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Sustainable Growth Advisers, LP

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13F filer, CIK 1290668, STAMFORD, CT

Sustainable Growth Advisers, LP reported $10,190,707,647 across 47 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-10. Its ten largest share positions make up 54.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001290668-26-000003

Period
2026-06-30
Reported value
$10.2B
Holdings
47
Top 10 weight
54.02%
New
3
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EQIXnew+346,868$362M
ANETnew+909,167$154M
GOOGadded+237,143$83.8M
LINadded+127,146$66M
AAPLadded+221,682$64.1M

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
ARMreduced-1,621,194-$575M
INTUexited-635,752-$275M
AONreduced-809,521-$269M
AMZNreduced-989,912-$236M
CPreduced-1,963,138-$170M

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 2026

Share positions as resolved from 13F-HR 0001290668-26-000003, largest first. % of portfolio is the value over $10,190,707,647, 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; 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; 2026Q2: 4,720,144 shares 4,720,144$944M9.27%-129,368Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,129,711 shares 2,129,711$752M7.38%+237,143Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,505,003 shares 1,505,003$561M5.51%-63,990Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,281,329 shares 2,281,329$544M5.34%-989,912Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,747,382 shares 1,747,382$506M4.96%+221,682Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,442,706 shares 1,442,706$495M4.86%-307,429Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647,922 shares; 2026Q1: 1,462,602 shares; 2026Q2: 1,275,451 shares 1,275,451$482M4.73%-187,151Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,061,651 shares 2,061,651$460M4.51%+39,949Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,498,040 shares 2,498,040$399M3.92%+237,637Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346,868 shares 346,868$362M3.55%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 807,346 shares 807,346$360M3.53%-93,641Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 611,981 shares 611,981$345M3.38%-85,210Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 987,506 shares 987,506$334M3.28%-134,508Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,062,760 shares 4,062,760$290M2.85%+651,791Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,485,298 shares 1,485,298$283M2.78%-151,084Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,247,192 shares 3,247,192$281M2.76%-1,963,138Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 663,329 shares 663,329$270M2.65%-93,968Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,424 shares; 2025Q4: 229,695 shares; 2026Q1: 210,918 shares; 2026Q2: 196,046 shares 196,046$267M2.62%-14,872Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 927,791 shares 927,791$258M2.54%+80,533Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,504,598 shares 1,504,598$236M2.31%-235,712Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,871,158 shares 6,871,158$234M2.29%-946,996Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376,414 shares; 2026Q2: 379,868 shares 379,868$195M1.91%+3,454Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909,167 shares 909,167$154M1.52%newTimeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,948,108 shares 1,948,108$140M1.37%-106,204Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 385,965 shares 385,965$137M1.34%-1,621,194Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,331,464 shares 1,331,464$132M1.3%+326,193Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,433,226 shares 2,433,226$99.9M0.98%-131,515Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,798,850 shares 3,798,850$98.1M0.96%-1,427,057Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 242,284 shares 242,284$80.4M0.79%-809,521Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 375,237 shares 375,237$79M0.78%-171,942Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 151,670 shares 151,670$78.7M0.77%+127,146Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,508 shares 33,508$56.9M0.56%-19,033Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 351,771 shares 351,771$54.2M0.53%-122,333Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 90,462 shares 90,462$43.2M0.42%-39,793Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760,360 shares; 2026Q1: 629,955 shares; 2026Q2: 400,167 shares 400,167$38.3M0.38%-229,788Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 199,370 shares 199,370$19.1M0.19%-74,116Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440,020 shares; 2026Q1: 405,570 shares; 2026Q2: 310,450 shares 310,450$18.7M0.18%-95,120Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 109,933 shares 109,933$18.3M0.18%+11,785Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,607,822 shares 4,607,822$17.4M0.17%-1,203,336Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 224,494 shares 224,494$15.1M0.15%-877,577Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 105,248 shares 105,248$13.5M0.13%-59,859Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 881,580 shares 881,580$9.25M0.09%-274,233Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 74,128 shares 74,128$8.46M0.08%-6,959Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 489,754 shares 489,754$7.96M0.08%-206,735Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,877 shares; 2026Q2: 14,877 shares 14,877$6.83M0.07%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 468,797 shares 468,797$6.26M0.06%newTimeline
ADYEYADYEN NV-UNSPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383,022 shares; 2025Q4: 227,836 shares; 2026Q1: 294,848 shares; 2026Q2: 10,444 shares 10,444$97.2K<0.01%-284,404Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
INTUINTUIT635,752$275Mshares
TMETENCENT MUSIC ENTMT GROUP503,887$4.68Mshares
MMYTMAKEMYTRIP LIMITED MAURITIUS123,247$4.6Mshares
UNVGYUNIVERSAL MUSIC GRO-UNSP ADR342,750$3.29Mshares
AAGIYAIA GROUP LTD-SP ADR71,286$3.17Mshares
EXPGYEXPERIAN PLC-SPONS ADR72,210$2.52Mshares
FRCOYFAST RETAILING CO-UNSPON ADR62,583$2.48Mshares

How Q2 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 0001290668-26-000003 base2026-08-10acceptance time not in the bulk data set