SUSTAINABLE GROWTH ADVISERS, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMG | 9.68M | $358.07M |
 | CP | 6.56M | $483.32M |
 | NVDA | 5.97M | $1.11B |
 | HDB | 5.71M | $208.68M |
 | AMZN | 4.65M | $1.07B |
 | GRAB | 3.90M | $19.44M |
 | COO | 3.37M | $276.09M |
 | NKE | 2.79M | $177.74M |
 | WM | 2.77M | $608.23M |
 | ARM | 2.67M | $291.65M |
 | NFLX | 2.58M | $241.80M |
 | YUM | 2.50M | $377.81M |
 | GOOG | 2.14M | $672.69M |
 | CRM | 2.14M | $567.26M |
 | ALC | 2.13M | $167.98M |
 | V | 2.12M | $742.37M |
 | MSFT | 2.06M | $993.88M |
 | DHR | 1.60M | $365.77M |
 | UNH | 1.42M | $469.59M |
 | IT | 1.24M | $313.62M |
Chipotle Mexican Grill, Inc.
CMG
Shares Held
9.68M
Value
$358.07M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
6.56M
Value
$483.32M
NVIDIA Corporation
NVDA
Shares Held
5.97M
Value
$1.11B
HDFC Bank Limited
HDB
Shares Held
5.71M
Value
$208.68M
Amazon.com, Inc.
AMZN
Shares Held
4.65M
Value
$1.07B
Grab Holdings Limited
GRAB
Shares Held
3.90M
Value
$19.44M
The Cooper Companies, Inc.
COO
Shares Held
3.37M
Value
$276.09M
NIKE, Inc.
NKE
Shares Held
2.79M
Value
$177.74M
Waste Management, Inc.
WM
Shares Held
2.77M
Value
$608.23M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
2.67M
Value
$291.65M
Netflix, Inc.
NFLX
Shares Held
2.58M
Value
$241.80M
Yum! Brands, Inc.
YUM
Shares Held
2.50M
Value
$377.81M
Alphabet Inc.
GOOG
Shares Held
2.14M
Value
$672.69M
Salesforce, Inc.
CRM
Shares Held
2.14M
Value
$567.26M
Alcon Inc.
ALC
Shares Held
2.13M
Value
$167.98M
Visa Inc.
V
Shares Held
2.12M
Value
$742.37M
Microsoft Corporation
MSFT
Shares Held
2.06M
Value
$993.88M
Danaher Corporation
DHR
Shares Held
1.60M
Value
$365.77M
UnitedHealth Group Incorporated
UNH
Shares Held
1.42M
Value
$469.59M
Gartner, Inc.
IT
Shares Held
1.24M
Value
$313.62M