Sustainable Growth Advisers, LP Concentrated Active

CIK: 0001290668 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $17,079,499 (100.0% shares, 0.0% debt)

Holdings (59)

MSFT Microsoft Corp. 7.8%
Value ($000) $1,325,330 Shares 2,558,799 Est. Cost $171.72 Unrealized +196.2%
NVDA Nvidia Corp 7.0%
Value ($000) $1,196,090 Shares 6,410,603 Est. Cost $102.76 Unrealized +69.6%
AMZN Amazon.com Inc 7.0%
Value ($000) $1,191,103 Shares 5,424,707 Est. Cost $131.52 Unrealized +72.1%
V Visa Inc 5.1%
Value ($000) $879,137 Shares 2,575,245 Est. Cost $141.29 Unrealized +144.3%
INTU Intuit Inc 5.0%
Value ($000) $852,062 Shares 1,247,693 Est. Cost $450.52 Unrealized +59.7%
META Meta Platforms Inc 4.6%
Value ($000) $777,387 Shares 1,058,562 Est. Cost $518.38 Unrealized +43.4%
WM Waste Management Inc 4.2%
Value ($000) $720,380 Shares 3,262,148 Est. Cost $210.86 Unrealized +6.1%
SNPS Synopsys Inc 3.9%
Value ($000) $663,075 Shares 1,343,916 Est. Cost $550.58 Unrealized +2.7%
SPGI S&P Global Inc 3.7%
Value ($000) $629,593 Shares 1,293,570 Est. Cost $361.25 Unrealized +47.8%
GOOG Alphabet Inc CL C 3.5%
Value ($000) $592,733 Shares 2,433,722 Est. Cost $106.53 Unrealized +97.1%
NOW ServiceNow Inc 3.4%
Value ($000) $577,515 Shares 627,543 Est. Cost $151.24 Unrealized +23.5%
CP Canadian Pacific Kansas City L 3.3%
Value ($000) $569,134 Shares 7,640,406 Est. Cost $76.54 Unrealized -0.4%
UnitedHealth Group Inc 3.3%
Value ($000) $566,296 Shares 1,640,012 Est. Cost $484.51 Unrealized
CMG Chipotle Mexican Grill Inc 2.9%
Value ($000) $489,704 Shares 12,495,638 Est. Cost $50.00 Unrealized -10.0%
CRM Salesforce Inc 2.8%
Value ($000) $482,146 Shares 2,034,371 Est. Cost $223.35 Unrealized +12.6%
AON Aon PLC 2.8%
Value ($000) $469,746 Shares 1,317,364 Est. Cost $308.64 Unrealized +17.1%
YUM Yum! Brands Inc 2.4%
Value ($000) $415,736 Shares 2,735,106 Est. Cost $93.73 Unrealized +55.8%
ARM Arm Holdings Inc - ADR 2.4%
Value ($000) $407,733 Shares 2,881,709 Est. Cost $136.40 Unrealized
IT Gartner Inc 2.3%
Value ($000) $385,570 Shares 1,466,771 Est. Cost $410.95 Unrealized -29.0%
DHR Danaher Corp 2.2%
Value ($000) $380,251 Shares 1,917,941 Est. Cost $206.90 Unrealized -4.1%
HDB HDFC Bank Ltd-ADR 2.2%
Value ($000) $372,855 Shares 10,914,957 Est. Cost $54.48 Unrealized
AAPL Apple Inc 2.0%
Value ($000) $335,504 Shares 1,317,612 Est. Cost $184.52 Unrealized +22.3%
COO Cooper Companies Inc/ The 1.7%
Value ($000) $283,327 Shares 4,132,535 Est. Cost $75.53 Unrealized -6.2%
AXP American Express Co 1.6%
Value ($000) $268,726 Shares 809,027 Est. Cost $112.48 Unrealized +181.4%
STE Steris PLC 1.5%
Value ($000) $263,686 Shares 1,065,658 Est. Cost $200.28 Unrealized +19.3%
GWW WW Grainger Inc 1.4%
Value ($000) $239,597 Shares 251,424 Est. Cost $1000.75 Unrealized 0.0%
ALC Alcon Inc 1.4%
Value ($000) $239,498 Shares 3,214,309 Est. Cost $73.18 Unrealized +14.0%
SAP SAP SE-Sponsored ADR 1.3%
Value ($000) $225,102 Shares 842,416 Est. Cost $258.62 Unrealized
MELI MercadoLibre Inc 1.3%
Value ($000) $217,714 Shares 93,162 Est. Cost $1456.91 Unrealized +64.8%
ECL Ecolab Inc 1.1%
Value ($000) $190,608 Shares 696,005 Est. Cost $166.42 Unrealized +62.4%
NKE NIKE Inc 1.1%
Value ($000) $190,182 Shares 2,727,405 Est. Cost $73.79 Unrealized 0.0%
Netflix Inc 1.1%
Value ($000) $188,106 Shares 156,896 Est. Cost $309.31 Unrealized
INFY Infosys Ltd-Sp ADR 1.0%
Value ($000) $177,167 Shares 10,889,185 Est. Cost $16.66 Unrealized
TSM Taiwan Semiconductor Mfg ADR 0.5%
Value ($000) $78,635 Shares 281,554 Est. Cost $168.56 Unrealized
BABA Alibaba Group Holding-Sp ADR 0.3%
Value ($000) $49,654 Shares 277,817 Est. Cost $159.43 Unrealized
Unilever PLC ADR 0.2%
Value ($000) $26,315 Shares 443,906 Est. Cost $57.27 Unrealized
FMX Fomento Economico Mexicano-Sp 0.1%
Value ($000) $19,852 Shares 201,280 Est. Cost $116.65 Unrealized
WCN Waste Connections 0.1%
Value ($000) $15,169 Shares 86,286 Est. Cost $166.02 Unrealized +9.5%
SHOP Shopify Inc. 0.1%
Value ($000) $13,500 Shares 90,842 Est. Cost $74.91 Unrealized +81.0%
LIN Linde PLC 0.1%
Value ($000) $13,259 Shares 27,913 Est. Cost $320.73 Unrealized +46.7%
TEAM Atlassian Corp-A 0.1%
Value ($000) $12,141 Shares 76,025 Est. Cost $179.05 Unrealized +1.1%
GRAB Grab Holdings Ltd - Cl A 0.1%
Value ($000) $12,088 Shares 2,008,027 Est. Cost $4.67 Unrealized +13.8%
UNVGY Universal Music Group Unsp Adr 0.1%
Value ($000) $10,408 Shares 721,262 Est. Cost $13.64 Unrealized
XP XP Inc 0.1%
Value ($000) $10,053 Shares 535,016 Est. Cost $21.28 Unrealized -15.7%
WDAY Workday Inc Class A 0.1%
Value ($000) $9,150 Shares 38,011 Est. Cost $207.55 Unrealized +11.4%
TME Tencent Music Entertainment - 0.1%
Value ($000) $8,748 Shares 374,798 Est. Cost $12.25 Unrealized
EXPGY Experian PLC ADR 0.0%
Value ($000) $7,640 Shares 152,154 Est. Cost $44.59 Unrealized
AAGIY AIA Group Ltd-Sp ADR 0.0%
Value ($000) $6,345 Shares 165,113 Est. Cost $36.17 Unrealized
ADYEY Adyen NV Unspon ADR 0.0%
Value ($000) $6,125 Shares 383,022 Est. Cost $15.99 Unrealized
FRCOY Fast Retailing Co-Unspon ADR 0.0%
Value ($000) $5,815 Shares 192,093 Est. Cost $30.27 Unrealized
MMYT MakeMyTrip Ltd 0.0%
Value ($000) $5,630 Shares 60,154 Est. Cost $100.58 Unrealized -3.4%
GOOGL Alphabet Inc CL A 0.0%
Value ($000) $2,572 Shares 10,582 Est. Cost $108.48 Unrealized +92.9%
IWF iShares Russell 1000 Growth 0.0%
Value ($000) $1,393 Shares 2,974 Est. Cost $377.38 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $574 Shares 1,806 Est. Cost $177.68 Unrealized +71.5%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $428 Shares 883 Est. Cost $466.48 Unrealized -0.4%
MSCI MSCI Inc. 0.0%
Value ($000) $423 Shares 745 Est. Cost $453.74 Unrealized +24.0%
NVO Novo-Nordisk A/S-Spons ADR 0.0%
Value ($000) $309 Shares 5,573 Est. Cost $97.72 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $277 Shares 3,272 Est. Cost $84.31 Unrealized +5.0%
SHW Sherwin-Williams Co 0.0%
Value ($000) $202 Shares 583 Est. Cost $261.54 Unrealized +34.4%