Sustainable Growth Advisers, Lp Top Holdings and 13F Report (2024)

About Sustainable Growth Advisers, Lp

Investment Activity

Sustainable Growth Advisers, Lp has $23.60 billion in total holdings as of September 30, 2024.
Sustainable Growth Advisers, Lp owns shares of 53 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 6.65% of the portfolio was purchased this quarter.
About 8.29% of the portfolio was sold this quarter.
This quarter, Sustainable Growth Advisers, Lp has purchased 52 new stocks and bought additional shares in 20 stocks.
Sustainable Growth Advisers, Lp sold shares of 31 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Amazon.com: $1,610,333,734
Microsoft: $1,503,453,139
Visa: $1,175,548,725
UnitedHealth Group: $1,042,137,140
S&P Global: $990,226,218

Largest New Holdings this Quarter

Shopify: $12,365,682 Holding
Vanguard Growth ETF: $325,189 Holding

Largest Purchases this Quarter

Synopsys: 823,051 shares (about $416.78M)
Waste Management: 1,378,687 shares (about $286.22M)
Meta Platforms: 322,451 shares (about $184.58M)
Amazon.com: 911,294 shares (about $169.80M)
Novo Nordisk A/S: 957,961 shares (about $114.06M)

Largest Sales this Quarter

Corpay Inc: 1,689,406 shares (about $528.38M)
ServiceNow: 226,003 shares (about $202.13M)
Salesforce: 578,016 shares (about $158.21M)
Starbucks: 1,534,651 shares (about $149.61M)
Infosys: 6,435,903 shares (about $143.33M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$1,610,333,734	$169,801,411 ▲	11.8%	8,642,375	6.8%	Retail/Wholesale
MSFT Microsoft	$1,503,453,139	$13,248,076 ▲	0.9%	3,493,965	6.4%	Computer and Technology
V Visa	$1,175,548,725	$31,435,308 ▲	2.7%	4,275,500	5.0%	Business Services
UNH UnitedHealth Group	$1,042,137,140	$103,604,711 ▼	-9.0%	1,782,406	4.4%	Medical
SPGI S&P Global	$990,226,218	$105,991,309 ▼	-9.7%	1,916,740	4.2%	Business Services
AON AON	$977,929,663	$23,040,512 ▲	2.4%	2,826,468	4.1%	Finance
YUM Yum! Brands	$908,487,327	$110,375,930 ▲	13.8%	6,502,665	3.8%	Retail/Wholesale
SNPS Synopsys	$903,593,708	$416,784,796 ▲	85.6%	1,784,383	3.8%	Computer and Technology
WDAY Workday	$882,347,229	$102,183,177 ▼	-10.4%	3,610,111	3.7%	Computer and Technology
META Meta Platforms	$860,258,252	$184,583,850 ▲	27.3%	1,502,792	3.6%	Computer and Technology
DHR Danaher	$822,852,180	$79,030,243 ▼	-8.8%	2,959,687	3.5%	Multi-Sector Conglomerates
CP Canadian Pacific Kansas City	$773,599,125	$18,284,346 ▼	-2.3%	9,043,712	3.3%	Transportation
NVDA NVIDIA	$754,526,514	$15,670,132 ▼	-2.0%	6,213,163	3.2%	Computer and Technology
INTU Intuit	$735,247,854	$2,561,004 ▼	-0.3%	1,183,974	3.1%	Computer and Technology
AAPL Apple	$716,437,720	$11,890,922 ▼	-1.6%	3,074,840	3.0%	Computer and Technology
MSCI MSCI	$669,302,155	$111,858,438 ▼	-14.3%	1,148,169	2.8%	Finance
ADSK Autodesk	$668,290,788	$17,438,710 ▼	-2.5%	2,425,914	2.8%	Computer and Technology
CRM Salesforce	$600,108,628	$158,208,759 ▼	-20.9%	2,192,498	2.5%	Computer and Technology
GOOG Alphabet	$578,674,685	$88,083,884 ▼	-13.2%	3,461,180	2.5%	Computer and Technology
WM Waste Management	$549,568,270	$286,215,421 ▲	108.7%	2,647,246	2.3%	Business Services
HDB HDFC Bank	$533,342,393	$1,125,642 ▼	-0.2%	8,525,294	2.3%	Finance
NVO Novo Nordisk A/S	$514,299,647	$114,064,416 ▲	28.5%	4,319,305	2.2%	Medical
TMO Thermo Fisher Scientific	$499,490,326	$68,394,666 ▲	15.9%	807,492	2.1%	Medical
NOW ServiceNow	$454,449,398	$202,134,823 ▼	-30.8%	508,111	1.9%	Computer and Technology
ECL Ecolab	$417,760,733	$10,314,821 ▼	-2.4%	1,636,160	1.8%	Basic Materials
NFLX Netflix	$406,467,743	$5,917,440 ▼	-1.4%	573,079	1.7%	Consumer Discretionary
ALC Alcon	$391,081,465	$11,846,687 ▲	3.1%	3,908,079	1.7%	Medical
ICLR ICON Public	$387,270,896	$43,203,667 ▲	12.6%	1,347,920	1.6%	Medical
AXP American Express	$372,137,385	$16,987,426 ▼	-4.4%	1,372,188	1.6%	Finance
IT Gartner	$358,048,238	$57,259,319 ▲	19.0%	706,544	1.5%	Business Services
STE STERIS	$349,063,325	$5,852,248 ▼	-1.6%	1,439,199	1.5%	Medical
MELI MercadoLibre	$291,542,477	$34,425,733 ▼	-10.6%	142,080	1.2%	Retail/Wholesale
SBUX Starbucks	$267,608,685	$149,613,126 ▼	-35.9%	2,744,986	1.1%	Retail/Wholesale
INFY Infosys	$232,323,802	$143,327,560 ▼	-38.2%	10,432,142	1.0%	Computer and Technology
TEAM Atlassian	$215,008,095	$3,918,319 ▼	-1.8%	1,353,870	0.9%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$42,038,213	$25,133,696 ▲	148.7%	242,058	0.2%	Computer and Technology
FMX Fomento Económico Mexicano	$30,034,294	$2,395,396 ▼	-7.4%	304,268	0.1%	Consumer Staples
SAP SAP	$18,879,444	$2,909,112 ▼	-13.4%	82,407	0.1%	Computer and Technology
Linde PLC	$18,341,943	$2,705,227 ▼	-12.9%	38,464	0.1%	COM
WCN Waste Connections	$13,683,843	$2,158,715 ▼	-13.6%	76,523	0.1%	Business Services
SHOP Shopify	$12,365,682	$12,365,682 ▲	New Holding	154,301	0.1%	Computer and Technology
UL Unilever	$10,325,002	$1,757,233 ▼	-14.5%	158,944	0.0%	Consumer Staples
XP XP	$9,866,175	$12,661,855 ▼	-56.2%	549,954	0.0%	Finance
UNVGY Universal Music Group	$7,895,020	$110,445 ▲	1.4%	611,543	0.0%	Communication Services
AAGIY AIA Group	$7,077,800	$3,062 ▲	0.0%	201,131	0.0%	Finance
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne	$6,255,153	$980,646 ▲	18.6%	40,721	0.0%	Consumer Discretionary
NSRGY Nestlé	$4,689,410	$1,510 ▲	0.0%	46,582	0.0%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$2,620,152	$400,155 ▲	18.0%	6,980	0.0%	ETF
GOOGL Alphabet	$2,248,097	$32,341 ▲	1.5%	13,555	0.0%	Computer and Technology
VUG Vanguard Growth ETF	$325,189	$325,189 ▲	New Holding	847	0.0%	ETF
SHW Sherwin-Williams	$265,642	$131,294 ▼	-33.1%	696	0.0%	Basic Materials
IQV IQVIA	$215,406	$106,637 ▼	-33.1%	909	0.0%	Medical
Corpay Inc	$214,241	$528,379,607 ▼	-100.0%	685	0.0%	COM
LULU Lululemon Athletica	$0	$14,898,857 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Sustainable Growth Advisers, Lp Top Holdings and 13F Report (2024)

About Sustainable Growth Advisers, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Sustainable Growth Advisers, Lp Top Holdings and 13F Report (2024)

About Sustainable Growth Advisers, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSustainable Growth Advisers, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools