Latest Sustainable Growth Advisers, LP Stock Portfolio
$10.62Billion– No. of Holdings #51
Sustainable Growth Advisers, LP Performance:
2026 Q1: -10.09%YTD: -10.09%2025: -0.05%
Performance for 2026 Q1 is -10.09%, and YTD is -10.09%, and 2025 is -0.05%.
About Sustainable Growth Advisers, LP and 13F Hedge Fund Stock Holdings
Sustainable Growth Advisers, LP is a hedge fund based in Boston, MA. On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sustainable Growth Advisers, LP reported an equity portfolio of $10.6 Billions as of 31 Mar, 2026.
The top stock holdings of Sustainable Growth Advisers, LP are NVDA, AMZN, MSFT. The fund has invested 8% of it's portfolio in NVIDIA CORP and 6.4% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), GARTNER INC (IT) and WORKDAY INC CLASS A (WDAY) stocks. They significantly reduced their stock positions in ALCON INC (ALC), COOPER COMPANIES INC/ THE (COO) and INTUIT INC (INTU). Sustainable Growth Advisers, LP opened new stock positions in MASTERCARD INC (MA) and SPOTIFY TECHNOLOGY SA (SPOT). The fund showed a lot of confidence in some stocks as they added substantially to INFOSYS LTD-SP ADR (INFY), BROADCOM INC (AVGO) and AMERICAN EXPRESS CO (AXP).
The top stock holdings of Sustainable Growth Advisers, LP are NVDA, AMZN, MSFT. The fund has invested 8% of it's portfolio in NVIDIA CORP and 6.4% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), GARTNER INC (IT) and WORKDAY INC CLASS A (WDAY) stocks. They significantly reduced their stock positions in ALCON INC (ALC), COOPER COMPANIES INC/ THE (COO) and INTUIT INC (INTU). Sustainable Growth Advisers, LP opened new stock positions in MASTERCARD INC (MA) and SPOTIFY TECHNOLOGY SA (SPOT). The fund showed a lot of confidence in some stocks as they added substantially to INFOSYS LTD-SP ADR (INFY), BROADCOM INC (AVGO) and AMERICAN EXPRESS CO (AXP).
Sustainable Growth Advisers, LP Equity Portfolio Value
Last Reported on: 11 May, 2026
Sustainable Growth Advisers, LP Annual Return Estimates Vs S&P 500
Our best estimate is that Sustainable Growth Advisers, LP made a return of -10.09% in the last quarter. In trailing 12 months, it's portfolio return was -6.03%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| mastercard inc | 188,079,000 |
| spotify technology sa | 7,214,010 |
New stocks bought by Sustainable Growth Advisers, LP
Additions
| Ticker | % Inc. |
|---|---|
| infosys ltd-sp adr | 230 |
| broadcom inc | 125 |
| american express co | 81.59 |
| grab holdings ltd - cl a | 49.14 |
| tencent music entertainment - | 47.71 |
| makemytrip ltd | 35.46 |
| shopify inc. | 33.69 |
| netflix inc | 32.26 |
Additions to existing portfolio by Sustainable Growth Advisers, LP
Reductions
| Ticker | % Reduced |
|---|---|
| alcon inc | -48.3 |
| cooper companies inc/ the | -39.02 |
| intuit inc | -33.75 |
| mercadolibre inc | -32.01 |
| sap se-sponsored adr | -30.97 |
| amazon.com inc | -29.69 |
| steris plc | -27.88 |
| waste management inc | -26.97 |
Sustainable Growth Advisers, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| unitedhealth group inc | -469,585,000 |
| gartner inc | -313,621,000 |
| workday inc class a | -7,796,300 |
| alphabet inc cl a | -3,312,170 |
| ishares russell 1000 growth | -4,745,780 |
Sustainable Growth Advisers, LP got rid off the above stocks
Sector Distribution
Sustainable Growth Advisers, LP has about 31.3% of it's holdings in Technology sector.
- Technology
- Financial Services
- Consumer Cyclical
- Communication Services
- Industrials
- Others
- Healthcare
- Basic Materials
| Sector | % |
|---|---|
| Technology | 31.3 |
| Financial Services | 16.2 |
| Consumer Cyclical | 14.2 |
| Communication Services | 12 |
| Industrials | 10.5 |
| Others | 8.1 |
| Healthcare | 5.4 |
| Basic Materials | 2.2 |
Market Cap. Distribution
Sustainable Growth Advisers, LP has about 91.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 49.8 |
| LARGE-CAP | 42.1 |
| UNALLOCATED | 8.1 |
Stocks belong to which Index?
About 87% of the stocks held by Sustainable Growth Advisers, LP either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 87 |
| Others | 13 |
Sustainable Growth Advisers, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Sustainable Growth Advisers, LP
Sustainable Growth Advisers, LP has 51 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for Sustainable Growth Advisers, LP last quarter.
Last Reported on: 11 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.64 | 1,525,700 | 387,207,000 | added | 25.05 | ||
| ALC | alcon inc | 0.78 | 1,102,070 | 83,041,000 | reduced | -48.3 | ||
| AMZN | amazon.com inc | 6.41 | 3,271,240 | 681,301,000 | reduced | -29.69 | ||
| AON | aon plc | 3.20 | 1,051,800 | 339,502,000 | reduced | -13.89 | ||
| AVGO | broadcom inc | 4.26 | 1,462,600 | 452,690,000 | added | 125 | ||
| AXP | american express co | 3.19 | 1,122,010 | 339,387,000 | added | 81.59 | ||
| BABA | alibaba group holding-sp adr | 0.32 | 273,486 | 34,311,600 | reduced | -2.47 | ||
| CMG | chipotle mexican grill inc | 2.36 | 7,818,150 | 250,259,000 | reduced | -19.21 | ||
| COO | cooper companies inc/ the | 1.38 | 2,054,310 | 146,883,000 | reduced | -39.02 | ||
| CP | canadian pacific kansas city l | 3.86 | 5,210,330 | 409,845,000 | reduced | -20.63 | ||
| CRM | salesforce inc | 3.06 | 1,740,310 | 324,864,000 | reduced | -18.73 | ||
| DHR | danaher corp | 2.92 | 1,636,380 | 310,258,000 | added | 2.41 | ||
| ECL | ecolab inc | 2.12 | 847,258 | 225,388,000 | added | 31.35 | ||
| FMX | fomento economico mexicano-sp | 0.17 | 165,107 | 18,336,800 | added | 6.22 | ||
| GOOG | alphabet inc cl c | 5.11 | 1,892,570 | 542,902,000 | reduced | -11.71 | ||
| GOOG | alphabet inc cl a | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GRAB | grab holdings ltd - cl a | 0.20 | 5,811,160 | 21,268,800 | added | 49.14 | ||
| GWW | ww grainger inc | 2.17 | 210,918 | 230,071,000 | reduced | -8.17 | ||
| HDB | hdfc bank ltd-adr | 1.22 | 5,225,910 | 130,021,000 | reduced | -8.49 | ||
| IJR | ishares russell 1000 growth | 0.00 | 0.00 | 0.00 | sold off | -100 | ||