Sustainable Growth Advisers portfolio
Concentrated managerInvestment firmPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 15, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sustainable Growth Advisers reported a $9.9 bn portfolio of 49 positions to the SEC as of the end of Q3 2026. Its largest positions are NVDA, MSFT, GOOG. During the quarter it opened Quanta Services and Eaton and exited Nike.
Sections with a free account
What changed this quarter
46 positions with a change (3 new, 4 added to, 38 trimmed, 1 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- NVIDIA+20%more sharesIncreased9.3% → 13.0%
- Taiwan Semiconductor Manufacturing+391%more sharesIncreased0.4% → 2.0%
- Yum! Brands−39%fewer sharesReduced3.9% → 2.1%
- Quanta Services+1.1 ppof portfolioNew— → 1.2%
- Netflix−39%fewer sharesReduced2.8% → 1.7%
- Canadian Pacific Kansas City−38%fewer sharesReduced2.8% → 1.7%
- S&P Global−38%fewer sharesReduced2.7% → 1.6%
- Nike−1.0 ppof portfolioSold out1.0% → —
- Danaher−28%fewer sharesReduced2.8% → 2.4%
- Visa−18%fewer sharesReduced4.9% → 4.3%
- Mastercard−42%fewer sharesReduced1.9% → 1.2%
- Eaton+0.8 ppof portfolioNew— → 0.9%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA13.0%
- MicrosoftMSFT7.3%
- AlphabetGOOG7.2%
- AppleAAPL6.2%
- Amazon.comAMZN5.2%
- VisaV4.3%
- BroadcomAVGO4.3%
- Meta PlatformsMETA4.1%
- Waste ManagementWM4.0%
- SynopsysSNPS3.4%
- EquinixEQIX3.4%
- EcolabECL3.2%
- American ExpressAXP2.9%
- SalesforceCRM2.9%
- DanaherDHR2.4%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 44%
- ● Communication Services 13%
- ● Financials 11%
- ● Consumer Discretionary 11%
- ● Industrials 10%
- ● Materials 4%
- ● Health Care 4%
- ● Real Estate 3%
How its portfolio changed (8 quarters)
Q3 2026: 49
Q3 2026: 59%
Q3 2026: 11.1%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 30, 2026 (high confidence).
The data, as reported: SUSTAINABLE GROWTH ADVISERS, LP (CRD 127447): Manages registered funds; 5.D assets by client type: registered funds 57%, pooled vehicles 33% (of $16.7 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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