13F HOLDINGS REPORT
Sustainable Growth Advisers, LP
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001290668-26-000001
Total Value
$14.42B
Positions
100
Other Managers
3
Confidential Omitted
No
Holdings (100)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 4,210,575 | $785.3M | 5.45% |
| 2 | Amazon.com Inc | AMZN | 3,235,028 | $746.7M | 5.18% |
| 3 | Microsoft Corp. | MSFT | 1,483,900 | $717.6M | 4.98% |
| 4 | Visa Inc | V | 1,407,120 | $493.5M | 3.42% |
| 5 | Alphabet Inc CL C | GOOG | 1,490,064 | $467.6M | 3.24% |
| 6 | Waste Management Inc | 94106L109 | 2,096,877 | $460.7M | 3.19% |
| 7 | Intuit Inc | INTU | 658,950 | $436.5M | 3.03% |
| 8 | Meta Platforms Inc | META | 607,570 | $401.1M | 2.78% |
| 9 | Salesforce Inc | CRM | 1,437,907 | $380.9M | 2.64% |
| 10 | S&P Global Inc | SPGI | 720,418 | $376.5M | 2.61% |
| 11 | Synopsys Inc | SNPS | 773,938 | $363.5M | 2.52% |
| 12 | Yum! Brands Inc | YUM | 2,378,113 | $359.8M | 2.49% |
| 13 | Canadian Pacific Kansas City L | CP | 4,845,690 | $356.8M | 2.47% |
| 14 | Nvidia Corp | NVDA | 1,763,638 | $328.9M | 2.28% |
| 15 | Amazon.com Inc | AMZN | 1,417,525 | $327.2M | 2.27% |
| 16 | UnitedHealth Group Inc | UNH | 984,052 | $324.8M | 2.25% |
| 17 | Apple Inc | AAPL | 1,168,386 | $317.6M | 2.20% |
| 18 | Aon PLC | AON | 870,299 | $307.1M | 2.13% |
| 19 | Microsoft Corp. | MSFT | 571,177 | $276.2M | 1.92% |
| 20 | Cooper Companies Inc/ The | 216648501 | 3,216,214 | $263.6M | 1.83% |
| 21 | Danaher Corp | 235851102 | 1,109,023 | $253.9M | 1.76% |
| 22 | Visa Inc | V | 709,649 | $248.9M | 1.73% |
| 23 | Chipotle Mexican Grill Inc | CMG | 6,441,094 | $238.3M | 1.65% |
| 24 | WW Grainger Inc | 384802104 | 218,607 | $220.6M | 1.53% |
| 25 | American Express Co | AXP | 589,917 | $218.2M | 1.51% |
| 26 | Gartner Inc | IT | 853,163 | $215.2M | 1.49% |
| 27 | Alphabet Inc CL C | GOOG | 653,625 | $205.1M | 1.42% |
| 28 | Intuit Inc | INTU | 300,651 | $199.2M | 1.38% |
| 29 | Arm Holdings Inc - ADR | 042068205 | 1,803,603 | $197.2M | 1.37% |
| 30 | Netflix Inc | NFLX | 2,014,028 | $188.8M | 1.31% |
| 31 | Salesforce Inc | CRM | 703,428 | $186.3M | 1.29% |
| 32 | NIKE Inc | NKE | 2,662,274 | $169.6M | 1.18% |
| 33 | ServiceNow Inc | NOW | 1,092,974 | $167.4M | 1.16% |
| 34 | Synopsys Inc | SNPS | 350,447 | $164.6M | 1.14% |
| 35 | Meta Platforms Inc | META | 246,855 | $162.9M | 1.13% |
| 36 | S&P Global Inc | SPGI | 309,874 | $161.9M | 1.12% |
| 37 | Ecolab Inc | ECL | 614,636 | $161.4M | 1.12% |
| 38 | Broadcom Inc | AVGO | 426,983 | $147.8M | 1.02% |
| 39 | Waste Management Inc | 94106L109 | 671,473 | $147.5M | 1.02% |
| 40 | UnitedHealth Group Inc | UNH | 438,459 | $144.7M | 1.00% |
| 41 | HDFC Bank Ltd-ADR | HDB | 3,789,133 | $138.5M | 0.96% |
| 42 | Steris PLC | STE | 504,311 | $127.9M | 0.89% |
| 43 | Canadian Pacific Kansas City L | CP | 1,718,529 | $126.5M | 0.88% |
| 44 | Aon PLC | AON | 351,168 | $123.9M | 0.86% |
| 45 | Chipotle Mexican Grill Inc | CMG | 3,236,430 | $119.7M | 0.83% |
| 46 | Alcon Inc | ALC | 1,466,778 | $115.6M | 0.80% |
| 47 | Danaher Corp | 235851102 | 488,775 | $111.9M | 0.78% |
| 48 | SAP SE-Sponsored ADR | SAPGF | 455,477 | $110.6M | 0.77% |
| 49 | MercadoLibre Inc | MELI | 53,912 | $108.6M | 0.75% |
| 50 | Gartner Inc | IT | 389,985 | $98.4M | 0.68% |
| 51 | Arm Holdings Inc - ADR | 042068205 | 864,527 | $94.5M | 0.66% |
| 52 | Broadcom Inc | AVGO | 220,939 | $76.5M | 0.53% |
| 53 | HDFC Bank Ltd-ADR | HDB | 1,921,842 | $70.2M | 0.49% |
| 54 | Sea LTD ADR | SE | 510,909 | $65.2M | 0.45% |
| 55 | Steris PLC | STE | 254,373 | $64.5M | 0.45% |
| 56 | SAP SE-Sponsored ADR | SAPGF | 231,374 | $56.2M | 0.39% |
| 57 | Netflix Inc | NFLX | 564,869 | $53.0M | 0.37% |
| 58 | Alcon Inc | ALC | 664,721 | $52.4M | 0.36% |
| 59 | MercadoLibre Inc | MELI | 23,371 | $47.1M | 0.33% |
| 60 | Taiwan Semiconductor Mfg ADR | 874039100 | 133,349 | $40.5M | 0.28% |
| 61 | Alibaba Group Holding-Sp ADR | BBAAY | 227,919 | $33.4M | 0.23% |
| 62 | Sea LTD ADR | SE | 249,451 | $31.8M | 0.22% |
| 63 | Unilever PLC ADR | UNLYF | 349,815 | $22.9M | 0.16% |
| 64 | Yum! Brands Inc | YUM | 119,316 | $18.1M | 0.13% |
| 65 | Waste Connections | WCN | 85,319 | $15.0M | 0.10% |
| 66 | Grab Holdings Ltd - Cl A | GRABW | 2,839,801 | $14.2M | 0.10% |
| 67 | Apple Inc | AAPL | 51,650 | $14.0M | 0.10% |
| 68 | Cooper Companies Inc/ The | 216648501 | 152,353 | $12.5M | 0.09% |
| 69 | Fomento Economico Mexicano-Sp | 344419106 | 121,368 | $12.3M | 0.09% |
| 70 | Linde PLC | LIN | 28,684 | $12.2M | 0.08% |
| 71 | WW Grainger Inc | 384802104 | 11,088 | $11.2M | 0.08% |
| 72 | American Express Co | AXP | 27,973 | $10.3M | 0.07% |
| 73 | Shopify Inc. | SHOP | 60,232 | $9.7M | 0.07% |
| 74 | NIKE Inc | NKE | 127,614 | $8.1M | 0.06% |
| 75 | Ecolab Inc | ECL | 30,382 | $8.0M | 0.06% |
| 76 | Workday Inc Class A | WDAY | 36,299 | $7.8M | 0.05% |
| 77 | Alibaba Group Holding-Sp ADR | BBAAY | 52,483 | $7.7M | 0.05% |
| 78 | ServiceNow Inc | NOW | 48,005 | $7.4M | 0.05% |
| 79 | XP Inc | XP | 394,221 | $6.5M | 0.04% |
| 80 | Unilever PLC ADR | UNLYF | 90,205 | $5.9M | 0.04% |
| 81 | Grab Holdings Ltd - Cl A | GRABW | 1,056,705 | $5.3M | 0.04% |
| 82 | iShares Russell 1000 Growth | 464287614 | 10,027 | $4.7M | 0.03% |
| 83 | XP Inc | XP | 285,949 | $4.7M | 0.03% |
| 84 | Universal Music Group Unsp Adr | 91377B109 | 342,750 | $4.5M | 0.03% |
| 85 | Infosys Ltd-Sp ADR | INFY | 250,747 | $4.5M | 0.03% |
| 86 | MakeMyTrip Ltd | MMYT | 52,781 | $4.3M | 0.03% |
| 87 | Adyen NV Unspon ADR | 00783V104 | 225,964 | $3.6M | 0.03% |
| 88 | Tencent Music Entertainment - | XHLD | 199,025 | $3.5M | 0.02% |
| 89 | Fomento Economico Mexicano-Sp | 344419106 | 34,071 | $3.4M | 0.02% |
| 90 | Alphabet Inc CL A | GOOG | 10,582 | $3.3M | 0.02% |
| 91 | Experian PLC ADR | 30215C101 | 72,210 | $3.3M | 0.02% |
| 92 | MakeMyTrip Ltd | MMYT | 38,203 | $3.1M | 0.02% |
| 93 | AIA Group Ltd-Sp ADR | 001317205 | 70,218 | $2.9M | 0.02% |
| 94 | Fast Retailing Co-Unspon ADR | 31188H101 | 77,646 | $2.8M | 0.02% |
| 95 | Tencent Music Entertainment - | XHLD | 142,107 | $2.5M | 0.02% |
| 96 | Infosys Ltd-Sp ADR | INFY | 99,440 | $1.8M | 0.01% |
| 97 | Shopify Inc. | SHOP | 419 | $67,446 | 0.00% |
| 98 | Taiwan Semiconductor Mfg ADR | 874039100 | 177 | $53,789 | 0.00% |
| 99 | AIA Group Ltd-Sp ADR | 001317205 | 1,068 | $43,820 | 0.00% |
| 100 | Adyen NV Unspon ADR | 00783V104 | 1,872 | $29,896 | 0.00% |