Sustainable Growth Advisers, LP — 13F holdings

Sustainable Growth Advisers, LP reported 90 holdings worth $9.95B in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $1.29B (13.0%)
2. MSFT MICROSOFT CORP — $728M (7.3%)
3. GOOG ALPHABET INC — $717M (7.2%)
4. AAPL APPLE INC — $621M (6.2%)
5. AMZN AMAZON COM INC — $516M (5.2%)
6. V Visa Inc — $425M (4.3%)
7. AVGO BROADCOM INC — $424M (4.3%)
8. META META PLATFORMS INC — $409M (4.1%)
9. WM WASTE MGMT INC DEL — $402M (4.0%)
10. SNPS Synopsys Inc — $338M (3.4%)