | $6.24M | 0.04% | 0.01% | -96.8% | Q3 2016 |
| TME | $5.98M | 0.04% | 0.01% | -9.0% | Q4 2024 |
| UNVGY | $4.47M | 0.03% | Not reported | -52.5% | Q3 2023 |
| GOOGL | $3.31M | 0.02% | 0.00% | Not reported | Q4 2015 |
| Q3 2025 | |||||
| MSFT | $1.33B | 7.76% | 0.03% | -8.5% | Q2 2018 |
| NVDA | $1.2B | 7.00% | 0.03% | -1.9% | Q2 2023 |
| AMZN | $1.19B | 6.97% | 0.05% | -15.0% | Q4 2015 |
| V | $879M | 5.15% | 0.14% | -11.3% | Q4 2013 |
| INTU | $852M | 4.99% | 0.45% | -10.0% | Q4 2018 |
| META | $777M | 4.55% | Not reported | -29.7% | Q4 2015 |
| WM | $720M | 4.22% | 0.81% | +12.6% | Q1 2024 |
| SNPS | $663M | 3.88% | 0.72% | -13.2% | Q2 2024 |
| SPGI | $630M | 3.69% | 0.43% | -14.3% | Q1 2022 |
| GOOG | $593M | 3.47% | Not reported | -10.4% | Q4 2015 |
| NOW | $578M | 3.38% | 0.30% | -3.0% | Q1 2023 |
| CP | $569M | 3.33% | 0.83% | -5.7% | Q4 2022 |
| UNH | $566M | 3.32% | 0.18% | +17.8% | Q4 2016 |
| CMG | $490M | 2.87% | 0.93% | +17.5% | Q1 2016 |
| CRM | $482M | 2.82% | 0.21% | -3.9% | Q4 2013 |
| AON | $470M | 2.75% | 0.61% | -28.7% | Q4 2015 |
| YUM | $416M | 2.43% | 0.99% | +4.0% | Q4 2013 |
| ARM | $408M | 2.39% | 0.27% | -16.7% | Q1 2025 |
| IT | $386M | 2.26% | 1.94% | +26.3% | Q2 2024 |
| DHR | $380M | 2.23% | 0.27% | -21.4% | Q2 2019 |
| HDB | $373M | 2.18% | 0.07% | -25.9% | Q4 2015 |
| AAPL | $336M | 1.96% | 0.01% | -0.5% | Q4 2013 |
| COO | $283M | 1.66% | 2.08% | +22.1% | Q2 2025 |
| AXP | $269M | 1.57% | 0.12% | -0.8% | Q4 2013 |
| STE | $264M | 1.54% | 1.09% | -14.7% | Q2 2020 |
| GWW | $240M | 1.40% | 0.53% | New | Q3 2025 |
| ALC | $239M | 1.40% | 0.65% | -8.6% | Q2 2019 |
| SAP | $225M | 1.32% | 0.07% | +1126.3% | Q4 2013 |
| MELI | $218M | 1.27% | 0.18% | -19.8% | Q4 2013 |
| ECL | $191M | 1.12% | 0.25% | -0.4% | Q4 2013 |
| NKE | $190M | 1.11% | 0.16% | Not reported | Q4 2015 |
| NFLX | $188M | 1.10% | 0.04% | -21.1% | Q3 2021 |
| INFY | $177M | 1.04% | 0.26% | -25.2% | Q3 2016 |
| TSM | $78.6M | 0.46% | 0.00% | -47.8% | Q1 2024 |
| BABA | $49.7M | 0.29% | 0.00% | +200.7% | Q4 2015 |
| UL | $26.3M | 0.15% | 0.02% | +0.9% | Q2 2023 |
| FMX | $19.9M | 0.12% | Not reported | -14.3% | Q4 2013 |
| WCN | $15.2M | 0.09% | 0.03% | -5.1% | Q1 2024 |
| SHOP | $13.5M | 0.08% | 0.02% | -29.4% | Q3 2024 |
| LIN | $13.3M | 0.08% | 0.01% | -6.9% | Q4 2018 |
 TEAM | $12.1M | 0.07% | Not reported | +11.9% | Q4 2022 |
| GRAB | $12.1M | 0.07% | Not reported | -4.5% | Q1 2025 |
| UNVGY | $10.4M | 0.06% | Not reported | -2.2% | Q3 2023 |
| XP | $10.1M | 0.06% | Not reported | +17.6% | Q4 2020 |
| WDAY | $9.15M | 0.05% | 0.02% | -97.5% | Q3 2019 |
| TME | $8.75M | 0.05% | 0.01% | -26.8% | Q4 2024 |
| MMYT | $5.63M | 0.03% | Not reported | +8.2% | Q2 2025 |
| GOOGL | $2.57M | 0.02% | 0.00% | -4.0% | Q4 2015 |
 ADSK | $574K | 0.00% | 0.00% | -5.8% | Q3 2017 |
 TMO | $428K | 0.00% | 0.00% | +0.2% | Q3 2020 |