Q1 2025 · 13F-HR
Sustainable Growth Advisers, LPholdings as filed
Filed 2025-05-06 · accession 0001290668-25-000002
$17.93B
Reported value
56
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | Amazon.com Inc | $1.25B | 6.98% | 6,573,828 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $1.16B | 6.48% | 3,096,725 | Common | SOLE |
| 92826C839 | V | Visa Inc | $1.15B | 6.43% | 3,289,651 | Common | SOLE |
| 30303M102 | META | Meta Platforms Inc | $887.2M | 4.95% | 1,539,292 | Common | SOLE |
| 461202103 | INTU | Intuit Inc | $887.1M | 4.95% | 1,444,779 | Common | SOLE |
| 91324p102 | — | UnitedHealth Group Inc | $857.9M | 4.79% | 1,637,999 | Common | SOLE |
| 78409V104 | SPGI | S&P Global Inc | $780.4M | 4.35% | 1,535,939 | Common | SOLE |
| 67066G104 | NVDA | Nvidia Corp | $773.5M | 4.31% | 7,136,607 | Common | SOLE |
| 871607107 | SNPS | Synopsys Inc | $675.8M | 3.77% | 1,575,732 | Common | SOLE |
| G0403H108 | AON | Aon PLC | $635.7M | 3.55% | 1,592,962 | Common | SOLE |
| 13646K108 | CP | Canadian Pacific Kansas City L | $587.2M | 3.28% | 8,363,710 | Common | SOLE |
| 81762P102 | NOW | ServiceNow Inc | $576.0M | 3.21% | 723,457 | Common | SOLE |
| 988498101 | YUM | Yum! Brands Inc | $556.2M | 3.10% | 3,534,254 | Common | SOLE |
| 037833100 | AAPL | Apple Inc | $529.9M | 2.96% | 2,385,330 | Common | SOLE |
| 40415F101 | HDB | HDFC Bank Ltd-ADR | $518.5M | 2.89% | 7,803,497 | Common | SOLE |
| 235851102 | DHR | Danaher Corp | $517.2M | 2.88% | 2,522,956 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc CL C | $437.7M | 2.44% | 2,801,414 | Common | SOLE |
| 79466L302 | CRM | Salesforce Inc | $436.7M | 2.44% | 1,627,118 | Common | SOLE |
| 98138H101 | WDAY | Workday Inc Class A | $434.0M | 2.42% | 1,858,544 | Common | SOLE |
| 94106L109 | WM | Waste Management Inc | $431.4M | 2.41% | 1,863,378 | Common | SOLE |
| 670100205 | NVO | Novo-Nordisk A/S-Spons ADR | $384.9M | 2.15% | 5,543,246 | Common | SOLE |
| 883556102 | TMO | Thermo Fisher Scientific Inc | $314.5M | 1.75% | 632,040 | Common | SOLE |
| H01301128 | ALC | Alcon Inc | $299.4M | 1.67% | 3,153,785 | Common | SOLE |
| G8473T100 | STE | Steris PLC | $298.3M | 1.66% | 1,316,062 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre Inc | $295.2M | 1.65% | 151,317 | Common | SOLE |
| 366651107 | IT | Gartner Inc | $283.9M | 1.58% | 676,325 | Common | SOLE |
| 456788108 | INFY | Infosys Ltd-Sp ADR | $271.5M | 1.51% | 14,877,543 | Common | SOLE |
| G4705A100 | ICLR | Icon PLC | $264.6M | 1.48% | 1,511,838 | Common | SOLE |
| 025816109 | AXP | American Express Co | $222.6M | 1.24% | 827,494 | Common | SOLE |
| 64110l106 | — | Netflix Inc | $207.0M | 1.15% | 222,016 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $191.3M | 1.07% | 730,597 | Common | SOLE |
| 855244109 | SBUX | Starbucks Corp | $189.1M | 1.05% | 1,928,154 | Common | SOLE |
| 278865100 | ECL | Ecolab Inc | $179.8M | 1.00% | 709,141 | Common | SOLE |
| 042068205 | ARM | Arm Holdings Inc - ADR | $170.3M | 0.95% | 1,594,594 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Mfg ADR | $92.1M | 0.51% | 554,775 | Common | SOLE |
| 344419106 | FMX | Fomento Economico Mexicano-Sp | $26.4M | 0.15% | 270,487 | Common | SOLE |
| 94106B101 | WCN | Waste Connections | $18.1M | 0.10% | 92,889 | Common | SOLE |
| 803054204 | SAP | SAP SE-Sponsored ADR | $17.5M | 0.10% | 65,334 | Common | SOLE |
| G54950103 | LIN | Linde PLC | $14.3M | 0.08% | 30,663 | Common | SOLE |
| 82509L107 | SHOP | Shopify Inc. | $11.0M | 0.06% | 115,085 | Common | SOLE |
| 049468101 | TEAM | Atlassian Corp-A | $10.7M | 0.06% | 50,223 | Common | SOLE |
| 904767704 | — | Unilever PLC ADR | $9.9M | 0.06% | 166,554 | Common | SOLE |
| G98239109 | XP | XP Inc | $9.2M | 0.05% | 671,993 | Common | SOLE |
| 91377B109 | UNVGY | Universal Music Group Unsp Adr | $8.7M | 0.05% | 634,244 | Common | SOLE |
| 88034P109 | TME | Tencent Music Entertainment - | $8.5M | 0.05% | 591,536 | Common | SOLE |
| 30215C101 | EXPGY | Experian PLC ADR | $7.2M | 0.04% | 155,671 | Common | SOLE |
| 502441306 | LVMUY | LVMH Moet Hennessy-UNSP ADR | $6.9M | 0.04% | 55,380 | Common | SOLE |
| 464287614 | IWF | iShares Russell 1000 Growth | $6.7M | 0.04% | 18,562 | Common | SOLE |
| G4124C109 | GRAB | Grab Holdings Ltd - Cl A | $6.2M | 0.03% | 1,361,124 | Common | SOLE |
| 001317205 | AAGIY | AIA Group Ltd-Sp ADR | $5.8M | 0.03% | 192,895 | Common | SOLE |
| 01609W102 | BABA | Alibaba Group Holding-Sp ADR | $4.7M | 0.03% | 35,692 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc CL A | $1.9M | 0.01% | 11,971 | Common | SOLE |
| 55354G100 | MSCI | MSCI Inc. | $797,355 | 0.00% | 1,410 | Common | SOLE |
| 464287200 | IVV | iShares Core S&P 500 ETF | $474,806 | 0.00% | 845 | Common | SOLE |
| 922908736 | VUG | Vanguard Growth ETF | $353,021 | 0.00% | 952 | Common | SOLE |
| 824348106 | SHW | Sherwin-Williams Co | $203,578 | 0.00% | 583 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.