Sustainable Growth Advisers, LP

Q1 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$10,622,217
Net value change ($000)
-3,798,291 (-26.3%)
New positions
2
Sold out positions
5
Turnover %
9.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
AVGO 228,444 101.9%
MA 188,079 NEW
AXP 110,799 48.5%
NFLX 86,168 35.6%
ECL 56,058 33.1%
AAPL 55,528 16.7%
ARM 11,990 4.1%
INFY 9,375 150.2%
SPOT 7,214 NEW
TSM 3,443 8.5%
Top Reduces (Value $000, Stocks/ETFs)
UNH -469,585 -100.0%
MSFT -413,082 -41.6%
AMZN -392,601 -36.6%
INTU -360,773 -56.8%
IT -313,621 -100.0%
NVDA -268,436 -24.1%
CRM -242,397 -42.7%
SPGI -216,311 -40.2%
V -213,411 -28.7%
SNPS -170,923 -32.4%
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