13F HOLDINGS REPORT
Sustainable Growth Advisers, LP
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001290668-25-000002
Total Value
$17.93B
Positions
100
Other Managers
4
Confidential Omitted
No
Holdings (100)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon.com Inc | AMZN | 4,510,619 | $858.2M | 4.79% |
| 2 | Microsoft Corp. | MSFT | 2,132,655 | $800.6M | 4.47% |
| 3 | Visa Inc | V | 2,269,495 | $795.4M | 4.44% |
| 4 | Meta Platforms Inc | META | 1,084,284 | $624.9M | 3.49% |
| 5 | UnitedHealth Group Inc | UNH | 1,186,043 | $621.2M | 3.46% |
| 6 | Intuit Inc | INTU | 964,326 | $592.1M | 3.30% |
| 7 | Nvidia Corp | NVDA | 5,230,094 | $566.8M | 3.16% |
| 8 | S&P Global Inc | SPGI | 1,072,655 | $545.0M | 3.04% |
| 9 | Aon PLC | AON | 1,157,339 | $461.9M | 2.58% |
| 10 | Synopsys Inc | SNPS | 1,068,708 | $458.3M | 2.56% |
| 11 | Waste Management Inc | 94106L109 | 1,785,278 | $413.3M | 2.31% |
| 12 | Canadian Pacific Kansas City L | CP | 5,872,619 | $412.3M | 2.30% |
| 13 | ServiceNow Inc | NOW | 513,557 | $408.9M | 2.28% |
| 14 | Amazon.com Inc | AMZN | 2,063,209 | $392.5M | 2.19% |
| 15 | Yum! Brands Inc | YUM | 2,444,398 | $384.7M | 2.15% |
| 16 | Novo-Nordisk A/S-Spons ADR | NONOF | 5,352,629 | $371.7M | 2.07% |
| 17 | Microsoft Corp. | MSFT | 964,070 | $361.9M | 2.02% |
| 18 | Visa Inc | V | 1,020,156 | $357.5M | 1.99% |
| 19 | Apple Inc | AAPL | 1,594,329 | $354.1M | 1.98% |
| 20 | Danaher Corp | 235851102 | 1,723,285 | $353.3M | 1.97% |
| 21 | Thermo Fisher Scientific Inc | TMO | 603,638 | $300.4M | 1.68% |
| 22 | Intuit Inc | INTU | 480,453 | $295.0M | 1.65% |
| 23 | Alphabet Inc CL C | GOOG | 1,821,476 | $284.6M | 1.59% |
| 24 | HDFC Bank Ltd-ADR | HDB | 4,258,854 | $283.0M | 1.58% |
| 25 | Salesforce Inc | CRM | 1,052,727 | $282.5M | 1.58% |
| 26 | Workday Inc Class A | WDAY | 1,199,650 | $280.2M | 1.56% |
| 27 | Gartner Inc | IT | 645,444 | $270.9M | 1.51% |
| 28 | Meta Platforms Inc | META | 455,008 | $262.2M | 1.46% |
| 29 | UnitedHealth Group Inc | UNH | 451,956 | $236.7M | 1.32% |
| 30 | HDFC Bank Ltd-ADR | HDB | 3,544,643 | $235.5M | 1.31% |
| 31 | S&P Global Inc | SPGI | 463,284 | $235.4M | 1.31% |
| 32 | Synopsys Inc | SNPS | 507,024 | $217.4M | 1.21% |
| 33 | American Express Co | AXP | 790,102 | $212.6M | 1.19% |
| 34 | Nvidia Corp | NVDA | 1,906,513 | $206.6M | 1.15% |
| 35 | Netflix Inc | NFLX | 211,397 | $197.1M | 1.10% |
| 36 | Alcon Inc | ALC | 2,029,073 | $192.6M | 1.07% |
| 37 | MercadoLibre Inc | MELI | 98,677 | $192.5M | 1.07% |
| 38 | Steris PLC | STE | 833,688 | $189.0M | 1.05% |
| 39 | Autodesk Inc | ADSK | 699,451 | $183.1M | 1.02% |
| 40 | Starbucks Corp | SBUX | 1,843,536 | $180.8M | 1.01% |
| 41 | Apple Inc | AAPL | 791,001 | $175.7M | 0.98% |
| 42 | Infosys Ltd-Sp ADR | INFY | 9,588,824 | $175.0M | 0.98% |
| 43 | Canadian Pacific Kansas City L | CP | 2,491,091 | $174.9M | 0.98% |
| 44 | Aon PLC | AON | 435,623 | $173.9M | 0.97% |
| 45 | Ecolab Inc | ECL | 677,062 | $171.6M | 0.96% |
| 46 | Yum! Brands Inc | YUM | 1,089,856 | $171.5M | 0.96% |
| 47 | ServiceNow Inc | NOW | 209,900 | $167.1M | 0.93% |
| 48 | Danaher Corp | 235851102 | 799,671 | $163.9M | 0.91% |
| 49 | Salesforce Inc | CRM | 574,391 | $154.1M | 0.86% |
| 50 | Workday Inc Class A | WDAY | 658,894 | $153.9M | 0.86% |
| 51 | Alphabet Inc CL C | GOOG | 979,938 | $153.1M | 0.85% |
| 52 | Icon PLC | ICLR | 756,169 | $132.3M | 0.74% |
| 53 | Icon PLC | ICLR | 755,669 | $132.2M | 0.74% |
| 54 | Arm Holdings Inc - ADR | 042068205 | 1,066,933 | $113.9M | 0.64% |
| 55 | Steris PLC | STE | 482,374 | $109.3M | 0.61% |
| 56 | Alcon Inc | ALC | 1,124,712 | $106.8M | 0.60% |
| 57 | MercadoLibre Inc | MELI | 52,640 | $102.7M | 0.57% |
| 58 | Infosys Ltd-Sp ADR | INFY | 5,288,719 | $96.5M | 0.54% |
| 59 | Taiwan Semiconductor Mfg ADR | 874039100 | 547,955 | $91.0M | 0.51% |
| 60 | Arm Holdings Inc - ADR | 042068205 | 527,661 | $56.3M | 0.31% |
| 61 | Fomento Economico Mexicano-Sp | 344419106 | 225,984 | $22.1M | 0.12% |
| 62 | Waste Connections | WCN | 92,889 | $18.1M | 0.10% |
| 63 | Waste Management Inc | 94106L109 | 78,100 | $18.1M | 0.10% |
| 64 | SAP SE-Sponsored ADR | SAPGF | 65,334 | $17.5M | 0.10% |
| 65 | Linde PLC | LIN | 30,663 | $14.3M | 0.08% |
| 66 | Thermo Fisher Scientific Inc | TMO | 28,402 | $14.1M | 0.08% |
| 67 | Novo-Nordisk A/S-Spons ADR | NONOF | 190,617 | $13.2M | 0.07% |
| 68 | Gartner Inc | IT | 30,881 | $13.0M | 0.07% |
| 69 | Shopify Inc. | SHOP | 114,666 | $10.9M | 0.06% |
| 70 | Atlassian Corp-A | TEAM | 50,135 | $10.6M | 0.06% |
| 71 | American Express Co | AXP | 37,392 | $10.1M | 0.06% |
| 72 | Netflix Inc | NFLX | 10,619 | $9.9M | 0.06% |
| 73 | Universal Music Group Unsp Adr | 91377B109 | 634,244 | $8.7M | 0.05% |
| 74 | Starbucks Corp | SBUX | 84,618 | $8.3M | 0.05% |
| 75 | Autodesk Inc | ADSK | 31,146 | $8.2M | 0.05% |
| 76 | Ecolab Inc | ECL | 32,079 | $8.1M | 0.05% |
| 77 | Experian PLC ADR | 30215C101 | 155,671 | $7.2M | 0.04% |
| 78 | LVMH Moet Hennessy-UNSP ADR | 502441306 | 55,380 | $6.9M | 0.04% |
| 79 | iShares Russell 1000 Growth | 464287614 | 18,562 | $6.7M | 0.04% |
| 80 | AIA Group Ltd-Sp ADR | 001317205 | 191,827 | $5.8M | 0.03% |
| 81 | Unilever PLC ADR | UNLYF | 92,232 | $5.5M | 0.03% |
| 82 | XP Inc | XP | 366,770 | $5.0M | 0.03% |
| 83 | Tencent Music Entertainment - | XHLD | 323,571 | $4.7M | 0.03% |
| 84 | Unilever PLC ADR | UNLYF | 74,322 | $4.4M | 0.02% |
| 85 | Fomento Economico Mexicano-Sp | 344419106 | 44,503 | $4.3M | 0.02% |
| 86 | XP Inc | XP | 305,223 | $4.2M | 0.02% |
| 87 | Tencent Music Entertainment - | XHLD | 267,965 | $3.9M | 0.02% |
| 88 | Grab Holdings Ltd - Cl A | GRABW | 722,713 | $3.3M | 0.02% |
| 89 | Grab Holdings Ltd - Cl A | GRABW | 638,411 | $2.9M | 0.02% |
| 90 | Alibaba Group Holding-Sp ADR | BBAAY | 19,482 | $2.6M | 0.01% |
| 91 | Alibaba Group Holding-Sp ADR | BBAAY | 16,210 | $2.1M | 0.01% |
| 92 | Alphabet Inc CL A | GOOG | 11,971 | $1.9M | 0.01% |
| 93 | Taiwan Semiconductor Mfg ADR | 874039100 | 6,820 | $1.1M | 0.01% |
| 94 | MSCI Inc. | MSCI | 1,410 | $797,355 | 0.00% |
| 95 | iShares Core S&P 500 ETF | 464287200 | 845 | $474,806 | 0.00% |
| 96 | Vanguard Growth ETF | 922908736 | 952 | $353,021 | 0.00% |
| 97 | Sherwin-Williams Co | SHW | 583 | $203,578 | 0.00% |
| 98 | Shopify Inc. | SHOP | 419 | $40,006 | 0.00% |
| 99 | AIA Group Ltd-Sp ADR | 001317205 | 1,068 | $32,307 | 0.00% |
| 100 | Atlassian Corp-A | TEAM | 88 | $18,674 | 0.00% |