Sustainable Growth Advisers, LP Concentrated Active

CIK: 0001290668 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value ($000): $19,369,200 (100.0% shares, 0.0% debt)

Holdings (55)

AMZN Amazon.com Inc 7.2%
Value ($000) $1,399,961 Shares 6,381,153 Est. Cost $131.52 Unrealized +50.5%
MSFT Microsoft Corp. 7.2%
Value ($000) $1,391,496 Shares 2,797,482 Est. Cost $171.72 Unrealized +151.8%
META Meta Platforms Inc 5.7%
Value ($000) $1,111,750 Shares 1,506,253 Est. Cost $518.38 Unrealized +18.9%
INTU Intuit Inc 5.6%
Value ($000) $1,092,156 Shares 1,386,636 Est. Cost $450.52 Unrealized +49.7%
NVDA Nvidia Corp 5.3%
Value ($000) $1,032,397 Shares 6,534,572 Est. Cost $102.76 Unrealized +22.4%
V Visa Inc 5.3%
Value ($000) $1,030,966 Shares 2,903,722 Est. Cost $141.29 Unrealized +145.6%
SPGI S&P Global Inc 4.1%
Value ($000) $796,099 Shares 1,509,793 Est. Cost $361.25 Unrealized +37.5%
SNPS Synopsys Inc 4.1%
Value ($000) $793,356 Shares 1,547,468 Est. Cost $550.58 Unrealized -15.4%
NOW ServiceNow Inc 3.4%
Value ($000) $665,030 Shares 646,866 Est. Cost $151.24 Unrealized +24.7%
WM Waste Management Inc 3.4%
Value ($000) $663,037 Shares 2,897,636 Est. Cost $209.24 Unrealized +9.7%
AON Aon PLC 3.4%
Value ($000) $658,986 Shares 1,847,140 Est. Cost $308.64 Unrealized +17.1%
CP Canadian Pacific Kansas City L 3.3%
Value ($000) $642,113 Shares 8,100,324 Est. Cost $76.54 Unrealized +0.1%
CMG Chipotle Mexican Grill Inc 3.1%
Value ($000) $597,031 Shares 10,632,783 Est. Cost $50.88 Unrealized 0.0%
CRM Salesforce Inc 3.0%
Value ($000) $577,081 Shares 2,116,254 Est. Cost $223.35 Unrealized +19.1%
HDB HDFC Bank Ltd-ADR 2.9%
Value ($000) $564,804 Shares 7,366,683 Est. Cost $64.26 Unrealized
ARM Arm Holdings Inc - ADR 2.9%
Value ($000) $559,171 Shares 3,457,220 Est. Cost $136.40 Unrealized
GOOG Alphabet Inc CL C 2.5%
Value ($000) $481,954 Shares 2,716,918 Est. Cost $106.53 Unrealized +54.7%
DHR Danaher Corp 2.5%
Value ($000) $481,712 Shares 2,438,553 Est. Cost $206.90 Unrealized -6.7%
IT Gartner Inc 2.4%
Value ($000) $469,507 Shares 1,161,513 Est. Cost $442.30 Unrealized -5.4%
UnitedHealth Group Inc 2.2%
Value ($000) $434,308 Shares 1,392,146 Est. Cost $509.29 Unrealized
NVO Novo-Nordisk A/S-Spons ADR 2.2%
Value ($000) $427,416 Shares 6,192,636 Est. Cost $97.72 Unrealized
YUM Yum! Brands Inc 2.0%
Value ($000) $389,827 Shares 2,630,770 Est. Cost $91.66 Unrealized +57.3%
WDAY Workday Inc Class A 1.9%
Value ($000) $358,877 Shares 1,495,322 Est. Cost $207.55 Unrealized +17.4%
ALC Alcon Inc 1.6%
Value ($000) $310,468 Shares 3,516,855 Est. Cost $73.18 Unrealized +22.4%
MELI MercadoLibre Inc 1.6%
Value ($000) $303,458 Shares 116,106 Est. Cost $1456.91 Unrealized +60.3%
STE Steris PLC 1.6%
Value ($000) $300,227 Shares 1,249,802 Est. Cost $200.28 Unrealized +15.7%
AAPL Apple Inc 1.4%
Value ($000) $271,705 Shares 1,324,290 Est. Cost $184.52 Unrealized +9.2%
INFY Infosys Ltd-Sp ADR 1.4%
Value ($000) $269,558 Shares 14,547,095 Est. Cost $16.66 Unrealized
Netflix Inc 1.4%
Value ($000) $266,385 Shares 198,924 Est. Cost $309.31 Unrealized
AXP American Express Co 1.3%
Value ($000) $260,115 Shares 815,459 Est. Cost $112.48 Unrealized +148.4%
COO Cooper Companies Inc/ The 1.2%
Value ($000) $240,881 Shares 3,385,059 Est. Cost $76.56 Unrealized 0.0%
ECL Ecolab Inc 1.0%
Value ($000) $188,288 Shares 698,812 Est. Cost $166.42 Unrealized +51.6%
TSM Taiwan Semiconductor Mfg ADR 0.6%
Value ($000) $122,159 Shares 539,358 Est. Cost $168.56 Unrealized
Unilever PLC ADR 0.1%
Value ($000) $26,921 Shares 440,108 Est. Cost $57.27 Unrealized
FMX Fomento Economico Mexicano-Sp 0.1%
Value ($000) $24,184 Shares 234,839 Est. Cost $116.65 Unrealized
SAP SAP SE-Sponsored ADR 0.1%
Value ($000) $20,890 Shares 68,696 Est. Cost $161.91 Unrealized
WCN Waste Connections 0.1%
Value ($000) $16,974 Shares 90,907 Est. Cost $166.02 Unrealized +15.8%
SHOP Shopify Inc. 0.1%
Value ($000) $14,841 Shares 128,662 Est. Cost $74.91 Unrealized +33.5%
LIN Linde PLC 0.1%
Value ($000) $14,074 Shares 29,996 Est. Cost $320.73 Unrealized +41.0%
TEAM Atlassian Corp-A 0.1%
Value ($000) $13,804 Shares 67,970 Est. Cost $178.83 Unrealized +16.4%
UNVGY Universal Music Group Unsp Adr 0.1%
Value ($000) $11,928 Shares 737,214 Est. Cost $13.64 Unrealized
GRAB Grab Holdings Ltd - Cl A 0.1%
Value ($000) $10,581 Shares 2,103,571 Est. Cost $4.67 Unrealized -0.0%
BABA Alibaba Group Holding-Sp ADR 0.1%
Value ($000) $10,477 Shares 92,384 Est. Cost $120.68 Unrealized
TME Tencent Music Entertainment - 0.1%
Value ($000) $9,978 Shares 511,933 Est. Cost $12.25 Unrealized
XP XP Inc 0.0%
Value ($000) $9,193 Shares 455,107 Est. Cost $21.86 Unrealized -21.0%
AAGIY AIA Group Ltd-Sp ADR 0.0%
Value ($000) $8,484 Shares 234,500 Est. Cost $36.17 Unrealized
EXPGY Experian PLC ADR 0.0%
Value ($000) $7,995 Shares 155,671 Est. Cost $44.59 Unrealized
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $7,327 Shares 17,256 Est. Cost $377.38 Unrealized
MMYT MakeMyTrip Ltd 0.0%
Value ($000) $5,448 Shares 55,579 Est. Cost $100.86 Unrealized 0.0%
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $1,942 Shares 11,021 Est. Cost $108.48 Unrealized +50.5%
ADSK Autodesk Inc 0.0%
Value ($000) $593 Shares 1,917 Est. Cost $177.68 Unrealized +59.7%
MSCI MSCI Inc. 0.0%
Value ($000) $430 Shares 745 Est. Cost $453.74 Unrealized +21.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $357 Shares 881 Est. Cost $466.48 Unrealized -10.6%
SBUX Starbucks Corp 0.0%
Value ($000) $300 Shares 3,272 Est. Cost $84.31 Unrealized +1.0%
SHW Sherwin-Williams Co 0.0%
Value ($000) $200 Shares 583 Est. Cost $261.54 Unrealized +31.7%