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CIK: 0001290668
Total reported value
$10.2B
$10.2B
52 檔
59.6%
The Q2 2024 SEC filing reveals that Sustainable Growth Advisers, LP held a total portfolio value of $10.2B, covering 52 public equity positions.
During Q2 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 | 6.83% | +0.04% | -8.19% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.60% | -1.07% | -10.20% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.82% | -0.12% | -3.06% | |
| 4 | ✓ | Stock-Other | 4.41% | — | +0.23% | ||
| 5 | SPGI | S&p Global Inc | Stock-Financials | 4.18% | -0.38% | -3.54% | |
| 6 | WDAY | Workday Inc-class A | Stock-Tech | 3.98% | — | +18.39% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 3.58% | -0.14% | -12.47% | |
| 8 | AON | Aon plc | Stock-Financials | 3.58% | -2.41% | -1.62% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.46% | +1.31% | +765.39% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 3.45% | -2.59% | EXIT | |
| 11 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 3.34% | +0.61% | -3.82% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.23% | +2.27% | -29.59% | |
| 13 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.22% | -1.10% | -4.31% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 3.14% | -0.75% | +12.94% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.91% | +1.31% | +15884.22% | |
| 16 | MSCI | Msci Inc | Stock-Financials | 2.85% | — | +1.28% | |
| 17 | ADSK | Autodesk Inc | Stock-Tech | 2.72% | — | -18.12% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.63% | -0.38% | — | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 2.55% | +0.31% | +65.44% | |
| 20 | SNPS | Synopsys Inc | Stock-Tech | 2.53% | +0.17% | — | |
| 21 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.43% | -0.26% | -3.18% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.12% | — | -11.74% | |
| 23 | CPAY | Corpay Inc | Stock-Tech | 1.99% | — | -5.75% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.76% | +0.42% | -13.87% | |
| 25 | ✓ | Stock-Other | 1.73% | — | -17.98% | ||
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.70% | — | -9.19% | |
| 27 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.66% | — | -1.42% | |
| 28 | ALC | Alcon Inc. | Stock-Healthcare | 1.49% | -0.63% | -4.38% | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.47% | — | +0.10% | |
| 30 | AXP | American Express Co | Stock-Financials | 1.47% | +0.08% | -16.06% | |
| 31 | STE | STERIS plc | Stock-Healthcare | 1.42% | -0.36% | -1.50% | |
| 32 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.39% | -0.06% | +1.67% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 1.19% | +0.14% | -10.05% | |
| 34 | IT | Gartner Inc | Stock-Tech | 1.18% | — | — | |
| 35 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.15% | -0.30% | -38.87% | |
| 36 | TEAM | Atlassian Corp-cl A | Stock-Tech | 1.08% | — | +36.46% | |
| 37 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.16% | -0.04% | -24.63% | |
| 38 | XPEV | XPeng Inc. | Stock-Other | 0.10% | -0.04% | +12.14% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.09% | +0.66% | -90.40% | |
| 40 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.08% | -0.23% | -18.41% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.07% | +0.01% | +314.52% | |
| 42 | WCN | Waste Connections Inc | Stock-Industrials | 0.07% | +0.03% | -16.98% | |
| 43 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.07% | — | +28.17% | |
| 44 | UL | Unilever PLC | Stock-Consumer Staples | 0.05% | — | +6.20% | |
| 45 | UNVGY | Universal Music Gro-unsp Adr | Stock-Other | 0.04% | -0.03% | EXIT | |
| 46 | AAGIY | Aia Group Ltd-sp Adr | Stock-Other | 0.02% | -0.03% | EXIT | |
| 47 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 0.02% | — | -0.68% | |
| 48 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.02% | — | -0.00% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.01% | — | -17.14% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.01% | — | +144.68% |
According to official SEC Form 13F filings, Sustainable Growth Advisers, LP reported a total U.S. public equity portfolio value of $10.2B across 52 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, V) accounted for 59.6% of total reported equity market value during Q2 2024.
During Q2 2024, Sustainable Growth Advisers, LP's top holdings by market value included MSFT (6.8%)、AMZN (6.6%)、V (4.8%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q2 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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