§ 13F · FUND PROFILE
Sustainable Growth Advisers, LP.
AUM · $10.2B (13F)Positions · 87Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$444M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | 4.09M | $819M | 8.0% | −3% |
| 2 | GOOG | Alphabet Inc CL C | 1.83M | $647M | 6.4% | +13% |
| 3 | AAPL | Apple Inc | 1.74M | $504M | 5.0% | +15% |
| 4 | MSFT | Microsoft Corp. | 1.34M | $499M | 4.9% | −4% |
| 5 | AMZN | Amazon.com Inc | 1.88M | $447M | 4.4% | −30% |
| 6 | AVGO | Broadcom Inc | 1.09M | $411M | 4.0% | −13% |
| 7 | WM | Waste Management Inc | 1.83M | $407M | 4.0% | +2% |
| 8 | V | Visa Inc | 1.18M | $405M | 4.0% | −18% |
| 9 | YUM | Yum! Brands Inc | 2.49M | $398M | 3.9% | +11% |
| 10 | EQIX | Equinix Inc | 290K | $302M | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUSTAINABLE SIGNAL
AC read
Sustainable Growth Advisers, LP is a Other fund managing $10.2 billion in assets. The fund runs a portfolio of 87 positions.
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