13F HOLDINGS REPORT
Sustainable Growth Advisers, LP
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001290668-25-000001
Total Value
$19.94B
Positions
96
Other Managers
4
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon.com Inc | AMZN | 4,306,043 | $944.7M | 4.74% |
| 2 | Microsoft Corp. | MSFT | 2,199,527 | $927.1M | 4.65% |
| 3 | Visa Inc | V | 2,509,811 | $793.2M | 3.98% |
| 4 | Intuit Inc | INTU | 992,027 | $623.5M | 3.13% |
| 5 | UnitedHealth Group Inc | UNH | 1,207,597 | $610.9M | 3.06% |
| 6 | Aon PLC | AON | 1,691,459 | $607.5M | 3.05% |
| 7 | S&P Global Inc | SPGI | 1,160,696 | $578.1M | 2.90% |
| 8 | Yum! Brands Inc | YUM | 4,053,748 | $543.9M | 2.73% |
| 9 | Synopsys Inc | SNPS | 1,105,035 | $536.3M | 2.69% |
| 10 | Danaher Corp | 235851102 | 2,315,176 | $531.4M | 2.67% |
| 11 | Meta Platforms Inc | META | 851,496 | $498.6M | 2.50% |
| 12 | Workday Inc Class A | WDAY | 1,879,049 | $484.9M | 2.43% |
| 13 | Nvidia Corp | NVDA | 3,500,005 | $470.0M | 2.36% |
| 14 | Canadian Pacific Kansas City L | CP | 6,297,960 | $455.8M | 2.29% |
| 15 | Novo-Nordisk A/S-Spons ADR | NONOF | 5,155,051 | $443.4M | 2.22% |
| 16 | Apple Inc | AAPL | 1,750,125 | $438.3M | 2.20% |
| 17 | Autodesk Inc | ADSK | 1,460,353 | $431.6M | 2.16% |
| 18 | Amazon.com Inc | AMZN | 1,886,995 | $414.0M | 2.08% |
| 19 | Waste Management Inc | 94106L109 | 1,919,655 | $387.4M | 1.94% |
| 20 | MSCI Inc. | MSCI | 644,096 | $386.5M | 1.94% |
| 21 | Microsoft Corp. | MSFT | 910,981 | $384.0M | 1.93% |
| 22 | Alphabet Inc CL C | GOOG | 1,966,019 | $374.4M | 1.88% |
| 23 | Thermo Fisher Scientific Inc | TMO | 679,999 | $353.8M | 1.77% |
| 24 | Visa Inc | V | 1,039,299 | $328.5M | 1.65% |
| 25 | American Express Co | AXP | 965,859 | $286.7M | 1.44% |
| 26 | Ecolab Inc | ECL | 1,213,274 | $284.3M | 1.43% |
| 27 | Intuit Inc | INTU | 437,319 | $274.9M | 1.38% |
| 28 | HDFC Bank Ltd-ADR | HDB | 4,160,856 | $265.7M | 1.33% |
| 29 | Salesforce Inc | CRM | 783,818 | $262.1M | 1.31% |
| 30 | ServiceNow Inc | NOW | 241,906 | $256.4M | 1.29% |
| 31 | HDFC Bank Ltd-ADR | HDB | 4,015,631 | $256.4M | 1.29% |
| 32 | Gartner Inc | IT | 510,575 | $247.4M | 1.24% |
| 33 | S&P Global Inc | SPGI | 470,515 | $234.3M | 1.18% |
| 34 | Meta Platforms Inc | META | 398,588 | $233.4M | 1.17% |
| 35 | UnitedHealth Group Inc | UNH | 450,977 | $228.1M | 1.14% |
| 36 | Nvidia Corp | NVDA | 1,640,656 | $220.3M | 1.10% |
| 37 | Danaher Corp | 235851102 | 916,834 | $210.5M | 1.06% |
| 38 | Synopsys Inc | SNPS | 433,548 | $210.4M | 1.06% |
| 39 | Aon PLC | AON | 572,324 | $205.6M | 1.03% |
| 40 | Yum! Brands Inc | YUM | 1,525,367 | $204.6M | 1.03% |
| 41 | Workday Inc Class A | WDAY | 778,261 | $200.8M | 1.01% |
| 42 | Netflix Inc | NFLX | 223,953 | $199.6M | 1.00% |
| 43 | Apple Inc | AAPL | 793,323 | $198.7M | 1.00% |
| 44 | Alcon Inc | ALC | 2,278,309 | $193.4M | 0.97% |
| 45 | Starbucks Corp | SBUX | 1,998,798 | $182.4M | 0.91% |
| 46 | Canadian Pacific Kansas City L | CP | 2,497,432 | $180.7M | 0.91% |
| 47 | MSCI Inc. | MSCI | 299,580 | $179.8M | 0.90% |
| 48 | Alphabet Inc CL C | GOOG | 913,650 | $174.0M | 0.87% |
| 49 | Icon PLC | ICLR | 817,237 | $171.4M | 0.86% |
| 50 | Steris PLC | STE | 814,284 | $167.4M | 0.84% |
| 51 | Icon PLC | ICLR | 776,482 | $162.8M | 0.82% |
| 52 | MercadoLibre Inc | MELI | 84,866 | $144.3M | 0.72% |
| 53 | Autodesk Inc | ADSK | 481,155 | $142.2M | 0.71% |
| 54 | ServiceNow Inc | NOW | 125,922 | $133.5M | 0.67% |
| 55 | Salesforce Inc | CRM | 396,558 | $132.6M | 0.66% |
| 56 | Alcon Inc | ALC | 1,499,613 | $127.3M | 0.64% |
| 57 | Infosys Ltd-Sp ADR | INFY | 5,778,987 | $126.7M | 0.64% |
| 58 | Steris PLC | STE | 568,934 | $117.0M | 0.59% |
| 59 | MercadoLibre Inc | MELI | 53,668 | $91.3M | 0.46% |
| 60 | Infosys Ltd-Sp ADR | INFY | 4,127,892 | $90.5M | 0.45% |
| 61 | Atlassian Corp-A | TEAM | 237,818 | $57.9M | 0.29% |
| 62 | Taiwan Semiconductor Mfg ADR | 874039100 | 249,789 | $49.3M | 0.25% |
| 63 | Atlassian Corp-A | TEAM | 168,188 | $40.9M | 0.21% |
| 64 | Fomento Economico Mexicano-Sp | 344419106 | 250,989 | $21.5M | 0.11% |
| 65 | Waste Management Inc | 94106L109 | 90,328 | $18.2M | 0.09% |
| 66 | SAP SE-Sponsored ADR | SAPGF | 70,157 | $17.3M | 0.09% |
| 67 | Thermo Fisher Scientific Inc | TMO | 32,207 | $16.8M | 0.08% |
| 68 | Novo-Nordisk A/S-Spons ADR | NONOF | 185,752 | $16.0M | 0.08% |
| 69 | Linde PLC | LIN | 34,177 | $14.3M | 0.07% |
| 70 | Ecolab Inc | ECL | 55,457 | $13.0M | 0.07% |
| 71 | Gartner Inc | IT | 24,852 | $12.0M | 0.06% |
| 72 | American Express Co | AXP | 38,793 | $11.5M | 0.06% |
| 73 | Waste Connections | WCN | 66,936 | $11.5M | 0.06% |
| 74 | Shopify Inc. | SHOP | 106,360 | $11.3M | 0.06% |
| 75 | Netflix Inc | NFLX | 10,619 | $9.5M | 0.05% |
| 76 | Starbucks Corp | SBUX | 94,177 | $8.6M | 0.04% |
| 77 | Universal Music Gro Unsp Adr | 91377B109 | 608,074 | $7.8M | 0.04% |
| 78 | iShares Russell 1000 Growth | 464287614 | 18,623 | $7.5M | 0.04% |
| 79 | Nestle SA-Spons ADR | 641069406 | 74,622 | $6.1M | 0.03% |
| 80 | AIA Group Ltd-Sp ADR | 001317205 | 191,827 | $5.5M | 0.03% |
| 81 | LVMH Moet Hennessy-UNSP ADR | 502441306 | 40,701 | $5.3M | 0.03% |
| 82 | Unilever PLC ADR | UNLYF | 92,240 | $5.2M | 0.03% |
| 83 | Unilever PLC ADR | UNLYF | 74,322 | $4.2M | 0.02% |
| 84 | XP Inc | XP | 341,400 | $4.0M | 0.02% |
| 85 | Fomento Economico Mexicano-Sp | 344419106 | 41,562 | $3.6M | 0.02% |
| 86 | Experian PLC ADR | 30215C101 | 76,700 | $3.3M | 0.02% |
| 87 | XP Inc | XP | 249,222 | $3.0M | 0.01% |
| 88 | Tencent Music Entertainment - | XHLD | 228,941 | $2.6M | 0.01% |
| 89 | Alphabet Inc CL A | GOOG | 12,818 | $2.4M | 0.01% |
| 90 | Tencent Music Entertainment - | XHLD | 188,972 | $2.1M | 0.01% |
| 91 | Taiwan Semiconductor Mfg ADR | 874039100 | 6,055 | $1.2M | 0.01% |
| 92 | iShares Core S&P 500 ETF | 464287200 | 881 | $518,627 | 0.00% |
| 93 | Vanguard Growth ETF | 922908736 | 847 | $347,643 | 0.00% |
| 94 | Sherwin-Williams Co | SHW | 610 | $207,357 | 0.00% |
| 95 | Shopify Inc. | SHOP | 419 | $44,552 | 0.00% |
| 96 | AIA Group Ltd-Sp ADR | 001317205 | 1,068 | $30,780 | 0.00% |