account_balance
Investment manager · 13F filer · SEC CIK 1290668
Sustainable Growth Advisers, LP
Reported value$9.95Bas of Sep 30, 2026
Positions49 3 new, 1 sold out
Top 10 weight59.0%NVDA alone is 13%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
13.0%Added +20%
MSFTMicrosoft Corp
7.3%Trimmed −6%
GOOGAlphabet Inc.
7.2%
AAPLApple Inc.
6.2%Added +7%
AMZNAmazon.com Inc
5.2%Trimmed −9%
VVisa Inc.
4.3%Trimmed −18%
AVGOBroadcom Inc.
4.3%Trimmed −5%
METAMeta Platforms, Inc.
4.1%Trimmed −8%
WMWaste Management Inc
4.0%Trimmed −4%
SNPSSynopsys Inc
3.4%−4%
EQIXEquinix Inc
3.4%Trimmed −5%
ECLEcolab Inc.
3.2%Added +26%
NVDANVIDIA Corp
13.0%Added +20%
MSFTMicrosoft Corp
7.3%−6%
GOOGAlphabet Inc.
7.2%
AAPLApple Inc.
6.2%Added +7%
AMZNAmazon.com Inc
5.2%−9%
VVisa Inc.
4.3%
AVGOBroadcom Inc.
4.3%
METAMeta Platforms, Inc.
4.1%
WMWaste Management Inc
4.0%
SNPSEQIXECL3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 13.0% Added +20%MSFT Microsoft Corp 7.3% Trimmed −6%GOOG Alphabet Inc. 7.2% HeldAAPL Apple Inc. 6.2% Added +7%AMZN Amazon.com Inc 5.2% Trimmed −9%V Visa Inc. 4.3% Trimmed −18%AVGO Broadcom Inc. 4.3% Trimmed −5%META Meta Platforms, Inc. 4.1% Trimmed −8%WM Waste Management Inc 4.0% Trimmed −4%SNPS Synopsys Inc 3.4% Trimmed −4%EQIX Equinix Inc 3.4% Trimmed −5%ECL Ecolab Inc. 3.2% Added +26%
What changed
Biggest moves since Jun 30, 2026
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