Latest Sustainable Growth Advisers, LP Stock Portfolio

Sustainable Growth Advisers, LP Performance:

2025 Q4: -10.84%YTD: -10.77%2024: 12.23%

Performance for 2025 Q4 is -10.84%, and YTD is -10.77%, and 2024 is 12.23%.

About Sustainable Growth Advisers, LP and 13F Hedge Fund Stock Holdings

Sustainable Growth Advisers, LP is a hedge fund based in Boston, MA. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sustainable Growth Advisers, LP reported an equity portfolio of $14.4 Billions as of 31 Dec, 2025.

The top stock holdings of Sustainable Growth Advisers, LP are NVDA, AMZN, MSFT. The fund has invested 7.7% of it's portfolio in NVIDIA CORP and 7.4% of portfolio in AMAZON.COM INC.

The fund managers got completely rid off UNILEVER PLC ADR, ATLASSIAN CORP-A (TEAM) and AUTODESK INC (ADSK) stocks. They significantly reduced their stock positions in INFOSYS LTD-SP ADR (INFY), FAST RETAILING CO-UNSPON ADR and TAIWAN SEMICONDUCTOR MFG ADR (TSM). Sustainable Growth Advisers, LP opened new stock positions in BROADCOM INC (AVGO), SEA LTD ADR (SE) and UNILEVER PLC ADR. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES RUSSELL 1000 GROWTH (IJR) and GRAB HOLDINGS LTD - CL A.

Sustainable Growth Advisers, LP Annual Return Estimates Vs S&P 500

Our best estimate is that Sustainable Growth Advisers, LP made a return of -10.84% in the last quarter. In trailing 12 months, it's portfolio return was -10.77%.

Performance
S&P 500

New Buys

Ticker	$ Bought
broadcom inc	224,246,000
sea ltd adr	96,999,100
unilever plc adr	28,777,300

New stocks bought by Sustainable Growth Advisers, LP

Additions

Ticker	% Inc.
netflix inc	1,543
ishares russell 1000 growth	237
grab holdings ltd - cl a	94.05
servicenow inc	81.82
makemytrip ltd	51.25
xp inc	27.13
salesforce inc	5.26
linde plc	2.76

Additions to existing portfolio by Sustainable Growth Advisers, LP

Reductions

Ticker	% Reduced
infosys ltd-sp adr	-96.78
fast retailing co-unspon adr	-59.58
aia group ltd-sp adr	-56.83
taiwan semiconductor mfg adr	-52.58
experian plc adr	-52.54
universal music group unsp adr	-52.48
hdfc bank ltd-adr	-47.68
adyen nv unspon adr	-40.52

Sustainable Growth Advisers, LP reduced stake in above stock

Sold off

Ticker	$ Sold
unilever plc adr	-26,314,700
atlassian corp-a	-12,141,200
novo-nordisk a/s-spons adr	-309,246
starbucks corp	-276,811
autodesk inc	-573,712
thermo fisher scientific inc	-428,273
msci inc.	-422,720
sherwin-williams co	-201,870

Sustainable Growth Advisers, LP got rid off the above stocks

Sector Distribution

Sustainable Growth Advisers, LP has about 33.9% of it's holdings in Technology sector.

Sector	%
Technology	33.9
Consumer Cyclical	14.9
Financial Services	13.5
Communication Services	10.3
Industrials	9.3
Healthcare	9
Others	7.9
Basic Materials	1.3

Market Cap. Distribution

Sustainable Growth Advisers, LP has about 92.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	48.6
LARGE-CAP	43.5
UNALLOCATED	7.9

Stocks belong to which Index?

About 87.5% of the stocks held by Sustainable Growth Advisers, LP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	87.5
Others	12.5

Top 5 Winners (%)		%
GOOG	alphabet inc cl a	28.8 %
GOOG	alphabet inc cl c	27.1 %
COO	cooper companies inc/ the	17.7 %
DHR	danaher corp	14.2 %
	fast retailing co-unspon adr	13.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc cl c	160.8 M
CRM	salesforce inc	58.3 M
AMZN	amazon.com inc	56.7 M
DHR	danaher corp	53.9 M
COO	cooper companies inc/ the	50.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.2 %
NOW	servicenow inc	-79.5 %
TME	tencent music entertainment -	-23.8 %
	arm holdings inc - adr	-21.9 %
BABA	alibaba group holding-sp adr	-17.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-1511.7 M
NOW	servicenow inc	-678.3 M
	arm holdings inc - adr	-89.3 M
MSFT	microsoft corp.	-79.2 M
META	meta platforms inc	-71.1 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 54 stocks in it's portfolio. About 52.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Sustainable Growth Advisers, LP last quarter.

Last Reported on: 10 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.30	1,220,040	331,679,000	reduced	-7.41

ADSK	autodesk inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon.com inc	7.45	4,652,550	1,073,900,000	reduced	-14.23

AON	aon plc	2.99	1,221,470	431,031,000	reduced	-7.28

AVGO	broadcom inc	1.55	647,922	224,246,000	new

AXP	american express co	1.58	617,890	228,588,000	reduced	-23.63

BABA	alibaba group holding-sp adr	0.28	280,402	41,101,300	added	0.93

CMG	chipotle mexican grill inc	2.48	9,677,520	358,068,000	reduced	-22.55

COO	cooper companies inc/ the	1.92	3,368,570	276,088,000	reduced	-18.49

CP	canadian pacific kansas city l	3.35	6,564,220	483,323,000	reduced	-14.09

CRM	salesforce inc	3.93	2,141,340	567,261,000	added	5.26

DHR	danaher corp	2.54	1,597,800	365,768,000	reduced	-16.69

ECL	ecolab inc	1.17	645,018	169,330,000	reduced	-7.33

FMX	fomento economico mexicano-sp	0.11	155,439	15,710,200	reduced	-22.77

GOOG	alphabet inc cl c	4.66	2,143,690	672,690,000	reduced	-11.92

GOOG	alphabet inc cl a	0.02	10,582	3,312,170	unchanged	0.00

GWW	ww grainger inc	1.61	229,695	231,774,000	reduced	-8.64

HDB	hdfc bank ltd-adr	1.45	5,710,980	208,679,000	reduced	-47.68

IJR	ishares russell 1000 growth	0.03	10,027	4,745,780	added	237

INFY	infosys ltd-sp adr	0.04	350,187	6,240,330	reduced	-96.78