Sustainable Growth Advisers, LP

Q1 2025 13F-HR Holdings

Location
Stamford, CT
Holdings as of
3/31/2025
Date filed
5/6/2025
Form type
13F-HR
Num holdings
56
Total value ($000)
$17,928,285
Net value change ($000)
-2,011,088 (-10.1%)
New positions
3
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/10/2025 Next filing: 8/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NOW 186,031 47.7%
ARM 170,287 NEW
META 155,249 21.2%
NVDA 83,126 12.0%
MELI 59,631 25.3%
INFY 54,356 25.0%
CRM 42,018 10.6%
TSM 41,566 82.3%
V 31,230 2.8%
WM 25,797 6.4%
Top Reduces (Value $000, Stocks/ETFs)
MSCI -565,418 -99.9%
ADSK -382,582 -66.7%
WDAY -251,640 -36.7%
DHR -224,702 -30.3%
YUM -192,344 -25.7%
AON -177,325 -21.8%
MSFT -148,599 -11.3%
ECL -117,508 -39.5%
GOOGL -110,739 -20.2%
AMZN -107,954 -7.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type