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Sustainable Growth Advisers, LP

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13F filer, CIK 1290668, STAMFORD, CT

Sustainable Growth Advisers, LP reported $19,369,199,854 across 55 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 51.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001290668-25-000003

Period
2025-06-30
Reported value
$19.4B
Holdings
55
Top 10 weight
51.51%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CMGnew+10,632,783$597M
ARMadded+1,862,626$301M
COOnew+3,385,059$241M
WMadded+1,034,258$237M
ITadded+485,188$196M

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

SecurityShares changeApprox. value
ICLRexited-1,511,838-$265M
TMOreduced-631,159-$256M
ADSKreduced-728,680-$226M
AAPLreduced-1,061,040-$218M
SBUXreduced-1,924,882-$176M

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, Q2 2025

Share positions as resolved from 13F-HR 0001290668-25-000003, largest first. % of portfolio is the value over $19,369,199,854, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,193,038 shares; 2025Q1: 6,573,828 shares; 2025Q2: 6,381,153 shares 6,381,153$1.4B7.23%-192,675Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,110,508 shares; 2025Q1: 3,096,725 shares; 2025Q2: 2,797,482 shares 2,797,482$1.39B7.18%-299,243Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,250,084 shares; 2025Q1: 1,539,292 shares; 2025Q2: 1,506,253 shares 1,506,253$1.11B5.74%-33,039Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,429,346 shares; 2025Q1: 1,444,779 shares; 2025Q2: 1,386,636 shares 1,386,636$1.09B5.64%-58,143Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,140,661 shares; 2025Q1: 7,136,607 shares; 2025Q2: 6,534,572 shares 6,534,572$1.03B5.33%-602,035Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,549,110 shares; 2025Q1: 3,289,651 shares; 2025Q2: 2,903,722 shares 2,903,722$1.03B5.32%-385,929Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,631,211 shares; 2025Q1: 1,535,939 shares; 2025Q2: 1,509,793 shares 1,509,793$796M4.11%-26,146Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,538,583 shares; 2025Q1: 1,575,732 shares; 2025Q2: 1,547,468 shares 1,547,468$793M4.1%-28,264Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367,828 shares; 2025Q1: 723,457 shares; 2025Q2: 646,866 shares 646,866$665M3.43%-76,591Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,009,983 shares; 2025Q1: 1,863,378 shares; 2025Q2: 2,897,636 shares 2,897,636$663M3.42%+1,034,258Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,263,783 shares; 2025Q1: 1,592,962 shares; 2025Q2: 1,847,140 shares 1,847,140$659M3.4%+254,178Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,795,392 shares; 2025Q1: 8,363,710 shares; 2025Q2: 8,100,324 shares 8,100,324$642M3.32%-263,386Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,632,783 shares 10,632,783$597M3.08%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,180,376 shares; 2025Q1: 1,627,118 shares; 2025Q2: 2,116,254 shares 2,116,254$577M2.98%+489,136Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,176,487 shares; 2025Q1: 7,803,497 shares; 2025Q2: 7,366,683 shares 7,366,683$565M2.92%-436,814Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,594,594 shares; 2025Q2: 3,457,220 shares 3,457,220$559M2.89%+1,862,626Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,879,669 shares; 2025Q1: 2,801,414 shares; 2025Q2: 2,716,918 shares 2,716,918$482M2.49%-84,496Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,232,010 shares; 2025Q1: 2,522,956 shares; 2025Q2: 2,438,553 shares 2,438,553$482M2.49%-84,403Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 535,427 shares; 2025Q1: 676,325 shares; 2025Q2: 1,161,513 shares 1,161,513$470M2.42%+485,188Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,658,574 shares; 2025Q1: 1,637,999 shares; 2025Q2: 1,392,146 shares 1,392,146$434M2.24%-245,853Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,340,803 shares; 2025Q1: 5,543,246 shares; 2025Q2: 6,192,636 shares 6,192,636$427M2.21%+649,390Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,579,115 shares; 2025Q1: 3,534,254 shares; 2025Q2: 2,630,770 shares 2,630,770$390M2.01%-903,484Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,657,310 shares; 2025Q1: 1,858,544 shares; 2025Q2: 1,495,322 shares 1,495,322$359M1.85%-363,222Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,777,922 shares; 2025Q1: 3,153,785 shares; 2025Q2: 3,516,855 shares 3,516,855$310M1.6%+363,070Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,534 shares; 2025Q1: 151,317 shares; 2025Q2: 116,106 shares 116,106$303M1.57%-35,211Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,383,218 shares; 2025Q1: 1,316,062 shares; 2025Q2: 1,249,802 shares 1,249,802$300M1.55%-66,260Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,543,448 shares; 2025Q1: 2,385,330 shares; 2025Q2: 1,324,290 shares 1,324,290$272M1.4%-1,061,040Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,906,879 shares; 2025Q1: 14,877,543 shares; 2025Q2: 14,547,095 shares 14,547,095$270M1.39%-330,448Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,572 shares; 2025Q1: 222,016 shares; 2025Q2: 198,924 shares 198,924$266M1.38%-23,092Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,004,652 shares; 2025Q1: 827,494 shares; 2025Q2: 815,459 shares 815,459$260M1.34%-12,035Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,385,059 shares 3,385,059$241M1.24%newTimeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,268,731 shares; 2025Q1: 709,141 shares; 2025Q2: 698,812 shares 698,812$188M0.97%-10,329Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 255,844 shares; 2025Q1: 554,775 shares; 2025Q2: 539,358 shares 539,358$122M0.63%-15,417Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,562 shares; 2025Q1: 166,554 shares; 2025Q2: 440,108 shares 440,108$26.9M0.14%+273,554
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292,551 shares; 2025Q1: 270,487 shares; 2025Q2: 234,839 shares 234,839$24.2M0.12%-35,648Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,157 shares; 2025Q1: 65,334 shares; 2025Q2: 68,696 shares 68,696$20.9M0.11%+3,362Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,936 shares; 2025Q1: 92,889 shares; 2025Q2: 90,907 shares 90,907$17M0.09%-1,982Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,779 shares; 2025Q1: 115,085 shares; 2025Q2: 128,662 shares 128,662$14.8M0.08%+13,577Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,177 shares; 2025Q1: 30,663 shares; 2025Q2: 29,996 shares 29,996$14.1M0.07%-667Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406,006 shares; 2025Q1: 50,223 shares; 2025Q2: 67,970 shares 67,970$13.8M0.07%+17,747Timeline
UNVGYUNIVERSAL MUSIC GRO-UNSP ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 608,074 shares; 2025Q1: 634,244 shares; 2025Q2: 737,214 shares 737,214$11.9M0.06%+102,970Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,361,124 shares; 2025Q2: 2,103,571 shares 2,103,571$10.6M0.05%+742,447Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,692 shares; 2025Q2: 92,384 shares 92,384$10.5M0.05%+56,692Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417,913 shares; 2025Q1: 591,536 shares; 2025Q2: 511,933 shares 511,933$9.98M0.05%-79,603Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 590,622 shares; 2025Q1: 671,993 shares; 2025Q2: 455,107 shares 455,107$9.19M0.05%-216,886Timeline
AAGIYAIA GROUP LTD-SP ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192,895 shares; 2025Q1: 192,895 shares; 2025Q2: 234,500 shares 234,500$8.48M0.04%+41,605Timeline
EXPGYEXPERIAN PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,700 shares; 2025Q1: 155,671 shares; 2025Q2: 155,671 shares 155,671$8M0.04%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,623 shares; 2025Q1: 18,562 shares; 2025Q2: 17,256 shares 17,256$7.33M0.04%-1,306Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,579 shares 55,579$5.45M0.03%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,818 shares; 2025Q1: 11,971 shares; 2025Q2: 11,021 shares 11,021$1.94M0.01%-950Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,941,508 shares; 2025Q1: 730,597 shares; 2025Q2: 1,917 shares 1,917$593K<0.01%-728,680Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 943,676 shares; 2025Q1: 1,410 shares; 2025Q2: 745 shares 745$430K<0.01%-665Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 712,206 shares; 2025Q1: 632,040 shares; 2025Q2: 881 shares 881$357K<0.01%-631,159Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,092,975 shares; 2025Q1: 1,928,154 shares; 2025Q2: 3,272 shares 3,272$300K<0.01%-1,924,882Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 583 shares; 2025Q2: 583 shares 583$200K<0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ICLRICON PUB LTD CO1,511,838$265Mshares
LVMUYLVMH MOET HENNESSY-UNSP ADR55,380$6.86Mshares
IVVISHARES TR845$475Kshares
VUGVANGUARD INDEX FDS952$353Kshares

How Q2 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001290668-25-000003 base2025-08-08acceptance time not in the bulk data set