The Analysis of Sustainable Growth Advisers, LP's Holdings
Currently, Sustainable Growth Advisers, LP holds 59 types of securities in its portfolio with a total value $17.1B. In the most recent quarter, they have increased their positions in GWW (+251.4K shares, valued at $239.6M), SAP (+773.7K shares, valued at $206.7M), NKE (+2.7M shares, valued at $190.2M); decreased their positions in WDAY (-1.5M shares, valued at $350.8M), NVO (-6.2M shares, valued at $343.3M), META (-447.7K shares, valued at $328.8M); initiated new positions in GWW (+251.4K shares, valued at $239.6M), NKE (+2.7M shares, valued at $190.2M), N/A (+383.0K shares, valued at $6.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT Microsoft Corp.2.6M shares-8.53%2025-09-302025-11-14
NVDA Nvidia Corp6.4M shares-1.90%2025-09-302025-11-14 AMZN Amazon.com Inc5.4M shares-14.99%2025-09-302025-11-14 V Visa Inc2.6M shares-11.31%2025-09-302025-11-14 INTU Intuit Inc1.2M shares-10.02%2025-09-302025-11-14 META Meta Platforms Inc1.1M shares-29.72%2025-09-302025-11-14 WM Waste Management Inc3.3M shares12.58%2025-09-302025-11-14 SNPS Synopsys Inc1.3M shares-13.15%2025-09-302025-11-14 SPGI S&P Global Inc1.3M shares-14.32%2025-09-302025-11-14 GOOG Alphabet Inc CL C2.4M shares-10.42%2025-09-302025-11-14 NOW ServiceNow Inc627.5K shares-2.99%2025-09-302025-11-14 CP Canadian Pacific Kansas City L7.6M shares-5.68%2025-09-302025-11-14 CMG Chipotle Mexican Grill Inc12.5M shares17.52%2025-09-302025-11-14 CRM Salesforce Inc2.0M shares-3.87%2025-09-302025-11-14 AON Aon PLC1.3M shares-28.68%2025-09-302025-11-14 YUM Yum! Brands Inc2.7M shares3.97%2025-09-302025-11-14 ARM Arm Holdings Inc - ADR2.9M shares-16.65%2025-09-302025-11-14 IT Gartner Inc1.5M shares26.28%2025-09-302025-11-14 DHR Danaher Corp1.9M shares-21.35%2025-09-302025-11-14 HDB HDFC Bank Ltd-ADR10.9M shares48.17%2025-09-302025-11-14 AAPL Apple Inc1.3M shares-0.50%2025-09-302025-11-14 COO Cooper Companies Inc/ The4.1M shares22.08%2025-09-302025-11-14 AXP American Express Co809.0K shares-0.79%2025-09-302025-11-14 STE Steris PLC1.1M shares-14.73%2025-09-302025-11-14 GWW WW Grainger Inc251.4K sharesnew addition2025-09-302025-11-14 ALC Alcon Inc3.2M shares-8.60%2025-09-302025-11-14 SAP SAP SE-Sponsored ADR842.4K shares1126.30%2025-09-302025-11-14 MELI MercadoLibre Inc93.2K shares-19.76%2025-09-302025-11-14 ECL Ecolab Inc696.0K shares-0.40%2025-09-302025-11-14 NKE NIKE Inc2.7M sharesnew addition2025-09-302025-11-14 Netflix Inc Netflix Inc156.9K shares-21.13%2025-09-302025-11-14 INFY Infosys Ltd-Sp ADR10.9M shares-25.15%2025-09-302025-11-14 TSM Taiwan Semiconductor Mfg ADR281.6K shares-47.80%2025-09-302025-11-14 BABA Alibaba Group Holding-Sp ADR277.8K shares200.72%2025-09-302025-11-14 UL Unilever PLC ADR443.9K shares0.86%2025-09-302025-11-14 FMX Fomento Economico Mexicano-Sp201.3K shares-14.29%2025-09-302025-11-14 WCN Waste Connections86.3K shares-5.08%2025-09-302025-11-14 SHOP Shopify Inc.90.8K shares-29.39%2025-09-302025-11-14 LIN Linde PLC27.9K shares-6.94%2025-09-302025-11-14 TEAM Atlassian Corp-A76.0K shares11.85%2025-09-302025-11-14 GRAB Grab Holdings Ltd - Cl A2.0M shares-4.54%2025-09-302025-11-14 XP XP Inc535.0K shares17.56%2025-09-302025-11-14 WDAY Workday Inc Class A38.0K shares-97.46%2025-09-302025-11-14 TME Tencent Music Entertainment -374.8K shares-26.79%2025-09-302025-11-14 MMYT MakeMyTrip Ltd60.2K shares8.23%2025-09-302025-11-14 GOOGL Alphabet Inc CL A10.6K shares-3.98%2025-09-302025-11-14 IWF iShares Russell 1000 Growth3.0K shares-82.77%2025-09-302025-11-14 ADSK Autodesk Inc1.8K shares-5.79%2025-09-302025-11-14 TMO Thermo Fisher Scientific Inc883 shares0.23%2025-09-302025-11-14 MSCI MSCI Inc.745 shares0.00%2025-09-302025-11-14 NVO Novo-Nordisk A/S-Spons ADR5.6K shares-99.91%2025-09-302025-11-14 SBUX Starbucks Corp3.3K shares0.00%2025-09-302025-11-14 SHW Sherwin-Williams Co583 shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available