Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia Corp.COM | COM | $944,453,613 | 9.3% |
| Alphabet Inc. CL CCOM | COM | $752,490,788 | 7.4% |
| Microsoft Corp..COM | COM | $561,396,219 | 5.5% |
| Amazon.com Inc.COM | COM | $543,731,954 | 5.3% |
| Apple Inc.COM | COM | $505,622,456 | 5.0% |
| Visa Inc.COM | COM | $494,978,002 | 4.9% |
| Broadcom Inc.COM | COM | $481,801,616 | 4.7% |
| Waste Management Inc.COM | COM | $459,500,775 | 4.5% |
| Yum! Brands Inc.COM | COM | $399,336,674 | 3.9% |
| Equinix Inc.COM | COM | $361,571,734 | 3.5% |
| Synopsys Inc.COM | COM | $360,132,831 | 3.5% |
| Meta Platforms Inc.COM | COM | $344,722,778 | 3.4% |
| American Express CoCOM | COM | $334,023,905 | 3.3% |
| Netflix Inc.COM | COM | $290,081,064 | 2.8% |
| Danaher Corp.COM | COM | $282,919,563 | 2.8% |
| Canadian Pacific Kansas City LCOM | COM | $281,369,186 | 2.8% |
| S&P Global Inc.COM | COM | $270,147,369 | 2.7% |
| WW Grainger Inc.COM | COM | $266,700,978 | 2.6% |
| Ecolab Inc.COM | COM | $258,491,851 | 2.5% |
| Salesforce Inc.COM | COM | $235,710,323 | 2.3% |
| Chipotle Mexican Grill Inc.COM | COM | $233,619,372 | 2.3% |
| Mastercard Inc.COM | COM | $195,100,205 | 1.9% |
| Arista NetworkCOM | COM | $154,449,290 | 1.5% |
| Cooper Companies Inc./ TheCOM | COM | $139,698,824 | 1.4% |
| ARM Holdings Inc. - ADRCOM | COM | $136,851,610 | 1.3% |
| Servicenow Inc.COM | COM | $132,187,746 | 1.3% |
| Nike Inc.COM | COM | $99,883,927 | 1.0% |
| Hdfc Bank Ltd-adrCOM | COM | $98,124,295 | 1.0% |
| Aon PLCCOM | COM | $80,363,180 | 0.8% |
| Steris PLCCOM | COM | $79,013,655 | 0.8% |
| Linde PLCCOM | COM | $78,707,629 | 0.8% |
| Mercadolibre Inc.COM | COM | $56,876,144 | 0.6% |
| Sap Se-sponsored ADRCOM | COM | $54,211,429 | 0.5% |
| Taiwan Semiconductor Mfg ADRCOM | COM | $43,201,937 | 0.4% |
| Sea Ltd ADRCOM | COM | $38,348,004 | 0.4% |
| Alibaba Group Holding-sp ADRCOM | COM | $19,135,532 | 0.2% |
| Unilever PLC ADRCOM | COM | $18,664,254 | 0.2% |
| Waste ConnectionsCOM | COM | $18,324,732 | 0.2% |
| Grab Holdings Ltd - CL ACOM | COM | $17,371,489 | 0.2% |
| Alcon Inc.COM | COM | $15,063,547 | 0.1% |
| Fomento Economico Mexicano-spCOM | COM | $13,461,219 | 0.1% |
| Infosys Ltd-sp ADRCOM | COM | $9,247,774 | 0.1% |
| Shopify Inc..COM | COM | $8,463,935 | 0.1% |
| XP Inc.COM | COM | $7,963,401 | 0.1% |
| Spotify Technology SACOM | COM | $6,830,477 | 0.1% |
| Nu Holdings Ltd/cayman Isl-aCOM | COM | $6,263,128 | 0.1% |
| Adyen NV Unspon ADRCOM | COM | $97,233 | 0.0% |
Nvidia Corp.COM$944,453,613
- Class
- COM
- Share
- 9.3%
Alphabet Inc. CL CCOM$752,490,788
- Class
- COM
- Share
- 7.4%
Microsoft Corp..COM$561,396,219
- Class
- COM
- Share
- 5.5%
Amazon.com Inc.COM$543,731,954
- Class
- COM
- Share
- 5.3%
Apple Inc.COM$505,622,456
- Class
- COM
- Share
- 5.0%
Visa Inc.COM$494,978,002
- Class
- COM
- Share
- 4.9%
Broadcom Inc.COM$481,801,616
- Class
- COM
- Share
- 4.7%
Waste Management Inc.COM$459,500,775
- Class
- COM
- Share
- 4.5%
Yum! Brands Inc.COM$399,336,674
- Class
- COM
- Share
- 3.9%
Equinix Inc.COM$361,571,734
- Class
- COM
- Share
- 3.5%
Synopsys Inc.COM$360,132,831
- Class
- COM
- Share
- 3.5%
Meta Platforms Inc.COM$344,722,778
- Class
- COM
- Share
- 3.4%
American Express CoCOM$334,023,905
- Class
- COM
- Share
- 3.3%
Netflix Inc.COM$290,081,064
- Class
- COM
- Share
- 2.8%
Danaher Corp.COM$282,919,563
- Class
- COM
- Share
- 2.8%
Canadian Pacific Kansas City LCOM$281,369,186
- Class
- COM
- Share
- 2.8%
S&P Global Inc.COM$270,147,369
- Class
- COM
- Share
- 2.7%
WW Grainger Inc.COM$266,700,978
- Class
- COM
- Share
- 2.6%
Ecolab Inc.COM$258,491,851
- Class
- COM
- Share
- 2.5%
Salesforce Inc.COM$235,710,323
- Class
- COM
- Share
- 2.3%
Chipotle Mexican Grill Inc.COM$233,619,372
- Class
- COM
- Share
- 2.3%
Mastercard Inc.COM$195,100,205
- Class
- COM
- Share
- 1.9%
Arista NetworkCOM$154,449,290
- Class
- COM
- Share
- 1.5%
Cooper Companies Inc./ TheCOM$139,698,824
- Class
- COM
- Share
- 1.4%
ARM Holdings Inc. - ADRCOM$136,851,610
- Class
- COM
- Share
- 1.3%
Servicenow Inc.COM$132,187,746
- Class
- COM
- Share
- 1.3%
Nike Inc.COM$99,883,927
- Class
- COM
- Share
- 1.0%
Hdfc Bank Ltd-adrCOM$98,124,295
- Class
- COM
- Share
- 1.0%
Aon PLCCOM$80,363,180
- Class
- COM
- Share
- 0.8%
Steris PLCCOM$79,013,655
- Class
- COM
- Share
- 0.8%
Linde PLCCOM$78,707,629
- Class
- COM
- Share
- 0.8%
Mercadolibre Inc.COM$56,876,144
- Class
- COM
- Share
- 0.6%
Sap Se-sponsored ADRCOM$54,211,429
- Class
- COM
- Share
- 0.5%
Taiwan Semiconductor Mfg ADRCOM$43,201,937
- Class
- COM
- Share
- 0.4%
Sea Ltd ADRCOM$38,348,004
- Class
- COM
- Share
- 0.4%
Alibaba Group Holding-sp ADRCOM$19,135,532
- Class
- COM
- Share
- 0.2%
Unilever PLC ADRCOM$18,664,254
- Class
- COM
- Share
- 0.2%
Waste ConnectionsCOM$18,324,732
- Class
- COM
- Share
- 0.2%
Grab Holdings Ltd - CL ACOM$17,371,489
- Class
- COM
- Share
- 0.2%
Alcon Inc.COM$15,063,547
- Class
- COM
- Share
- 0.1%
Fomento Economico Mexicano-spCOM$13,461,219
- Class
- COM
- Share
- 0.1%
Infosys Ltd-sp ADRCOM$9,247,774
- Class
- COM
- Share
- 0.1%
Shopify Inc..COM$8,463,935
- Class
- COM
- Share
- 0.1%
XP Inc.COM$7,963,401
- Class
- COM
- Share
- 0.1%
Spotify Technology SACOM$6,830,477
- Class
- COM
- Share
- 0.1%
Nu Holdings Ltd/cayman Isl-aCOM$6,263,128
- Class
- COM
- Share
- 0.1%
Adyen NV Unspon ADRCOM$97,233
- Class
- COM
- Share
- 0.0%
The share class is shown on a wider screen.
The 47 largest of 47 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1290668
- File number
- 028-11076
- Options
- 0 call, 0 put
- In the 25 largest
- 91.2%
- Prior quarter
- $10,622,216,645 at 31 March 2026
- Positions opened
- 3
- Positions closed
- 7
Common questions
What are Sustainable Growth Advisers’ 13F holdings worth?
$10,190,707,647 across 47 positions for the quarter ended 30 June 2026.
What is Sustainable Growth Advisers’ largest 13F holding?
Nvidia Corp (COM) was the largest position at $944,453,613, or 9.3% of reported 13F value, as of 30 June 2026.
How concentrated is Sustainable Growth Advisers’ 13F portfolio?
The ten largest positions accounted for 54.0% of reported value and the twenty-five largest for 91.2%, across 47 positions as of 30 June 2026.
Does Form 13F show everything Sustainable Growth Advisers manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Sustainable Growth Advisers file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.