Sustainable Growth Advisers, LP: 13F holdings
CIK 12906682026Q2
| Positions | 47 |
|---|
| Reported value | $10.2bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 47 (-4 vs prior quarter) |
|---|
| Reported value | $10.2bn (-4.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA Nvidia Corp | 4,720,144 | $944.5m | 9.3% |
| GOOG Alphabet Inc CL C | 2,129,711 | $752.5m | 7.4% |
| MSFT Microsoft Corp. | 1,505,003 | $561.4m | 5.5% |
| AMZN Amazon.com Inc | 2,281,329 | $543.7m | 5.3% |
| AAPL Apple Inc | 1,747,382 | $505.6m | 5.0% |
| V Visa Inc | 1,442,706 | $495.0m | 4.9% |
| AVGO Broadcom Inc | 1,275,451 | $481.8m | 4.7% |
| WM Waste Management Inc | 2,061,651 | $459.5m | 4.5% |
| YUM Yum! Brands Inc | 2,498,040 | $399.3m | 3.9% |
| EQIX Equinix Inc | 346,868 | $361.6m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1290668")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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