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Sustainable Growth Advisers, LP

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13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,661,090 shares 5,661,090$1.29B12.99%+940,946Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,420,302 shares 1,420,302$728M7.32%-84,701Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,104,137 shares 2,104,137$717M7.21%-25,574Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,864,370 shares 1,864,370$621M6.24%+116,988Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,072,028 shares 2,072,028$516M5.19%-209,301Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,183,233 shares 1,183,233$425M4.27%-259,473Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,207,718 shares 1,207,718$424M4.26%-67,733Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 564,072 shares 564,072$409M4.11%-47,909Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,969,192 shares 1,969,192$402M4.04%-92,459Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 776,555 shares 776,555$338M3.39%-30,791Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346,868 shares; 2026Q3: 330,500 shares 330,500$334M3.36%-16,368Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,173,054 shares 1,173,054$322M3.24%+245,263Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 942,591 shares 942,591$287M2.88%-44,915Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,242,188 shares 1,242,188$285M2.87%-262,410Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,063,782 shares 1,063,782$236M2.37%-421,516Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,516,303 shares 1,516,303$207M2.08%-981,737Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 444,118 shares 444,118$203M2.04%+353,656Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909,167 shares; 2026Q3: 871,764 shares 871,764$177M1.78%-37,403Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,318,977 shares 1,318,977$177M1.78%-12,487Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,486,816 shares 2,486,816$173M1.74%-1,575,944Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,007,716 shares 2,007,716$171M1.72%-1,239,476Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 130,483 shares 130,483$163M1.63%-65,563Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 409,061 shares 409,061$161M1.62%-254,268Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,549,581 shares 4,549,581$145M1.46%-2,321,577Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376,414 shares; 2026Q2: 379,868 shares; 2026Q3: 220,367 shares 220,367$122M1.22%-159,501Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 182,286 shares 182,286$117M1.18%newTimeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 319,057 shares 319,057$92.4M0.93%-66,908Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 199,557 shares 199,557$85.8M0.86%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 646,289 shares 646,289$85.5M0.86%newTimeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,492,568 shares 1,492,568$84.4M0.85%-455,540Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 151,704 shares 151,704$72M0.72%+34Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,014,543 shares 3,014,543$67.3M0.68%-784,307Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 237,752 shares 237,752$49.9M0.5%-137,485Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 166,608 shares 166,608$46.1M0.46%-75,676Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,008 shares 24,008$41.5M0.42%-9,500Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 192,096 shares 192,096$40M0.4%-159,675Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760,360 shares; 2026Q1: 629,955 shares; 2026Q2: 400,167 shares; 2026Q3: 299,516 shares 299,516$29.2M0.29%-100,651Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 173,685 shares 173,685$18.7M0.19%-25,685Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,170,714 shares 4,170,714$13M0.13%-437,108Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 79,251 shares 79,251$12.2M0.12%-30,682Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440,020 shares; 2026Q1: 405,570 shares; 2026Q2: 310,450 shares; 2026Q3: 195,902 shares 195,902$11.9M0.12%-114,548Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 155,046 shares 155,046$10M0.1%-69,448Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 83,548 shares 83,548$9.91M0.1%-21,700Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 397,755 shares 397,755$8.35M0.08%-91,999Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 43,896 shares 43,896$6.51M0.07%-30,232Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 468,797 shares; 2026Q3: 468,797 shares 468,797$5.93M0.06%0Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,877 shares; 2026Q2: 14,877 shares; 2026Q3: 8,583 shares 8,583$4.18M0.04%-6,294Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 218,676 shares 218,676$2.35M0.02%-662,904Timeline
ADYEYADYEN NV-UNSPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,444 shares 10,444$103K<0.01%0Timeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
NKENIKE INC2,433,226$99.9Mshares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001290668-26-000005 base2026-10-15