Sustainable Growth Advisers, LP
13F filer · CIK 1290668 · Stamford, CT
Summary
Sustainable Growth Advisers, LP reported $10.19B across 47 positions in its 13F for 2026 Q2, filed Aug 10, 2026. The largest holdings are NVDA (9.3%), GOOG (7.4%), MSFT (5.5%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 10, trimmed 33 and sold out of 7.
Reported value$10.19B
Positions47
Report period2026 Q2
FiledAug 10, 2026
New positions3
Added10
Trimmed33
Sold out7
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 9.3%Value $944.45MPrice $228.86Shares 4.72M -2.67%Since Jun 30 +14.38%
Weight 7.4%Value $752.49MPrice $339.16Shares 2.13M +12.53%Since Jun 30 -4.01%
Weight 5.5%Value $561.40MPrice $509.22Shares 1.51M -4.08%Since Jun 30 +36.51%
Weight 5.3%Value $543.73MPrice $246.67Shares 2.28M -30.26%Since Jun 30 +3.50%
Weight 5.0%Value $505.62MPrice $329.40Shares 1.75M +14.53%Since Jun 30 +13.84%
Weight 4.9%Value $494.98MPrice $367.74Shares 1.44M -17.57%Since Jun 30 +7.18%
Weight 4.7%Value $481.80MPrice $355.10Shares 1.28M -12.80%Since Jun 30 -6.00%
Weight 4.5%Value $459.50MPrice $206.44Shares 2.06M +1.98%Since Jun 30 -7.38%
Weight 3.9%Value $399.34MPrice $138.28Shares 2.50M +10.51%Since Jun 30 -13.50%
Weight 3.5%Value $361.57MPrice $1011Shares 347KSince Jun 30 -3.00%
Weight 3.5%Value $360.13MPrice $417.61Shares 807K -10.39%Since Jun 30 -6.38%
Weight 3.4%Value $344.72MPrice $715.62Shares 612K -12.22%Since Jun 30 +27.04%
Weight 3.3%Value $334.02MPrice $305.40Shares 988K -11.99%Since Jun 30 -9.71%
Weight 2.8%Value $290.08MPrice $69.23Shares 4.06M +19.11%Since Jun 30 -3.04%
Weight 2.8%Value $282.92MPrice $227.33Shares 1.49M -9.23%Since Jun 30 +19.35%
Weight 2.8%Value $281.37MPrice $86.56Shares 3.25M -37.68%Since Jun 30 -0.10%
Weight 2.7%Value $270.15MPrice $395.92Shares 663K -12.41%Since Jun 30 -2.78%
Weight 2.6%Value $266.70MPrice $1256Shares 196K -7.05%Since Jun 30 -7.70%
Weight 2.5%Value $258.49MPrice $280.23Shares 928K +9.51%Since Jun 30 +0.58%
Weight 2.3%Value $235.71MPrice $227.27Shares 1.50M -13.54%Since Jun 30 +45.07%
Weight 2.3%Value $233.62MPrice $31.88Shares 6.87M -12.11%Since Jun 30 -6.24%
Weight 1.9%Value $195.10MPrice $568.26Shares 380K +0.92%Since Jun 30 +10.64%
Weight 1.5%Value $154.45MPrice $202.86Shares 909KSince Jun 30 +19.41%
Weight 1.4%Value $139.70MPrice $56.57Shares 1.95M -5.17%Since Jun 30 -21.11%
Weight 1.3%Value $136.85MPrice $293.67Shares 386K -80.77%Since Jun 30 -17.18%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 9.3% | $944.45M | +14.38% | -2.67% | Trim | |
| 7.4% | $752.49M | -4.01% | +12.53% | Add | |
| 5.5% | $561.40M | +36.51% | -4.08% | Trim | |
| 5.3% | $543.73M | +3.50% | -30.26% | Trim | |
| 5.0% | $505.62M | +13.84% | +14.53% | Add | |
| 4.9% | $494.98M | +7.18% | -17.57% | Trim | |
| 4.7% | $481.80M | -6.00% | -12.80% | Trim | |
| 4.5% | $459.50M | -7.38% | +1.98% | Add | |
| 3.9% | $399.34M | -13.50% | +10.51% | Add | |
| 3.5% | $361.57M | -3.00% | — | New | |
| 3.5% | $360.13M | -6.38% | -10.39% | Trim | |
| 3.4% | $344.72M | +27.04% | -12.22% | Trim | |
| 3.3% | $334.02M | -9.71% | -11.99% | Trim | |
| 2.8% | $290.08M | -3.04% | +19.11% | Add | |
| 2.8% | $282.92M | +19.35% | -9.23% | Trim | |
| 2.8% | $281.37M | -0.10% | -37.68% | Trim | |
| 2.7% | $270.15M | -2.78% | -12.41% | Trim | |
| 2.6% | $266.70M | -7.70% | -7.05% | Trim | |
| 2.5% | $258.49M | +0.58% | +9.51% | Add | |
| 2.3% | $235.71M | +45.07% | -13.54% | Trim | |
| 2.3% | $233.62M | -6.24% | -12.11% | Trim | |
| 1.9% | $195.10M | +10.64% | +0.92% | Add | |
| 1.5% | $154.45M | +19.41% | — | New | |
| 1.4% | $139.70M | -21.11% | -5.17% | Trim | |
| 1.3% | $136.85M | -17.18% | -80.77% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.