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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%

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. <br><br> 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. <br><br> 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
$10.62Billion
  as of May 11, 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 inc188,079,000
spotify technology sa7,214,010
New stocks bought by Sustainable Growth Advisers, LP

Additions

Ticker% Inc.
infosys ltd-sp adr230
broadcom inc125
american express co81.59
grab holdings ltd - cl a49.14
tencent music entertainment -47.71
makemytrip ltd35.46
shopify inc.33.69
netflix inc32.26
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%
Technology31.3
Financial Services16.2
Consumer Cyclical14.2
Communication Services12
Industrials10.5
Others8.1
Healthcare5.4
Basic Materials2.2

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-CAP49.8
LARGE-CAP42.1
UNALLOCATED8.1

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 50087
Others13
Top 5 Winners (%)%
arm holdings inc - adr
33.6 %
XP
xp inc
16.1 %
LIN
linde plc
15.1 %
TSM
taiwan semiconductor mfg adr
11.1 %
FMX
fomento economico mexicano-sp
9.6 %
Top 5 Winners ($)$
arm holdings inc - adr
98.1 M
CP
canadian pacific kansas city l
29.6 M
WM
waste management inc
24.1 M
GWW
ww grainger inc
18.0 M
YUM
yum! brands inc
10.0 M
Top 5 Losers (%)%
MMYT
makemytrip ltd
-51.1 %
TME
tencent music entertainment -
-42.7 %
adyen nv unspon adr
-34.8 %
SE
sea ltd adr
-32.1 %
HDB
hdfc bank ltd-adr
-30.6 %
Top 5 Losers ($)$
MSFT
microsoft corp.
-205.6 M
INTU
intuit inc
-183.5 M
CRM
salesforce inc
-151.8 M
V
visa inc
-93.7 M
AMZN
amazon.com inc
-89.3 M

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.

$10.62BTotal Value
56.00Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of Sustainable Growth Advisers, LP, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ALC
Alcon Inc

Alcon Inc

ALC
Sustainable Growth Advisers, LP's holding in Alcon Inc over time
0.78%1,102,070
$83.04M
0.78%
decreased 48.3 percentreduced
BABA
Alibaba Group Holding-Sp Adr

Alibaba Group Holding-Sp Adr

BABA
Sustainable Growth Advisers, LP's holding in Alibaba Group Holding-Sp Adr over time
0.32%273,486
$34.31M
0.32%
decreased 2.47 percentreduced
FMX
Fomento Economico Mexicano-Sp

Fomento Economico Mexicano-Sp

FMX
Sustainable Growth Advisers, LP's holding in Fomento Economico Mexicano-Sp over time
0.17%165,107
$18.34M
0.17%
increased 6.22 percentadded
GRAB
Grab Holdings Ltd - Cl A

Grab Holdings Ltd - Cl A

GRAB
Sustainable Growth Advisers, LP's holding in Grab Holdings Ltd - Cl A over time
0.2%5,811,160
$21.27M
0.2%
increased 49.14 percentadded
HDB
Hdfc Bank Ltd-Adr

Hdfc Bank Ltd-Adr

HDB
Sustainable Growth Advisers, LP's holding in Hdfc Bank Ltd-Adr over time
1.22%5,225,910
$130.02M
1.22%
decreased 8.49 percentreduced
IJR
Ishares Russell 1000 Growth

Ishares Russell 1000 Growth

IJR
Sustainable Growth Advisers, LP's holding in Ishares Russell 1000 Growth over time
0%0.00
$0.00
0%
decreased 100 percentsold off