Sustainable Growth Advisers, LP
SEC Form 13F institutional filer · CIK 0001290668
13F-HR · 27 reported holdings · 2026-03-31
Asset manager.
Reported long-US-equity value
$9.25B
Top-10 concentration
56.7%
Sustainable Growth Advisers, LP — $9.25B AUM allocation strategy
Sustainable Growth Advisers, LP files SEC Form 13F and reports $9.25B of long US equity value across 27 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 34.9%, followed by Financials 16.5% and Consumer Discretionary 13.8%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Sustainable Growth Advisers, LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$9.25B
total across 27 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +832K sh · +$86.2M+$AVGO +815K sh · +$228M+$AXP +504K sh · +$111M
Biggest trims (shares)
−$CMG −1.86M sh · −$108M−$AMZN −1.38M sh · −$393M−$COO −1.31M sh · −$129M
Exited to nil (held last quarter, gone now)
$UNH ($470M last qtr)$IT ($314M last qtr)$WDAY ($7.8M last qtr)$IWM ($4.75M last qtr)$GOOG ($3.31M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.0%—
- Application Software10.3%—
- Interactive Media & Services10.2%—
- Broadline Retail7.4%—
- Restaurants6.5%—
- Systems Software6.3%—
- Transaction & Payment Processing Services5.8%—
- Environmental & Facilities Services5.0%—
- Other holdings34.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 4.85M | $846M | -1.12M | 9.1% |
| $AMZN | Amazon.com Inc | 3.27M | $681M | -1.38M | 7.4% |
| $MSFT | Microsoft Corporation | 1.57M | $581M | -486K | 6.3% |
| $GOOGL | Alphabet Inc | 1.89M | $543M | -251K | 5.9% |
| $V | Visa Inc | 1.75M | $529M | -367K | 5.7% |
| $WM | Waste Management Inc | 2.02M | $465M | -747K | 5.0% |
| $AVGO | Broadcom Inc | 1.46M | $453M | +815K | 4.9% |
| $META | Meta Platforms Inc | 697K | $399M | -157K | 4.3% |
| $AAPL | Apple Inc | 1.53M | $387M | +306K | 4.2% |
| $SNPS | Synopsys Inc | 901K | $357M | -223K | 3.9% |
…and 17 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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