SG
Sustainable Growth Advisers, LP — AI-Powered 13F Analysis
Sustainable Growth Advisers, LPCIK: 0001290668
Diversified strategyContrarianQuality / disciplined sizing
Total reported value
$10.6B
Reporting period: 2026-03-31 · Number of holdings: 96
Sustainable Growth Advisers, LP disclosed 96 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $10.6B and a quarterly turnover rate of 42.6%.
Browse other institutions with $10B to $100B AUMBrowse other institutions starting with "S"
Personality snowflake
- Concentration
- 15.48
- Portfolio Stability
- 42.55
- Momentum/Contrarian
- 0
- Sector conviction
- 63.88
- Diversification
- 100
- Sizing Uniformity
- 90.04
Sustainable Growth Advisers, LP's disclosed holdings carry a Herfindahl concentration index of 0.039 — mathematically equivalent to about 26 equally-sized positions, well below its 96 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.00), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Add AVGO
+125.7% $228.4M
Trim INTU
-33.7% -$360.8M
Add AXP
+81.6% $110.8M
Trim MSFT
-23.7% -$413.1M
Add 64110l106
+32.3% $86.2M
Add AAPL
+25.1% $55.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 51 holdings (of 96 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.96% | +0.23% | -18.83% | |
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 6.41% | -1.04% | -29.69% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | -1.42% | -23.65% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.11% | +0.45% | -11.71% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.98% | -0.17% | -17.32% | |
| 6 | WM | Waste Management INC | Stock-Industrials | 4.37% | +0.15% | -26.97% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 4.26% | +2.70% | +125.74% | |
| 8 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.86% | +0.51% | -20.63% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.76% | -0.15% | -18.40% | |
| 10 | AAPL | Apple INC | Stock-Tech | 3.65% | +1.35% | +25.05% | |
| 11 | SNPS | Synopsys INC | Stock-Tech | 3.36% | -0.30% | -19.87% | |
| 12 | YUM | Yum! Brands INC | Stock-Consumer Disc | 3.31% | +0.69% | -9.49% | |
| 13 | AON | Aon plc | Stock-Financials | 3.20% | +0.21% | -13.89% | |
| 14 | AXP | American Express Co | Stock-Financials | 3.20% | +1.61% | +81.59% | |
| 15 | ✓ | Netflix, Inc. | Stock-Other | 3.09% | +1.41% | +32.26% | |
| 16 | CRM | Salesforce INC | Stock-Tech | 3.06% | -0.87% | -18.73% | |
| 17 | SPGI | S&p Global INC | Stock-Financials | 3.03% | -0.70% | -26.50% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 2.92% | +0.38% | +2.41% | |
| 19 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.86% | +0.84% | -24.77% | |
| 20 | INTU | Intuit INC | Stock-Tech | 2.59% | -1.82% | -33.75% | |
| 21 | CMG | Chipotle Mexican Grill INC | Stock-Consumer Disc | 2.36% | -0.12% | -19.21% | |
| 22 | GWW | Ww Grainger INC | Stock-Industrials | 2.17% | +0.56% | -8.17% | |
| 23 | ECL | Ecolab INC | Stock-Materials | 2.12% | +0.95% | +31.35% | |
| 24 | MA | Mastercard INC - A | Stock-Financials | 1.77% | +1.77% | NEW | |
| 25 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.38% | -0.53% | -39.02% | |
| 26 | NKE | Nike INC -cl B | Stock-Consumer Disc | 1.28% | +0.05% | -8.07% | |
| 27 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.22% | -0.23% | -8.49% | |
| 28 | STE | STERIS plc | Stock-Healthcare | 1.14% | -0.19% | -27.88% | |
| 29 | NOW | Servicenow INC | Stock-Tech | 0.99% | -0.22% | -11.89% | |
| 30 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.86% | -0.22% | -32.01% | |
| 31 | ALC | Alcon Inc. | Stock-Healthcare | 0.78% | -0.38% | -48.30% | |
| 32 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.76% | -0.40% | -30.97% | |
| 33 | SE | Sea Ltd-adr | Stock-Comm Services | 0.49% | -0.18% | -17.15% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.13% | -2.45% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.32% | +0.04% | -2.47% | |
| 36 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.22% | +0.02% | -7.83% | |
| 37 | GRAB | Grab Holdings Limited | Stock-Tech | 0.20% | +0.07% | +49.14% | |
| 38 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.17% | +0.06% | +6.22% | |
| 39 | WCN | Waste Connections INC | Stock-Industrials | 0.15% | +0.05% | +15.04% | |
| 40 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.15% | +0.11% | +230.06% | |
| 41 | XPEV | Xp INC Class A | Stock-Other | 0.12% | +0.04% | +2.40% | |
| 42 | LIN | Linde plc | Stock-Materials | 0.11% | — | -14.50% | |
| 43 | SHOP | Shopify INC - Class A | Stock-Tech | 0.09% | — | +33.69% | |
| 44 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.07% | +0.07% | NEW | |
| 45 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.04% | — | +47.71% | |
| 46 | MMYT | MakeMyTrip Limited | Stock-Other | 0.04% | -0.01% | +35.46% | |
| 47 | UNVGY | Universal Music Gro-unsp Adr | Stock-Other | 0.03% | — | — | |
| 48 | AAGIY | Aia Group Ltd-sp Adr | Stock-Other | 0.03% | — | — | |
| 49 | ADYEY | Adyen Nv-unspon Adr | Stock-Other | 0.03% | — | +29.41% | |
| 50 | EXPGY | Experian Plc-spons Adr | Stock-Other | 0.02% | — | — |
1–50 of 51
Portfolio Performance
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
-0.8%
Based on 88% of reported portfolio value with available pricing
- Stdev
- +14.4%
- Beta
- +0.98
- Alpha
- -8.7%
- Max Drawdown
- -12.4%
- Annualized Perf
- +8.7%
- Batting Avg vs S&P
- +30.6%
- Sortino
- +1.18
- Stutzer
- +0.19
- Treynor
- +0.1
- Sterling
- +0.44
- Calmar
- +0.7
- Information Ratio
- -1.39
- Tracking Error
- +6.5%
- Stdev Down
- +7.9%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +30.4%
- Worst 12 Months
- -5.9%
- Efficiency Ratio
- +0.24
- Sharpe
- +0.65
- Stdev Sectors
- +10.5%
- Skewness
- +0.49
- Kurtosis
- +0.18
- Upside Potential
- +3.11
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 96 | $10.6B | 43 | |
| 2025-12-31 | 100 | $14.4B | 24 | |
| 2025-09-30 | 105 | $17.1B | 37 | |
| 2025-06-30 | 98 | $19.4B | 0 | |
| 2025-03-31 | 100 | $17.9B | 100 | |
| 2024-12-31 | 96 | $19.9B | 0 | |
| 2024-09-30 | 100 | $23.6B | 0 | |
| 2024-06-30 | 100 | $22.7B | 0 | |
| 2024-03-31 | 104 | $23.9B | 0 | |
| 2023-12-31 | 99 | $22.0B | 0 | |
| 2023-09-30 | 100 | $19.7B | 0 | |
| 2023-06-30 | 105 | $21.1B | 0 | |
| 2023-03-31 | 100 | $17.2B | 0 | |
| 2022-12-31 | 103 | $15.4B | 0 | |
| 2022-09-30 | 99 | $13.4B | 0 | |
| 2022-06-30 | 104 | $14.0B | 0 | |
| 2022-03-31 | 110 | $18.1B | 0 | |
| 2021-12-31 | 111 | $19.6B | 0 | |
| 2021-09-30 | 112 | $19.7B | 0 | |
| 2021-06-30 | 115 | $19.0B | 100 | |
| 2021-03-31 | 110 | $17.4B | 18 | |
| 2020-12-31 | 110 | $15.4B | 24 | |
| 2020-09-30 | 105 | $14.4B | 14 | |
| 2020-06-30 | 109 | $13.7B | 50 | |
| 2020-03-31 | 105 | $9.3B | 32 | |
| 2019-12-31 | 101 | $10.7B | 12 | |
| 2019-09-30 | 99 | $10.0B | 18 | |
| 2019-06-30 | 94 | $9.7B | 16 | |
| 2019-03-31 | 88 | $9.0B | 18 | |
| 2018-12-31 | 89 | $7.7B | 35 | |
| 2018-09-30 | 90 | $9.0B | 16 | |
| 2018-06-30 | 90 | $8.4B | 14 | |
| 2018-03-31 | 90 | $8.4B | 32 | |
| 2017-12-31 | 91 | $8.5B | 25 | |
| 2017-09-30 | 80 | $7.3B | 21 | |
| 2017-06-30 | 83 | $6.8B | 32 | |
| 2017-03-31 | 80 | $5.9B | 22 | |
| 2016-12-31 | 81 | $5.0B | 17 | |
| 2016-09-30 | 84 | $5.3B | 25 | |
| 2016-06-30 | 84 | $4.8B | 19 | |
| 2016-03-31 | 84 | $4.5B | 22 | |
| 2015-12-31 | 95 | $4.8B | 20 | |
| 2015-09-30 | 86 | $4.6B | 34 | |
| 2015-06-30 | 87 | $4.9B | 18 | |
| 2015-03-31 | 82 | $4.3B | 22 | |
| 2014-12-31 | 84 | $4.4B | 16 | |
| 2014-09-30 | 101 | $4.4B | 24 | |
| 2014-06-30 | 72 | $4.7B | 22 | |
| 2014-03-31 | 70 | $4.7B | 34 | |
| 2013-12-31 | 70 | $4.6B | 26 | |
| 2013-09-30 | 69 | $4.5B | 24 | |
| 2013-06-30 | 71 | $4.0B | — |
Holding changes this quarter
Sustainable Growth Advisers, LP's most significant position changes for 2026-03-31: Sold out: UnitedHealth Group Incorporated; Sold out: Gartner INC (IT); New buy: Mastercard INC - A (MA); Sold out: Workday Inc-class A (WDAY); New buy: Spotify Technology S.A. (SPOT).
| # | 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 | ✓ | Netflix, Inc. | +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 | Xp INC Class A | 0% | +2.40% | Add |
| 23 | UL | Unilever Plc-sponsored Adr | 0% | -7.83% | Trim |
| 24 | TME | Tencent Music Entertainm-adr | — | +47.71% | Add |
| 25 | UNVGY | Universal Music Gro-unsp Adr | — | — | Unchanged |
| 26 | MMYT | MakeMyTrip Limited | 0% | +35.46% | Add |
| 27 | CMG | Chipotle Mexican Grill INC | -0.1% | -19.21% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.2% | -18.40% | Trim |
| 29 | V | Visa Inc-class A Shares | -0.2% | -17.32% | Trim |
| 30 | SE | Sea Ltd-adr | -0.2% | -17.15% | Trim |
| 31 | STE | STERIS plc | -0.2% | -27.88% | Trim |
| 32 | NOW | Servicenow INC | -0.2% | -11.89% | Trim |
| 33 | MELI | Mercadolibre INC | -0.2% | -32.01% | Trim |
| 34 | HDB | Hdfc Bank Ltd-adr | -0.2% | -8.49% | Trim |
| 35 | SNPS | Synopsys INC | -0.3% | -19.87% | Trim |
| 36 | ALC | Alcon Inc. | -0.4% | -48.30% | Trim |
| 37 | SAP | Sap Se-sponsored Adr | -0.4% | -30.97% | Trim |
| 38 | COO | Cooper Cos Inc/the | -0.5% | -39.02% | Trim |
| 39 | SPGI | S&p Global INC | -0.7% | -26.50% | Trim |
| 40 | CRM | Salesforce INC | -0.9% | -18.73% | Trim |
| 41 | AMZN | Amazon.com INC | -1% | -29.69% | Trim |
| 42 | MSFT | Microsoft CORP | -1.4% | -23.65% | Trim |
| 43 | INTU | Intuit INC | -1.8% | -33.75% | Trim |
| 44 | ✓ | UnitedHealth Group Incorporated | — | EXIT | Sold out |
| 45 | IT | Gartner INC | — | EXIT | Sold out |
| 46 | MA | Mastercard INC - A | — | NEW | New buy |
| 47 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 48 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 49 | IWF | Ishares Russell 1000 Growth | — | EXIT | Sold out |
| 50 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-08 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-06 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-05 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-07 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-06 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-08 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | Amendment | View on EDGAR |
| 2023-03-31 | 2023-05-09 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-05-12 | Amendment | View on EDGAR |
| 2022-12-31 | 2023-01-30 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-10 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-10 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-04 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-07 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-04 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-06 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-07 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-10 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-09 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-09 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-08 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-09 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-08 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-05 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-07 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-07 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-06 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-07 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-08 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-13 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-31 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-24 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | Amendment | View on EDGAR |
| 2013-06-30 | 2013-08-09 | 13F-HR | View on EDGAR |
FAQ
What is Sustainable Growth Advisers, LP and what type of investor is it?
Sustainable Growth Advisers, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $10.6B, spread across 96 disclosed positions.
What are Sustainable Growth Advisers, LP's largest equity positions?
Based on the latest 13F filing, Sustainable Growth Advisers, LP's top holdings by market value are:
1. Nvidia CORP (NVDA) — $845.8M (8.0%)
2. Amazon.com INC (AMZN) — $681.3M (6.4%)
3. Microsoft CORP (MSFT) — $580.8M (5.5%)
4. Alphabet Inc-cl C (GOOG) — $542.9M (5.1%)
5. Visa Inc-class A Shares (V) — $529.0M (5.0%)
What changes did Sustainable Growth Advisers, LP make in its most recent portfolio filing?
In the latest reported quarter, Sustainable Growth Advisers, LP made 49 notable position adjustments: 2 new positions were initiated, 13 existing holdings were added to, 29 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: UnitedHealth Group Incorporated; Sold out: Gartner INC (IT); New buy: Mastercard INC - A (MA); Sold out: Workday Inc-class A (WDAY); New buy: Spotify Technology S.A. (SPOT)
What sectors does Sustainable Growth Advisers, LP focus on?
Sustainable Growth Advisers, LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 36.0%
• Financials: 17.5%
• Consumer Discretionary: 14.6%
• Communication Services: 12.6%
• Industrials: 10.6%
• Health Care: 6.3%
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