Sustainable Growth Advisers, LP

$10.6B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1290668 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $10.6B
ALL retained default holdings for this (filer, period), including NULL-value ones: 96
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 2
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 5

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$268M	−1,124,701	$1.1B	$846M	5,974,213	4,849,512
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$393M	−1,381,312	$1.1B	$681M	4,652,553	3,271,241
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$413M	−486,084	$994M	$581M	2,055,077	1,568,993
position key `pos:17821` · issuer key `iss:89` COM	TRIM	−$130M	−251,121	$673M	$543M	2,143,689	1,892,568
position key `pos:12848` · issuer key `iss:1921` COM	TRIM	−$213M	−366,634	$742M	$529M	2,116,769	1,750,135
position key `pos:14916` · issuer key `iss:1946` COM	TRIM	−$144M	−746,648	$608M	$465M	2,768,350	2,021,702
position key `pos:12827` · issuer key `iss:323` COM	ADD	+$228M	+814,680	$224M	$453M	647,922	1,462,602
position key `pos:10423` · issuer key `iss:387` COM	TRIM	−$73.5M	−1,353,889	$483M	$410M	6,564,219	5,210,330
position key `pos:11390` · issuer key `iss:720` COM	TRIM	−$165M	−157,234	$564M	$399M	854,425	697,191
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$55.5M	+305,664	$332M	$387M	1,220,036	1,525,700
position key `pos:18221` · issuer key `iss:1739` COM	TRIM	−$171M	−223,398	$528M	$357M	1,124,385	900,987
position key `pos:13408` · issuer key `iss:2003` COM	TRIM	−$26.4M	−237,026	$378M	$351M	2,497,429	2,260,403
position key `pos:14354` · issuer key `iss:2031` COM	TRIM	−$91.5M	−169,662	$431M	$340M	1,221,467	1,051,805
position key `pos:11849` · issuer key `iss:104` COM	ADD	+$111M	+504,124	$229M	$339M	617,890	1,122,014
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$86.2M	+832,072	$242M	$328M	2,578,897	3,410,969
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$242M	−401,025	$567M	$325M	2,141,335	1,740,310
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$216M	−272,995	$538M	$322M	1,030,292	757,297
position key `pos:15144` · issuer key `iss:556` COM	ADD	−$55.5M	+38,584	$366M	$310M	1,597,798	1,636,382
position key `pos:10513` · issuer key `iss:168` COM	TRIM	+$12.0M	−660,971	$292M	$304M	2,668,130	2,007,159
position key `pos:13832` · issuer key `iss:996` COM	TRIM	−$361M	−323,849	$636M	$275M	959,601	635,752
position key `pos:13510` · issuer key `iss:444` COM	TRIM	−$108M	−1,859,370	$358M	$250M	9,677,524	7,818,154
position key `pos:10654` · issuer key `iss:844` COM	TRIM	−$1.7M	−18,777	$232M	$230M	229,695	210,918
position key `pos:16716` · issuer key `iss:633` COM	ADD	+$56.1M	+202,240	$169M	$225M	645,018	847,258
position key `pos:14206` · issuer key `iss:1193` COM	NEW	+$188M	+376,414	$0	$188M	—	376,414
position key `pos:17009` · issuer key `iss:510` COM	TRIM	−$129M	−1,314,255	$276M	$147M	3,368,567	2,054,312
position key `pos:13891` · issuer key `iss:1313` COM	TRIM	−$42.3M	−225,147	$178M	$135M	2,789,888	2,564,741
position key `pos:10363` · issuer key `iss:866` COM	TRIM	−$78.7M	−485,068	$209M	$130M	5,710,975	5,225,907
position key `pos:13247` · issuer key `iss:2223` COM	TRIM	−$71.3M	−211,505	$192M	$121M	758,684	547,179
position key `pos:13683` · issuer key `iss:1648` COM	TRIM	−$69.7M	−135,708	$175M	$105M	1,140,979	1,005,271
position key `pos:10534` · issuer key `iss:1213` COM	TRIM	−$64.8M	−24,742	$156M	$90.8M	77,283	52,541
position key `pos:17782` · issuer key `iss:2255` COM	TRIM	−$84.9M	−1,029,428	$168M	$83.0M	2,131,499	1,102,071
position key `pos:17397` · issuer key `iss:1623` COM	TRIM	−$85.7M	−212,747	$167M	$81.2M	686,851	474,104
position key `pos:13027` · issuer key `iss:1636` COM	TRIM	−$44.8M	−130,405	$97.0M	$52.2M	760,360	629,955
position key `pos:17467` · issuer key `iss:1751` COM	TRIM	+$3.4M	−3,271	$40.6M	$44.0M	133,526	130,255
position key `pos:15694` · issuer key `iss:72` COM	TRIM	−$6.8M	−6,916	$41.1M	$34.3M	280,402	273,486
position key `pos:11556` · issuer key `iss:1854` COM	TRIM	−$5.7M	−34,450	$28.8M	$23.1M	440,020	405,570
position key `pos:14915` · issuer key `iss:2124` COM	ADD	+$1.8M	+1,914,652	$19.4M	$21.3M	3,896,506	5,811,158
position key `pos:17335` · issuer key `iss:758` COM	ADD	+$2.6M	+9,668	$15.7M	$18.3M	155,439	165,107
position key `pos:16804` · issuer key `iss:1945` COM	ADD	+$982K	+12,829	$15.0M	$15.9M	85,319	98,148
position key `pos:12980` · issuer key `iss:964` COM	ADD	+$9.4M	+805,626	$6.2M	$15.6M	350,187	1,155,813
position key `pos:13035` · issuer key `iss:2251` COM	ADD	+$2.1M	+16,319	$11.1M	$13.3M	680,170	696,489
position key `pos:12681` · issuer key `iss:2154` COM	TRIM	−$72.6K	−4,160	$12.2M	$12.2M	28,684	24,524
position key `pos:18191` · issuer key `iss:1654` COM	ADD	−$144K	+20,436	$9.8M	$9.6M	60,651	81,087
position key `pos:11788` · issuer key `iss:2269` COM	NEW	+$7.2M	+14,877	$0	$7.2M	—	14,877
position key `pos:16371` · issuer key `iss:1778` COM	ADD	−$1.3M	+162,755	$6.0M	$4.7M	341,132	503,887
position key `sid:sec:prov:98708b6123f38d2ff57483572ee45be4` · issuer key `cusip6:V5633W` COM	ADD	−$2.9M	+32,263	$7.5M	$4.6M	90,984	123,247
position key `cusip:00783V104` · issuer key `cusip6:00783V` COM	ADD	−$699K	+67,012	$3.6M	$2.9M	227,836	294,848
position key `cusip:31188H101` · issuer key `cusip6:31188H` COM	TRIM	−$328K	−15,063	$2.8M	$2.5M	77,646	62,583
pos:10484	EXIT‡e	−$314M	−1,243,148	$314M	$0	1,243,148	—
pos:11528	EXIT‡e	−$4.7M	−10,027	$4.7M	$0	10,027	—
pos:15142	EXIT‡e	−$3.3M	−10,582	$3.3M	$0	10,582	—
pos:16115	EXIT‡e	−$470M	−1,422,511	$470M	$0	1,422,511	—
pos:17607	EXIT‡e	−$7.8M	−36,299	$7.8M	$0	36,299	—

Flags: no row carries a flag.

1–20 of the 53 changes on this page

Mark-to-market only (no share change) · 3

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `cusip:91377B109` · issuer key `cusip6:91377B` COM	NO CHANGE	−$1.2M	$4.5M	$3.3M	342,750	342,750
position key `cusip:001317205` · issuer key `cusip6:001317` COM	NO CHANGE	+$250K	$2.9M	$3.2M	71,286	71,286
position key `cusip:30215C101` · issuer key `cusip6:30215C` COM	NO CHANGE	−$739K	$3.3M	$2.5M	72,210	72,210

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–51 of 51 issuers · $10.6B disclosed value over 96 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Nvidia Corp

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Nvidia Corp, as it reported them
Nvidia Corp · COM CUSIP — src ↗	$649M	3,720,455
Nvidia Corp · COM CUSIP — src ↗	$197M	1,129,057

$846M

4,849,512

8.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amazon.com Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Amazon.com Inc, as it reported them
Amazon.com Inc · COM CUSIP — src ↗	$521M	2,500,420
Amazon.com Inc · COM CUSIP — src ↗	$161M	770,821

$681M

3,271,241

6.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Microsoft Corp.

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Microsoft Corp., as it reported them
Microsoft Corp. · COM CUSIP — src ↗	$476M	1,285,827
Microsoft Corp. · COM CUSIP — src ↗	$105M	283,166

$581M

1,568,993

5.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Alphabet Inc CL C

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Alphabet Inc CL C, as it reported them
Alphabet Inc CL C · COM CUSIP — src ↗	$407M	1,419,291
Alphabet Inc CL C · COM CUSIP — src ↗	$136M	473,277

$543M

1,892,568

5.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Visa Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Visa Inc, as it reported them
Visa Inc · COM CUSIP — src ↗	$382M	1,264,937
Visa Inc · COM CUSIP — src ↗	$147M	485,198

$529M

1,750,135

5.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Waste Management Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Waste Management Inc, as it reported them
Waste Management Inc · COM CUSIP — src ↗	$375M	1,632,273
Waste Management Inc · COM CUSIP — src ↗	$89.5M	389,429

$465M

2,021,702

4.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Broadcom Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Broadcom Inc, as it reported them
Broadcom Inc · COM CUSIP — src ↗	$356M	1,150,065
Broadcom Inc · COM CUSIP — src ↗	$96.7M	312,537

$453M

1,462,602

4.3%

—

Canadian Pacific Kansas City L

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Canadian Pacific Kansas City L, as it reported them
Canadian Pacific Kansas City L · COM CUSIP — src ↗	$325M	4,126,268
Canadian Pacific Kansas City L · COM CUSIP — src ↗	$85.3M	1,084,062

ticker not yet mapped

$410M

5,210,330

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Meta Platforms Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Meta Platforms Inc, as it reported them
Meta Platforms Inc · COM CUSIP — src ↗	$305M	533,572
Meta Platforms Inc · COM CUSIP — src ↗	$93.6M	163,619

$399M

697,191

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Apple Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Apple Inc, as it reported them
Apple Inc · COM CUSIP — src ↗	$370M	1,457,772
Apple Inc · COM CUSIP — src ↗	$17.2M	67,928

$387M

1,525,700

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Synopsys Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Synopsys Inc, as it reported them
Synopsys Inc · COM CUSIP — src ↗	$275M	692,904
Synopsys Inc · COM CUSIP — src ↗	$82.5M	208,083

$357M

900,987

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Yum! Brands Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Yum! Brands Inc, as it reported them
Yum! Brands Inc · COM CUSIP — src ↗	$333M	2,141,798
Yum! Brands Inc · COM CUSIP — src ↗	$18.4M	118,605

$351M

2,260,403

3.3%

—

Aon PLC

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Aon PLC, as it reported them
Aon PLC · COM CUSIP — src ↗	$269M	834,233
Aon PLC · COM CUSIP — src ↗	$70.2M	217,572

ticker not yet mapped

$340M

1,051,805

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

American Express Co

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for American Express Co, as it reported them
American Express Co · COM CUSIP — src ↗	$278M	919,285
American Express Co · COM CUSIP — src ↗	$61.3M	202,729

$339M

1,122,014

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Netflix Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Netflix Inc, as it reported them
Netflix Inc · COM CUSIP — src ↗	$254M	2,638,807
Netflix Inc · COM CUSIP — src ↗	$74.2M	772,162

$328M

3,410,969

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Salesforce Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Salesforce Inc, as it reported them
Salesforce Inc · COM CUSIP — src ↗	$243M	1,302,612
Salesforce Inc · COM CUSIP — src ↗	$81.7M	437,698

$325M

1,740,310

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P Global Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for S&P Global Inc, as it reported them
S&P Global Inc · COM CUSIP — src ↗	$248M	583,166
S&P Global Inc · COM CUSIP — src ↗	$74.1M	174,131

$322M

757,297

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Danaher Corp

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Danaher Corp, as it reported them
Danaher Corp · COM CUSIP — src ↗	$229M	1,206,215
Danaher Corp · COM CUSIP — src ↗	$81.6M	430,167

$310M

1,636,382

2.9%

—

Arm Holdings Inc - ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Arm Holdings Inc - ADR, as it reported them
Arm Holdings Inc - ADR · COM CUSIP — src ↗	$222M	1,470,516
Arm Holdings Inc - ADR · COM CUSIP — src ↗	$81.2M	536,643

ticker not yet mapped

$304M

2,007,159

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Intuit Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Intuit Inc, as it reported them
Intuit Inc · COM CUSIP — src ↗	$206M	476,655
Intuit Inc · COM CUSIP — src ↗	$68.8M	159,097

$275M

635,752

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Chipotle Mexican Grill Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Chipotle Mexican Grill Inc, as it reported them
Chipotle Mexican Grill Inc · COM CUSIP — src ↗	$184M	5,753,150
Chipotle Mexican Grill Inc · COM CUSIP — src ↗	$66.1M	2,065,004

$250M

7,818,154

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WW Grainger Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for WW Grainger Inc, as it reported them
WW Grainger Inc · COM CUSIP — src ↗	$218M	199,896
WW Grainger Inc · COM CUSIP — src ↗	$12.0M	11,022

$230M

210,918

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Ecolab Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Ecolab Inc, as it reported them
Ecolab Inc · COM CUSIP — src ↗	$214M	805,718
Ecolab Inc · COM CUSIP — src ↗	$11.1M	41,540

$225M

847,258

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MasterCard Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for MasterCard Inc, as it reported them
MasterCard Inc · COM CUSIP — src ↗	$179M	357,902
MasterCard Inc · COM CUSIP — src ↗	$9.2M	18,512

$188M

376,414

1.8%

—

Cooper Companies Inc/ The

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Cooper Companies Inc/ The, as it reported them
Cooper Companies Inc/ The · COM CUSIP — src ↗	$140M	1,951,818
Cooper Companies Inc/ The · COM CUSIP — src ↗	$7.3M	102,494

ticker not yet mapped

$147M

2,054,312

1.4%

—

NIKE Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for NIKE Inc, as it reported them
NIKE Inc · COM CUSIP — src ↗	$129M	2,437,903
NIKE Inc · COM CUSIP — src ↗	$6.7M	126,838

ticker not yet mapped

$135M

2,564,741

1.3%

—

HDFC Bank Ltd-ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for HDFC Bank Ltd-ADR, as it reported them
HDFC Bank Ltd-ADR · COM CUSIP — src ↗	$80.0M	3,216,750
HDFC Bank Ltd-ADR · COM CUSIP — src ↗	$50.0M	2,009,157

ticker not yet mapped

$130M

5,225,907

1.2%

—

Steris PLC

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Steris PLC, as it reported them
Steris PLC · COM CUSIP — src ↗	$73.6M	332,844
Steris PLC · COM CUSIP — src ↗	$47.4M	214,335

ticker not yet mapped

$121M

547,179

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ServiceNow Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for ServiceNow Inc, as it reported them
ServiceNow Inc · COM CUSIP — src ↗	$100M	957,556
ServiceNow Inc · COM CUSIP — src ↗	$5.0M	47,715

$105M

1,005,271

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MercadoLibre Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for MercadoLibre Inc, as it reported them
MercadoLibre Inc · COM CUSIP — src ↗	$55.0M	31,811
MercadoLibre Inc · COM CUSIP — src ↗	$35.8M	20,730

$90.8M

52,541

0.9%

—

Alcon Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Alcon Inc, as it reported them
Alcon Inc · COM CUSIP — src ↗	$47.9M	636,256
Alcon Inc · COM CUSIP — src ↗	$35.1M	465,815

ticker not yet mapped

$83.0M

1,102,071

0.8%

—

SAP SE-Sponsored ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for SAP SE-Sponsored ADR, as it reported them
SAP SE-Sponsored ADR · COM CUSIP — src ↗	$44.5M	259,902
SAP SE-Sponsored ADR · COM CUSIP — src ↗	$36.7M	214,202

ticker not yet mapped

$81.2M

474,104

0.8%

—

Sea LTD ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Sea LTD ADR, as it reported them
Sea LTD ADR · COM CUSIP — src ↗	$31.8M	384,257
Sea LTD ADR · COM CUSIP — src ↗	$20.3M	245,698

ticker not yet mapped

$52.2M

629,955

0.5%

—

Taiwan Semiconductor Mfg ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Taiwan Semiconductor Mfg ADR, as it reported them
Taiwan Semiconductor Mfg ADR · COM CUSIP — src ↗	$44.0M	130,078
Taiwan Semiconductor Mfg ADR · COM CUSIP — src ↗	$59.8K	177

ticker not yet mapped

$44.0M

130,255

0.4%

—

Alibaba Group Holding-Sp ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Alibaba Group Holding-Sp ADR, as it reported them
Alibaba Group Holding-Sp ADR · COM CUSIP — src ↗	$25.9M	206,398
Alibaba Group Holding-Sp ADR · COM CUSIP — src ↗	$8.4M	67,088

ticker not yet mapped

$34.3M

273,486

0.3%

—

Unilever PLC ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Unilever PLC ADR, as it reported them
Unilever PLC ADR · COM CUSIP — src ↗	$17.4M	305,813
Unilever PLC ADR · COM CUSIP — src ↗	$5.7M	99,757

ticker not yet mapped

$23.1M

405,570

0.2%

—

Grab Holdings Ltd - Cl A

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Grab Holdings Ltd - Cl A, as it reported them
Grab Holdings Ltd - Cl A · COM CUSIP — src ↗	$15.2M	4,140,772
Grab Holdings Ltd - Cl A · COM CUSIP — src ↗	$6.1M	1,670,386

ticker not yet mapped

$21.3M

5,811,158

0.2%

—

Fomento Economico Mexicano-Sp

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Fomento Economico Mexicano-Sp, as it reported them
Fomento Economico Mexicano-Sp · COM CUSIP — src ↗	$13.4M	120,618
Fomento Economico Mexicano-Sp · COM CUSIP — src ↗	$4.9M	44,489

ticker not yet mapped

$18.3M

165,107

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Waste Connections · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$15.9M

98,148

0.2%

—

Infosys Ltd-Sp ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Infosys Ltd-Sp ADR, as it reported them
Infosys Ltd-Sp ADR · COM CUSIP — src ↗	$11.7M	869,300
Infosys Ltd-Sp ADR · COM CUSIP — src ↗	$3.9M	286,513

ticker not yet mapped

$15.6M

1,155,813

0.1%

—

XP Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for XP Inc, as it reported them
XP Inc · COM CUSIP — src ↗	$7.1M	373,896
XP Inc · COM CUSIP — src ↗	$6.1M	322,593

ticker not yet mapped

$13.3M

696,489

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Linde PLC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

$12.2M

24,524

0.1%

—

Shopify Inc.

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Shopify Inc., as it reported them
Shopify Inc. · COM CUSIP — src ↗	$9.6M	80,668
Shopify Inc. · COM CUSIP — src ↗	$49.7K	419

ticker not yet mapped

$9.6M

81,087

0.1%

—

Spotify Technology SA · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$7.2M

14,877

0.1%

—

Tencent Music Entertainment -

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Tencent Music Entertainment -, as it reported them
Tencent Music Entertainment - · COM CUSIP — src ↗	$2.5M	272,956
Tencent Music Entertainment - · COM CUSIP — src ↗	$2.1M	230,931

ticker not yet mapped

$4.7M

503,887

0.0%

—

MakeMyTrip Ltd

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for MakeMyTrip Ltd, as it reported them
MakeMyTrip Ltd · COM CUSIP V5633W109 src ↗	$2.5M	67,804
MakeMyTrip Ltd · COM CUSIP V5633W109 src ↗	$2.1M	55,443

ticker not yet mapped

$4.6M

123,247

0.0%

—

Universal Music Group Unsp Adr · COM CUSIP 91377B109
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$3.3M

342,750

0.0%

—

AIA Group Ltd-Sp ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for AIA Group Ltd-Sp ADR, as it reported them
AIA Group Ltd-Sp ADR · COM CUSIP 001317205 src ↗	$3.1M	70,218
AIA Group Ltd-Sp ADR · COM CUSIP 001317205 src ↗	$47.6K	1,068

ticker not yet mapped

$3.2M

71,286

0.0%

—

Adyen NV Unspon ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Adyen NV Unspon ADR, as it reported them
Adyen NV Unspon ADR · COM CUSIP 00783V104 src ↗	$2.9M	292,976
Adyen NV Unspon ADR · COM CUSIP 00783V104 src ↗	$18.7K	1,872

ticker not yet mapped

$2.9M

294,848

0.0%

—

Experian PLC ADR · COM CUSIP 30215C101
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$2.5M

72,210

0.0%

—

Fast Retailing Co-Unspon ADR · COM CUSIP 31188H101
2026-03-31 filed 2026-05-11 +41d

src ↗

ticker not yet mapped

$2.5M

62,583

0.0%

1–20 of 51 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 90.2%above median 80.0%
Concentration index: 386 bpsbelow median 446 bps
Positions with value: 96 / 96median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 90.2% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 386 · QoQ moves: 56

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Sustainable Growth Advisers, LP's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).