Institutional
Sustainable Growth Advisers, LP
CIK 0001290668
$10.62B
Reported AUM
51
Positions
Q1 2026
Period
2026-05-11
Filed
The Brief · Sustainable Growth Advisers, LP · Q1 2026
AI · grounded in 13F
Sustainable Growth Advisers, LP exited its position in UnitedHealth Group Inc, reducing its exposure by $469.6M. The fund also closed its position in Gartner Inc IT for $313.6M and trimmed shares of Intuit Inc INTU by 33.7%. On the buy side, the fund established a new position in MasterCard Inc MA worth $188.1M and increased its holding in Broadcom Inc AVGO by 125.7%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | $205.10 | -6.20% | 44.92% | 955.49% | $845.8M | 7.96% | −1,124,701 | −18.8% |
| 2 | AMZN | Amazon.com Inc | $246.03 | -3.06% | 15.20% | 47.87% | $681.3M | 6.41% | −1,381,312 | −29.7% |
| 3 | MSFT | Microsoft Corp. | $416.67 | -2.66% | -10.71% | 52.39% | $580.8M | 5.47% | −486,084 | −23.7% |
| 4 | GOOG | Alphabet Inc CL C | $365.76 | -0.95% | 109.82% | 172.71% | $542.9M | 5.11% | −251,121 | −11.7% |
| 5 | V | Visa Inc | $323.57 | 1.06% | -11.91% | 36.33% | $529.0M | 4.98% | −366,634 | −17.3% |
| 6 | WM | Waste Management Inc | $220.40 | 0.63% | -4.92% | 60.74% | $464.6M | 4.37% | −746,648 | −27.0% |
| 7 | AVGO | Broadcom Inc | $385.73 | -7.92% | 57.48% | 771.51% | $452.7M | 4.26% | +814,680 | +125.7% |
| 8 | CP | Canadian Pacific Kansas City L | $89.93 | 0.48% | 10.51% | 25.53% | $409.8M | 3.86% | −1,353,889 | −20.6% |
| 9 | META | Meta Platforms Inc | $593.00 | -5.51% | -14.74% | 67.74% | $398.9M | 3.76% | −157,234 | −18.4% |
| 10 | AAPL | Apple Inc | $307.34 | -1.25% | 51.31% | 116.17% | $387.2M | 3.65% | +305,664 | +25.1% |
| 11 | SNPS | Synopsys Inc | $464.85 | -5.99% | -4.35% | 61.41% | $357.2M | 3.36% | −223,398 | −19.9% |
| 12 | YUM | Yum! Brands Inc | $150.87 | 1.88% | 6.17% | 26.11% | $351.4M | 3.31% | −237,026 | −9.5% |
| 13 | AON | Aon PLC | $328.53 | 1.95% | -11.05% | 30.92% | $339.5M | 3.20% | −169,662 | −13.9% |
| 14 | AXP | American Express Co | $310.66 | -0.60% | 3.78% | 93.56% | $339.4M | 3.20% | +504,124 | +81.6% |
| 15 | — | Netflix Inc | — | — | — | — | $328.0M | 3.09% | +832,072 | +32.3% |
| 16 | CRM | Salesforce Inc | $185.66 | -1.64% | -31.86% | -22.13% | $324.9M | 3.06% | −401,025 | −18.7% |
| 17 | SPGI | S&P Global Inc | $424.44 | 1.03% | -17.59% | 3.23% | $322.1M | 3.03% | −272,995 | −26.5% |
| 18 | DHR | Danaher Corp | $184.30 | -1.25% | -5.33% | -28.54% | $310.3M | 2.92% | +38,584 | +2.4% |
| 19 | ARM | Arm Holdings Inc - ADR | $342.93 | -12.84% | 157.63% | 595.74% | $303.6M | 2.86% | −660,971 | −24.8% |
| 20 | INTU | Intuit Inc | $296.76 | -1.73% | -61.23% | -42.11% | $274.9M | 2.59% | −323,849 | −33.7% |
| 21 | CMG | Chipotle Mexican Grill Inc | $29.34 | 4.12% | -44.11% | -21.27% | $250.3M | 2.36% | −1,859,370 | −19.2% |
| 22 | GWW | WW Grainger Inc | $1300.01 | 0.83% | 19.82% | 207.80% | $230.1M | 2.17% | −18,777 | −8.2% |
| 23 | ECL | Ecolab Inc | $257.97 | 1.43% | -2.40% | 23.16% | $225.4M | 2.12% | +202,240 | +31.4% |
| 24 | MA | MasterCard Inc | $491.08 | 1.93% | -16.29% | 31.00% | $188.1M | 1.77% | +376,414 | NEW |
| 25 | COO | Cooper Companies Inc/ The | $67.34 | 8.58% | -6.90% | -36.11% | $146.9M | 1.38% | −1,314,255 | −39.0% |
| 26 | NKE | NIKE Inc | $42.98 | -1.47% | -29.22% | -72.13% | $135.5M | 1.28% | −225,147 | −8.1% |
| 27 | HDB | HDFC Bank Ltd-ADR | $23.41 | -2.58% | -38.82% | -28.83% | $130.0M | 1.22% | −485,068 | −8.5% |
| 28 | STE | Steris PLC | $212.35 | 0.05% | -12.22% | 1.63% | $121.0M | 1.14% | −211,505 | −27.9% |
| 29 | NOW | ServiceNow Inc | $112.45 | -5.79% | -45.42% | -4.36% | $105.1M | 0.99% | −135,708 | −11.9% |
| 30 | MELI | MercadoLibre Inc | $1607.80 | -1.65% | -35.23% | 2.49% | $90.8M | 0.86% | −24,742 | −32.0% |
| 31 | ALC | Alcon Inc | $66.81 | 0.35% | — | — | $83.0M | 0.78% | −1,029,428 | −48.3% |
| 32 | SAP | SAP SE-Sponsored ADR | $184.77 | -1.27% | — | — | $81.2M | 0.76% | −212,747 | −31.0% |
| 33 | SE | Sea LTD ADR | $86.56 | -6.00% | — | — | $52.2M | 0.49% | −130,405 | −17.2% |
| 34 | TSM | Taiwan Semiconductor Mfg ADR | $415.17 | -6.69% | — | — | $44.0M | 0.41% | −3,271 | −2.4% |
| 35 | BABA | Alibaba Group Holding-Sp ADR | $121.06 | -3.88% | — | — | $34.3M | 0.32% | −6,916 | −2.5% |
| 36 | UL | Unilever PLC ADR | $56.72 | 3.03% | — | — | $23.1M | 0.22% | −34,450 | −7.8% |
| 37 | GRAB | Grab Holdings Ltd - Cl A | $3.34 | -3.47% | — | — | $21.3M | 0.20% | +1,914,652 | +49.1% |
| 38 | FMX | Fomento Economico Mexicano-Sp | $122.88 | 0.29% | — | — | $18.3M | 0.17% | +9,668 | +6.2% |
| 39 | WCN | Waste Connections | $155.22 | 0.82% | — | — | $15.9M | 0.15% | +12,829 | +15.0% |
| 40 | INFY | Infosys Ltd-Sp ADR | $12.40 | -1.35% | — | — | $15.6M | 0.15% | +805,626 | +230.1% |
| 41 | XP | XP Inc | $15.34 | -1.92% | — | — | $13.3M | 0.12% | +16,319 | +2.4% |
| 42 | LIN | Linde PLC | $507.90 | 0.09% | — | — | $12.2M | 0.11% | −4,160 | −14.5% |
| 43 | SHOP | Shopify Inc. | $109.54 | -5.60% | — | — | $9.6M | 0.09% | +20,436 | +33.7% |
| 44 | SPOT | Spotify Technology SA | $496.95 | 0.68% | — | — | $7.2M | 0.07% | +14,877 | NEW |
| 45 | TME | Tencent Music Entertainment - | $9.08 | -2.37% | — | — | $4.7M | 0.04% | +162,755 | +47.7% |
| 46 | MMYT | MakeMyTrip Ltd | $44.09 | -2.39% | — | — | $4.6M | 0.04% | +32,263 | +35.5% |
| 47 | UNVGY | Universal Music Group Unsp Adr | $10.34 | -1.34% | — | — | $3.3M | 0.03% | — | HELD |
| 48 | AAGIY | AIA Group Ltd-Sp ADR | $37.20 | -5.15% | — | — | $3.2M | 0.03% | — | HELD |
| 49 | ADYEY | Adyen NV Unspon ADR | $9.40 | -9.27% | — | — | $2.9M | 0.03% | +67,012 | +29.4% |
| 50 | EXPGY | Experian PLC ADR | $34.82 | -0.94% | — | — | $2.5M | 0.02% | — | HELD |
| 51 | FRCOY | Fast Retailing Co-Unspon ADR | $48.02 | -3.28% | — | — | $2.5M | 0.02% | −15,063 | −19.4% |
| 52 | — | UnitedHealth Group Inc | — | — | — | — | — | — | −1,422,511 | EXITED |
| 53 | IT | Gartner Inc | $164.02 | -0.52% | — | — | — | — | −1,243,148 | EXITED |
| 54 | WDAY | Workday Inc Class A | $144.28 | -2.45% | — | — | — | — | −36,299 | EXITED |
| 55 | IWF | iShares Russell 1000 Growth | $122.69 | -3.26% | — | — | — | — | −10,027 | EXITED |
| 56 | GOOGL | Alphabet Inc CL A | $368.53 | -0.98% | — | — | — | — | −10,582 | EXITED |
Source: SEC EDGAR · accession 0001290668-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.