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CIK: 0001290668
Total reported value
$10.2B
$10.2B
54 檔
54.3%
At the close of Q4 2024, Sustainable Growth Advisers, LP disclosed equity holdings valued at approximately $10.2B, spread across 54 reported holdings.
During Q4 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 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.81% | -1.07% | -28.34% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.58% | +0.04% | -10.97% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 5.63% | -0.12% | -16.99% | |
| 4 | INTU | Intuit Inc | Stock-Tech | 4.51% | -2.59% | EXIT | |
| 5 | ✓ | Stock-Other | 4.21% | — | -6.95% | ||
| 6 | AON | Aon plc | Stock-Financials | 4.08% | -2.41% | -19.91% | |
| 7 | SPGI | S&p Global Inc | Stock-Financials | 4.07% | -0.38% | -14.90% | |
| 8 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 3.75% | +0.61% | -14.20% | |
| 9 | SNPS | Synopsys Inc | Stock-Tech | 3.75% | +0.17% | -13.78% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 3.72% | -0.14% | +9.20% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.67% | -0.38% | -16.82% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 3.46% | +1.31% | -17.26% | |
| 13 | WDAY | Workday Inc-class A | Stock-Tech | 3.44% | — | -26.39% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 3.19% | +1.31% | -17.28% | |
| 15 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.19% | -1.10% | -2.75% | |
| 16 | ADSK | Autodesk Inc | Stock-Tech | 2.88% | — | -19.97% | |
| 17 | MSCI | Msci Inc | Stock-Financials | 2.84% | — | -17.81% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.75% | +2.27% | -16.80% | |
| 19 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.62% | -0.26% | -4.09% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.30% | — | +23.65% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 2.03% | +0.14% | -24.07% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.98% | -0.75% | -46.16% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.96% | +0.31% | -27.61% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.86% | — | -11.80% | |
| 25 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.68% | — | +18.24% | |
| 26 | ALC | Alcon Inc. | Stock-Healthcare | 1.61% | -0.63% | -3.33% | |
| 27 | AXP | American Express Co | Stock-Financials | 1.50% | +0.08% | -26.78% | |
| 28 | ECL | Ecolab Inc | Stock-Materials | 1.49% | +0.42% | -22.46% | |
| 29 | STE | STERIS plc | Stock-Healthcare | 1.43% | -0.36% | -3.89% | |
| 30 | IT | Gartner Inc | Stock-Tech | 1.30% | — | -24.22% | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.18% | -0.30% | -2.50% | |
| 32 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.09% | -0.06% | -5.04% | |
| 33 | ✓ | Stock-Other | 1.05% | — | -59.07% | ||
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.96% | — | -23.75% | |
| 35 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.50% | — | -70.01% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.25% | +0.01% | +5.70% | |
| 37 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.13% | -0.04% | -3.85% | |
| 38 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.09% | -0.23% | -14.87% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.07% | +0.66% | -11.15% | |
| 40 | WCN | Waste Connections Inc | Stock-Industrials | 0.06% | +0.03% | -12.53% | |
| 41 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.06% | -0.01% | -30.80% | |
| 42 | UL | Unilever PLC | Stock-Consumer Staples | 0.05% | — | +4.79% | |
| 43 | UNVGY | Universal Music Gro-unsp Adr | Stock-Other | 0.04% | -0.03% | EXIT | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.04% | — | +166.81% | |
| 45 | XPEV | XPeng Inc. | Stock-Other | 0.04% | -0.04% | +7.39% | |
| 46 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.03% | — | +60.19% | |
| 47 | AAGIY | Aia Group Ltd-sp Adr | Stock-Other | 0.03% | -0.03% | EXIT | |
| 48 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 0.03% | — | -0.05% | |
| 49 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.02% | -0.04% | EXIT | |
| 50 | EXPGY | Experian Plc-spons Adr | Stock-Other | 0.02% | -0.02% | EXIT |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, V) accounted for 54.3% of total reported equity market value during Q4 2024.
During Q4 2024, Sustainable Growth Advisers, LP's top holdings by market value included AMZN (6.8%)、MSFT (6.6%)、V (5.6%). The largest single position, AMZN, represented 6.8% of total portfolio value.
In Q4 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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