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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8B
$9.19 Million 0.05% of portfolio
455,107
Q2 2025 Reduced 32.28%
$5.65B
$4.78 Million 0.03% of portfolio
55,579
Q2 2025 New

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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