Sustainable Growth Advisers, LP Portfolio Holdings

Sustainable Growth Advisers, LP

  • $17.9 Billion
  • Q2 2025

Sustainable Growth Advisers, LP has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $17.9 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.4B, Microsoft Corp with a value of $1.39B, Meta Platforms, Inc. with a value of $1.11B, Intuit Inc with a value of $1.09B, and Nvidia Corp with a value of $1.03B.

Examining the 13F form we can see an increase of $764M in the current position value, from $17.1B to 17.9B.

Sustainable Growth Advisers, LP is based out at Stamford, CT

Below you can find more details about Sustainable Growth Advisers, LP portfolio as well as his latest detailed transactions.

Portfolio value $17.9 Billion
Technology: $7.09 Billion
Financial Services: $3.33 Billion
Consumer Cyclical: $2.71 Billion
Healthcare: $1.95 Billion
Communication Services: $1.87 Billion
Industrials: $688 Million
Basic Materials: $188 Million
Consumer Defensive: $51.1 Million
Other: $7.33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.3T
$1.4 Billion 7.82% of portfolio
6,381,153
Q2 2025 Reduced 2.93%
$3.77T
$1.39 Billion 7.77% of portfolio
2,797,482
Q2 2025 Reduced 9.66%
$1.65T
$1.11 Billion 6.21% of portfolio
1,506,253
Q2 2025 Reduced 2.15%
$187B
$1.09 Billion 6.1% of portfolio
1,386,636
Q2 2025 Reduced 4.02%
$426B
$1.03 Billion 5.77% of portfolio
6,534,572
Q2 2025 Reduced 8.44%
$572B
$1.03 Billion 5.76% of portfolio
2,903,722
Q2 2025 Reduced 11.73%
$176B
$796 Million 4.45% of portfolio
1,509,793
Q2 2025 Reduced 1.7%
$90.5B
$793 Million 4.43% of portfolio
1,547,468
Q2 2025 Reduced 1.79%
$184B
$665 Million 3.72% of portfolio
646,866
Q2 2025 Reduced 10.59%
$92.7B
$663 Million 3.7% of portfolio
2,897,636
Q2 2025 Added 55.5%
$76.9B
$659 Million 3.68% of portfolio
1,847,140
Q2 2025 Added 15.96%
$1.16B
$597 Million 3.34% of portfolio
10,632,783
Q2 2025 New
$253B
$577 Million 3.22% of portfolio
2,116,254
Q2 2025 Added 30.06%
$130B
$565 Million 3.16% of portfolio
7,366,683
Q2 2025 Reduced 5.6%
$1.29T
$482 Million 2.69% of portfolio
2,716,918
Q2 2025 Reduced 3.02%
$148B
$482 Million 2.69% of portfolio
2,438,553
Q2 2025 Reduced 3.35%
$289B
$434 Million 2.43% of portfolio
1,392,146
Q2 2025 Reduced 15.01%
$127B
$427 Million 2.39% of portfolio
6,192,636
Q2 2025 Added 11.71%
$41.4B
$390 Million 2.18% of portfolio
2,630,770
Q2 2025 Reduced 25.56%
$46B
$359 Million 2.01% of portfolio
1,495,322
Q2 2025 Reduced 19.54%
$38.4B
$310 Million 1.73% of portfolio
3,516,855
Q2 2025 Added 11.51%
$120B
$303 Million 1.7% of portfolio
116,106
Q2 2025 Reduced 23.27%
$24.2B
$300 Million 1.68% of portfolio
1,249,802
Q2 2025 Reduced 5.03%
$3.69T
$272 Million 1.52% of portfolio
1,324,290
Q2 2025 Reduced 44.48%
$70.8B
$270 Million 1.51% of portfolio
14,547,095
Q2 2025 Reduced 2.22%
$540B
$266 Million 1.49% of portfolio
198,924
Q2 2025 Reduced 10.4%
$247B
$260 Million 1.45% of portfolio
815,459
Q2 2025 Reduced 1.45%
$78.3B
$188 Million 1.05% of portfolio
698,812
Q2 2025 Reduced 1.46%
$1.18T
$122 Million 0.68% of portfolio
539,358
Q2 2025 Reduced 2.78%
$161B
$26.9 Million 0.15% of portfolio
440,108
Q2 2025 Added 164.24%
$31.1B
$24.2 Million 0.14% of portfolio
234,839
Q2 2025 Reduced 13.18%
$311B
$20.9 Million 0.12% of portfolio
68,696
Q2 2025 Added 5.15%
$47B
$17 Million 0.09% of portfolio
90,907
Q2 2025 Reduced 2.13%
$165B
$14.8 Million 0.08% of portfolio
128,662
Q2 2025 Added 11.8%
$0
$11.9 Million 0.07% of portfolio
737,214
Q2 2025 Added 16.24%
$18.3B
$10.6 Million 0.06% of portfolio
2,103,571
Q2 2025 Added 54.55%
$367B
$10.5 Million 0.06% of portfolio
92,384
Q2 2025 Added 158.84%
$41.6B
$9.98 Million 0.06% of portfolio
511,933
Q2 2025 Reduced 13.46%
$110B
$8.48 Million 0.05% of portfolio
234,500
Q2 2025 Added 21.57%
$8B
$9.19 Million 0.05% of portfolio
455,107
Q2 2025 Reduced 32.28%
$0
$7.33 Million 0.04% of portfolio
17,256
Q2 2025 Reduced 7.04%
$46.5B
$8 Million 0.04% of portfolio
155,671
Q1 2025 Added 102.96%
$5.65B
$4.78 Million 0.03% of portfolio
55,579
Q2 2025 New
$1.26T
$1.94 Million 0.01% of portfolio
11,021
Q2 2025 Reduced 7.94%
$44.3B
$429,000 0.0% of portfolio
745
Q2 2025 Reduced 47.16%
Arm Holdings Inc Adr
-
$0 0.0% of portfolio
-
Q2 2025 Added 116.81%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.18%
Canadian Pacific Kansas City L
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.15%
$93.5B
$200,000 0.0% of portfolio
583
Q1 2025 Reduced 4.43%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $17.9 Billion
  • Prior Value $17.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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