Sustainable Growth Advisers, LP holds a diversified book of 51 stocks worth $10.6B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Mastercard Inc - A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1290668/holdings"
Use Arkolith to show Sustainable Growth Advisers, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COM | $845.8M | 4.85M | 8.0% | ▼−19% Reduced · −1.1M sh | |
| 2 | Amazon.com Inc COM | $681.3M | 3.27M | 6.4% | ▼−30% Reduced · −1.4M sh | |
| 3 | Microsoft Corp. COM | $580.8M | 1.57M | 5.5% | ▼−24% Reduced · −486K sh | |
| 4 | Alphabet Inc CL C COM | $542.9M | 1.89M | 5.1% | ▼−12% Reduced · −251K sh | |
| 5 | Visa Inc COM | $529.0M | 1.75M | 5.0% | ▼−17% Reduced · −367K sh | |
| 6 | Waste Management Inc COM | $464.6M | 2.02M | 4.4% | ▼−27% Reduced · −747K sh | |
| 7 | Broadcom Inc COM | $452.7M | 1.46M | 4.3% | ▲+126% Added · +815K sh | |
| 8 | Canadian Pacific Kansas City L COM | $409.8M | 5.21M | 3.9% | ▼−21% Reduced · −1.4M sh | |
| 9 | Meta Platforms Inc COM | $398.9M | 697.2K | 3.8% | ▼−18% Reduced · −157K sh | |
| 10 | Apple Inc COM | $387.2M | 1.53M | 3.6% | ▲+25% Added · +306K sh | |
| 11 | Synopsys Inc COM | $357.2M | 901.0K | 3.4% | ▼−20% Reduced · −223K sh | |
| 12 | Yum! Brands Inc COM | $351.4M | 2.26M | 3.3% | ▼−9.5% Reduced · −237K sh | |
| 13 | Aon PLC COM | $339.5M | 1.05M | 3.2% | ▼−14% Reduced · −170K sh | |
| 14 | American Express Co COM | $339.4M | 1.12M | 3.2% | ▲+82% Added · +504K sh | |
| 15 | Netflix Inc COM | $328.0M | 3.41M | 3.1% | ▲+32% Added · +832K sh | |
| 16 | Salesforce Inc COM | $324.9M | 1.74M | 3.1% | ▼−19% Reduced · −401K sh | |
| 17 | S&P Global Inc COM | $322.1M | 757.3K | 3.0% | ▼−26% Reduced · −273K sh | |
| 18 | Danaher Corp COM | $310.3M | 1.64M | 2.9% | ▲+2.4% Added · +39K sh | |
| 19 | Arm Holdings Inc - ADR COM | $303.6M | 2.01M | 2.9% | ▼−25% Reduced · −661K sh | |
| 20 | Intuit Inc COM | $274.9M | 635.8K | 2.6% | ▼−34% Reduced · −324K sh | |
| 21 | Chipotle Mexican Grill Inc COM | $250.3M | 7.82M | 2.4% | ▼−19% Reduced · −1.9M sh | |
| 22 | WW Grainger Inc COM | $230.1M | 210.9K | 2.2% | ▼−8.2% Reduced · −19K sh | |
| 23 | Ecolab Inc COM | $225.4M | 847.3K | 2.1% | ▲+31% Added · +202K sh | |
| 24 | MasterCard Inc COM | $188.1M | 376.4K | 1.8% | ▲New New position | |
| 25 | Cooper Companies Inc/ The COM | $146.9M | 2.05M | 1.4% | ▼−39% Reduced · −1.3M sh | |
| 26 | Nike Inc COM | $135.5M | 2.56M | 1.3% | ▼−8.1% Reduced · −225K sh | |
| 27 | HDFC Bank Ltd-ADR COM | $130.0M | 5.23M | 1.2% | ▼−8.5% Reduced · −485K sh | |
| 28 | Steris PLC COM | $121.0M | 547.2K | 1.1% | ▼−28% Reduced · −212K sh | |
| 29 | ServiceNow Inc COM | $105.1M | 1.01M | 1.0% | ▼−12% Reduced · −136K sh | |
| 30 | MercadoLibre Inc COM | $90.8M | 52.5K | 0.9% | ▼−32% Reduced · −25K sh | |
| 31 | Alcon Inc COM | $83.0M | 1.10M | 0.8% | ▼−48% Reduced · −1.0M sh | |
| 32 | SAP SE-Sponsored ADR COM | $81.2M | 474.1K | 0.8% | ▼−31% Reduced · −213K sh | |
| 33 | Sea Ltd ADR COM | $52.2M | 630.0K | 0.5% | ▼−17% Reduced · −130K sh | |
| 34 | Taiwan Semiconductor Mfg ADR COM | $44.0M | 130.3K | 0.4% | ▼−2.4% Reduced · −3K sh | |
| 35 | Alibaba Group Holding-Sp ADR COM | $34.3M | 273.5K | 0.3% | ▼−2.5% Reduced · −7K sh | |
| 36 | Unilever PLC ADR COM | $23.1M | 405.6K | 0.2% | ▼−7.8% Reduced · −34K sh | |
| 37 | Grab Holdings Ltd - Cl A COM | $21.3M | 5.81M | 0.2% | ▲+49% Added · +1.9M sh | |
| 38 | Fomento Economico Mexicano-Sp COM | $18.3M | 165.1K | 0.2% | ▲+6.2% Added · +10K sh | |
| 39 | Waste Connections COM | $15.9M | 98.1K | 0.2% | ▲+15% Added · +13K sh | |
| 40 | Infosys Ltd-Sp ADR COM | $15.6M | 1.16M | 0.1% | ▲+230% Added · +806K sh | |
| 41 | XP Inc COM | $13.3M | 696.5K | 0.1% | ▲+2.4% Added · +16K sh | |
| 42 | Linde PLC COM | $12.2M | 24.5K | 0.1% | ▼−15% Reduced · −4K sh | |
| 43 | Shopify Inc. COM | $9.6M | 81.1K | 0.1% | ▲+34% Added · +20K sh | |
| 44 | Spotify Technology SA COM | $7.2M | 14.9K | 0.1% | ▲New New position | |
| 45 | Tencent Music Entertainment - COM | $4.7M | 503.9K | 0.0% | ▲+48% Added · +163K sh | |
| 46 | MakeMyTrip Ltd COM | $4.6M | 123.2K | 0.0% | ▲+35% Added · +32K sh | |
| 47 | Universal Music Group Unsp Adr COM | $3.3M | 342.8K | 0.0% | —Held | |
| 48 | AIA Group Ltd-Sp ADR COM | $3.2M | 71.3K | 0.0% | —Held | |
| 49 | Adyen NV Unspon ADR COM | $2.9M | 294.8K | 0.0% | ▲+29% Added · +67K sh | |
| 50 | Experian PLC ADR COM | $2.5M | 72.2K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 96 | $10.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 100 | $14.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 105 | $17.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 98 | $19.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 100 | $17.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 96 | $19.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 100 | $23.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 100 | $22.7B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 104 | $23.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 99 | $22.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 100 | $19.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 105 | $21.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 100 | $17.2B | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | May 12, 2023 | 103 | $15.4B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 99 | $13.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 104 | $14.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 110 | $18.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 111 | $19.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 112 | $19.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2021 | 115 | $19.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 10, 2021 | 110 | $17.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.