Q3 2026 13F · SEC CIK 1290668

Sustainable Growth Advisers, LP

Mutual fund managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $9.9B
Reported positions: 49
Top holdings a year, 3 yrs: +10.3%
Assets under management: $16.7B

Sustainable Growth Advisers, LP is a mutual fund manager that reported 49 positions worth $9.9B in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Nvidia Corporation (NVDA, 13.0%), Microsoft Corp (MSFT, 7.3%), Alphabet Inc (GOOG, 7.2%). A portfolio copying its top holdings returned 10.3% a year over the last 3 years, against 20.4% for the S&P 500.

Sustainable Growth Advisers, LP holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sustainable Growth Advisers, LP 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	13.0%	9.3%	5,661,090	+19.9%	$1.3B
MSFTMicrosoft Corp	7.3%	5.5%	1,420,302	-5.6%	$728.5M
GOOGAlphabet Inc	7.2%	7.4%	2,104,137	-1.2%	$717.0M
AAPLApple Inc	6.2%	5.0%	1,864,370	+6.7%	$620.9M
AMZNAmazon Com Inc	5.2%	5.3%	2,072,028	-9.2%	$516.2M
VVisa Inc	4.3%	4.9%	1,183,233	-18.0%	$425.2M
AVGOBroadcom Inc	4.3%	4.7%	1,207,718	-5.3%	$424.1M
METAMeta Platforms Inc	4.1%	3.4%	564,072	-7.8%	$409.1M
WMWaste Mgmt Inc Del	4.0%	4.5%	1,969,192	-4.5%	$401.6M
SNPSSynopsys Inc	3.4%	3.5%	776,555	-3.8%	$337.8M
EQIXEquinix Inc	3.4%	3.5%	330,500	-4.7%	$334.3M
ECLEcolab Inc	3.2%	2.5%	1,173,054	+26.4%	$322.1M
AXPAmerican Express Co	2.9%	3.3%	942,591	-4.5%	$286.6M
CRMSalesforce Inc	2.9%	2.3%	1,242,188	-17.4%	$285.2M
DHRDanaher Corp Del	2.4%	2.8%	1,063,782	-28.4%	$235.7M
YUMYum Brands Inc	2.1%	3.9%	1,516,303	-39.3%	$206.7M
TSMTaiwan Semiconductor Manufac	2.0%	0.4%	444,118	+390.9%	$202.6M
ANETArista Networks Inc	1.8%	1.5%	871,764	-4.1%	$177.5M
NOWServicenow Inc	1.8%	1.3%	1,318,977	-0.9%	$176.8M
NFLXNetflix Inc.	1.7%	2.8%	2,486,816	-38.8%	$173.0M
CPCanadian Pacific Kansas City	1.7%	2.8%	2,007,716	-38.2%	$170.9M
GWWWw Grainger Inc	1.6%	2.6%	130,483	-33.4%	$162.6M
SPGIS&p Global Inc	1.6%	2.7%	409,061	-38.3%	$161.4M
CMGChipotle Mexican Grill Inc	1.5%	2.3%	4,549,581	-33.8%	$145.4M
MAMastercard Incorporated	1.2%	1.9%	220,367	-42.0%	$121.5M
PWRQuanta Svcs Inc	1.2%	New	182,286	—	$117.1M
ARMArm Holdings PLC	0.9%	1.3%	319,057	-17.3%	$92.4M
ETNEaton Corp PLC	0.9%	New	199,557	—	$85.8M
TJXTjx Cos Inc New	0.9%	New	646,289	—	$85.5M
COOCooper Cos Inc	0.8%	1.4%	1,492,568	-23.4%	$84.4M
LINLinde PLC	0.7%	0.8%	151,704	+0.0%	$72.0M
HDBHdfc Bank Ltd	0.7%	1.0%	3,014,543	-20.6%	$67.3M
STESteris PLC	0.5%	0.8%	237,752	-36.6%	$49.9M
AONAon PLC	0.5%	0.8%	166,608	-31.2%	$46.1M
MELIMercadolibre Inc	0.4%	0.6%	24,008	-28.4%	$41.5M
SAPGFSap SE	0.4%	0.5%	192,096	-45.4%	$40.0M
SESea Ltd	0.3%	0.4%	299,516	-25.2%	$29.2M
BABAAlibaba Group Hldg Ltd	0.2%	0.2%	173,685	-12.9%	$18.7M
GRABGrab Holdings Limited	0.1%	0.2%	4,170,714	-9.5%	$13.0M
WCNWaste Connections Inc	0.1%	0.2%	79,251	-27.9%	$12.2M
ULUnilever PLC	0.1%	0.2%	195,902	-36.9%	$11.9M
ALCAlcon Inc	0.1%	0.1%	155,046	-30.9%	$10.0M
FMXFomento Economico Mexicano S	0.1%	0.1%	83,548	-20.6%	$9.9M
XPXp Inc	0.1%	0.1%	397,755	-18.8%	$8.4M
SHOPShopify Inc	0.1%	0.1%	43,896	-40.8%	$6.5M
NUNu Hldgs Ltd	0.1%	0.1%	468,797	+0.0%	$5.9M
SPOTSpotify Technology SA	0.0%	0.1%	8,583	-42.3%	$4.2M
INFYInfosys Ltd	0.0%	0.1%	218,676	-75.2%	$2.4M
ADYEYAdyen NV Unspon ADR	0.0%	0.0%	10,444	+0.0%	$103K

What Sustainable Growth Advisers, LP bought and sold in Q3 2026, against Q2 2026.

New positions

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: -2.9% /yr; S&P 500 +20.1%
3 years: +10.3% /yr; S&P 500 +20.4%
5 years: +3.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$9.9B	49
Q2 2026	$10.2B	47
Q1 2026	$10.6B	51
Q4 2025	$14.4B	54
Q3 2025	$17.1B	59
Q2 2025	$19.4B	55
Q1 2025	$17.9B	56
Q4 2024	$19.9B	54
Q3 2024	$23.6B	53
Q2 2024	$22.7B	52
Q1 2024	$23.9B	54
Q4 2023	$22.0B	52

Questions about Sustainable Growth Advisers, LP's portfolio

What stocks does Sustainable Growth Advisers, LP own?

Sustainable Growth Advisers, LP's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 49 positions worth $9.9B. The largest are Nvidia Corporation (NVDA) at 13.0%, Microsoft Corp (MSFT) at 7.3%, Alphabet Inc (GOOG) at 7.2%, Apple Inc (AAPL) at 6.2% and Amazon Com Inc (AMZN) at 5.2%.

What did Sustainable Growth Advisers, LP buy last quarter?

In Q3 2026, Sustainable Growth Advisers, LP added a new position in Quanta Svcs Inc (PWR), a new position in Eaton Corp PLC (ETN), a new position in Tjx Cos Inc New (TJX), Taiwan Semiconductor Manufac (TSM) (+390.9% shares), Ecolab Inc (ECL) (+26.4% shares) and Nvidia Corporation (NVDA) (+19.9% shares), compared with its Q2 2026 filing.

What did Sustainable Growth Advisers, LP sell last quarter?

In Q3 2026, Sustainable Growth Advisers, LP sold all of Nike Inc (NKE), Infosys Ltd (INFY) (-75.2% shares), Sap SE (SAPGF) (-45.4% shares) and Spotify Technology SA (SPOT) (-42.3% shares), compared with its Q2 2026 filing.

How has Sustainable Growth Advisers, LP's portfolio performed?

A portfolio copying Sustainable Growth Advisers, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -2.9% against +20.1%. Over 5 years: +3.5% a year against +11.6%.

When is Sustainable Growth Advisers, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sustainable Growth Advisers, LP's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Sustainable Growth Advisers, LP manage?

Sustainable Growth Advisers, LP reported $16.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $9.9B.