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Asset manager

Sustainable Growth Advisers, LP

13F for the quarter to June 30, 2026, filed August 10, 2026 · SEC CIK 1290668

Reported value
$10.2bn
90% in companies we cover
Positions we cover
42
Largest NVDA 9.3%
Copy, a year
+12.5%
S&P 500 +14.1%
Copy Sharpe ratio
0.64
S&P 500 0.78

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$47.6k
CopyS&P 500 $10,000 copying Sustainable Growth Advisers, LP's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −37.3% (S&P 500 −31.8%); beta 1.03; alpha −1.5% a year (t = −0.78); last 12 months −0.1% against +12.1%.

Reported value by quarter

Sustainable Growth Advisers, LP: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $5T $10T $15T $20T Reported value, 2013-06-30: $4B Reported value, 2013-09-30: $4.5B Reported value, 2013-12-31: $4.6B Reported value, 2014-03-31: $4.7B Reported value, 2014-06-30: $4.7B Reported value, 2014-09-30: $4.4B Reported value, 2014-12-31: $4.4B Reported value, 2015-03-31: $4.3B Reported value, 2015-06-30: $4.9B Reported value, 2015-09-30: $4.6B Reported value, 2015-12-31: $4.8B Reported value, 2016-03-31: $4.5B Reported value, 2016-06-30: $4.8B Reported value, 2016-09-30: $5.3B Reported value, 2016-12-31: $5B Reported value, 2017-03-31: $5.9B Reported value, 2017-06-30: $6.8B Reported value, 2017-09-30: $7.3B Reported value, 2017-12-31: $8.5B Reported value, 2018-03-31: $8.4B Reported value, 2018-06-30: $8.4B Reported value, 2018-09-30: $9B Reported value, 2018-12-31: $7.7B Reported value, 2019-03-31: $9B Reported value, 2019-06-30: $9.7B Reported value, 2019-09-30: $10B Reported value, 2019-12-31: $10.7B Reported value, 2020-03-31: $9.3B Reported value, 2020-06-30: $13.7B Reported value, 2020-09-30: $14.4B Reported value, 2020-12-31: $15.4B Reported value, 2021-03-31: $17.4B Reported value, 2021-06-30: $19B Reported value, 2021-09-30: $19.7B Reported value, 2021-12-31: $19.6B Reported value, 2022-03-31: $18.1B Reported value, 2022-06-30: $14B Reported value, 2022-09-30: $13.4B Reported value, 2022-12-31: $15.4T Reported value, 2023-03-31: $17.2B Reported value, 2023-06-30: $21.1B Reported value, 2023-09-30: $19.7B Reported value, 2023-12-31: $22B Reported value, 2024-03-31: $23.9B Reported value, 2024-06-30: $22.7B Reported value, 2024-09-30: $23.6B Reported value, 2024-12-31: $19.9B Reported value, 2025-03-31: $17.9B Reported value, 2025-06-30: $19.4B Reported value, 2025-09-30: $17.1B Reported value, 2025-12-31: $14.4B Reported value, 2026-03-31: $10.6B Reported value, 2026-06-30: $10.2B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $10.2B
View chart data
Period Reported value
2013-06-30 $4B
2013-09-30 $4.5B
2013-12-31 $4.6B
2014-03-31 $4.7B
2014-06-30 $4.7B
2014-09-30 $4.4B
2014-12-31 $4.4B
2015-03-31 $4.3B
2015-06-30 $4.9B
2015-09-30 $4.6B
2015-12-31 $4.8B
2016-03-31 $4.5B
2016-06-30 $4.8B
2016-09-30 $5.3B
2016-12-31 $5B
2017-03-31 $5.9B
2017-06-30 $6.8B
2017-09-30 $7.3B
2017-12-31 $8.5B
2018-03-31 $8.4B
2018-06-30 $8.4B
2018-09-30 $9B
2018-12-31 $7.7B
2019-03-31 $9B
2019-06-30 $9.7B
2019-09-30 $10B
2019-12-31 $10.7B
2020-03-31 $9.3B
2020-06-30 $13.7B
2020-09-30 $14.4B
2020-12-31 $15.4B
2021-03-31 $17.4B
2021-06-30 $19B
2021-09-30 $19.7B
2021-12-31 $19.6B
2022-03-31 $18.1B
2022-06-30 $14B
2022-09-30 $13.4B
2022-12-31 $15.4T
2023-03-31 $17.2B
2023-06-30 $21.1B
2023-09-30 $19.7B
2023-12-31 $22B
2024-03-31 $23.9B
2024-06-30 $22.7B
2024-09-30 $23.6B
2024-12-31 $19.9B
2025-03-31 $17.9B
2025-06-30 $19.4B
2025-09-30 $17.1B
2025-12-31 $14.4B
2026-03-31 $10.6B
2026-06-30 $10.2B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
NVDANVIDIA Corporation9.27%$944.5m4.72M−2.7% Reduced
MSFTMicrosoft Corporation5.51%$561.4m1.51M−4.1% Reduced
AMZNAmazon5.34%$543.7m2.28M−30.3% Reduced
AAPLApple Inc.4.96%$505.6m1.75M+14.5% Added
VVisa Inc.4.86%$495.0m1.44M−17.6% Reduced
AVGOBroadcom4.73%$481.8m1.28M−12.8% Reduced
WMWaste Management4.51%$459.5m2.06M+2.0% Added
YUMYum! Brands3.92%$399.3m2.50M+10.5% Added
EQIXEquinix3.55%$361.6m346.9KNew
SNPSSynopsys Inc3.53%$360.1m807.3K−10.4% Reduced
METAMeta Platforms3.38%$344.7m612.0K−12.2% Reduced
AXPAmerican Express3.28%$334.0m987.5K−12.0% Reduced
DHRDanaher Corporation2.78%$282.9m1.49M−9.2% Reduced
CPCanadian Pacific Kansas City LTD2.76%$281.4m3.25M−37.7% Reduced
SPGIS&P Global2.65%$270.1m663.3K−12.4% Reduced
GWWW. W. Grainger2.62%$266.7m196.0K−7.1% Reduced
ECLEcolab2.54%$258.5m927.8K+9.5% Added
CRMSalesforce2.31%$235.7m1.50M−13.5% Reduced
CMGChipotle Mexican Grill2.29%$233.6m6.87M−12.1% Reduced
MAMastercard1.91%$195.1m379.9K+0.9% Added
ANETArista Networks1.52%$154.4m909.2KNew
COOThe Cooper Companies1.37%$139.7m1.95M−5.2% Reduced
ARMARM Holdings PLC1.34%$136.9m386.0K−80.8% Reduced
NOWServiceNow1.30%$132.2m1.33M+32.4% Added
NKENike, Inc.0.98%$99.9m2.43M−5.1% Reduced
HDBHdfc Bank LTD0.96%$98.1m3.80M−27.3% Reduced
AONAon plc0.79%$80.4m242.3K−77.0% Reduced
STESteris0.78%$79.0m375.2K−31.4% Reduced
LINLinde plc0.77%$78.7m151.7K+518.5% Added
MELIMercadolibre Inc0.56%$56.9m33.5K−36.2% Reduced
SAPSAP SE0.53%$54.2m351.8K−25.8% Reduced
TSMTaiwan Semiconductor Manufacturing Co LTD0.42%$43.2m90.5K−30.6% Reduced
SESea Ltd0.38%$38.3m400.2K−36.5% Reduced
BABAAlibaba Group Holding Ltd0.19%$19.1m199.4K−27.1% Reduced
ULUnilever PLC0.18%$18.7m310.4K−23.5% Reduced
WCNWaste Connections, Inc.0.18%$18.3m109.9K+12.0% Added
GRABGrab Holdings Ltd0.17%$17.4m4.61M−20.7% Reduced
ALCAlcon Inc0.15%$15.1m224.5K−79.6% Reduced
SHOPShopify Inc.0.08%$8.5m74.1K−8.6% Reduced
XPXP Inc.0.08%$8.0m489.8K−29.7% Reduced
SPOTSpotify Technology S.a.0.07%$6.8m14.9K0.0%
NUNu Holdings Ltd.0.06%$6.3m468.8KNew
CompanyBought (value)Shares
EQIXEquinix$361.6m346.9K
ANETArista Networks$154.4m909.2K
LINLinde plc$66.0m127.1K
AAPLApple Inc.$64.1m221.7K
YUMYum! Brands$38.0m237.6K
NOWServiceNow$32.4m326.2K
ECLEcolab$22.4m80.5K
WMWaste Management$8.9m39.9K
NUNu Holdings Ltd.$6.3m468.8K
WCNWaste Connections, Inc.$2.0m11.8K
MAMastercard$1.8m3.5K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
ARMARM Holdings PLC−$574.8m−1.62M
INTUIntuit−$274.9m−635.8K
AONAon plc−$268.5m−809.5K
AMZNAmazon−$235.9m−989.9K
CPCanadian Pacific Kansas City LTD−$170.1m−1.96M
VVisa Inc.−$105.5m−307.4K
AVGOBroadcom−$70.7m−187.2K
ALCAlcon Inc−$58.9m−877.6K
METAMeta Platforms−$48.0m−85.2K
AXPAmerican Express−$45.5m−134.5K
SNPSSynopsys Inc−$41.8m−93.6K
SPGIS&P Global−$38.3m−94.0K
CRMSalesforce−$36.9m−235.7K
HDBHdfc Bank LTD−$36.9m−1.43M
STESteris−$36.2m−171.9K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
INTUIntuit$274.9m635.8K
TMETencent Music Entertainment Group$4.7m503.9K
MMYTMakemytrip Ltd$4.6m123.2K
  • Technology39.8%
  • Financials16.3%
  • Consumer Discretionary14.2%
  • Industrials11.9%
  • Health Care5.7%
  • Communication Services4.3%
  • Real Estate4.0%
  • Materials3.7%
  • Consumer Staples0.2%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 16, 2013 to November 2, 2026+12.5%+14.1%0.640.78−37.3%1.03
2018 onwardsJanuary 5, 2018 to November 2, 2026+10.9%+13.9%0.470.66−37.3%1.03
Last three yearsNovember 3, 2023 to November 2, 2026+11.4%+21.8%0.491.16−20.0%0.98
Last yearNovember 7, 2025 to November 2, 2026+3.1%+14.2%0.020.84−16.9%1.01

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.