13F HOLDINGS REPORT
Sustainable Growth Advisers, LP
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001290668-25-000003
Total Value
$19.37B
Positions
98
Other Managers
3
Confidential Omitted
No
Holdings (98)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon.com Inc | AMZN | 4,322,041 | $948.2M | 4.90% |
| 2 | Microsoft Corp. | MSFT | 1,866,427 | $928.4M | 4.79% |
| 3 | Meta Platforms Inc | META | 1,051,978 | $776.5M | 4.01% |
| 4 | Nvidia Corp | NVDA | 4,692,775 | $741.4M | 3.83% |
| 5 | Intuit Inc | INTU | 907,728 | $715.0M | 3.69% |
| 6 | Visa Inc | V | 1,889,250 | $670.8M | 3.46% |
| 7 | S&P Global Inc | SPGI | 1,046,198 | $551.6M | 2.85% |
| 8 | Synopsys Inc | SNPS | 1,041,126 | $533.8M | 2.76% |
| 9 | Waste Management Inc | 94106L109 | 2,221,134 | $508.2M | 2.62% |
| 10 | Microsoft Corp. | MSFT | 931,055 | $463.1M | 2.39% |
| 11 | Aon PLC | AON | 1,267,583 | $452.2M | 2.33% |
| 12 | ServiceNow Inc | NOW | 439,713 | $452.1M | 2.33% |
| 13 | Amazon.com Inc | AMZN | 2,059,112 | $451.7M | 2.33% |
| 14 | Canadian Pacific Kansas City L | CP | 5,614,059 | $445.0M | 2.30% |
| 15 | Novo-Nordisk A/S-Spons ADR | NONOF | 5,993,825 | $413.7M | 2.14% |
| 16 | Intuit Inc | INTU | 478,908 | $377.2M | 1.95% |
| 17 | Yum! Brands Inc | YUM | 2,511,804 | $372.2M | 1.92% |
| 18 | Chipotle Mexican Grill Inc | CMG | 6,623,665 | $371.9M | 1.92% |
| 19 | Salesforce Inc | CRM | 1,336,164 | $364.4M | 1.88% |
| 20 | Visa Inc | V | 1,014,472 | $360.2M | 1.86% |
| 21 | Meta Platforms Inc | META | 454,275 | $335.3M | 1.73% |
| 22 | Gartner Inc | IT | 827,509 | $334.5M | 1.73% |
| 23 | HDFC Bank Ltd-ADR | HDB | 4,234,786 | $324.7M | 1.68% |
| 24 | Danaher Corp | 235851102 | 1,640,377 | $324.0M | 1.67% |
| 25 | Arm Holdings Inc - ADR | 042068205 | 1,971,771 | $318.9M | 1.65% |
| 26 | Alphabet Inc CL C | GOOG | 1,739,000 | $308.5M | 1.59% |
| 27 | Nvidia Corp | NVDA | 1,841,797 | $291.0M | 1.50% |
| 28 | UnitedHealth Group Inc | UNH | 903,618 | $281.9M | 1.46% |
| 29 | Apple Inc | AAPL | 1,270,713 | $260.7M | 1.35% |
| 30 | Synopsys Inc | SNPS | 506,342 | $259.6M | 1.34% |
| 31 | Netflix Inc | NFLX | 189,975 | $254.4M | 1.31% |
| 32 | American Express Co | AXP | 778,888 | $248.4M | 1.28% |
| 33 | S&P Global Inc | SPGI | 463,595 | $244.4M | 1.26% |
| 34 | Arm Holdings Inc - ADR | 042068205 | 1,485,449 | $240.3M | 1.24% |
| 35 | HDFC Bank Ltd-ADR | HDB | 3,131,897 | $240.1M | 1.24% |
| 36 | Cooper Companies Inc/ The | 216648501 | 3,232,735 | $230.0M | 1.19% |
| 37 | Chipotle Mexican Grill Inc | CMG | 4,009,118 | $225.1M | 1.16% |
| 38 | Workday Inc Class A | WDAY | 935,025 | $224.4M | 1.16% |
| 39 | ServiceNow Inc | NOW | 207,153 | $213.0M | 1.10% |
| 40 | Salesforce Inc | CRM | 780,090 | $212.7M | 1.10% |
| 41 | Alcon Inc | ALC | 2,397,984 | $211.7M | 1.09% |
| 42 | MercadoLibre Inc | MELI | 79,444 | $207.6M | 1.07% |
| 43 | Aon PLC | AON | 579,557 | $206.8M | 1.07% |
| 44 | Steris PLC | STE | 834,581 | $200.5M | 1.04% |
| 45 | Canadian Pacific Kansas City L | CP | 2,486,265 | $197.1M | 1.02% |
| 46 | Ecolab Inc | ECL | 667,363 | $179.8M | 0.93% |
| 47 | Infosys Ltd-Sp ADR | INFY | 9,620,627 | $178.3M | 0.92% |
| 48 | Alphabet Inc CL C | GOOG | 977,918 | $173.5M | 0.90% |
| 49 | Danaher Corp | 235851102 | 798,176 | $157.7M | 0.81% |
| 50 | Waste Management Inc | 94106L109 | 676,502 | $154.8M | 0.80% |
| 51 | UnitedHealth Group Inc | UNH | 488,528 | $152.4M | 0.79% |
| 52 | Gartner Inc | IT | 334,004 | $135.0M | 0.70% |
| 53 | Workday Inc Class A | WDAY | 560,297 | $134.5M | 0.69% |
| 54 | Taiwan Semiconductor Mfg ADR | 874039100 | 532,538 | $120.6M | 0.62% |
| 55 | Steris PLC | STE | 415,221 | $99.7M | 0.51% |
| 56 | Alcon Inc | ALC | 1,118,871 | $98.8M | 0.51% |
| 57 | MercadoLibre Inc | MELI | 36,662 | $95.8M | 0.49% |
| 58 | Infosys Ltd-Sp ADR | INFY | 4,926,468 | $91.3M | 0.47% |
| 59 | Unilever PLC ADR | UNLYF | 365,391 | $22.4M | 0.12% |
| 60 | SAP SE-Sponsored ADR | SAPGF | 68,696 | $20.9M | 0.11% |
| 61 | Fomento Economico Mexicano-Sp | 344419106 | 200,768 | $20.7M | 0.11% |
| 62 | Yum! Brands Inc | YUM | 118,966 | $17.6M | 0.09% |
| 63 | Waste Connections | WCN | 90,907 | $17.0M | 0.09% |
| 64 | Shopify Inc. | SHOP | 128,243 | $14.8M | 0.08% |
| 65 | Linde PLC | LIN | 29,996 | $14.1M | 0.07% |
| 66 | Atlassian Corp-A | TEAM | 67,882 | $13.8M | 0.07% |
| 67 | Novo-Nordisk A/S-Spons ADR | NONOF | 198,811 | $13.7M | 0.07% |
| 68 | Netflix Inc | NFLX | 8,949 | $12.0M | 0.06% |
| 69 | Universal Music Group Unsp Adr | 91377B109 | 737,214 | $11.9M | 0.06% |
| 70 | American Express Co | AXP | 36,571 | $11.7M | 0.06% |
| 71 | Apple Inc | AAPL | 53,577 | $11.0M | 0.06% |
| 72 | Cooper Companies Inc/ The | 216648501 | 152,324 | $10.8M | 0.06% |
| 73 | Ecolab Inc | ECL | 31,449 | $8.5M | 0.04% |
| 74 | AIA Group Ltd-Sp ADR | 001317205 | 233,432 | $8.4M | 0.04% |
| 75 | Experian PLC ADR | 30215C101 | 155,671 | $8.0M | 0.04% |
| 76 | iShares Russell 1000 Growth | 464287614 | 17,256 | $7.3M | 0.04% |
| 77 | Grab Holdings Ltd - Cl A | GRABW | 1,158,604 | $5.8M | 0.03% |
| 78 | Alibaba Group Holding-Sp ADR | BBAAY | 50,123 | $5.7M | 0.03% |
| 79 | Tencent Music Entertainment - | XHLD | 269,595 | $5.3M | 0.03% |
| 80 | XP Inc | XP | 246,675 | $5.0M | 0.03% |
| 81 | Alibaba Group Holding-Sp ADR | BBAAY | 42,261 | $4.8M | 0.02% |
| 82 | Grab Holdings Ltd - Cl A | GRABW | 944,967 | $4.8M | 0.02% |
| 83 | Tencent Music Entertainment - | XHLD | 242,338 | $4.7M | 0.02% |
| 84 | Unilever PLC ADR | UNLYF | 74,717 | $4.6M | 0.02% |
| 85 | XP Inc | XP | 208,432 | $4.2M | 0.02% |
| 86 | Fomento Economico Mexicano-Sp | 344419106 | 34,071 | $3.5M | 0.02% |
| 87 | MakeMyTrip Ltd | MMYT | 30,199 | $3.0M | 0.02% |
| 88 | MakeMyTrip Ltd | MMYT | 25,380 | $2.5M | 0.01% |
| 89 | Alphabet Inc CL A | GOOG | 11,021 | $1.9M | 0.01% |
| 90 | Taiwan Semiconductor Mfg ADR | 874039100 | 6,820 | $1.5M | 0.01% |
| 91 | Autodesk Inc | ADSK | 1,917 | $593,446 | 0.00% |
| 92 | MSCI Inc. | MSCI | 745 | $429,671 | 0.00% |
| 93 | Thermo Fisher Scientific Inc | TMO | 881 | $357,210 | 0.00% |
| 94 | Starbucks Corp | SBUX | 3,272 | $299,813 | 0.00% |
| 95 | Sherwin-Williams Co | SHW | 583 | $200,179 | 0.00% |
| 96 | Shopify Inc. | SHOP | 419 | $48,332 | 0.00% |
| 97 | AIA Group Ltd-Sp ADR | 001317205 | 1,068 | $38,640 | 0.00% |
| 98 | Atlassian Corp-A | TEAM | 88 | $17,872 | 0.00% |