13F HOLDINGS REPORT
Sustainable Growth Advisers, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001290668-25-000009
Total Value
$17.08B
Positions
105
Other Managers
3
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp. | MSFT | 1,712,807 | $887.1M | 5.19% |
| 2 | Nvidia Corp | NVDA | 4,660,151 | $869.5M | 5.09% |
| 3 | Amazon.com Inc | AMZN | 3,679,953 | $808.0M | 4.73% |
| 4 | Visa Inc | V | 1,643,555 | $561.1M | 3.29% |
| 5 | Intuit Inc | INTU | 803,951 | $549.0M | 3.21% |
| 6 | Meta Platforms Inc | META | 734,074 | $539.1M | 3.16% |
| 7 | Waste Management Inc | 94106L109 | 2,318,841 | $512.1M | 3.00% |
| 8 | Synopsys Inc | SNPS | 905,031 | $446.5M | 2.61% |
| 9 | Microsoft Corp. | MSFT | 845,992 | $438.2M | 2.57% |
| 10 | S&P Global Inc | SPGI | 868,312 | $422.6M | 2.47% |
| 11 | Canadian Pacific Kansas City L | CP | 5,377,555 | $400.6M | 2.35% |
| 12 | Yum! Brands Inc | YUM | 2,615,790 | $397.6M | 2.33% |
| 13 | Amazon.com Inc | AMZN | 1,744,754 | $383.1M | 2.24% |
| 14 | Alphabet Inc CL C | GOOG | 1,568,055 | $381.9M | 2.24% |
| 15 | ServiceNow Inc | NOW | 410,469 | $377.7M | 2.21% |
| 16 | UnitedHealth Group Inc | UNH | 1,056,920 | $365.0M | 2.14% |
| 17 | Aon PLC | AON | 934,595 | $333.3M | 1.95% |
| 18 | Nvidia Corp | NVDA | 1,750,452 | $326.6M | 1.91% |
| 19 | Apple Inc | AAPL | 1,265,962 | $322.4M | 1.89% |
| 20 | Visa Inc | V | 931,690 | $318.1M | 1.86% |
| 21 | Chipotle Mexican Grill Inc | CMG | 7,848,697 | $307.6M | 1.80% |
| 22 | Intuit Inc | INTU | 443,742 | $303.0M | 1.77% |
| 23 | Salesforce Inc | CRM | 1,260,798 | $298.8M | 1.75% |
| 24 | Arm Holdings Inc - ADR | 042068205 | 1,968,561 | $278.5M | 1.63% |
| 25 | Cooper Companies Inc/ The | 216648501 | 3,951,876 | $270.9M | 1.59% |
| 26 | American Express Co | AXP | 776,360 | $257.9M | 1.51% |
| 27 | Gartner Inc | IT | 950,794 | $249.9M | 1.46% |
| 28 | HDFC Bank Ltd-ADR | HDB | 7,207,554 | $246.2M | 1.44% |
| 29 | Danaher Corp | 235851102 | 1,211,029 | $240.1M | 1.41% |
| 30 | Meta Platforms Inc | META | 324,488 | $238.3M | 1.40% |
| 31 | WW Grainger Inc | 384802104 | 240,336 | $229.0M | 1.34% |
| 32 | Synopsys Inc | SNPS | 438,885 | $216.5M | 1.27% |
| 33 | Alphabet Inc CL C | GOOG | 865,667 | $210.8M | 1.23% |
| 34 | Waste Management Inc | 94106L109 | 943,307 | $208.3M | 1.22% |
| 35 | S&P Global Inc | SPGI | 425,258 | $207.0M | 1.21% |
| 36 | UnitedHealth Group Inc | UNH | 583,092 | $201.3M | 1.18% |
| 37 | ServiceNow Inc | NOW | 217,074 | $199.8M | 1.17% |
| 38 | Steris PLC | STE | 754,861 | $186.8M | 1.09% |
| 39 | Salesforce Inc | CRM | 773,573 | $183.3M | 1.07% |
| 40 | Ecolab Inc | ECL | 665,623 | $182.3M | 1.07% |
| 41 | Chipotle Mexican Grill Inc | CMG | 4,646,941 | $182.1M | 1.07% |
| 42 | NIKE Inc | NKE | 2,607,861 | $181.8M | 1.06% |
| 43 | Netflix Inc | NFLX | 150,053 | $179.9M | 1.05% |
| 44 | Canadian Pacific Kansas City L | CP | 2,262,851 | $168.6M | 0.99% |
| 45 | SAP SE-Sponsored ADR | SAPGF | 602,311 | $160.9M | 0.94% |
| 46 | MercadoLibre Inc | MELI | 67,326 | $157.3M | 0.92% |
| 47 | Alcon Inc | ALC | 2,021,642 | $150.6M | 0.88% |
| 48 | Danaher Corp | 235851102 | 706,912 | $140.2M | 0.82% |
| 49 | Aon PLC | AON | 382,769 | $136.5M | 0.80% |
| 50 | Gartner Inc | IT | 515,977 | $135.6M | 0.79% |
| 51 | Arm Holdings Inc - ADR | 042068205 | 913,148 | $129.2M | 0.76% |
| 52 | HDFC Bank Ltd-ADR | HDB | 3,707,403 | $126.6M | 0.74% |
| 53 | Infosys Ltd-Sp ADR | INFY | 7,661,550 | $124.7M | 0.73% |
| 54 | Alcon Inc | ALC | 1,192,667 | $88.9M | 0.52% |
| 55 | Taiwan Semiconductor Mfg ADR | 874039100 | 281,377 | $78.6M | 0.46% |
| 56 | Steris PLC | STE | 310,797 | $76.9M | 0.45% |
| 57 | SAP SE-Sponsored ADR | SAPGF | 240,105 | $64.2M | 0.38% |
| 58 | MercadoLibre Inc | MELI | 25,836 | $60.4M | 0.35% |
| 59 | Infosys Ltd-Sp ADR | INFY | 3,227,635 | $52.5M | 0.31% |
| 60 | Alibaba Group Holding-Sp ADR | BBAAY | 235,556 | $42.1M | 0.25% |
| 61 | Unilever PLC ADR | UNLYF | 354,539 | $21.0M | 0.12% |
| 62 | Yum! Brands Inc | YUM | 119,316 | $18.1M | 0.11% |
| 63 | Fomento Economico Mexicano-Sp | 344419106 | 167,209 | $16.5M | 0.10% |
| 64 | Waste Connections | WCN | 86,286 | $15.2M | 0.09% |
| 65 | Shopify Inc. | SHOP | 90,423 | $13.4M | 0.08% |
| 66 | Linde PLC | LIN | 27,913 | $13.3M | 0.08% |
| 67 | Apple Inc | AAPL | 51,650 | $13.2M | 0.08% |
| 68 | Cooper Companies Inc/ The | 216648501 | 180,659 | $12.4M | 0.07% |
| 69 | Atlassian Corp-A | TEAM | 75,937 | $12.1M | 0.07% |
| 70 | American Express Co | AXP | 32,667 | $10.9M | 0.06% |
| 71 | WW Grainger Inc | 384802104 | 11,088 | $10.6M | 0.06% |
| 72 | Universal Music Group Unsp Adr | 91377B109 | 721,262 | $10.4M | 0.06% |
| 73 | Workday Inc Class A | WDAY | 37,882 | $9.1M | 0.05% |
| 74 | NIKE Inc | NKE | 119,544 | $8.3M | 0.05% |
| 75 | Ecolab Inc | ECL | 30,382 | $8.3M | 0.05% |
| 76 | Netflix Inc | NFLX | 6,843 | $8.2M | 0.05% |
| 77 | Experian PLC ADR | 30215C101 | 152,154 | $7.6M | 0.04% |
| 78 | Alibaba Group Holding-Sp ADR | BBAAY | 42,261 | $7.6M | 0.04% |
| 79 | Grab Holdings Ltd - Cl A | GRABW | 1,063,060 | $6.4M | 0.04% |
| 80 | AIA Group Ltd-Sp ADR | 001317205 | 164,045 | $6.3M | 0.04% |
| 81 | Adyen NV Unspon ADR | 00783V104 | 381,150 | $6.1M | 0.04% |
| 82 | Fast Retailing Co-Unspon ADR | 31188H101 | 192,093 | $5.8M | 0.03% |
| 83 | Grab Holdings Ltd - Cl A | GRABW | 944,967 | $5.7M | 0.03% |
| 84 | XP Inc | XP | 287,656 | $5.4M | 0.03% |
| 85 | Unilever PLC ADR | UNLYF | 89,367 | $5.3M | 0.03% |
| 86 | Tencent Music Entertainment - | XHLD | 199,413 | $4.7M | 0.03% |
| 87 | XP Inc | XP | 247,360 | $4.6M | 0.03% |
| 88 | Tencent Music Entertainment - | XHLD | 175,385 | $4.1M | 0.02% |
| 89 | Fomento Economico Mexicano-Sp | 344419106 | 34,071 | $3.4M | 0.02% |
| 90 | MakeMyTrip Ltd | MMYT | 32,560 | $3.0M | 0.02% |
| 91 | MakeMyTrip Ltd | MMYT | 27,594 | $2.6M | 0.02% |
| 92 | Alphabet Inc CL A | GOOG | 10,582 | $2.6M | 0.02% |
| 93 | iShares Russell 1000 Growth | 464287614 | 2,974 | $1.4M | 0.01% |
| 94 | Autodesk Inc | ADSK | 1,806 | $573,712 | 0.00% |
| 95 | Thermo Fisher Scientific Inc | TMO | 883 | $428,273 | 0.00% |
| 96 | MSCI Inc. | MSCI | 745 | $422,720 | 0.00% |
| 97 | Novo-Nordisk A/S-Spons ADR | NONOF | 5,573 | $309,246 | 0.00% |
| 98 | Starbucks Corp | SBUX | 3,272 | $276,811 | 0.00% |
| 99 | Sherwin-Williams Co | SHW | 583 | $201,870 | 0.00% |
| 100 | Shopify Inc. | SHOP | 419 | $62,268 | 0.00% |
| 101 | Taiwan Semiconductor Mfg ADR | 874039100 | 177 | $49,434 | 0.00% |
| 102 | AIA Group Ltd-Sp ADR | 001317205 | 1,068 | $41,043 | 0.00% |
| 103 | Workday Inc Class A | WDAY | 129 | $31,054 | 0.00% |
| 104 | Adyen NV Unspon ADR | 00783V104 | 1,872 | $29,933 | 0.00% |
| 105 | Atlassian Corp-A | TEAM | 88 | $14,054 | 0.00% |