Investor Details
| Filer Name: | SUSTAINABLE GROWTH ADVISERS, LP |
|---|---|
| CIK: | 1290668 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 54 |
| Portfolio Value: | $19.94B |
Sustainable Growth Advisers, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AMZN | US | AMAZON.COM INC | 6,193,038 | $1,359M | 6.81% | -28.3% | - |
| MSFT | US | MICROSOFT CORP | 3,110,508 | $1,311M | 6.58% | -11.0% | - |
| V | US | VISA INC-CLASS A SHARES | 3,549,110 | $1,122M | 5.63% | -17.0% | - |
| INTU | US | INTUIT INC | 1,429,346 | $898M | 4.51% | 20.7% | - |
| 91324p102 | - | UNITEDHEALTH | 1,658,574 | $839M | 4.21% | -6.9% | - |
| AON | US | AON PLC-CLASS A | 2,263,783 | $813M | 4.08% | -19.9% | - |
| SPGI | US | S&P GLOBAL INC | 1,631,211 | $812M | 4.07% | -14.9% | - |
| SNPS | US | SYNOPSYS INC | 1,538,583 | $747M | 3.75% | -13.8% | - |
| YUM | US | YUM! BRANDS INC | 5,579,115 | $748M | 3.75% | -14.2% | - |
| DHR | US | DANAHER CORP | 3,232,010 | $742M | 3.72% | 9.2% | - |
| META | US | META PLATFORMS INC-CLASS A | 1,250,084 | $732M | 3.67% | -16.8% | - |
| NVDA | US | NVIDIA CORP | 5,140,661 | $690M | 3.46% | -17.3% | - |
| WDAY | US | WORKDAY INC-CLASS A | 2,657,310 | $686M | 3.44% | -26.4% | - |
| AAPL | US | APPLE INC | 2,543,448 | $637M | 3.19% | -17.3% | - |
| CP | US | CANADIAN PACIFIC KANSAS CITY | 8,795,392 | $637M | 3.19% | -2.7% | - |
| ADSK | US | AUTODESK INC | 1,941,508 | $574M | 2.88% | -20.0% | - |
| MSCI | US | MSCI INC | 943,676 | $566M | 2.84% | -17.8% | - |
| GOOG | US | ALPHABET INC-CL C | 2,879,669 | $548M | 2.75% | -16.8% | - |
| HDB | US | HDFC BANK LTD-ADR | 8,176,487 | $522M | 2.62% | -4.1% | - |
| NVO | US | NOVO-NORDISK A/S-SPONS ADR | 5,340,803 | $459M | 2.30% | 23.6% | - |