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Sustainable Growth Advisers, LP

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13F filer, CIK 1290668, STAMFORD, CT

Sustainable Growth Advisers, LP reported $10,622,216,645 across 51 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 49.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001290668-26-000002

Period
2026-03-31
Reported value
$10.6B
Holdings
51
Top 10 weight
49.83%
New
2
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVGOadded+814,680$252M
MAnew+376,414$188M
AXPadded+504,124$152M
NFLXadded+832,072$80M
AAPLadded+305,664$77.6M

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
UNHexited-1,422,511-$470M
ITexited-1,243,148-$314M
AMZNreduced-1,381,312-$288M
NVDAreduced-1,124,701-$196M
MSFTreduced-486,084-$180M

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, Q1 2026

Share positions as resolved from 13F-HR 0001290668-26-000002, largest first. % of portfolio is the value over $10,622,216,645, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,140,661 shares; 2025Q1: 7,136,607 shares; 2025Q2: 6,534,572 shares; 2025Q3: 6,410,603 shares; 2025Q4: 5,974,213 shares; 2026Q1: 4,849,512 shares 4,849,512$846M7.96%-1,124,701Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,193,038 shares; 2025Q1: 6,573,828 shares; 2025Q2: 6,381,153 shares; 2025Q3: 5,424,707 shares; 2025Q4: 4,652,553 shares; 2026Q1: 3,271,241 shares 3,271,241$681M6.41%-1,381,312Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,110,508 shares; 2025Q1: 3,096,725 shares; 2025Q2: 2,797,482 shares; 2025Q3: 2,558,799 shares; 2025Q4: 2,055,077 shares; 2026Q1: 1,568,993 shares 1,568,993$581M5.47%-486,084Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,879,669 shares; 2025Q1: 2,801,414 shares; 2025Q2: 2,716,918 shares; 2025Q3: 2,433,722 shares; 2025Q4: 2,143,689 shares; 2026Q1: 1,892,568 shares 1,892,568$543M5.11%-251,121Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,549,110 shares; 2025Q1: 3,289,651 shares; 2025Q2: 2,903,722 shares; 2025Q3: 2,575,245 shares; 2025Q4: 2,116,769 shares; 2026Q1: 1,750,135 shares 1,750,135$529M4.98%-366,634Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,009,983 shares; 2025Q1: 1,863,378 shares; 2025Q2: 2,897,636 shares; 2025Q3: 3,262,148 shares; 2025Q4: 2,768,350 shares; 2026Q1: 2,021,702 shares 2,021,702$465M4.37%-746,648Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647,922 shares; 2026Q1: 1,462,602 shares 1,462,602$453M4.26%+814,680Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,795,392 shares; 2025Q1: 8,363,710 shares; 2025Q2: 8,100,324 shares; 2025Q3: 7,640,406 shares; 2025Q4: 6,564,219 shares; 2026Q1: 5,210,330 shares 5,210,330$410M3.86%-1,353,889Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,250,084 shares; 2025Q1: 1,539,292 shares; 2025Q2: 1,506,253 shares; 2025Q3: 1,058,562 shares; 2025Q4: 854,425 shares; 2026Q1: 697,191 shares 697,191$399M3.76%-157,234Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,543,448 shares; 2025Q1: 2,385,330 shares; 2025Q2: 1,324,290 shares; 2025Q3: 1,317,612 shares; 2025Q4: 1,220,036 shares; 2026Q1: 1,525,700 shares 1,525,700$387M3.65%+305,664Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,538,583 shares; 2025Q1: 1,575,732 shares; 2025Q2: 1,547,468 shares; 2025Q3: 1,343,916 shares; 2025Q4: 1,124,385 shares; 2026Q1: 900,987 shares 900,987$357M3.36%-223,398Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,579,115 shares; 2025Q1: 3,534,254 shares; 2025Q2: 2,630,770 shares; 2025Q3: 2,735,106 shares; 2025Q4: 2,497,429 shares; 2026Q1: 2,260,403 shares 2,260,403$351M3.31%-237,026Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,263,783 shares; 2025Q1: 1,592,962 shares; 2025Q2: 1,847,140 shares; 2025Q3: 1,317,364 shares; 2025Q4: 1,221,467 shares; 2026Q1: 1,051,805 shares 1,051,805$340M3.2%-169,662Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,004,652 shares; 2025Q1: 827,494 shares; 2025Q2: 815,459 shares; 2025Q3: 809,027 shares; 2025Q4: 617,890 shares; 2026Q1: 1,122,014 shares 1,122,014$339M3.2%+504,124Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,572 shares; 2025Q1: 222,016 shares; 2025Q2: 198,924 shares; 2025Q3: 156,896 shares; 2025Q4: 2,578,897 shares; 2026Q1: 3,410,969 shares 3,410,969$328M3.09%+832,072Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,180,376 shares; 2025Q1: 1,627,118 shares; 2025Q2: 2,116,254 shares; 2025Q3: 2,034,371 shares; 2025Q4: 2,141,335 shares; 2026Q1: 1,740,310 shares 1,740,310$325M3.06%-401,025Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,631,211 shares; 2025Q1: 1,535,939 shares; 2025Q2: 1,509,793 shares; 2025Q3: 1,293,570 shares; 2025Q4: 1,030,292 shares; 2026Q1: 757,297 shares 757,297$322M3.03%-272,995Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,232,010 shares; 2025Q1: 2,522,956 shares; 2025Q2: 2,438,553 shares; 2025Q3: 1,917,941 shares; 2025Q4: 1,597,798 shares; 2026Q1: 1,636,382 shares 1,636,382$310M2.92%+38,584Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,594,594 shares; 2025Q2: 3,457,220 shares; 2025Q3: 2,881,709 shares; 2025Q4: 2,668,130 shares; 2026Q1: 2,007,159 shares 2,007,159$304M2.86%-660,971Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,429,346 shares; 2025Q1: 1,444,779 shares; 2025Q2: 1,386,636 shares; 2025Q3: 1,247,693 shares; 2025Q4: 959,601 shares; 2026Q1: 635,752 shares 635,752$275M2.59%-323,849Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,632,783 shares; 2025Q3: 12,495,638 shares; 2025Q4: 9,677,524 shares; 2026Q1: 7,818,154 shares 7,818,154$250M2.36%-1,859,370Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,424 shares; 2025Q4: 229,695 shares; 2026Q1: 210,918 shares 210,918$230M2.17%-18,777Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,268,731 shares; 2025Q1: 709,141 shares; 2025Q2: 698,812 shares; 2025Q3: 696,005 shares; 2025Q4: 645,018 shares; 2026Q1: 847,258 shares 847,258$225M2.12%+202,240Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376,414 shares 376,414$188M1.77%newTimeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,385,059 shares; 2025Q3: 4,132,535 shares; 2025Q4: 3,368,567 shares; 2026Q1: 2,054,312 shares 2,054,312$147M1.38%-1,314,255Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,727,405 shares; 2025Q4: 2,789,888 shares; 2026Q1: 2,564,741 shares 2,564,741$135M1.28%-225,147Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,176,487 shares; 2025Q1: 7,803,497 shares; 2025Q2: 7,366,683 shares; 2025Q3: 10,914,957 shares; 2025Q4: 5,710,975 shares; 2026Q1: 5,225,907 shares 5,225,907$130M1.22%-485,068Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,383,218 shares; 2025Q1: 1,316,062 shares; 2025Q2: 1,249,802 shares; 2025Q3: 1,065,658 shares; 2025Q4: 758,684 shares; 2026Q1: 547,179 shares 547,179$121M1.14%-211,505Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367,828 shares; 2025Q1: 723,457 shares; 2025Q2: 646,866 shares; 2025Q3: 627,543 shares; 2025Q4: 1,140,979 shares; 2026Q1: 1,005,271 shares 1,005,271$105M0.99%-135,708Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,534 shares; 2025Q1: 151,317 shares; 2025Q2: 116,106 shares; 2025Q3: 93,162 shares; 2025Q4: 77,283 shares; 2026Q1: 52,541 shares 52,541$90.8M0.86%-24,742Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,777,922 shares; 2025Q1: 3,153,785 shares; 2025Q2: 3,516,855 shares; 2025Q3: 3,214,309 shares; 2025Q4: 2,131,499 shares; 2026Q1: 1,102,071 shares 1,102,071$83M0.78%-1,029,428Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,157 shares; 2025Q1: 65,334 shares; 2025Q2: 68,696 shares; 2025Q3: 842,416 shares; 2025Q4: 686,851 shares; 2026Q1: 474,104 shares 474,104$81.2M0.76%-212,747Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760,360 shares; 2026Q1: 629,955 shares 629,955$52.2M0.49%-130,405Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 255,844 shares; 2025Q1: 554,775 shares; 2025Q2: 539,358 shares; 2025Q3: 281,554 shares; 2025Q4: 133,526 shares; 2026Q1: 130,255 shares 130,255$44M0.41%-3,271Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,692 shares; 2025Q2: 92,384 shares; 2025Q3: 277,817 shares; 2025Q4: 280,402 shares; 2026Q1: 273,486 shares 273,486$34.3M0.32%-6,916Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440,020 shares; 2026Q1: 405,570 shares 405,570$23.1M0.22%-34,450Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,361,124 shares; 2025Q2: 2,103,571 shares; 2025Q3: 2,008,027 shares; 2025Q4: 3,896,506 shares; 2026Q1: 5,811,158 shares 5,811,158$21.3M0.2%+1,914,652Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292,551 shares; 2025Q1: 270,487 shares; 2025Q2: 234,839 shares; 2025Q3: 201,280 shares; 2025Q4: 155,439 shares; 2026Q1: 165,107 shares 165,107$18.3M0.17%+9,668Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,936 shares; 2025Q1: 92,889 shares; 2025Q2: 90,907 shares; 2025Q3: 86,286 shares; 2025Q4: 85,319 shares; 2026Q1: 98,148 shares 98,148$15.9M0.15%+12,829Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,906,879 shares; 2025Q1: 14,877,543 shares; 2025Q2: 14,547,095 shares; 2025Q3: 10,889,185 shares; 2025Q4: 350,187 shares; 2026Q1: 1,155,813 shares 1,155,813$15.6M0.15%+805,626Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 590,622 shares; 2025Q1: 671,993 shares; 2025Q2: 455,107 shares; 2025Q3: 535,016 shares; 2025Q4: 680,170 shares; 2026Q1: 696,489 shares 696,489$13.3M0.12%+16,319Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,177 shares; 2025Q1: 30,663 shares; 2025Q2: 29,996 shares; 2025Q3: 27,913 shares; 2025Q4: 28,684 shares; 2026Q1: 24,524 shares 24,524$12.2M0.11%-4,160Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,779 shares; 2025Q1: 115,085 shares; 2025Q2: 128,662 shares; 2025Q3: 90,842 shares; 2025Q4: 60,651 shares; 2026Q1: 81,087 shares 81,087$9.62M0.09%+20,436Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,877 shares 14,877$7.21M0.07%newTimeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 417,913 shares; 2025Q1: 591,536 shares; 2025Q2: 511,933 shares; 2025Q3: 374,798 shares; 2025Q4: 341,132 shares; 2026Q1: 503,887 shares 503,887$4.68M0.04%+162,755Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,579 shares; 2025Q3: 60,154 shares; 2025Q4: 90,984 shares; 2026Q1: 123,247 shares 123,247$4.6M0.04%+32,263Timeline
UNVGYUNIVERSAL MUSIC GRO-UNSP ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 608,074 shares; 2025Q1: 634,244 shares; 2025Q2: 737,214 shares; 2025Q3: 721,262 shares; 2025Q4: 342,750 shares; 2026Q1: 342,750 shares 342,750$3.29M0.03%0Timeline
AAGIYAIA GROUP LTD-SP ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192,895 shares; 2025Q1: 192,895 shares; 2025Q2: 234,500 shares; 2025Q3: 165,113 shares; 2025Q4: 71,286 shares; 2026Q1: 71,286 shares 71,286$3.17M0.03%0Timeline
ADYEYADYEN NV-UNSPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383,022 shares; 2025Q4: 227,836 shares; 2026Q1: 294,848 shares 294,848$2.94M0.03%+67,012Timeline
EXPGYEXPERIAN PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,700 shares; 2025Q1: 155,671 shares; 2025Q2: 155,671 shares; 2025Q3: 152,154 shares; 2025Q4: 72,210 shares; 2026Q1: 72,210 shares 72,210$2.52M0.02%0Timeline
FRCOYFAST RETAILING CO-UNSPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192,093 shares; 2025Q4: 77,646 shares; 2026Q1: 62,583 shares 62,583$2.48M0.02%-15,063Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC1,422,511$470Mshares
ITGARTNER INC1,243,148$314Mshares
WDAYWORKDAY INC36,299$7.8Mshares
IWFISHARES TR10,027$4.75Mshares
GOOGLALPHABET INC10,582$3.31Mshares

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001290668-26-000002 base2026-05-11acceptance time not in the bulk data set