Sustainable Growth Advisers, LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Broadcom Inc | 0 | 647,922 | +647,922 | 0 | 224,245,804 | +224,245,804 |
| Sea LTD ADR | 0 | 760,360 | +760,360 | 0 | 96,999,125 | +96,999,125 |
| Salesforce Inc | 2,034,371 | 2,141,335 | +106,964 | 482,145,927 | 567,261,054 | +85,115,127 |
| Alphabet Inc CL C | 2,433,722 | 2,143,689 | -290,033 | 592,732,993 | 672,689,608 | +79,956,615 |
| Netflix Inc | 156,896 | 2,578,897 | +2,422,001 | 188,105,753 | 241,797,382 | +53,691,629 |
| Unilever PLC ADR | 0 | 440,020 | +440,020 | 0 | 28,777,308 | +28,777,308 |
| Grab Holdings Ltd - Cl A | 2,008,027 | 3,896,506 | +1,888,479 | 12,088,322 | 19,443,565 | +7,355,243 |
| iShares Russell 1000 Growth | 2,974 | 10,027 | +7,053 | 1,393,051 | 4,745,779 | +3,352,728 |
| MakeMyTrip Ltd | 60,154 | 90,984 | +30,830 | 5,630,414 | 7,471,606 | +1,841,192 |
| XP Inc | 535,016 | 680,170 | +145,154 | 10,052,950 | 11,134,383 | +1,081,433 |
| Alphabet Inc CL A | 10,582 | 10,582 | 0 | 2,572,484 | 3,312,166 | +739,682 |
| Waste Connections | 86,286 | 85,319 | -967 | 15,169,079 | 14,961,540 | -207,539 |
| Linde PLC | 27,913 | 28,684 | +771 | 13,258,675 | 12,230,571 | -1,028,104 |
| Workday Inc Class A | 38,011 | 36,299 | -1,712 | 9,150,388 | 7,796,299 | -1,354,089 |
| Adyen NV Unspon ADR | 383,022 | 227,836 | -155,186 | 6,124,522 | 3,638,541 | -2,485,981 |
| Tencent Music Entertainment - | 374,798 | 341,132 | -33,666 | 8,747,785 | 5,980,044 | -2,767,741 |
| Fast Retailing Co-Unspon ADR | 192,093 | 77,646 | -114,447 | 5,814,655 | 2,810,785 | -3,003,870 |
| AIA Group Ltd-Sp ADR | 165,113 | 71,286 | -93,827 | 6,345,292 | 2,924,865 | -3,420,427 |
| Shopify Inc. | 90,842 | 60,651 | -30,191 | 13,500,030 | 9,762,991 | -3,737,039 |
| Apple Inc | 1,317,612 | 1,220,036 | -97,576 | 335,503,544 | 331,678,987 | -3,824,557 |
| Fomento Economico Mexicano-Sp | 201,280 | 155,439 | -45,841 | 19,852,247 | 15,710,220 | -4,142,027 |
| Experian PLC ADR | 152,154 | 72,210 | -79,944 | 7,639,652 | 3,261,726 | -4,377,926 |
| Universal Music Group Unsp Adr | 721,262 | 342,750 | -378,512 | 10,407,811 | 4,469,460 | -5,938,351 |
| Cooper Companies Inc/ The | 4,132,535 | 3,368,567 | -763,968 | 283,326,600 | 276,087,751 | -7,238,849 |
| WW Grainger Inc | 251,424 | 229,695 | -21,729 | 239,597,015 | 231,773,739 | -7,823,276 |
| Alibaba Group Holding-Sp ADR | 277,817 | 280,402 | +2,585 | 49,654,233 | 41,101,325 | -8,552,908 |
| NIKE Inc | 2,727,405 | 2,789,888 | +62,483 | 190,181,951 | 177,743,765 | -12,438,186 |
| Danaher Corp | 1,917,941 | 1,597,798 | -320,143 | 380,250,983 | 365,767,918 | -14,483,065 |
| Ecolab Inc | 696,005 | 645,018 | -50,987 | 190,607,930 | 169,330,126 | -21,277,804 |
| Yum! Brands Inc | 2,735,106 | 2,497,429 | -237,677 | 415,736,112 | 377,811,059 | -37,925,053 |
| Taiwan Semiconductor Mfg ADR | 281,554 | 133,526 | -148,028 | 78,635,216 | 40,577,217 | -38,057,999 |
| Aon PLC | 1,317,364 | 1,221,467 | -95,897 | 469,745,655 | 431,031,275 | -38,714,380 |
| American Express Co | 809,027 | 617,890 | -191,137 | 268,726,409 | 228,588,405 | -40,138,004 |
| SAP SE-Sponsored ADR | 842,416 | 686,851 | -155,565 | 225,101,979 | 166,842,976 | -58,259,003 |
| MercadoLibre Inc | 93,162 | 77,283 | -15,879 | 217,714,004 | 155,668,055 | -62,045,949 |
| Steris PLC | 1,065,658 | 758,684 | -306,974 | 263,686,416 | 192,341,568 | -71,344,848 |
| Alcon Inc | 3,214,309 | 2,131,499 | -1,082,810 | 239,498,163 | 167,983,436 | -71,514,727 |
| Gartner Inc | 1,466,771 | 1,243,148 | -223,623 | 385,570,093 | 313,621,378 | -71,948,715 |
| Nvidia Corp | 6,410,603 | 5,974,213 | -436,390 | 1,196,090,308 | 1,114,190,725 | -81,899,583 |
| Canadian Pacific Kansas City L | 7,640,406 | 6,564,219 | -1,076,187 | 569,133,843 | 483,323,445 | -85,810,398 |
| S&P Global Inc | 1,293,570 | 1,030,292 | -263,278 | 629,593,455 | 538,420,297 | -91,173,158 |
| UnitedHealth Group Inc | 1,640,012 | 1,422,511 | -217,501 | 566,296,144 | 469,585,106 | -96,711,038 |
| Waste Management Inc | 3,262,148 | 2,768,350 | -493,798 | 720,380,143 | 608,234,179 | -112,145,964 |
| Arm Holdings Inc - ADR | 2,881,709 | 2,668,130 | -213,579 | 407,733,007 | 291,653,290 | -116,079,717 |
| Amazon.com Inc | 5,424,707 | 4,652,553 | -772,154 | 1,191,102,916 | 1,073,902,284 | -117,200,632 |
| Chipotle Mexican Grill Inc | 12,495,638 | 9,677,524 | -2,818,114 | 489,704,053 | 358,068,388 | -131,635,665 |
| Synopsys Inc | 1,343,916 | 1,124,385 | -219,531 | 663,074,715 | 528,146,122 | -134,928,593 |
| Visa Inc | 2,575,245 | 2,116,769 | -458,476 | 879,137,138 | 742,372,056 | -136,765,082 |
| HDFC Bank Ltd-ADR | 10,914,957 | 5,710,975 | -5,203,982 | 372,854,931 | 208,679,027 | -164,175,904 |
| Infosys Ltd-Sp ADR | 10,889,185 | 350,187 | -10,538,998 | 177,167,040 | 6,240,333 | -170,926,707 |
| Meta Platforms Inc | 1,058,562 | 854,425 | -204,137 | 777,386,761 | 563,997,398 | -213,389,363 |
| Intuit Inc | 1,247,693 | 959,601 | -288,092 | 852,062,026 | 635,658,894 | -216,403,132 |
| Microsoft Corp. | 2,558,799 | 2,055,077 | -503,722 | 1,325,329,942 | 993,876,339 | -331,453,603 |
| ServiceNow Inc | 627,543 | 1,140,979 | +513,436 | 577,515,272 | 174,786,573 | -402,728,699 |