Sustainable Growth Advisers, Lp Top Holdings and 13F Report (2025) About Sustainable Growth Advisers, LpInvestment ActivitySustainable Growth Advisers, Lp has $19.94 billion in total holdings as of December 31, 2024.Sustainable Growth Advisers, Lp owns shares of 54 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.88% of the portfolio was purchased this quarter.About 21.34% of the portfolio was sold this quarter.This quarter, Sustainable Growth Advisers, Lp has purchased 53 new stocks and bought additional shares in 9 stocks.Sustainable Growth Advisers, Lp sold shares of 41 stocks and completely divested from 2 stocks this quarter.Largest Holdings Amazon.com $1,358,690,607Microsoft $1,311,079,123Visa $1,121,660,724Intuit $898,343,962UnitedHealth Group $839,006,243 Largest New Holdings this Quarter Tencent Music Entertainment Group $4,743,312 HoldingExperian $3,277,391 HoldingiShares Core S&P 500 ETF $518,627 Holding Largest Purchases this Quarter Intuit 245,372 shares (about $154.22M)Novo Nordisk A/S 1,021,498 shares (about $87.87M)Danaher 272,323 shares (about $62.51M)ICON Public 245,799 shares (about $51.55M)Tencent Music Entertainment Group 417,913 shares (about $4.74M) Largest Sales this Quarter Amazon.com 2,449,337 shares (about $537.36M)Salesforce 1,012,122 shares (about $338.38M)Netflix 338,507 shares (about $301.72M)Workday 952,801 shares (about $245.85M)Atlassian 947,864 shares (about $230.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSustainable Growth Advisers, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$1,358,690,607$537,360,045 ▼-28.3%6,193,0386.8%Retail/WholesaleMSFTMicrosoft$1,311,079,123$161,627,126 ▼-11.0%3,110,5086.6%Computer and TechnologyVVisa$1,121,660,724$229,568,296 ▼-17.0%3,549,1105.6%Business ServicesINTUIntuit$898,343,962$154,216,302 ▲20.7%1,429,3464.5%Computer and TechnologyUNHUnitedHealth Group$839,006,243$62,641,655 ▼-6.9%1,658,5744.2%MedicalAONAON$813,060,302$202,093,945 ▼-19.9%2,263,7834.1%FinanceSPGIS&P Global$812,392,014$142,202,008 ▼-14.9%1,631,2114.1%Business ServicesYUMYum! Brands$748,494,069$123,903,468 ▼-14.2%5,579,1153.8%Retail/WholesaleSNPSSynopsys$746,766,645$119,301,488 ▼-13.8%1,538,5833.7%Computer and TechnologyDHRDanaher$741,907,896$62,511,745 ▲9.2%3,232,0103.7%MedicalMETAMeta Platforms$731,936,683$147,963,061 ▼-16.8%1,250,0843.7%Computer and TechnologyNVDANVIDIA$690,339,365$144,026,293 ▼-17.3%5,140,6613.5%Computer and TechnologyWDAYWorkday$685,665,699$245,851,242 ▼-26.4%2,657,3103.4%Computer and TechnologyAAPLApple$636,930,249$133,071,185 ▼-17.3%2,543,4483.2%Computer and TechnologyCPCanadian Pacific Kansas City$636,522,519$17,970,918 ▼-2.7%8,795,3923.2%TransportationADSKAutodesk$573,851,519$143,175,881 ▼-20.0%1,941,5082.9%Computer and TechnologyMSCIMSCI$566,215,037$122,697,845 ▼-17.8%943,6762.8%FinanceGOOGAlphabet$548,404,164$110,742,955 ▼-16.8%2,879,6692.8%Computer and TechnologyHDBHDFC Bank$522,150,460$22,274,815 ▼-4.1%8,176,4872.6%FinanceNVONovo Nordisk A/S$459,415,874$87,869,258 ▲23.6%5,340,8032.3%MedicalWMWaste Management$405,594,469$128,593,301 ▼-24.1%2,009,9832.0%Business ServicesCRMSalesforce$394,635,108$338,382,748 ▼-46.2%1,180,3762.0%Computer and TechnologyNOWServiceNow$389,941,820$148,716,814 ▼-27.6%367,8282.0%Computer and TechnologyTMOThermo Fisher Scientific$370,510,928$49,570,636 ▼-11.8%712,2061.9%MedicalICLRICON Public$334,218,811$51,546,508 ▲18.2%1,593,7191.7%MedicalALCAlcon$320,707,799$11,049,028 ▼-3.3%3,777,9221.6%MedicalAXPAmerican Express$298,170,667$109,081,009 ▼-26.8%1,004,6521.5%FinanceECLEcolab$297,289,048$86,095,963 ▼-22.5%1,268,7311.5%Basic MaterialsSTESTERIS$284,334,292$11,507,454 ▼-3.9%1,383,2181.4%MedicalITGartner$259,398,318$82,901,053 ▼-24.2%535,4271.3%Business ServicesMELIMercadoLibre$235,568,755$6,029,760 ▼-2.5%138,5341.2%Retail/WholesaleINFYInfosys$217,158,788$11,513,765 ▼-5.0%9,906,8791.1%Computer and TechnologyNFLXNetflix$209,078,715$301,718,059 ▼-59.1%234,5721.0%Consumer DiscretionarySBUXStarbucks$190,983,969$59,496,004 ▼-23.8%2,092,9751.0%Retail/WholesaleTEAMAtlassian$98,813,740$230,691,140 ▼-70.0%406,0060.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$50,526,632$2,722,597 ▲5.7%255,8440.3%Computer and TechnologyFMXFomento Económico Mexicano$25,010,185$1,001,686 ▼-3.9%292,5510.1%Consumer StaplesSAPSAP$17,273,355$3,016,073 ▼-14.9%70,1570.1%Computer and TechnologyLinde PLC$14,308,885$1,794,838 ▼-11.1%34,1770.1%COMWCNWaste Connections$11,484,879$1,644,937 ▼-12.5%66,9360.1%Business ServicesSHOPShopify$11,353,811$5,053,014 ▼-30.8%106,7790.1%Computer and TechnologyULUnilever$9,444,065$431,941 ▲4.8%166,5620.0%Consumer StaplesUNVGYUniversal Music Group$7,759,024$44,264 ▼-0.6%608,0740.0%Communication ServicesIWFiShares Russell 1000 Growth ETF$7,478,624$4,675,596 ▲166.8%18,6230.0%ETFXPXP$6,998,871$481,916 ▲7.4%590,6220.0%FinanceNSRGYNestlé$6,096,617$2,290,868 ▲60.2%74,6220.0%Consumer StaplesAAGIYAIA Group$5,559,234$237,362 ▼-4.1%192,8950.0%FinanceLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$5,319,214$2,614 ▼0.0%40,7010.0%Consumer DiscretionaryTMETencent Music Entertainment Group$4,743,312$4,743,312 ▲New Holding417,9130.0%Consumer DiscretionaryEXPGYExperian$3,277,391$3,277,391 ▲New Holding76,7000.0%Business ServicesGOOGLAlphabet$2,426,447$139,514 ▼-5.4%12,8180.0%Computer and TechnologyIVViShares Core S&P 500 ETF$518,627$518,627 ▲New Holding8810.0%ETFVUGVanguard Growth ETF$347,6430.0%8470.0%ETFSHWSherwin-Williams$207,357$29,234 ▼-12.4%6100.0%Basic MaterialsIQVIQVIA$0$215,406 ▼-100.0%00.0%MedicalCorpay Inc$0$214,241 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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