Sustainable Growth Advisers, LP
Follow13F filer, CIK 1290668, STAMFORD, CT
Sustainable Growth Advisers, LP reported $9,949,688,138 across 49 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-15. Its ten largest share positions make up 59.03% of the portfolio.
Accepted , ingested 13F-HR 0001290668-26-000005
- Period
- 2026-09-30
- Reported value
- $9.95B
- Holdings
- 49
- Top 10 weight
- 59.03%
- New
- 3
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAadded | +940,946 | $215M |
| TSMadded | +353,656 | $161M |
| PWRnew | +182,286 | $117M |
| ETNnew | +199,557 | $85.8M |
| TJXnew | +646,289 | $85.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| YUMreduced | -981,737 | -$134M |
| NFLXreduced | -1,575,944 | -$110M |
| CPreduced | -1,239,476 | -$105M |
| SPGIreduced | -254,268 | -$100M |
| NKEexited | -2,433,226 | -$99.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2026
Share positions as resolved from 13F-HR 0001290668-26-000005, largest first. % of portfolio is the value over $9,949,688,138, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION | 5,661,090 | $1.29B | 12.99% | +940,946 | Timeline | ||
| MSFTMICROSOFT CORP | 1,420,302 | $728M | 7.32% | -84,701 | Timeline | ||
| GOOGALPHABET INC | 2,104,137 | $717M | 7.21% | -25,574 | Timeline | ||
| AAPLAPPLE INC | 1,864,370 | $621M | 6.24% | +116,988 | Timeline | ||
| AMZNAMAZON COM INC | 2,072,028 | $516M | 5.19% | -209,301 | Timeline | ||
| VVISA INC | 1,183,233 | $425M | 4.27% | -259,473 | Timeline | ||
| AVGOBROADCOM INC | 1,207,718 | $424M | 4.26% | -67,733 | Timeline | ||
| METAMETA PLATFORMS INC | 564,072 | $409M | 4.11% | -47,909 | Timeline | ||
| WMWASTE MGMT INC DEL | 1,969,192 | $402M | 4.04% | -92,459 | Timeline | ||
| SNPSSYNOPSYS INC | 776,555 | $338M | 3.39% | -30,791 | Timeline | ||
| EQIXEQUINIX INC | 330,500 | $334M | 3.36% | -16,368 | Timeline | ||
| ECLECOLAB INC | 1,173,054 | $322M | 3.24% | +245,263 | Timeline | ||
| AXPAMERICAN EXPRESS CO | 942,591 | $287M | 2.88% | -44,915 | Timeline | ||
| CRMSALESFORCE INC | 1,242,188 | $285M | 2.87% | -262,410 | Timeline | ||
| DHRDANAHER CORP DEL | 1,063,782 | $236M | 2.37% | -421,516 | Timeline | ||
| YUMYUM BRANDS INC | 1,516,303 | $207M | 2.08% | -981,737 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 444,118 | $203M | 2.04% | +353,656 | Timeline | ||
| ANETARISTA NETWORKS INC | 871,764 | $177M | 1.78% | -37,403 | Timeline | ||
| NOWSERVICENOW INC | 1,318,977 | $177M | 1.78% | -12,487 | Timeline | ||
| NFLXNETFLIX INC. | 2,486,816 | $173M | 1.74% | -1,575,944 | Timeline | ||
| CPCANADIAN PACIFIC KANSAS CITY | 2,007,716 | $171M | 1.72% | -1,239,476 | Timeline | ||
| GWWWW GRAINGER INC | 130,483 | $163M | 1.63% | -65,563 | Timeline | ||
| SPGIS&P GLOBAL INC | 409,061 | $161M | 1.62% | -254,268 | Timeline | ||
| CMGCHIPOTLE MEXICAN GRILL INC | 4,549,581 | $145M | 1.46% | -2,321,577 | Timeline | ||
| MAMASTERCARD INCORPORATED | 220,367 | $122M | 1.22% | -159,501 | Timeline | ||
| PWRQUANTA SVCS INC | 182,286 | $117M | 1.18% | new | Timeline | ||
| ARMARM HOLDINGS PLC | 319,057 | $92.4M | 0.93% | -66,908 | Timeline | ||
| ETNEATON CORP PLC | 199,557 | $85.8M | 0.86% | new | Timeline | ||
| TJXTJX COS INC NEW | 646,289 | $85.5M | 0.86% | new | Timeline | ||
| COOCOOPER COS INC | 1,492,568 | $84.4M | 0.85% | -455,540 | Timeline | ||
| LINLINDE PLC | 151,704 | $72M | 0.72% | +34 | Timeline | ||
| HDBHDFC BANK LTD | 3,014,543 | $67.3M | 0.68% | -784,307 | Timeline | ||
| STESTERIS PLC | 237,752 | $49.9M | 0.5% | -137,485 | Timeline | ||
| AONAON PLC | 166,608 | $46.1M | 0.46% | -75,676 | Timeline | ||
| MELIMERCADOLIBRE INC | 24,008 | $41.5M | 0.42% | -9,500 | Timeline | ||
| SAPSAP SE | 192,096 | $40M | 0.4% | -159,675 | Timeline | ||
| SESEA LTD | 299,516 | $29.2M | 0.29% | -100,651 | Timeline | ||
| BABAALIBABA GROUP HLDG LTD | 173,685 | $18.7M | 0.19% | -25,685 | Timeline | ||
| GRABGRAB HOLDINGS LIMITED | 4,170,714 | $13M | 0.13% | -437,108 | Timeline | ||
| WCNWASTE CONNECTIONS INC | 79,251 | $12.2M | 0.12% | -30,682 | Timeline | ||
| ULUNILEVER PLC | 195,902 | $11.9M | 0.12% | -114,548 | Timeline | ||
| ALCALCON AG | 155,046 | $10M | 0.1% | -69,448 | Timeline | ||
| FMXFOMENTO ECONOMICO MEXICANO S | 83,548 | $9.91M | 0.1% | -21,700 | Timeline | ||
| XPXP INC | 397,755 | $8.35M | 0.08% | -91,999 | Timeline | ||
| SHOPSHOPIFY INC | 43,896 | $6.51M | 0.07% | -30,232 | Timeline | ||
| NUNU HLDGS LTD | 468,797 | $5.93M | 0.06% | 0 | Timeline | ||
| SPOTSPOTIFY TECHNOLOGY S A | 8,583 | $4.18M | 0.04% | -6,294 | Timeline | ||
| INFYINFOSYS LTD | 218,676 | $2.35M | 0.02% | -662,904 | Timeline | ||
| ADYEYADYEN NV-UNSPON ADR | 10,444 | $103K | <0.01% | 0 | Timeline |
Sold out in Q3 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| NKENIKE INC | 2,433,226 | $99.9M | shares |
How Q3 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001290668-26-000005 | base | 2026-10-15 |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001290668-26-000005 | Quarter ended 2026-09-30 | 2026-10-15 | ||
| 13F-HR 0001290668-26-000003 | Quarter ended 2026-06-30 | 2026-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-26-000002 | Quarter ended 2026-03-31 | 2026-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-26-000001 | Quarter ended 2025-12-31 | 2026-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-25-000009 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-25-000003 | Quarter ended 2025-06-30 | 2025-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-25-000002 | Quarter ended 2025-03-31 | 2025-05-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-25-000001 | Quarter ended 2024-12-31 | 2025-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-24-000006 | Quarter ended 2024-09-30 | 2024-11-05 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001290668-24-000004 | Quarter ended 2024-06-30 | 2024-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-24-000003 | Quarter ended 2024-06-30 | 2024-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-24-000002 | Quarter ended 2024-03-31 | 2024-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-24-000001 | Quarter ended 2023-12-31 | 2024-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-23-000006 | Quarter ended 2023-09-30 | 2023-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-23-000005 | Quarter ended 2023-06-30 | 2023-08-08 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001290668-23-000004 | Quarter ended 2022-12-31 | 2023-05-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001290668-23-000003 | Quarter ended 2023-03-31 | 2023-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-23-000002 | Quarter ended 2023-03-31 | 2023-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-23-000001 | Quarter ended 2022-12-31 | 2023-01-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-22-000005 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-22-000004 | Quarter ended 2022-06-30 | 2022-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-22-000003 | Quarter ended 2022-03-31 | 2022-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-22-000002 | Quarter ended 2021-12-31 | 2022-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-21-000004 | Quarter ended 2021-09-30 | 2021-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-21-000003 | Quarter ended 2021-06-30 | 2021-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-21-000002 | Quarter ended 2021-03-31 | 2021-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-21-000001 | Quarter ended 2020-12-31 | 2021-02-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-20-000004 | Quarter ended 2020-09-30 | 2020-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-20-000003 | Quarter ended 2020-06-30 | 2020-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-20-000002 | Quarter ended 2020-03-31 | 2020-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-20-000001 | Quarter ended 2019-12-31 | 2020-02-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-19-000004 | Quarter ended 2019-09-30 | 2019-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-19-000003 | Quarter ended 2019-06-30 | 2019-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-19-000002 | Quarter ended 2019-03-31 | 2019-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-19-000001 | Quarter ended 2018-12-31 | 2019-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-18-000006 | Quarter ended 2018-09-30 | 2018-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-18-000004 | Quarter ended 2018-06-30 | 2018-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-18-000003 | Quarter ended 2018-03-31 | 2018-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-18-000002 | Quarter ended 2017-12-31 | 2018-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-17-000006 | Quarter ended 2017-09-30 | 2017-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-17-000005 | Quarter ended 2017-06-30 | 2017-08-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-17-000003 | Quarter ended 2017-03-31 | 2017-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-17-000002 | Quarter ended 2016-12-31 | 2017-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-16-000019 | Quarter ended 2016-09-30 | 2016-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-16-000017 | Quarter ended 2016-06-30 | 2016-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-16-000012 | Quarter ended 2016-03-31 | 2016-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-16-000011 | Quarter ended 2015-12-31 | 2016-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-15-000008 | Quarter ended 2015-09-30 | 2015-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-15-000005 | Quarter ended 2015-06-30 | 2015-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-15-000004 | Quarter ended 2015-03-31 | 2015-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-15-000003 | Quarter ended 2014-12-31 | 2015-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-14-000005 | Quarter ended 2014-09-30 | 2014-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-14-000004 | Quarter ended 2014-06-30 | 2014-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-14-000002 | Quarter ended 2014-03-31 | 2014-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-14-000001 | Quarter ended 2013-12-31 | 2014-01-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-13-000005 | Quarter ended 2013-09-30 | 2013-10-24 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001290668-13-000004 | Quarter ended 2013-06-30 | 2013-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001290668-13-000003 | Quarter ended 2013-06-30 | 2013-08-09 | acceptance time not in the bulk data set |