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CIK: 0001290668
Total reported value
$10.2B
$10.2B
54 檔
61.3%
At the close of Q1 2024, Sustainable Growth Advisers, LP disclosed equity holdings valued at approximately $10.2B, spread across 54 reported holdings.
During Q1 2024, Sustainable Growth Advisers, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.64% | +0.04% | +0.49% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.50% | -1.07% | -0.30% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 5.01% | -0.12% | -2.16% | |
| 4 | ✓ | Stock-Other | 4.05% | — | +18.42% | ||
| 5 | INTU | Intuit Inc | Stock-Tech | 3.94% | -2.59% | EXIT | |
| 6 | AON | Aon plc | Stock-Financials | 3.92% | -2.41% | +4.75% | |
| 7 | SPGI | S&p Global Inc | Stock-Financials | 3.92% | -0.38% | +2.14% | |
| 8 | WDAY | Workday Inc-class A | Stock-Tech | 3.88% | — | +9.72% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 3.87% | -0.14% | -0.77% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.61% | +2.27% | +1.57% | |
| 11 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.57% | -1.10% | -4.18% | |
| 12 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 3.45% | +0.61% | +2.08% | |
| 13 | ADSK | Autodesk Inc | Stock-Tech | 3.31% | — | -6.83% | |
| 14 | MSCI | Msci Inc | Stock-Financials | 3.10% | — | +1.79% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 3.09% | -0.75% | -0.34% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 2.77% | +1.31% | -37.37% | |
| 17 | CPAY | Corpay Inc | Stock-Tech | 2.31% | — | — | |
| 18 | EQIX | Equinix Inc | Stock-Real Estate | 2.11% | +3.55% | NEW | |
| 19 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.07% | -0.26% | +24.07% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.05% | — | -4.91% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.88% | +0.42% | -18.16% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.87% | — | -2.09% | |
| 23 | ✓ | Stock-Other | 1.80% | — | -17.66% | ||
| 24 | ✓ | Stock-Other | 1.71% | — | -0.70% | ||
| 25 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.71% | — | -6.87% | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.64% | -0.30% | +38.34% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.63% | — | +14.60% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.63% | +0.08% | -3.39% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.59% | — | -10.82% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 1.42% | +0.31% | -22.40% | |
| 31 | STE | STERIS plc | Stock-Healthcare | 1.40% | -0.36% | +23.47% | |
| 32 | ALC | Alcon Inc. | Stock-Healthcare | 1.38% | -0.63% | +9.68% | |
| 33 | BALL | Ball CORP | Stock-Consumer Disc | 1.36% | — | -4.24% | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 1.26% | +0.14% | — | |
| 35 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.24% | -0.06% | +4.40% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.89% | +0.66% | -14.59% | |
| 37 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.82% | — | +9.17% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.81% | — | +3.38% | |
| 39 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.24% | -0.04% | +122.80% | |
| 40 | XPEV | XPeng Inc. | Stock-Other | 0.12% | -0.04% | +59.39% | |
| 41 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.10% | -0.23% | +130.02% | |
| 42 | WCN | Waste Connections Inc | Stock-Industrials | 0.08% | +0.03% | — | |
| 43 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 44 | UL | Unilever PLC | Stock-Consumer Staples | 0.04% | — | -3.49% | |
| 45 | UNVGY | Universal Music Gro-unsp Adr | Stock-Other | 0.03% | -0.03% | EXIT | |
| 46 | HEINY | Heineken Nv-spn Adr | Stock-Other | 0.03% | — | -0.01% | |
| 47 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 0.03% | — | — | |
| 48 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.02% | — | +0.05% | |
| 49 | AAGIY | Aia Group Ltd-sp Adr | Stock-Other | 0.02% | -0.03% | EXIT | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.01% | +1.31% | — |
According to official SEC Form 13F filings, Sustainable Growth Advisers, LP reported a total U.S. public equity portfolio value of $10.2B across 54 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, V) accounted for 61.3% of total reported equity market value during Q1 2024.
During Q1 2024, Sustainable Growth Advisers, LP's top holdings by market value included MSFT (6.6%)、AMZN (6.5%)、V (5.0%). The largest single position, MSFT, represented 6.6% of total portfolio value.
In Q1 2024, Sustainable Growth Advisers, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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