Sustainable Growth Advisers, LP Concentrated Active

CIK: 0001290668 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 10, 2021

Total Value ($000): $17,412,281 (100.0% shares, 0.0% debt)

Holdings (57)

MSFT Microsoft Corp. 5.6%
Value ($000) $977,338 Shares 4,145,303 Est. Cost $124.39 Unrealized +79.2%
AMZN Amazon.com Inc 5.4%
Value ($000) $931,634 Shares 301,102 Est. Cost $70.83 Unrealized +123.8%
V Visa Inc 5.2%
Value ($000) $912,543 Shares 4,309,939 Est. Cost $109.13 Unrealized +86.2%
YUM Yum Brands 4.6%
Value ($000) $799,765 Shares 7,392,908 Est. Cost $78.21 Unrealized +23.6%
META Facebook Inc 4.5%
Value ($000) $782,871 Shares 2,658,038 Est. Cost $195.15 Unrealized +37.0%
GOOG Alphabet Inc CL C 4.4%
Value ($000) $762,145 Shares 368,430 Est. Cost $52.54 Unrealized +87.4%
FleetCor Technologies Inc 4.3%
Value ($000) $753,993 Shares 2,806,810 Est. Cost $199.65 Unrealized
CRM Salesforce.com inc 4.2%
Value ($000) $736,520 Shares 3,476,281 Est. Cost $145.78 Unrealized +50.9%
PYPL PayPal Holdings Inc 4.1%
Value ($000) $705,654 Shares 2,905,840 Est. Cost $123.48 Unrealized +104.0%
ADSK Autodesk Inc 4.0%
Value ($000) $695,363 Shares 2,508,976 Est. Cost $145.62 Unrealized +98.0%
ABT Abbott Labs 3.7%
Value ($000) $642,214 Shares 5,358,926 Est. Cost $71.21 Unrealized +52.6%
IHS Markit LTD 3.7%
Value ($000) $638,364 Shares 6,596,035 Est. Cost $61.05 Unrealized
WDAY Workday Inc Class A 3.5%
Value ($000) $608,478 Shares 2,449,293 Est. Cost $194.87 Unrealized +26.8%
EQIX Equinix Inc 3.2%
Value ($000) $560,405 Shares 824,622 Est. Cost $463.39 Unrealized +34.8%
UNH UnitedHealth Group Inc 3.1%
Value ($000) $544,384 Shares 1,463,122 Est. Cost $215.87 Unrealized +48.1%
NKE NIKE Inc 3.0%
Value ($000) $518,709 Shares 3,903,302 Est. Cost $70.85 Unrealized +82.9%
DIS Walt Disney Co/The 2.6%
Value ($000) $457,462 Shares 2,479,196 Est. Cost $162.16 Unrealized +11.1%
Linde PLC 2.6%
Value ($000) $452,659 Shares 1,615,832 Est. Cost $196.31 Unrealized
BALL Ball Corp 2.2%
Value ($000) $389,645 Shares 4,598,125 Est. Cost $69.54 Unrealized +18.3%
REGN Regeneron Pharmaceuticals 2.2%
Value ($000) $374,674 Shares 791,888 Est. Cost $449.60 Unrealized +7.7%
HDB HDFC Bank Ltd-ADR 2.2%
Value ($000) $374,586 Shares 4,821,547 Est. Cost $61.26 Unrealized
UNP Union Pacific Corp 2.1%
Value ($000) $361,585 Shares 1,640,508 Est. Cost $147.14 Unrealized +27.8%
BABA Alibaba Group Holding-Sp ADR 2.1%
Value ($000) $359,986 Shares 1,587,730 Est. Cost $182.05 Unrealized
ISRG Intuitive Surgical Inc 1.8%
Value ($000) $313,193 Shares 423,842 Est. Cost $182.34 Unrealized +38.0%
MSCI MSCI Inc. 1.7%
Value ($000) $300,100 Shares 715,750 Est. Cost $381.16 Unrealized +4.8%
DHR Danaher Corp 1.7%
Value ($000) $294,043 Shares 1,306,394 Est. Cost $123.10 Unrealized +61.4%
TMO Thermo Fisher 1.6%
Value ($000) $285,467 Shares 625,502 Est. Cost $408.85 Unrealized +15.2%
AXP American Express Co 1.6%
Value ($000) $281,204 Shares 1,988,151 Est. Cost $107.96 Unrealized +15.2%
ILMN Illumina Inc. 1.5%
Value ($000) $269,523 Shares 701,772 Est. Cost $295.95 Unrealized +37.8%
INTU Intuit Inc 1.4%
Value ($000) $250,083 Shares 652,854 Est. Cost $234.01 Unrealized +59.7%
New Oriental Education-Sp ADR 1.4%
Value ($000) $249,392 Shares 17,813,693 Est. Cost $17.37 Unrealized
ALC Alcon Inc 1.4%
Value ($000) $242,968 Shares 3,462,067 Est. Cost $59.67 Unrealized +17.0%
Kansas City Southern 1.1%
Value ($000) $186,905 Shares 708,187 Est. Cost $160.09 Unrealized
INFY Infosys Ltd-Sp ADR 0.9%
Value ($000) $156,659 Shares 8,368,524 Est. Cost $11.18 Unrealized
SAP SAP SE-Sponsored ADR 0.7%
Value ($000) $116,840 Shares 951,543 Est. Cost $96.93 Unrealized
NVO Novo-Nordisk A/S-Spons ADR 0.1%
Value ($000) $15,915 Shares 236,062 Est. Cost $47.33 Unrealized
AON Aon PLC 0.1%
Value ($000) $10,980 Shares 47,717 Est. Cost $194.30 Unrealized +9.3%
TCEHY Tencent Holdings Ltd-Unsponsor 0.1%
Value ($000) $10,902 Shares 136,611 Est. Cost $48.38 Unrealized
AAGIY AIA Group Ltd-Sp ADR 0.1%
Value ($000) $10,654 Shares 217,048 Est. Cost $33.98 Unrealized
FMX Fomento Economico Mexicano-Sp 0.1%
Value ($000) $9,878 Shares 131,119 Est. Cost $76.17 Unrealized
STE Steris PLC 0.1%
Value ($000) $8,899 Shares 46,721 Est. Cost $146.53 Unrealized +21.3%
DASTY Dassault Systemes Spon ADR 0.0%
Value ($000) $8,384 Shares 39,092 Est. Cost $172.64 Unrealized
HEINY Heineken NV-Sponsored ADR 0.0%
Value ($000) $8,313 Shares 161,104 Est. Cost $51.79 Unrealized
NSRGY Nestle SA-Spons ADR 0.0%
Value ($000) $6,135 Shares 55,010 Est. Cost $91.07 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $4,306 Shares 36,450 Est. Cost $95.08 Unrealized +7.0%
XP XP Inc 0.0%
Value ($000) $3,983 Shares 105,735 Est. Cost $42.53 Unrealized +0.4%
HTHT Huazhu Group LTD ADR 0.0%
Value ($000) $3,946 Shares 71,879 Est. Cost $52.82 Unrealized
TCOM Trip.com Group LTD 0.0%
Value ($000) $3,630 Shares 91,600 Est. Cost $38.71 Unrealized
MELI MercadoLibre Inc 0.0%
Value ($000) $3,597 Shares 2,443 Est. Cost $1526.76 Unrealized +11.1%
JD JD.com Inc-ADR 0.0%
Value ($000) $3,165 Shares 37,538 Est. Cost $84.55 Unrealized
TAL Tal Education Group- ADR 0.0%
Value ($000) $3,149 Shares 58,478 Est. Cost $53.74 Unrealized
YUMC Yum China Holdings Inc. 0.0%
Value ($000) $2,937 Shares 49,615 Est. Cost $59.76 Unrealized 0.0%
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $2,648 Shares 1,284 Est. Cost $59.85 Unrealized +63.7%
AAPL Apple Inc 0.0%
Value ($000) $2,389 Shares 19,556 Est. Cost $89.25 Unrealized +40.1%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $639 Shares 2,628 Est. Cost $217.70 Unrealized
EPAM EPAM Systems Inc 0.0%
Value ($000) $240 Shares 604 Est. Cost $333.73 Unrealized +9.7%
MTCH Match Group Inc. 0.0%
Value ($000) $238 Shares 1,734 Est. Cost $82.10 Unrealized +78.9%