Sustainable Growth Advisers, LP

STAMFORD, CT · CIK 1290668 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2003 · limited partnership

Assets managed$16.7bn
Staff33 · 18 in investment roles
Main clients (by assets)Mutual funds and ETFs 57%, Private funds 33%, Charities 3%
Form ADV · 2026-03-30SEC adviser record

Legal entitySUSTAINABLE GROWTH ADVISERS, LP (US)

Kindmutual funds
Others nearbyStamford, CT, London, Sydney

As an employer

Offices in3 countries

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Stamford, CT (main office)United States	United States	about 15
LondonUnited Kingdom	United Kingdom	2
SydneyAustralia	Australia	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$10.2bn reported value -4.1% vs Q1 2026

47positions

54.0%in top 10

3 new 10 added 33 reduced 7 sold out vs Q1 2026

This report includes the holdings of 3 other managers that share the investment decisions:

ALPS ADVISORS INC – files its own report too
Virtus Investment Advisers, LLC – files its own report too
VIRTUS CAPITAL ADVISERS, LLC – reports through this filing

Also in the report of:

PERSONAL CFO SOLUTIONS, LLC – $6.8m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	4,720,144	$944.5m9.27%	9.27%	Reduced -129.4k	-129,368 -2.7%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	2,129,711	$752.5m7.38%	7.38%	Added +237.1k	+237,143 12.5%
3	MICROSOFT CORP COM MSFT	MSFT	1,505,003	$561.4m5.51%	5.51%	Reduced -64.0k	-63,990 -4.1%
4	AMAZON COM INC COM AMZN	AMZN	2,281,329	$543.7m5.34%	5.34%	Reduced -989.9k	-989,912 -30.3%
5	APPLE INC COM AAPL	AAPL	1,747,382	$505.6m4.96%	4.96%	Added +221.7k	+221,682 14.5%
6	VISA INC COM CL A V	V	1,442,706	$495.0m4.86%	4.86%	Reduced -307.4k	-307,429 -17.6%
7	BROADCOM INC COM AVGO	AVGO	1,275,451	$481.8m4.73%	4.73%	Reduced -187.2k	-187,151 -12.8%
8	WASTE MGMT INC DEL COM WM	WM	2,061,651	$459.5m4.51%	4.51%	Added +39.9k	+39,949 2.0%
9	YUM BRANDS INC COM YUM	YUM	2,498,040	$399.3m3.92%	3.92%	Added +237.6k	+237,637 10.5%
10	EQUINIX INC COM EQIX	EQIX	346,868	$361.6m3.55%	3.55%	New
11	SYNOPSYS INC COM SNPS	SNPS	807,346	$360.1m3.53%	3.53%	Reduced -93.6k	-93,641 -10.4%
12	META PLATFORMS INC CL A META	META	611,981	$344.7m3.38%	3.38%	Reduced -85.2k	-85,210 -12.2%
13	AMERICAN EXPRESS CO COM AXP	AXP	987,506	$334.0m3.28%	3.28%	Reduced -134.5k	-134,508 -12.0%
14	NETFLIX INC COM NFLX	NFLX	4,062,760	$290.1m2.85%	2.85%	Added +651.8k	+651,791 19.1%
15	DANAHER CORPORATION COM DHR	DHR	1,485,298	$282.9m2.78%	2.78%	Reduced -151.1k	-151,084 -9.2%
16	CANADIAN PACIFIC KANSAS CITY COM CP	CP	3,247,192	$281.4m2.76%	2.76%	Reduced -2.0m	-1,963,138 -37.7%
17	S&P GLOBAL INC COM SPGI	SPGI	663,329	$270.1m2.65%	2.65%	Reduced -94.0k	-93,968 -12.4%
18	GRAINGER W W INC COM GWW	GWW	196,046	$266.7m2.62%	2.62%	Reduced -14.9k	-14,872 -7.0%
19	ECOLAB INC COM ECL	ECL	927,791	$258.5m2.54%	2.54%	Added +80.5k	+80,533 9.5%
20	SALESFORCE INC COM CRM	CRM	1,504,598	$235.7m2.31%	2.31%	Reduced -235.7k	-235,712 -13.5%
21	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	6,871,158	$233.6m2.29%	2.29%	Reduced -947.0k	-946,996 -12.1%
22	MASTERCARD INCORPORATED CL A MA	MA	379,868	$195.1m1.91%	1.91%	Added +3.5k	+3,454 0.9%
23	ARISTA NETWORKS INC COM SHS ANET	ANET	909,167	$154.4m1.52%	1.52%	New
24	COOPER COS INC COM COO	COO	1,948,108	$139.7m1.37%	1.37%	Reduced -106.2k	-106,204 -5.2%
25	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	385,965	$136.9m1.34%	1.34%	Reduced -1.6m	-1,621,194 -80.8%
26	SERVICENOW INC COM NOW	NOW	1,331,464	$132.2m1.30%	1.30%	Added +326.2k	+326,193 32.5%
27	NIKE INC CL B NKE	NKE	2,433,226	$99.9m0.98%	0.98%	Reduced -131.5k	-131,515 -5.1%
28	HDFC BANK LTD SPONSORED ADS HDB	HDB	3,798,850	$98.1m0.96%	0.96%	Reduced -1.4m	-1,427,057 -27.3%
29	AON PLC SHS CL A AON	AON	242,284	$80.4m0.79%	0.79%	Reduced -809.5k	-809,521 -77.0%
30	STERIS PLC SHS USD STE	STE	375,237	$79.0m0.78%	0.78%	Reduced -171.9k	-171,942 -31.4%
31	LINDE PLC SHS LIN	LIN	151,670	$78.7m0.77%	0.77%	Added +127.1k	+127,146 518.5%
32	MERCADOLIBRE INC COM MELI	MELI	33,508	$56.9m0.56%	0.56%	Reduced -19.0k	-19,033 -36.2%
33	SAP SE SPON ADR SAP	SAP	351,771	$54.2m0.53%	0.53%	Reduced -122.3k	-122,333 -25.8%
34	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	90,462	$43.2m0.42%	0.42%	Reduced -39.8k	-39,793 -30.6%
35	SEA LTD SPONSORD ADS SE	SE	400,167	$38.3m0.38%	0.38%	Reduced -229.8k	-229,788 -36.5%
36	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	199,370	$19.1m0.19%	0.19%	Reduced -74.1k	-74,116 -27.1%
37	UNILEVER PLC SPON ADR NEW UL	UL	310,450	$18.7m0.18%	0.18%	Reduced -95.1k	-95,120 -23.4%
38	WASTE CONNECTIONS INC COM WCN	WCN	109,933	$18.3m0.18%	0.18%	Added +11.8k	+11,785 12.0%
39	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	4,607,822	$17.4m0.17%	0.17%	Reduced -1.2m	-1,203,336 -20.7%
40	ALCON AG ORD SHS ALC	ALC	224,494	$15.1m0.15%	0.15%	Reduced -877.6k	-877,577 -79.6%
41	FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS FMX	FMX	105,248	$13.5m0.13%	0.13%	Reduced -59.9k	-59,859 -36.2%
42	INFOSYS LTD SPONSORED ADR INFY	INFY	881,580	$9.2m0.09%	0.09%	Reduced -274.2k	-274,233 -23.7%
43	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	74,128	$8.5m0.08%	0.08%	Reduced -7.0k	-6,959 -8.6%
44	XP INC CL A XP	XP	489,754	$8.0m0.08%	0.08%	Reduced -206.7k	-206,735 -29.7%
45	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	14,877	$6.8m0.07%	0.07%	Unchanged
46	NU HLDGS LTD ORD SHS CL A NU	NU	468,797	$6.3m0.06%	0.06%	New
47	Adyen NV ADR COM ADYEY	ADYEY	10,444	$97.2k0.00%	0.00%	Reduced -284.4k	-284,404 -96.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	635,752	$274.9m635.8k shares
TENCENT MUSIC ENTMT GROUP TME	TME	503,887	$4.7m503.9k shares
MAKEMYTRIP LIMITED MAURITIUS MMYT	MMYT	123,247	$4.6m123.2k shares
UNIVERSAL MUSIC GROUP NV UNVGY	UNVGY	342,750	$3.3m342.8k shares
AIA Group Ltd AAGIY	AAGIY	71,286	$3.2m71.3k shares
Experian PLC EXPGY	EXPGY	72,210	$2.5m72.2k shares
FAST RETAILING CO LTD UNSPONSORD ADR FRCOY	FRCOY	62,583	$2.5m62.6k shares