Sustainable Growth Advisers, LP Concentrated Active

CIK: 0001290668 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value ($000): $19,675,550 (100.0% shares, 0.0% debt)

Holdings (53)

MSFT Microsoft Corp. 6.1%
Value ($000) $1,204,068 Shares 3,813,360 Est. Cost $171.72 Unrealized +89.0%
AMZN Amazon.com Inc 5.7%
Value ($000) $1,120,448 Shares 8,814,093 Est. Cost $119.64 Unrealized +12.0%
V Visa Inc 5.3%
Value ($000) $1,040,740 Shares 4,524,758 Est. Cost $137.82 Unrealized +71.4%
WDAY Workday Inc Class A 4.3%
Value ($000) $852,149 Shares 3,966,250 Est. Cost $193.35 Unrealized +19.9%
UnitedHealth Group Inc 4.2%
Value ($000) $828,438 Shares 1,643,106 Est. Cost $511.98 Unrealized
SPGI S&P Global Inc 4.1%
Value ($000) $815,067 Shares 2,230,555 Est. Cost $359.84 Unrealized +7.2%
AON Aon PLC 4.1%
Value ($000) $799,488 Shares 2,465,882 Est. Cost $297.98 Unrealized +9.2%
DHR Danaher Corp 4.0%
Value ($000) $792,628 Shares 3,194,791 Est. Cost $202.33 Unrealized +8.8%
INTU Intuit Inc 3.9%
Value ($000) $768,625 Shares 1,504,335 Est. Cost $410.44 Unrealized +21.5%
GOOG Alphabet Inc CL C 3.7%
Value ($000) $735,703 Shares 5,579,847 Est. Cost $105.95 Unrealized +21.8%
YUM Yum! Brands Inc 3.7%
Value ($000) $720,485 Shares 5,766,650 Est. Cost $85.56 Unrealized +46.8%
MSCI MSCI Inc. 3.5%
Value ($000) $682,942 Shares 1,331,063 Est. Cost $451.60 Unrealized +13.1%
ADSK Autodesk Inc 3.2%
Value ($000) $623,265 Shares 3,012,252 Est. Cost $174.50 Unrealized +20.4%
EQIX Equinix Inc 3.1%
Value ($000) $610,753 Shares 840,957 Est. Cost $516.56 Unrealized +42.5%
CP Canadian Pacific Kansas City L 3.0%
Value ($000) $583,917 Shares 7,847,292 Est. Cost $77.81 Unrealized +0.3%
CRM Salesforce Inc 2.7%
Value ($000) $526,819 Shares 2,597,982 Est. Cost $161.40 Unrealized +32.3%
NVDA Nvidia Corp 2.7%
Value ($000) $524,809 Shares 1,206,486 Est. Cost $35.34 Unrealized +26.7%
Fleetcor Technologies Inc 2.5%
Value ($000) $498,179 Shares 1,951,041 Est. Cost $200.59 Unrealized
ECL Ecolab Inc 2.1%
Value ($000) $412,761 Shares 2,436,604 Est. Cost $166.42 Unrealized +6.5%
TMO Thermo Fisher Scientific Inc 2.1%
Value ($000) $410,958 Shares 811,898 Est. Cost $447.02 Unrealized +18.3%
HDB HDFC Bank Ltd-ADR 2.1%
Value ($000) $409,166 Shares 6,933,843 Est. Cost $66.24 Unrealized
NOW ServiceNow Inc 1.9%
Value ($000) $377,556 Shares 675,462 Est. Cost $87.79 Unrealized +30.0%
Regeneron Pharmaceuticals Inc 1.8%
Value ($000) $344,475 Shares 418,581 Est. Cost $721.49 Unrealized
SBUX Starbucks Corp 1.7%
Value ($000) $343,475 Shares 3,763,290 Est. Cost $83.68 Unrealized +10.5%
ICLR Icon PLC 1.7%
Value ($000) $334,088 Shares 1,356,703 Est. Cost $247.61 Unrealized +1.8%
Netflix Inc 1.7%
Value ($000) $333,273 Shares 882,608 Est. Cost $309.31 Unrealized
SHW Sherwin-Williams Co 1.7%
Value ($000) $330,135 Shares 1,294,392 Est. Cost $261.54 Unrealized +0.3%
IQVIA Holdings 1.7%
Value ($000) $325,271 Shares 1,653,222 Est. Cost $204.32 Unrealized
INFY Infosys Ltd-Sp ADR 1.4%
Value ($000) $276,937 Shares 16,185,677 Est. Cost $15.73 Unrealized
MELI MercadoLibre Inc 1.4%
Value ($000) $274,793 Shares 216,734 Est. Cost $1320.59 Unrealized -3.7%
STE Steris PLC 1.4%
Value ($000) $267,580 Shares 1,219,489 Est. Cost $195.19 Unrealized +13.5%
AXP American Express Co 1.3%
Value ($000) $265,398 Shares 1,778,928 Est. Cost $112.48 Unrealized +41.3%
BALL Ball Corp 1.3%
Value ($000) $254,553 Shares 5,113,552 Est. Cost $69.51 Unrealized -24.1%
ALC Alcon Inc 1.3%
Value ($000) $249,773 Shares 3,241,279 Est. Cost $69.30 Unrealized +17.8%
TEAM Atlassian Corp-A 1.2%
Value ($000) $234,524 Shares 1,163,831 Est. Cost $159.80 Unrealized +18.8%
LIN Linde PLC 1.1%
Value ($000) $207,378 Shares 556,943 Est. Cost $320.73 Unrealized +15.1%
MDT Medtronic PLC 0.9%
Value ($000) $180,341 Shares 2,301,437 Est. Cost $98.66 Unrealized -21.1%
FMX Fomento Economico Mexicano-Sp 0.1%
Value ($000) $22,551 Shares 206,604 Est. Cost $99.92 Unrealized
NVO Novo-Nordisk A/S-Spons ADR 0.1%
Value ($000) $20,659 Shares 227,177 Est. Cost $85.55 Unrealized
XP XP Inc 0.1%
Value ($000) $15,569 Shares 675,430 Est. Cost $23.15 Unrealized +8.3%
SAP SAP SE-Sponsored ADR 0.0%
Value ($000) $7,321 Shares 56,611 Est. Cost $102.02 Unrealized
UNVGY Universal Music Gro Unsp Adr 0.0%
Value ($000) $6,966 Shares 535,460 Est. Cost $13.01 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $6,356 Shares 128,658 Est. Cost $51.06 Unrealized
HEINY Heineken NV-Sponsored ADR 0.0%
Value ($000) $5,765 Shares 130,478 Est. Cost $51.25 Unrealized
JD JD.COM INC - CL A 0.0%
Value ($000) $5,687 Shares 386,940 Est. Cost $15.88 Unrealized
AAGIY AIA Group Ltd-Sp ADR 0.0%
Value ($000) $5,448 Shares 168,654 Est. Cost $37.90 Unrealized
NSRGY Nestle SA-Spons ADR 0.0%
Value ($000) $5,265 Shares 46,527 Est. Cost $98.38 Unrealized
CIADY China Mengniu Dairy Co Unspon 0.0%
Value ($000) $5,032 Shares 151,326 Est. Cost $56.59 Unrealized
AAPL Apple Inc 0.0%
Value ($000) $3,348 Shares 19,556 Est. Cost $89.25 Unrealized +103.2%
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $2,227 Shares 17,021 Est. Cost $107.63 Unrealized +19.3%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $1,949 Shares 7,328 Est. Cost $239.39 Unrealized
HLN Haleon PLC - ADR 0.0%
Value ($000) $228 Shares 27,382 Est. Cost $6.77 Unrealized
VEEV Veeva Systems Inc 0.0%
Value ($000) $222 Shares 1,090 Est. Cost $170.59 Unrealized +18.1%