Sustainable Growth Advisers, LP Portfolio Holdings

Sustainable Growth Advisers, LP

  • $17.1 Billion
  • Q1 2025

Sustainable Growth Advisers, LP has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $17.1 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.25B, Microsoft Corp with a value of $1.16B, Visa Inc. with a value of $1.15B, Meta Platforms, Inc. with a value of $887M, and Intuit Inc with a value of $887M.

Examining the 13F form we can see an decrease of $1.96B in the current position value, from $19.1B to 17.1B.

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 $17.1 Billion
Technology: $6.34 Billion
Financial Services: $3.33 Billion
Healthcare: $2.94 Billion
Consumer Cyclical: $2.3 Billion
Communication Services: $1.54 Billion
Industrials: $457 Million
Basic Materials: $180 Million
Consumer Defensive: $36.3 Million
Other: $7.53 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.28T
$1.25 Billion 7.3% of portfolio
6,573,828
Q1 2025 Added 6.15%
$3.81T
$1.16 Billion 6.78% of portfolio
3,096,725
Q1 2025 Reduced 0.44%
$572B
$1.15 Billion 6.73% of portfolio
3,289,651
Q1 2025 Reduced 7.31%
$1.62T
$887 Million 5.18% of portfolio
1,539,292
Q1 2025 Added 23.14%
$213B
$887 Million 5.18% of portfolio
1,444,779
Q1 2025 Added 1.08%
$269B
$858 Million 5.01% of portfolio
1,637,999
Q1 2025 Reduced 1.24%
$171B
$780 Million 4.55% of portfolio
1,535,939
Q1 2025 Reduced 5.84%
$431B
$773 Million 4.51% of portfolio
7,136,607
Q1 2025 Added 38.83%
$90.1B
$676 Million 3.94% of portfolio
1,575,732
Q1 2025 Added 2.41%
$73.4B
$636 Million 3.71% of portfolio
1,592,962
Q1 2025 Reduced 29.63%
$194B
$576 Million 3.36% of portfolio
723,457
Q1 2025 Added 96.68%
$42.1B
$556 Million 3.25% of portfolio
3,534,254
Q1 2025 Reduced 36.65%
$3.38T
$530 Million 3.09% of portfolio
2,385,330
Q1 2025 Reduced 6.22%
$141B
$518 Million 3.03% of portfolio
7,803,497
Q1 2025 Reduced 4.56%
$142B
$517 Million 3.02% of portfolio
2,522,956
Q1 2025 Reduced 21.94%
$1.12T
$438 Million 2.55% of portfolio
2,801,414
Q1 2025 Reduced 2.72%
$46.4B
$434 Million 2.53% of portfolio
1,858,544
Q1 2025 Reduced 30.06%
$92.6B
$431 Million 2.52% of portfolio
1,863,378
Q1 2025 Reduced 7.29%
$147B
$385 Million 2.25% of portfolio
5,543,246
Q1 2025 Added 3.79%
$167B
$315 Million 1.84% of portfolio
632,040
Q1 2025 Reduced 11.26%
$42.6B
$299 Million 1.75% of portfolio
3,153,785
Q1 2025 Reduced 16.52%
$22.5B
$298 Million 1.74% of portfolio
1,316,062
Q1 2025 Reduced 4.86%
$118B
$295 Million 1.72% of portfolio
151,317
Q1 2025 Added 9.23%
$28.6B
$284 Million 1.66% of portfolio
676,325
Q1 2025 Added 26.32%
$77.5B
$272 Million 1.58% of portfolio
14,877,543
Q1 2025 Added 50.17%
$12B
$265 Million 1.54% of portfolio
1,511,838
Q1 2025 Reduced 5.14%
$236B
$223 Million 1.3% of portfolio
827,494
Q1 2025 Reduced 17.63%
$567B
$207 Million 1.21% of portfolio
222,016
Q1 2025 Reduced 5.35%
$108B
$189 Million 1.1% of portfolio
1,928,154
Q1 2025 Reduced 7.87%
$76.7B
$180 Million 1.05% of portfolio
709,141
Q1 2025 Reduced 44.11%
$53.1B
$180 Million 1.05% of portfolio
730,597
Q1 2025 Reduced 62.37%
$1.27T
$92.1 Million 0.54% of portfolio
554,775
Q1 2025 Added 116.84%
$35.9B
$26.4 Million 0.15% of portfolio
270,487
Q1 2025 Reduced 7.54%
$46.9B
$18.1 Million 0.11% of portfolio
92,889
Q1 2025 Added 38.77%
$361B
$17.5 Million 0.1% of portfolio
65,334
Q1 2025 Reduced 6.87%
$152B
$9.92 Million 0.06% of portfolio
166,554
Q1 2025 Reduced -0.0%
$151B
$11 Million 0.06% of portfolio
115,085
Q1 2025 Added 7.78%
$8.11B
$9.24 Million 0.05% of portfolio
671,993
Q1 2025 Added 13.78%
$0
$8.7 Million 0.05% of portfolio
634,244
Q1 2025 Added 4.3%
$37.9B
$8.52 Million 0.05% of portfolio
591,536
Q1 2025 Added 41.55%
$0
$6.7 Million 0.04% of portfolio
18,562
Q1 2025 Reduced 0.33%
$19.5B
$6.17 Million 0.04% of portfolio
1,361,124
Q1 2025 New
$50.4B
$7.21 Million 0.04% of portfolio
155,671
Q1 2025 Added 102.96%
$278B
$6.86 Million 0.04% of portfolio
55,380
Q1 2025 Added 36.07%
$109B
$5.84 Million 0.03% of portfolio
192,895
Q4 2024 Reduced 4.09%
$311B
$4.72 Million 0.03% of portfolio
35,692
Q1 2025 New
$1.07T
$1.85 Million 0.01% of portfolio
11,971
Q1 2025 Reduced 6.61%
$0
$474,000 0.0% of portfolio
845
Q1 2025 Reduced 4.09%
Arm Holdings Inc Adr
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $17.1 Billion
  • Prior Value $19.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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