Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sustainable Growth Advisers, LP (CIK 1290668) reported $10.62B across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($845.8M, 7.96%), AMZN ($681.3M, 6.41%), MSFT ($580.8M, 5.47%), GOOG ($542.9M, 5.11%), V ($529.0M, 4.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | $845.8M | 7.96% | 4.8M | Trimmed |
| 2 | AMZN | Amazon.com Inc | $681.3M | 6.41% | 3.3M | Trimmed |
| 3 | MSFT | Microsoft Corp. | $580.8M | 5.47% | 1.6M | Trimmed |
| 4 | GOOG | Alphabet Inc CL C | $542.9M | 5.11% | 1.9M | Trimmed |
| 5 | V | Visa Inc | $529.0M | 4.98% | 1.8M | Trimmed |
| 6 | WM | Waste Management Inc | $464.6M | 4.37% | 2.0M | Trimmed |
| 7 | AVGO | Broadcom Inc | $452.7M | 4.26% | 1.5M | Added |
| 8 | CP | Canadian Pacific Kansas City L | $409.8M | 3.86% | 5.2M | Trimmed |
| 9 | META | Meta Platforms Inc | $398.9M | 3.76% | 697,191 | Trimmed |
| 10 | AAPL | Apple Inc | $387.2M | 3.65% | 1.5M | Added |
| 11 | SNPS | Synopsys Inc | $357.2M | 3.36% | 900,987 | Trimmed |
| 12 | YUM | Yum! Brands Inc | $351.4M | 3.31% | 2.3M | Trimmed |
| 13 | AON | Aon PLC | $339.5M | 3.20% | 1.1M | Trimmed |
| 14 | AXP | American Express Co | $339.4M | 3.20% | 1.1M | Added |
| 15 | NFLX | Netflix Inc | $328.0M | 3.09% | 3.4M | Added |
| 16 | CRM | Salesforce Inc | $324.9M | 3.06% | 1.7M | Trimmed |
| 17 | SPGI | S&P Global Inc | $322.1M | 3.03% | 757,297 | Trimmed |
| 18 | DHR | Danaher Corp | $310.3M | 2.92% | 1.6M | Added |
| 19 | ARM | Arm Holdings Inc - ADR | $303.6M | 2.86% | 2.0M | Trimmed |
| 20 | INTU | Intuit Inc | $274.9M | 2.59% | 635,752 | Trimmed |
| 21 | CMG | Chipotle Mexican Grill Inc | $250.3M | 2.36% | 7.8M | Trimmed |
| 22 | GWW | WW Grainger Inc | $230.1M | 2.17% | 210,918 | Trimmed |
| 23 | ECL | Ecolab Inc | $225.4M | 2.12% | 847,258 | Added |
| 24 | MA | MasterCard Inc | $188.1M | 1.77% | 376,414 | New |
| 25 | COO | Cooper Companies Inc/ The | $146.9M | 1.38% | 2.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31