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Latest Sustainable Growth Advisers, LP Stock Portfolio

$9.95Billion | No. of Holdings #49

Sustainable Growth Advisers, LP Performance

2026 Q3+4.44%
YTD+0.73%
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 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sustainable Growth Advisers, LP reported an equity portfolio of $9.9 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Sustainable Growth Advisers, LP are NVDA, MSFT, GOOG. The fund has invested 13% of it's portfolio in NVIDIA CORP and 7.3% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off NIKE INC (NKE) stocks. They significantly reduced their stock positions in INFOSYS LTD-SP ADR (INFY), SAP SE-SPONSORED ADR (SAP) and SPOTIFY TECHNOLOGY SA (SPOT). Sustainable Growth Advisers, LP opened new stock positions in QUANTA SERVICES INC (PWR), EATON CORP PLC (ETN) and TJX COMPANIES INC. (TJX). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MFG ADR (TSM), ECOLAB INC (ECL) and NVIDIA CORP (NVDA).
Sustainable Growth Advisers, LP Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$9.95Billion
  as of Oct 15, 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 4.44% in the last quarter. In trailing 12 months, it's portfolio return was 0.61%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
quanta services inc117,121,000
eaton corp plc85,751,600
tjx companies inc.85,510,500
New stocks bought by Sustainable Growth Advisers, LP

Additions

Ticker% Inc.
taiwan semiconductor mfg adr390
ecolab inc26.44
nvidia corp19.93
apple inc6.7
linde plc0.02
Additions to existing portfolio by Sustainable Growth Advisers, LP

Reductions

Ticker% Reduced
infosys ltd-sp adr-75.19
sap se-sponsored adr-45.39
spotify technology sa-42.31
mastercard inc-41.99
shopify inc.-40.78
yum! brands inc-39.3
netflix inc-38.79
s&p global inc-38.33
Sustainable Growth Advisers, LP reduced stake in above stock

Sold off

Ticker$ Sold
nike inc-99,883,900
Sustainable Growth Advisers, LP got rid off the above stocks

Sector Distribution

Sustainable Growth Advisers, LP has about 41% of it's holdings in Technology sector.

  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Others
  • Basic Materials
  • Healthcare
  • Real Estate
Sector%
Technology41
Communication Services13.1
Financial Services10.5
Consumer Cyclical10
Industrials9.5
Others4.8
Basic Materials4
Healthcare3.7
Real Estate3.4

Market Cap. Distribution

Sustainable Growth Advisers, LP has about 94.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP58.2
LARGE-CAP36.6
UNALLOCATED5.3

Stocks belong to which Index?

About 92.5% 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 50092.5
Others7.5
Top 5 Winners (%)%
CRM
salesforce inc
42.5 %
MSFT
microsoft corp.
36.4 %
NOW
servicenow inc
34.8 %
META
meta platforms inc
27.6 %
SAP
sap se-sponsored adr
27.3 %
Top 5 Winners ($)$
MSFT
microsoft corp.
204.6 M
NVDA
nvidia corp
146.8 M
CRM
salesforce inc
100.1 M
META
meta platforms inc
95.2 M
AAPL
apple inc
78.8 M
Top 5 Losers (%)%
COO
cooper companies inc/ the
-18.7 %
arm holdings inc - adr
-16.7 %
GRAB
grab holdings ltd - cl a
-16.7 %
AON
aon plc
-14.0 %
HDB
hdfc bank ltd-adr
-12.1 %
Top 5 Losers ($)$
YUM
yum! brands inc
-47.2 M
WM
waste management inc
-38.2 M
AVGO
broadcom inc
-33.0 M
AXP
american express co
-33.0 M
GOOG
alphabet inc cl c
-26.7 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 49 stocks in it's portfolio. About 59% of the portfolio is in top 10 stocks. YUM proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Sustainable Growth Advisers, LP last quarter.

$9.95BTotal Value
50.00Positions
15 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Sustainable Growth Advisers, LP, last reported on 15 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ALC
Alcon Inc

Alcon Inc

ALC
Sustainable Growth Advisers, LP's holding in Alcon Inc over time
0.1%155,046
$10.04M
0.1%
decreased 30.94 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
0.19%173,685
$18.68M
0.19%
decreased 12.88 percentreduced
FMX
Fomento Economico Mexicano-Sp

Fomento Economico Mexicano-Sp

FMX
Sustainable Growth Advisers, LP's holding in Fomento Economico Mexicano-Sp over time
0.1%83,548
$9.91M
0.1%
decreased 20.62 percentreduced
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
0.13%4,170,710
$12.97M
0.13%
decreased 9.49 percentreduced