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CIK: 0001290668
Total reported value
$10.2B
$10.2B
52 檔
31.2%
According to the latest 13F quarterly dataset, Sustainable Growth Advisers, LP managed an equity portfolio of $10.2B at the end of Q1 2026, spanning 52 distinct U.S. exchange-listed positions.
In Q1 2026, Sustainable Growth Advisers, LP adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.96% | +1.31% | -18.83% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.41% | -1.07% | -29.69% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | +0.04% | -23.65% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.11% | +2.27% | -11.71% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.98% | -0.12% | -17.32% | |
| 6 | WM | Waste Management Inc | Stock-Industrials | 4.37% | +0.14% | -26.97% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.26% | +0.47% | +125.74% | |
| 8 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.86% | -1.10% | -20.63% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.76% | -0.38% | -18.40% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.65% | +1.31% | +25.05% | |
| 11 | SNPS | Synopsys Inc | Stock-Tech | 3.36% | +0.17% | -19.87% | |
| 12 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 3.31% | +0.61% | -9.49% | |
| 13 | AON | Aon plc | Stock-Financials | 3.20% | -2.41% | -13.89% | |
| 14 | AXP | American Express Co | Stock-Financials | 3.20% | +0.08% | +81.59% | |
| 15 | ✓ | Stock-Other | 3.09% | — | +32.26% | ||
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 3.09% | -0.24% | — | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 3.06% | -0.75% | -18.73% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 3.03% | -0.38% | -26.50% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 2.92% | -0.14% | +2.41% | |
| 20 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.86% | -1.52% | -24.77% | |
| 21 | INTU | Intuit Inc | Stock-Tech | 2.59% | -2.59% | EXIT | |
| 22 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 2.36% | -0.07% | -19.21% | |
| 23 | GWW | Ww Grainger Inc | Stock-Industrials | 2.17% | +0.45% | -8.17% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 2.12% | +0.42% | +31.35% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.77% | +0.14% | — | |
| 26 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.38% | -0.01% | -39.02% | |
| 27 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.28% | -0.30% | -8.07% | |
| 28 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.22% | -0.26% | -8.49% | |
| 29 | STE | STERIS plc | Stock-Healthcare | 1.14% | -0.36% | -27.88% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.99% | +0.31% | -11.89% | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.86% | -0.30% | -32.01% | |
| 32 | ALC | Alcon Inc. | Stock-Healthcare | 0.78% | -0.63% | -48.30% | |
| 33 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.76% | -0.23% | -30.97% | |
| 34 | SE | Sea Ltd-adr | Stock-Comm Services | 0.49% | -0.11% | -17.15% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.01% | -2.45% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.32% | -0.13% | -2.47% | |
| 37 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.22% | -0.04% | -7.83% | |
| 38 | GRAB | Grab Holdings Limited | Stock-Tech | 0.20% | -0.03% | +49.14% | |
| 39 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.17% | -0.04% | +6.22% | |
| 40 | WCN | Waste Connections Inc | Stock-Industrials | 0.15% | +0.03% | +15.04% | |
| 41 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.15% | -0.06% | +230.06% | |
| 42 | XPEV | XPeng Inc. | Stock-Other | 0.12% | -0.04% | +2.40% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.11% | +0.66% | -14.50% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.09% | -0.01% | +33.69% | |
| 45 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.07% | — | — | |
| 46 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.04% | -0.04% | EXIT | |
| 47 | MMYT | MakeMyTrip Limited | Stock-Other | 0.04% | -0.04% | EXIT | |
| 48 | UNVGY | Universal Music Gro-unsp Adr | Stock-Other | 0.03% | -0.03% | EXIT | |
| 49 | AAGIY | Aia Group Ltd-sp Adr | Stock-Other | 0.03% | -0.03% | EXIT | |
| 50 | ADYEY | Adyen Nv-unspon Adr | Stock-Other | 0.03% | -0.03% | +29.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.7% | +125.74% | Add |
| 2 | AXP | American Express Co | +1.6% | +81.59% | Add |
| 3 | ✓ | +1.4% | +32.26% | Add | |
| 4 | AAPL | Apple Inc | +1.4% | +25.05% | Add |
| 5 | ECL | Ecolab Inc | +1% | +31.35% | Add |
| 6 | ARM | Arm Holdings Plc-adr | +0.8% | -24.77% | Trim |
| 7 | YUM | Yum! Brands Inc | +0.7% | -9.49% | Trim |
| 8 | GWW | Ww Grainger Inc | +0.6% | -8.17% | Trim |
| 9 | CP | Canadian Pacific Kansas City | +0.5% | -20.63% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.5% | -11.71% | Trim |
| 11 | DHR | Danaher CORP | +0.4% | +2.41% | Add |
| 12 | NVDA | Nvidia CORP | +0.2% | -18.83% | Trim |
| 13 | AON | Aon plc | +0.2% | -13.89% | Trim |
| 14 | WM | Waste Management Inc | +0.2% | -26.97% | Trim |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.45% | Trim |
| 16 | INFY | Infosys Ltd-sp Adr | +0.1% | +230.06% | Add |
| 17 | GRAB | Grab Holdings Limited | +0.1% | +49.14% | Add |
| 18 | FMX | Fomento Economico Mex-sp Adr | +0.1% | +6.22% | Add |
| 19 | NKE | Nike Inc -cl B | +0.1% | -8.07% | Trim |
| 20 | WCN | Waste Connections Inc | +0.1% | +15.04% | Add |
| 21 | BABA | Alibaba Group Holding-sp Adr | 0% | -2.47% | Trim |
| 22 | XPEV | XPeng Inc. | 0% | +2.40% | Add |
| 23 | LIN | Linde plc | 0% | -14.50% | Trim |
| 24 | UL | Unilever Plc-sponsored Adr | 0% | -7.83% | Trim |
| 25 | SHOP | Shopify Inc - Class A | 0% | +33.69% | Add |
| 26 | AAGIY | Aia Group Ltd-sp Adr | 0% | — | Unchanged |
| 27 | TME | Tencent Music Entertainm-adr | — | +47.71% | Add |
| 28 | UNVGY | Universal Music Gro-unsp Adr | — | — | Unchanged |
| 29 | EXPGY | Experian Plc-spons Adr | — | — | Unchanged |
| 30 | ADYEY | Adyen Nv-unspon Adr | — | +29.41% | Add |
| 31 | FRCOY | Fast Retailing Co-unspon Adr | — | -19.40% | Trim |
| 32 | MMYT | MakeMyTrip Limited | 0% | +35.46% | Add |
| 33 | CMG | Chipotle Mexican Grill Inc | -0.1% | -19.21% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.2% | -18.40% | Trim |
| 35 | V | Visa Inc-class A Shares | -0.2% | -17.32% | Trim |
| 36 | SE | Sea Ltd-adr | -0.2% | -17.15% | Trim |
| 37 | STE | STERIS plc | -0.2% | -27.88% | Trim |
| 38 | NOW | Servicenow Inc | -0.2% | -11.89% | Trim |
| 39 | MELI | Mercadolibre Inc | -0.2% | -32.01% | Trim |
| 40 | HDB | Hdfc Bank Ltd-adr | -0.2% | -8.49% | Trim |
| 41 | SNPS | Synopsys Inc | -0.3% | -19.87% | Trim |
| 42 | ALC | Alcon Inc. | -0.4% | -48.30% | Trim |
| 43 | SAP | Sap Se-sponsored Adr | -0.4% | -30.97% | Trim |
| 44 | COO | Cooper Cos Inc/the | -0.5% | -39.02% | Trim |
| 45 | SPGI | S&p Global Inc | -0.7% | -26.50% | Trim |
| 46 | CRM | Salesforce Inc | -0.9% | -18.73% | Trim |
| 47 | AMZN | Amazon.com Inc | -1% | -29.69% | Trim |
| 48 | MSFT | Microsoft CORP | -1.4% | -23.65% | Trim |
| 49 | INTU | Intuit Inc | -1.8% | -33.75% | Trim |
| 50 | ✓ | — | EXIT | Sold out |
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 Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AMZN, MSFT) accounted for 31.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
MA
市值: $188.1M
Top Position Liquidated / Trimmed
前期市值: $469.6M
During Q1 2026, Sustainable Growth Advisers, LP's top holdings by market value included NVDA (8.0%)、AMZN (6.4%)、MSFT (5.5%). The largest single position, NVDA, represented 8.0% of total portfolio value.
In Q1 2026, Sustainable Growth Advisers, LP made 53 total portfolio adjustments, initiating 2 new buys, adding to 15 positions, trimming 31 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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