Sustainable Growth Advisers, LP 13F Holdings · Q2 2026
Sustainable Growth Advisers, LP reported 47 securities worth $10.19B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (9.27%), GOOG (7.38%), MSFT (5.51%). Among its top 25 positions this quarter: 2 new, 7 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | $944.5M | 9.27% | 4.7M | Trimmed |
| 2 | GOOG | Alphabet Inc CL C | $752.5M | 7.38% | 2.1M | Added |
| 3 | MSFT | Microsoft Corp. | $561.4M | 5.51% | 1.5M | Trimmed |
| 4 | AMZN | Amazon.com Inc | $543.7M | 5.34% | 2.3M | Trimmed |
| 5 | AAPL | Apple Inc | $505.6M | 4.96% | 1.7M | Added |
| 6 | V | Visa Inc | $495.0M | 4.86% | 1.4M | Trimmed |
| 7 | AVGO | Broadcom Inc | $481.8M | 4.73% | 1.3M | Trimmed |
| 8 | WM | Waste Management Inc | $459.5M | 4.51% | 2.1M | Added |
| 9 | YUM | Yum! Brands Inc | $399.3M | 3.92% | 2.5M | Added |
| 10 | EQIX | Equinix Inc | $361.6M | 3.55% | 346,868 | New |
| 11 | SNPS | Synopsys Inc | $360.1M | 3.53% | 807,346 | Trimmed |
| 12 | META | Meta Platforms Inc | $344.7M | 3.38% | 611,981 | Trimmed |
| 13 | AXP | American Express Co | $334.0M | 3.28% | 987,506 | Trimmed |
| 14 | NFLX | Netflix Inc | $290.1M | 2.85% | 4.1M | Added |
| 15 | DHR | Danaher Corp | $282.9M | 2.78% | 1.5M | Trimmed |
| 16 | CP | Canadian Pacific Kansas City L | $281.4M | 2.76% | 3.2M | Trimmed |
| 17 | SPGI | S&P Global Inc | $270.1M | 2.65% | 663,329 | Trimmed |
| 18 | GWW | WW Grainger Inc | $266.7M | 2.62% | 196,046 | Trimmed |
| 19 | ECL | Ecolab Inc | $258.5M | 2.54% | 927,791 | Added |
| 20 | CRM | Salesforce Inc | $235.7M | 2.31% | 1.5M | Trimmed |
| 21 | CMG | Chipotle Mexican Grill Inc | $233.6M | 2.29% | 6.9M | Trimmed |
| 22 | MA | MasterCard Inc | $195.1M | 1.91% | 379,868 | Added |
| 23 | ANET | Arista Network | $154.4M | 1.52% | 909,167 | New |
| 24 | COO | Cooper Companies Inc/ The | $139.7M | 1.37% | 1.9M | Trimmed |
| 25 | ARM | Arm Holdings Inc - ADR | $136.9M | 1.34% | 385,965 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR