Q2 2026 13F · SEC CIK 1290668

Sustainable Growth Advisers, LP

Mutual fund managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $10.2B
Reported positions: 47
Top holdings a year, 3 yrs: +10.3%
Assets under management: $16.7B

Sustainable Growth Advisers, LP is a mutual fund manager that reported 47 positions worth $10.2B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Nvidia Corporation Com (NVDA, 9.3%), Alphabet Inc (GOOG, 7.4%), Microsoft Corp (MSFT, 5.5%). A portfolio copying its top holdings returned 10.3% a year over the last 3 years, against 20.4% for the S&P 500.

Sustainable Growth Advisers, LP holdings all 47 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sustainable Growth Advisers, LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	9.3%	8.0%	4,720,144	-2.7%	$944.5M
GOOGAlphabet Inc	7.4%	5.1%	2,129,711	+12.5%	$752.5M
MSFTMicrosoft Corp	5.5%	5.5%	1,505,003	-4.1%	$561.4M
AMZNAmazon Com Inc Com	5.3%	6.4%	2,281,329	-30.3%	$543.7M
AAPLApple Inc	5.0%	3.6%	1,747,382	+14.5%	$505.6M
VVisa Inc Com Cl A	4.9%	5.0%	1,442,706	-17.6%	$495.0M
AVGOBroadcom Inc	4.7%	4.3%	1,275,451	-12.8%	$481.8M
WMWaste Mgmt Inc Del	4.5%	4.4%	2,061,651	+2.0%	$459.5M
YUMYum Brands Inc	3.9%	3.3%	2,498,040	+10.5%	$399.3M
EQIXEquinix Inc	3.5%	—	346,868	—	$361.6M
SNPSSynopsys Inc	3.5%	3.4%	807,346	-10.4%	$360.1M
METAMeta Platforms Inc Class A	3.4%	3.8%	611,981	-12.2%	$344.7M
AXPAmerican Express Co Com	3.3%	3.2%	987,506	-12.0%	$334.0M
NFLXNetflix Inc Total	2.8%	3.1%	4,062,760	+19.1%	$290.1M
DHRDanaher Corporation	2.8%	2.9%	1,485,298	-9.2%	$282.9M
CPCanadian Pacific Kansas City	2.8%	3.9%	3,247,192	-37.7%	$281.4M
SPGIS&P Global Inc.	2.7%	3.0%	663,329	-12.4%	$270.1M
GWWWw Grainger Inc	2.6%	2.2%	196,046	-7.1%	$266.7M
ECLEcolab Inc	2.5%	2.1%	927,791	+9.5%	$258.5M
CRMSalesforce Inc Com	2.3%	3.1%	1,504,598	-13.5%	$235.7M
CMGChipotle Mexican Grill Inc	2.3%	2.4%	6,871,158	-12.1%	$233.6M
MAMastercard Inc.	1.9%	1.8%	379,868	+0.9%	$195.1M
ANETArista Networks Inc	1.5%	—	909,167	—	$154.4M
COOCooper Cos Inc	1.4%	1.4%	1,948,108	-5.2%	$139.7M
ARMArm Hldgs PLC Equity A Funsponsored ADR	1.3%	2.9%	385,965	-80.8%	$136.9M
NOWServicenow Inc Com	1.3%	1.0%	1,331,464	+32.4%	$132.2M
NKENike Inc Cl B	1.0%	1.3%	2,433,226	-5.1%	$99.9M
HDBHdfc Bk Ltd ADR	1.0%	1.2%	3,798,850	-27.3%	$98.1M
AONAon PLC	0.8%	3.2%	242,284	-77.0%	$80.4M
STESteris Corp	0.8%	1.1%	375,237	-31.4%	$79.0M
LINLinde PLC	0.8%	0.1%	151,670	+518.5%	$78.7M
MELIMercadolibre Inc	0.6%	0.9%	33,508	-36.2%	$56.9M
SAPGFSap SE	0.5%	0.8%	351,771	-25.8%	$54.2M
TSMTaiwan Semiconductor Manufac	0.4%	0.4%	90,462	-30.6%	$43.2M
SESea Ltd	0.4%	0.5%	400,167	-36.5%	$38.3M
BABAAlibaba Group Hldg Ltd	0.2%	0.3%	199,370	-27.1%	$19.1M
ULUnilever PLC	0.2%	0.2%	310,450	-23.5%	$18.7M
WCNWaste Connections Inc	0.2%	0.1%	109,933	+12.0%	$18.3M
GRABGrab Holdings Limited	0.2%	0.2%	4,607,822	-20.7%	$17.4M
ALCAlcon AG	0.1%	0.8%	224,494	-79.6%	$15.1M
FMXFomento Economico Mexicano S	0.1%	0.2%	105,248	-36.3%	$13.5M
INFYInfosys Ltd	0.1%	0.1%	881,580	-23.7%	$9.2M
SHOPShopify Inc	0.1%	0.1%	74,128	-8.6%	$8.5M
XPXp Inc	0.1%	0.1%	489,754	-29.7%	$8.0M
SPOTSpotify Technology S A	0.1%	0.1%	14,877	+0.0%	$6.8M
NUNu Hldgs Ltd	0.1%	—	468,797	—	$6.3M
ADYEYAdyen NV Unspon ADR	0.0%	0.0%	10,444	-96.5%	$97K

What Sustainable Growth Advisers, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: -2.9% /yr; S&P 500 +20.1%
3 years: +10.3% /yr; S&P 500 +20.4%
5 years: +3.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$10.2B	47
Q1 2026	$10.6B	51
Q4 2025	$14.4B	54
Q3 2025	$17.1B	59
Q2 2025	$19.4B	55
Q1 2025	$17.9B	56
Q4 2024	$19.9B	54
Q3 2024	$23.6B	53
Q2 2024	$22.7B	52
Q1 2024	$23.9B	54
Q4 2023	$22.0B	52
Q3 2023	$19.7B	53

Questions about Sustainable Growth Advisers, LP's portfolio

What stocks does Sustainable Growth Advisers, LP own?

Sustainable Growth Advisers, LP's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 47 positions worth $10.2B. The largest are Nvidia Corporation Com (NVDA) at 9.3%, Alphabet Inc (GOOG) at 7.4%, Microsoft Corp (MSFT) at 5.5%, Amazon Com Inc Com (AMZN) at 5.3% and Apple Inc (AAPL) at 5.0%.

What did Sustainable Growth Advisers, LP buy last quarter?

In Q2 2026, Sustainable Growth Advisers, LP added Linde PLC (LIN) (+518.5% shares), Servicenow Inc Com (NOW) (+32.4% shares) and Netflix Inc Total (NFLX) (+19.1% shares), compared with its Q1 2026 filing.

What did Sustainable Growth Advisers, LP sell last quarter?

In Q2 2026, Sustainable Growth Advisers, LP sold all of Intuit (INTU), sold all of Tencent Music Entmt Group (TME), sold all of Makemytrip Limited Mauritius (MMYT), sold all of Universal Music Group Unsp Adr (UNVGY), sold all of Aia Group Ltd (AAIGF), Adyen NV Unspon ADR (ADYEY) (-96.5% shares), Arm Hldgs PLC Equity A Funsponsored ADR (ARM) (-80.8% shares) and Alcon AG (ALC) (-79.6% shares), compared with its Q1 2026 filing.

How has Sustainable Growth Advisers, LP's portfolio performed?

A portfolio copying Sustainable Growth Advisers, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -2.9% against +20.1%. Over 5 years: +3.4% a year against +11.6%.

When is Sustainable Growth Advisers, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sustainable Growth Advisers, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sustainable Growth Advisers, LP manage?

Sustainable Growth Advisers, LP reported $16.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $10.2B.