Sustainable Growth Advisers, LP Concentrated Active

CIK: 0001290668 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 8, 2024

Total Value ($000): $22,653,397 (100.0% shares, 0.0% debt)

Holdings (52)

MSFT Microsoft Corp. 6.8%
Value ($000) $1,547,867 Shares 3,463,177 Est. Cost $171.72 Unrealized +143.0%
AMZN Amazon.com Inc 6.6%
Value ($000) $1,494,031 Shares 7,731,081 Est. Cost $119.64 Unrealized +53.5%
V Visa Inc 4.8%
Value ($000) $1,092,182 Shares 4,161,169 Est. Cost $137.82 Unrealized +96.5%
UnitedHealth Group Inc 4.4%
Value ($000) $997,948 Shares 1,959,605 Est. Cost $509.29 Unrealized
SPGI S&P Global Inc 4.2%
Value ($000) $946,369 Shares 2,121,903 Est. Cost $361.25 Unrealized +17.3%
WDAY Workday Inc Class A 4.0%
Value ($000) $900,543 Shares 4,028,192 Est. Cost $207.55 Unrealized +16.0%
DHR Danaher Corp 3.6%
Value ($000) $810,500 Shares 3,243,948 Est. Cost $203.49 Unrealized +23.0%
AON Aon PLC 3.6%
Value ($000) $810,244 Shares 2,759,875 Est. Cost $299.66 Unrealized -2.4%
NVDA Nvidia Corp 3.5%
Value ($000) $783,515 Shares 6,342,199 Est. Cost $93.46 Unrealized +8.1%
INTU Intuit Inc 3.4%
Value ($000) $780,830 Shares 1,188,098 Est. Cost $410.44 Unrealized +49.7%
YUM Yum! Brands Inc 3.3%
Value ($000) $756,695 Shares 5,712,629 Est. Cost $86.44 Unrealized +54.2%
GOOG Alphabet Inc CL C 3.2%
Value ($000) $731,484 Shares 3,988,029 Est. Cost $106.53 Unrealized +58.5%
CP Canadian Pacific Kansas City L 3.2%
Value ($000) $728,840 Shares 9,257,464 Est. Cost $76.54 Unrealized +5.1%
CRM Salesforce Inc 3.1%
Value ($000) $712,299 Shares 2,770,514 Est. Cost $173.24 Unrealized +52.8%
AAPL Apple Inc 2.9%
Value ($000) $658,372 Shares 3,125,874 Est. Cost $184.52 Unrealized +0.3%
MSCI MSCI Inc. 2.8%
Value ($000) $645,573 Shares 1,340,059 Est. Cost $453.74 Unrealized +7.2%
ADSK Autodesk Inc 2.7%
Value ($000) $615,957 Shares 2,489,217 Est. Cost $177.68 Unrealized +26.4%
META Meta Platforms Inc 2.6%
Value ($000) $595,152 Shares 1,180,341 Est. Cost $483.31 Unrealized 0.0%
NOW ServiceNow Inc 2.5%
Value ($000) $577,505 Shares 734,114 Est. Cost $111.10 Unrealized +32.1%
SNPS Synopsys Inc 2.5%
Value ($000) $572,050 Shares 961,332 Est. Cost $565.46 Unrealized 0.0%
HDB HDFC Bank Ltd-ADR 2.4%
Value ($000) $549,590 Shares 8,543,287 Est. Cost $64.26 Unrealized
NVO Novo-Nordisk A/S-Spons ADR 2.1%
Value ($000) $479,798 Shares 3,361,344 Est. Cost $102.43 Unrealized
CPAY Corpay Inc 2.0%
Value ($000) $450,257 Shares 1,690,091 Est. Cost $286.94 Unrealized -1.4%
ECL Ecolab Inc 1.8%
Value ($000) $399,021 Shares 1,676,558 Est. Cost $166.42 Unrealized +36.5%
Netflix Inc 1.7%
Value ($000) $392,390 Shares 581,422 Est. Cost $309.31 Unrealized
TMO Thermo Fisher Scientific Inc 1.7%
Value ($000) $385,398 Shares 696,923 Est. Cost $447.02 Unrealized +27.5%
ICLR Icon PLC 1.7%
Value ($000) $375,395 Shares 1,197,547 Est. Cost $247.61 Unrealized +26.6%
ALC Alcon Inc 1.5%
Value ($000) $337,586 Shares 3,789,695 Est. Cost $70.60 Unrealized +20.3%
SBUX Starbucks Corp 1.5%
Value ($000) $333,170 Shares 4,279,637 Est. Cost $84.31 Unrealized -7.4%
AXP American Express Co 1.5%
Value ($000) $332,234 Shares 1,434,826 Est. Cost $112.48 Unrealized +102.1%
STE Steris PLC 1.4%
Value ($000) $321,259 Shares 1,463,328 Est. Cost $200.28 Unrealized +6.9%
INFY Infosys Ltd-Sp ADR 1.4%
Value ($000) $314,083 Shares 16,868,045 Est. Cost $15.87 Unrealized
WM Waste Management Inc 1.2%
Value ($000) $270,634 Shares 1,268,559 Est. Cost $191.03 Unrealized +6.2%
IT Gartner Inc 1.2%
Value ($000) $266,541 Shares 593,553 Est. Cost $444.91 Unrealized 0.0%
MELI MercadoLibre Inc 1.2%
Value ($000) $261,066 Shares 158,857 Est. Cost $1408.19 Unrealized +12.1%
TEAM Atlassian Corp-A 1.1%
Value ($000) $243,837 Shares 1,378,543 Est. Cost $168.43 Unrealized +6.1%
FMX Fomento Economico Mexicano-Sp 0.2%
Value ($000) $35,367 Shares 328,535 Est. Cost $116.65 Unrealized
XP XP Inc 0.1%
Value ($000) $22,089 Shares 1,255,743 Est. Cost $23.51 Unrealized -12.1%
LIN Linde PLC 0.1%
Value ($000) $19,368 Shares 44,137 Est. Cost $320.73 Unrealized +34.3%
SAP SAP SE-Sponsored ADR 0.1%
Value ($000) $19,184 Shares 95,105 Est. Cost $154.59 Unrealized
TSM Taiwan Semiconductor Mfg ADR 0.1%
Value ($000) $16,918 Shares 97,337 Est. Cost $164.70 Unrealized
WCN Waste Connections 0.1%
Value ($000) $15,536 Shares 88,595 Est. Cost $158.95 Unrealized +4.2%
LULU Lululemon Athlethica Inc 0.1%
Value ($000) $14,899 Shares 49,879 Est. Cost $434.15 Unrealized -23.0%
Unilever PLC ADR 0.0%
Value ($000) $10,228 Shares 185,995 Est. Cost $50.58 Unrealized
UNVGY Universal Music Gro Unsp Adr 0.0%
Value ($000) $8,936 Shares 602,988 Est. Cost $13.21 Unrealized
AAGIY AIA Group Ltd-Sp ADR 0.0%
Value ($000) $5,434 Shares 201,044 Est. Cost $36.16 Unrealized
LVMUY LVMH Moet Hennessy-UNSP ADR 0.0%
Value ($000) $5,266 Shares 34,337 Est. Cost $181.03 Unrealized
NSRGY Nestle SA-Spons ADR 0.0%
Value ($000) $4,771 Shares 46,567 Est. Cost $98.38 Unrealized
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $2,434 Shares 13,360 Est. Cost $107.63 Unrealized +55.5%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $2,156 Shares 5,914 Est. Cost $330.11 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $310 Shares 1,040 Est. Cost $261.54 Unrealized +16.7%
IQVIA Holdings 0.0%
Value ($000) $287 Shares 1,359 Est. Cost $204.32 Unrealized