Q2 2025 · 13F-HR
Sustainable Growth Advisers, LPholdings as filed
Filed 2025-08-08 · accession 0001290668-25-000003
$19.37B
Reported value
55
Positions
2025-06-30
Period end
The Brief · Sustainable Growth Advisers, LP · Q2 2025
AI · grounded in 13F
Sustainable Growth Advisers, LP established a new position in AMZN valued at $1.4B. The fund also initiated new stakes in MSFT for $1.39B and META for $1.11B. Additional new positions include INTU at $1.09B, NVDA at $1.03B, and V at $1.03B. The fund ended the period with 55 positions and total AUM of $19.37B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | Amazon.com Inc | $1.40B | 7.23% | 6,381,153 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $1.39B | 7.18% | 2,797,482 | Common | SOLE |
| 30303M102 | META | Meta Platforms Inc | $1.11B | 5.74% | 1,506,253 | Common | SOLE |
| 461202103 | INTU | Intuit Inc | $1.09B | 5.64% | 1,386,636 | Common | SOLE |
| 67066G104 | NVDA | Nvidia Corp | $1.03B | 5.33% | 6,534,572 | Common | SOLE |
| 92826C839 | V | Visa Inc | $1.03B | 5.32% | 2,903,722 | Common | SOLE |
| 78409V104 | SPGI | S&P Global Inc | $796.1M | 4.11% | 1,509,793 | Common | SOLE |
| 871607107 | SNPS | Synopsys Inc | $793.4M | 4.10% | 1,547,468 | Common | SOLE |
| 81762P102 | NOW | ServiceNow Inc | $665.0M | 3.43% | 646,866 | Common | SOLE |
| 94106L109 | WM | Waste Management Inc | $663.0M | 3.42% | 2,897,636 | Common | SOLE |
| G0403H108 | AON | Aon PLC | $659.0M | 3.40% | 1,847,140 | Common | SOLE |
| 13646K108 | CP | Canadian Pacific Kansas City L | $642.1M | 3.32% | 8,100,324 | Common | SOLE |
| 169656105 | CMG | Chipotle Mexican Grill Inc | $597.0M | 3.08% | 10,632,783 | Common | SOLE |
| 79466L302 | CRM | Salesforce Inc | $577.1M | 2.98% | 2,116,254 | Common | SOLE |
| 40415F101 | HDB | HDFC Bank Ltd-ADR | $564.8M | 2.92% | 7,366,683 | Common | SOLE |
| 042068205 | ARM | Arm Holdings Inc - ADR | $559.2M | 2.89% | 3,457,220 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc CL C | $482.0M | 2.49% | 2,716,918 | Common | SOLE |
| 235851102 | DHR | Danaher Corp | $481.7M | 2.49% | 2,438,553 | Common | SOLE |
| 366651107 | IT | Gartner Inc | $469.5M | 2.42% | 1,161,513 | Common | SOLE |
| 91324p102 | — | UnitedHealth Group Inc | $434.3M | 2.24% | 1,392,146 | Common | SOLE |
| 670100205 | NVO | Novo-Nordisk A/S-Spons ADR | $427.4M | 2.21% | 6,192,636 | Common | SOLE |
| 988498101 | YUM | Yum! Brands Inc | $389.8M | 2.01% | 2,630,770 | Common | SOLE |
| 98138H101 | WDAY | Workday Inc Class A | $358.9M | 1.85% | 1,495,322 | Common | SOLE |
| H01301128 | ALC | Alcon Inc | $310.5M | 1.60% | 3,516,855 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre Inc | $303.5M | 1.57% | 116,106 | Common | SOLE |
| G8473T100 | STE | Steris PLC | $300.2M | 1.55% | 1,249,802 | Common | SOLE |
| 037833100 | AAPL | Apple Inc | $271.7M | 1.40% | 1,324,290 | Common | SOLE |
| 456788108 | INFY | Infosys Ltd-Sp ADR | $269.6M | 1.39% | 14,547,095 | Common | SOLE |
| 64110l106 | — | Netflix Inc | $266.4M | 1.38% | 198,924 | Common | SOLE |
| 025816109 | AXP | American Express Co | $260.1M | 1.34% | 815,459 | Common | SOLE |
| 216648501 | COO | Cooper Companies Inc/ The | $240.9M | 1.24% | 3,385,059 | Common | SOLE |
| 278865100 | ECL | Ecolab Inc | $188.3M | 0.97% | 698,812 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Mfg ADR | $122.2M | 0.63% | 539,358 | Common | SOLE |
| 904767704 | — | Unilever PLC ADR | $26.9M | 0.14% | 440,108 | Common | SOLE |
| 344419106 | FMX | Fomento Economico Mexicano-Sp | $24.2M | 0.12% | 234,839 | Common | SOLE |
| 803054204 | SAP | SAP SE-Sponsored ADR | $20.9M | 0.11% | 68,696 | Common | SOLE |
| 94106B101 | WCN | Waste Connections | $17.0M | 0.09% | 90,907 | Common | SOLE |
| 82509L107 | SHOP | Shopify Inc. | $14.8M | 0.08% | 128,662 | Common | SOLE |
| G54950103 | LIN | Linde PLC | $14.1M | 0.07% | 29,996 | Common | SOLE |
| 049468101 | TEAM | Atlassian Corp-A | $13.8M | 0.07% | 67,970 | Common | SOLE |
| 91377B109 | UNVGY | Universal Music Group Unsp Adr | $11.9M | 0.06% | 737,214 | Common | SOLE |
| G4124C109 | GRAB | Grab Holdings Ltd - Cl A | $10.6M | 0.05% | 2,103,571 | Common | SOLE |
| 01609W102 | BABA | Alibaba Group Holding-Sp ADR | $10.5M | 0.05% | 92,384 | Common | SOLE |
| 88034P109 | TME | Tencent Music Entertainment - | $10.0M | 0.05% | 511,933 | Common | SOLE |
| G98239109 | XP | XP Inc | $9.2M | 0.05% | 455,107 | Common | SOLE |
| 001317205 | AAGIY | AIA Group Ltd-Sp ADR | $8.5M | 0.04% | 234,500 | Common | SOLE |
| 30215C101 | EXPGY | Experian PLC ADR | $8.0M | 0.04% | 155,671 | Common | SOLE |
| 464287614 | IWF | iShares Russell 1000 Growth | $7.3M | 0.04% | 17,256 | Common | SOLE |
| V5633W109 | MMYT | MakeMyTrip Ltd | $5.4M | 0.03% | 55,579 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc CL A | $1.9M | 0.01% | 11,021 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $593,446 | 0.00% | 1,917 | Common | SOLE |
| 55354G100 | MSCI | MSCI Inc. | $429,671 | 0.00% | 745 | Common | SOLE |
| 883556102 | TMO | Thermo Fisher Scientific Inc | $357,210 | 0.00% | 881 | Common | SOLE |
| 855244109 | SBUX | Starbucks Corp | $299,813 | 0.00% | 3,272 | Common | SOLE |
| 824348106 | SHW | Sherwin-Williams Co | $200,179 | 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.