Sustainable Growth Advisers, LP Concentrated Active

CIK: 0001290668 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 7, 2024

Total Value ($000): $23,904,068 (100.0% shares, 0.0% debt)

Holdings (54)

MSFT Microsoft Corp. 6.6%
Value ($000) $1,586,944 Shares 3,771,971 Est. Cost $171.72 Unrealized +132.5%
AMZN Amazon.com Inc 6.5%
Value ($000) $1,552,933 Shares 8,609,232 Est. Cost $119.64 Unrealized +39.5%
V Visa Inc 5.0%
Value ($000) $1,197,895 Shares 4,292,299 Est. Cost $137.82 Unrealized +97.6%
UnitedHealth Group Inc 4.0%
Value ($000) $967,177 Shares 1,955,078 Est. Cost $509.29 Unrealized
INTU Intuit Inc 3.9%
Value ($000) $941,939 Shares 1,449,137 Est. Cost $410.44 Unrealized +53.8%
AON Aon PLC 3.9%
Value ($000) $936,151 Shares 2,805,199 Est. Cost $299.66 Unrealized +2.1%
SPGI S&P Global Inc 3.9%
Value ($000) $935,885 Shares 2,199,754 Est. Cost $361.25 Unrealized +18.3%
WDAY Workday Inc Class A 3.9%
Value ($000) $927,998 Shares 3,402,374 Est. Cost $201.44 Unrealized +41.3%
DHR Danaher Corp 3.9%
Value ($000) $925,511 Shares 3,706,193 Est. Cost $203.49 Unrealized +18.7%
GOOG Alphabet Inc CL C 3.6%
Value ($000) $862,406 Shares 5,664,038 Est. Cost $106.53 Unrealized +34.5%
CP Canadian Pacific Kansas City L 3.6%
Value ($000) $852,987 Shares 9,674,340 Est. Cost $76.54 Unrealized +8.2%
YUM Yum! Brands Inc 3.4%
Value ($000) $823,534 Shares 5,939,663 Est. Cost $86.44 Unrealized +48.9%
ADSK Autodesk Inc 3.3%
Value ($000) $791,658 Shares 3,039,929 Est. Cost $177.68 Unrealized +42.4%
MSCI MSCI Inc. 3.1%
Value ($000) $741,508 Shares 1,323,058 Est. Cost $453.32 Unrealized +21.2%
CRM Salesforce Inc 3.1%
Value ($000) $738,820 Shares 2,453,085 Est. Cost $161.40 Unrealized +76.7%
NVDA Nvidia Corp 2.8%
Value ($000) $662,196 Shares 732,874 Est. Cost $35.34 Unrealized +105.0%
CPAY Corpay Inc 2.3%
Value ($000) $553,279 Shares 1,793,215 Est. Cost $286.94 Unrealized 0.0%
EQIX Equinix Inc 2.1%
Value ($000) $504,319 Shares 611,051 Est. Cost $516.56 Unrealized +56.3%
HDB HDFC Bank Ltd-ADR 2.1%
Value ($000) $493,884 Shares 8,824,089 Est. Cost $64.26 Unrealized
NVO Novo-Nordisk A/S-Spons ADR 2.0%
Value ($000) $489,007 Shares 3,808,462 Est. Cost $102.43 Unrealized
ECL Ecolab Inc 1.9%
Value ($000) $449,443 Shares 1,946,484 Est. Cost $166.42 Unrealized +24.9%
TMO Thermo Fisher Scientific Inc 1.9%
Value ($000) $446,041 Shares 767,436 Est. Cost $447.02 Unrealized +24.8%
Netflix Inc 1.8%
Value ($000) $430,528 Shares 708,886 Est. Cost $309.31 Unrealized
IQVIA Holdings 1.7%
Value ($000) $408,393 Shares 1,614,905 Est. Cost $204.32 Unrealized
ICLR Icon PLC 1.7%
Value ($000) $408,116 Shares 1,214,812 Est. Cost $247.61 Unrealized +19.1%
MELI MercadoLibre Inc 1.6%
Value ($000) $392,901 Shares 259,862 Est. Cost $1408.19 Unrealized +16.2%
SBUX Starbucks Corp 1.6%
Value ($000) $390,734 Shares 4,275,461 Est. Cost $84.31 Unrealized +5.1%
AXP American Express Co 1.6%
Value ($000) $389,183 Shares 1,709,268 Est. Cost $112.48 Unrealized +80.4%
SHW Sherwin-Williams Co 1.6%
Value ($000) $379,473 Shares 1,092,542 Est. Cost $261.54 Unrealized +19.9%
NOW ServiceNow Inc 1.4%
Value ($000) $338,306 Shares 443,738 Est. Cost $87.79 Unrealized +72.6%
STE Steris PLC 1.4%
Value ($000) $333,988 Shares 1,485,578 Est. Cost $200.28 Unrealized +10.8%
ALC Alcon Inc 1.4%
Value ($000) $330,110 Shares 3,963,376 Est. Cost $70.60 Unrealized +12.9%
BALL Ball Corp 1.4%
Value ($000) $325,331 Shares 4,829,733 Est. Cost $69.51 Unrealized -14.8%
WM Waste Management Inc 1.3%
Value ($000) $300,594 Shares 1,410,248 Est. Cost $191.03 Unrealized 0.0%
INFY Infosys Ltd-Sp ADR 1.2%
Value ($000) $297,484 Shares 16,591,434 Est. Cost $15.82 Unrealized
LIN Linde PLC 0.9%
Value ($000) $213,427 Shares 459,656 Est. Cost $320.73 Unrealized +31.7%
TEAM Atlassian Corp-A 0.8%
Value ($000) $197,104 Shares 1,010,219 Est. Cost $164.69 Unrealized +32.4%
MDT Medtronic PLC 0.8%
Value ($000) $193,124 Shares 2,216,000 Est. Cost $98.07 Unrealized -17.8%
FMX Fomento Economico Mexicano-Sp 0.2%
Value ($000) $56,785 Shares 435,906 Est. Cost $116.65 Unrealized
XP XP Inc 0.1%
Value ($000) $28,734 Shares 1,119,809 Est. Cost $23.86 Unrealized +5.1%
SAP SAP SE-Sponsored ADR 0.1%
Value ($000) $22,735 Shares 116,571 Est. Cost $154.59 Unrealized
WCN Waste Connections 0.1%
Value ($000) $18,356 Shares 106,713 Est. Cost $158.95 Unrealized 0.0%
LULU Lululemon Athlethica Inc 0.1%
Value ($000) $15,203 Shares 38,917 Est. Cost $462.26 Unrealized 0.0%
Unilever PLC ADR 0.0%
Value ($000) $8,790 Shares 175,133 Est. Cost $50.31 Unrealized
UNVGY Universal Music Gro Unsp Adr 0.0%
Value ($000) $8,059 Shares 535,496 Est. Cost $13.01 Unrealized
HEINY Heineken NV-Sponsored ADR 0.0%
Value ($000) $6,305 Shares 130,461 Est. Cost $51.25 Unrealized
LVMUY LVMH Moet Hennessy-UNSP ADR 0.0%
Value ($000) $6,258 Shares 34,571 Est. Cost $181.03 Unrealized
NSRGY Nestle SA-Spons ADR 0.0%
Value ($000) $4,946 Shares 46,569 Est. Cost $98.38 Unrealized
AAGIY AIA Group Ltd-Sp ADR 0.0%
Value ($000) $4,541 Shares 168,938 Est. Cost $37.90 Unrealized
AAPL Apple Inc 0.0%
Value ($000) $3,353 Shares 19,556 Est. Cost $89.25 Unrealized +102.0%
CIADY China Mengniu Dairy Co Unspon 0.0%
Value ($000) $3,248 Shares 151,352 Est. Cost $56.59 Unrealized
TSM Taiwan Semiconductor Mfg ADR 0.0%
Value ($000) $3,195 Shares 23,482 Est. Cost $136.05 Unrealized
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $2,433 Shares 16,123 Est. Cost $107.63 Unrealized +31.9%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $815 Shares 2,417 Est. Cost $280.34 Unrealized