Sustainable Growth Advisers, LP

$10.6B reported 13(f) long value · latest quarter 2026-03-31 · CIK 0001290668 · EDGAR ↗

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗

Period

$10.6B

reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away

positionsALL retained default holdings for this (filer, period), including NULL-value ones

new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31

exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead `classified_by_value` · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Δ sharesreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
Nvidia Corp COMposition key `pos:16535` · issuer key `iss:1593`	trim	−$268M	−1,124,701	$1.1B	$846M	5,974,213	4,849,512
Amazon.com Inc COMposition key `pos:15054` · issuer key `iss:159`	trim	−$393M	−1,381,312	$1.1B	$681M	4,652,553	3,271,241
Microsoft Corp. COMposition key `pos:12680` · issuer key `iss:1473`	trim	−$413M	−486,084	$994M	$581M	2,055,077	1,568,993
Alphabet Inc CL C COMposition key `pos:18738` · issuer key `iss:152`	trim	−$130M	−251,121	$673M	$543M	2,143,689	1,892,568
Visa Inc COMposition key `pos:13716` · issuer key `iss:2278`	trim	−$213M	−366,634	$742M	$529M	2,116,769	1,750,135
Waste Management Inc COMposition key `pos:15801` · issuer key `iss:2307`	trim	−$144M	−746,648	$608M	$465M	2,768,350	2,021,702
Broadcom Inc COMposition key `pos:13695` · issuer key `iss:441`	add	+$228M	+814,680	$224M	$453M	647,922	1,462,602
Canadian Pacific Kansas City L COMposition key `pos:11266` · issuer key `iss:510`	trim	−$73.5M	−1,353,889	$483M	$410M	6,564,219	5,210,330
Meta Platforms Inc COMposition key `pos:12241` · issuer key `iss:891`	trim	−$165M	−157,234	$564M	$399M	854,425	697,191
Apple Inc COMposition key `pos:14088` · issuer key `iss:219`	add	+$55.5M	+305,664	$332M	$387M	1,220,036	1,525,700
Synopsys Inc COMposition key `pos:19140` · issuer key `iss:2067`	trim	−$171M	−223,398	$528M	$357M	1,124,385	900,987
Yum! Brands Inc COMposition key `pos:14282` · issuer key `iss:2372`	trim	−$26.4M	−237,026	$378M	$351M	2,497,429	2,260,403
Aon PLC COMposition key `pos:15235` · issuer key `iss:2426`	trim	−$91.5M	−169,662	$431M	$340M	1,221,467	1,051,805
American Express Co COMposition key `pos:12704` · issuer key `iss:168`	add	+$111M	+504,124	$229M	$339M	617,890	1,122,014
Netflix Inc COMposition key `pos:16326` · issuer key `iss:1546`	add	+$86.2M	+832,072	$242M	$328M	2,578,897	3,410,969
Salesforce Inc COMposition key `pos:13593` · issuer key `iss:1920`	trim	−$242M	−401,025	$567M	$325M	2,141,335	1,740,310
S&P Global Inc COMposition key `pos:16388` · issuer key `iss:1887`	trim	−$216M	−272,995	$538M	$322M	1,030,292	757,297
Danaher Corp COMposition key `pos:16031` · issuer key `iss:709`	add	−$55.5M	+38,584	$366M	$310M	1,597,798	1,636,382
Arm Holdings Inc - ADR COMposition key `pos:11356` · issuer key `iss:245`	trim	+$12.0M	−660,971	$292M	$304M	2,668,130	2,007,159
Intuit Inc COMposition key `pos:14708` · issuer key `iss:1212`	trim	−$361M	−323,849	$636M	$275M	959,601	635,752
Chipotle Mexican Grill Inc COMposition key `pos:14385` · issuer key `iss:576`	trim	−$108M	−1,859,370	$358M	$250M	9,677,524	7,818,154
WW Grainger Inc COMposition key `pos:11498` · issuer key `iss:1038`	trim	−$1.7M	−18,777	$232M	$230M	229,695	210,918
Ecolab Inc COMposition key `pos:17621` · issuer key `iss:793`	add	+$56.1M	+202,240	$169M	$225M	645,018	847,258
MasterCard Inc COMposition key `pos:15086` · issuer key `iss:1433`	new	+$188M	+376,414	$0	$188M	—	376,414
Cooper Companies Inc/ The COMposition key `pos:17918` · issuer key `iss:650`	trim	−$129M	−1,314,255	$276M	$147M	3,368,567	2,054,312
NIKE Inc COMposition key `pos:14767` · issuer key `iss:1571`	trim	−$42.3M	−225,147	$178M	$135M	2,789,888	2,564,741
HDFC Bank Ltd-ADR COMposition key `pos:11205` · issuer key `iss:1066`	trim	−$78.7M	−485,068	$209M	$130M	5,710,975	5,225,907
Steris PLC COMposition key `pos:14120` · issuer key `iss:2627`	trim	−$71.3M	−211,505	$192M	$121M	758,684	547,179
ServiceNow Inc COMposition key `pos:14558` · issuer key `iss:1958`	trim	−$69.7M	−135,708	$175M	$105M	1,140,979	1,005,271
MercadoLibre Inc COMposition key `pos:11377` · issuer key `iss:1458`	trim	−$64.8M	−24,742	$156M	$90.8M	77,283	52,541
Alcon Inc COMposition key `pos:18699` · issuer key `iss:2659`	trim	−$84.9M	−1,029,428	$168M	$83.0M	2,131,499	1,102,071
SAP SE-Sponsored ADR COMposition key `pos:18308` · issuer key `iss:1929`	trim	−$85.7M	−212,747	$167M	$81.2M	686,851	474,104
Sea LTD ADR COMposition key `pos:13898` · issuer key `iss:1945`	trim	−$44.8M	−130,405	$97.0M	$52.2M	760,360	629,955
Taiwan Semiconductor Mfg ADR COMposition key `pos:18380` · issuer key `iss:2080`	trim	+$3.4M	−3,271	$40.6M	$44.0M	133,526	130,255
Alibaba Group Holding-Sp ADR COMposition key `pos:16587` · issuer key `iss:133`	trim	−$6.8M	−6,916	$41.1M	$34.3M	280,402	273,486
Unilever PLC ADR COMposition key `pos:12409` · issuer key `iss:2198`	trim	−$5.7M	−34,450	$28.8M	$23.1M	440,020	405,570
Grab Holdings Ltd - Cl A COMposition key `pos:15800` · issuer key `iss:2525`	add	+$1.8M	+1,914,652	$19.4M	$21.3M	3,896,506	5,811,158
Fomento Economico Mexicano-Sp COMposition key `pos:18245` · issuer key `iss:936`	add	+$2.6M	+9,668	$15.7M	$18.3M	155,439	165,107
Waste Connections COMposition key `pos:17711` · issuer key `iss:2306`	add	+$982K	+12,829	$15.0M	$15.9M	85,319	98,148
Infosys Ltd-Sp ADR COMposition key `pos:13851` · issuer key `iss:1172`	add	+$9.4M	+805,626	$6.2M	$15.6M	350,187	1,155,813
XP Inc COMposition key `pos:13906` · issuer key `iss:2655`	add	+$2.1M	+16,319	$11.1M	$13.3M	680,170	696,489
Linde PLC COMposition key `pos:13548` · issuer key `iss:2557`	trim	−$72.6K	−4,160	$12.2M	$12.2M	28,684	24,524
Shopify Inc. COMposition key `pos:19110` · issuer key `iss:1965`	add	−$144K	+20,436	$9.8M	$9.6M	60,651	81,087
Spotify Technology SA COMposition key `pos:12641` · issuer key `iss:2676`	new	+$7.2M	+14,877	$0	$7.2M	—	14,877
Tencent Music Entertainment - COMposition key `pos:17272` · issuer key `iss:2111`	add	−$1.3M	+162,755	$6.0M	$4.7M	341,132	503,887
MakeMyTrip Ltd COMposition key `sid:sec:prov:98708b6123f38d2ff57483572ee45be4` · issuer key `cusip6:V5633W`	add	−$2.9M	+32,263	$7.5M	$4.6M	90,984	123,247
Adyen NV Unspon ADR COMposition key `cusip:00783V104` · issuer key `cusip6:00783V`	add	−$699K	+67,012	$3.6M	$2.9M	227,836	294,848
Fast Retailing Co-Unspon ADR COMposition key `cusip:31188H101` · issuer key `cusip6:31188H`	trim	−$328K	−15,063	$2.8M	$2.5M	77,646	62,583
pos:11327	exit‡e	−$314M	−1,243,148	$314M	$0	1,243,148	—
pos:12381	exit‡e	−$4.7M	−10,027	$4.7M	$0	10,027	—
pos:16029	exit‡e	−$3.3M	−10,582	$3.3M	$0	10,582	—
pos:17013	exit‡e	−$470M	−1,422,511	$470M	$0	1,422,511	—
pos:18522	exit‡e	−$7.8M	−36,299	$7.8M	$0	36,299	—

33 more changes below.

Mark-to-market only (no share change) · 3

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead `classified_by_value` · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
Universal Music Group Unsp Adr COMposition key `cusip:91377B109` · issuer key `cusip6:91377B`	no change	−$1.2M	$4.5M	$3.3M	342,750	342,750
AIA Group Ltd-Sp ADR COMposition key `cusip:001317205` · issuer key `cusip6:001317`	no change	+$250K	$2.9M	$3.2M	71,286	71,286
Experian PLC ADR COMposition key `cusip:30215C101` · issuer key `cusip6:30215C`	no change	−$739K	$3.3M	$2.5M	72,210	72,210

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 90.2%above median 80.0%
Concentration index: 386 bpsbelow median 446 bps
Positions with value: 96 / 96median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 90.2%share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets · HHI (bps) ·§: 386integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 56

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.

Open Sustainable Growth Advisers, LP's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

View

Prior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

Reported positions — 2026-03-31

1–51 of 51 issuers · $10.6B disclosed value over 96 rows · 0 undisclosed-value rows

Every row below carries ticker not yet mapped — stated once here rather than repeated on every row.

KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters.

TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

Position changeShare change is available in the separate comparison view; it is not joined into this position list.

CongressThe congressional transaction join is unavailable in this build.

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NVDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Nvidia Corp

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Nvidia Corp, as it reported them
Nvidia Corp · COM CUSIP — src ↗	$649M	3,720,455
Nvidia Corp · COM CUSIP — src ↗	$197M	1,129,057

$846M

4,849,512

—

8.0%

—

AMZNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amazon.com Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Amazon.com Inc, as it reported them
Amazon.com Inc · COM CUSIP — src ↗	$521M	2,500,420
Amazon.com Inc · COM CUSIP — src ↗	$161M	770,821

$681M

3,271,241

—

6.4%

—

MSFTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Microsoft Corp.

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Microsoft Corp., as it reported them
Microsoft Corp. · COM CUSIP — src ↗	$476M	1,285,827
Microsoft Corp. · COM CUSIP — src ↗	$105M	283,166

$581M

1,568,993

—

5.5%

—

GOOGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Alphabet Inc CL C

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Alphabet Inc CL C, as it reported them
Alphabet Inc CL C · COM CUSIP — src ↗	$407M	1,419,291
Alphabet Inc CL C · COM CUSIP — src ↗	$136M	473,277

$543M

1,892,568

—

5.1%

—

Vverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Visa Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Visa Inc, as it reported them
Visa Inc · COM CUSIP — src ↗	$382M	1,264,937
Visa Inc · COM CUSIP — src ↗	$147M	485,198

$529M

1,750,135

—

5.0%

—

WMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Waste Management Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Waste Management Inc, as it reported them
Waste Management Inc · COM CUSIP — src ↗	$375M	1,632,273
Waste Management Inc · COM CUSIP — src ↗	$89.5M	389,429

$465M

2,021,702

—

4.4%

—

AVGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Broadcom Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Broadcom Inc, as it reported them
Broadcom Inc · COM CUSIP — src ↗	$356M	1,150,065
Broadcom Inc · COM CUSIP — src ↗	$96.7M	312,537

$453M

1,462,602

—

4.3%

—

Canadian Pacific Kansas City L

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Canadian Pacific Kansas City L, as it reported them
Canadian Pacific Kansas City L · COM CUSIP — src ↗	$325M	4,126,268
Canadian Pacific Kansas City L · COM CUSIP — src ↗	$85.3M	1,084,062

$410M

5,210,330

—

3.9%

—

METAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Meta Platforms Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Meta Platforms Inc, as it reported them
Meta Platforms Inc · COM CUSIP — src ↗	$305M	533,572
Meta Platforms Inc · COM CUSIP — src ↗	$93.6M	163,619

$399M

697,191

—

3.8%

—

AAPLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Apple Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Apple Inc, as it reported them
Apple Inc · COM CUSIP — src ↗	$370M	1,457,772
Apple Inc · COM CUSIP — src ↗	$17.2M	67,928

$387M

1,525,700

—

3.6%

—

SNPSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Synopsys Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Synopsys Inc, as it reported them
Synopsys Inc · COM CUSIP — src ↗	$275M	692,904
Synopsys Inc · COM CUSIP — src ↗	$82.5M	208,083

$357M

900,987

—

3.4%

—

YUMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Yum! Brands Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Yum! Brands Inc, as it reported them
Yum! Brands Inc · COM CUSIP — src ↗	$333M	2,141,798
Yum! Brands Inc · COM CUSIP — src ↗	$18.4M	118,605

$351M

2,260,403

—

3.3%

—

Aon PLC

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Aon PLC, as it reported them
Aon PLC · COM CUSIP — src ↗	$269M	834,233
Aon PLC · COM CUSIP — src ↗	$70.2M	217,572

$340M

1,051,805

—

3.2%

—

AXPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

American Express Co

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for American Express Co, as it reported them
American Express Co · COM CUSIP — src ↗	$278M	919,285
American Express Co · COM CUSIP — src ↗	$61.3M	202,729

$339M

1,122,014

—

3.2%

—

NFLXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Netflix Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Netflix Inc, as it reported them
Netflix Inc · COM CUSIP — src ↗	$254M	2,638,807
Netflix Inc · COM CUSIP — src ↗	$74.2M	772,162

$328M

3,410,969

—

3.1%

—

CRMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Salesforce Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Salesforce Inc, as it reported them
Salesforce Inc · COM CUSIP — src ↗	$243M	1,302,612
Salesforce Inc · COM CUSIP — src ↗	$81.7M	437,698

$325M

1,740,310

—

3.1%

—

SPGIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P Global Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for S&P Global Inc, as it reported them
S&P Global Inc · COM CUSIP — src ↗	$248M	583,166
S&P Global Inc · COM CUSIP — src ↗	$74.1M	174,131

$322M

757,297

—

3.0%

—

DHRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Danaher Corp

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Danaher Corp, as it reported them
Danaher Corp · COM CUSIP — src ↗	$229M	1,206,215
Danaher Corp · COM CUSIP — src ↗	$81.6M	430,167

$310M

1,636,382

—

2.9%

—

Arm Holdings Inc - ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Arm Holdings Inc - ADR, as it reported them
Arm Holdings Inc - ADR · COM CUSIP — src ↗	$222M	1,470,516
Arm Holdings Inc - ADR · COM CUSIP — src ↗	$81.2M	536,643

$304M

2,007,159

—

2.9%

—

INTUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Intuit Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Intuit Inc, as it reported them
Intuit Inc · COM CUSIP — src ↗	$206M	476,655
Intuit Inc · COM CUSIP — src ↗	$68.8M	159,097

$275M

635,752

—

2.6%

—

CMGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Chipotle Mexican Grill Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Chipotle Mexican Grill Inc, as it reported them
Chipotle Mexican Grill Inc · COM CUSIP — src ↗	$184M	5,753,150
Chipotle Mexican Grill Inc · COM CUSIP — src ↗	$66.1M	2,065,004

$250M

7,818,154

—

2.4%

—

GWWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WW Grainger Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for WW Grainger Inc, as it reported them
WW Grainger Inc · COM CUSIP — src ↗	$218M	199,896
WW Grainger Inc · COM CUSIP — src ↗	$12.0M	11,022

$230M

210,918

—

2.2%

—

ECLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Ecolab Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Ecolab Inc, as it reported them
Ecolab Inc · COM CUSIP — src ↗	$214M	805,718
Ecolab Inc · COM CUSIP — src ↗	$11.1M	41,540

$225M

847,258

—

2.1%

—

MAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MasterCard Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for MasterCard Inc, as it reported them
MasterCard Inc · COM CUSIP — src ↗	$179M	357,902
MasterCard Inc · COM CUSIP — src ↗	$9.2M	18,512

$188M

376,414

—

1.8%

—

Cooper Companies Inc/ The

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Cooper Companies Inc/ The, as it reported them
Cooper Companies Inc/ The · COM CUSIP — src ↗	$140M	1,951,818
Cooper Companies Inc/ The · COM CUSIP — src ↗	$7.3M	102,494

$147M

2,054,312

—

1.4%

—

NIKE Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for NIKE Inc, as it reported them
NIKE Inc · COM CUSIP — src ↗	$129M	2,437,903
NIKE Inc · COM CUSIP — src ↗	$6.7M	126,838

$135M

2,564,741

—

1.3%

—

HDFC Bank Ltd-ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for HDFC Bank Ltd-ADR, as it reported them
HDFC Bank Ltd-ADR · COM CUSIP — src ↗	$80.0M	3,216,750
HDFC Bank Ltd-ADR · COM CUSIP — src ↗	$50.0M	2,009,157

$130M

5,225,907

—

1.2%

—

Steris PLC

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Steris PLC, as it reported them
Steris PLC · COM CUSIP — src ↗	$73.6M	332,844
Steris PLC · COM CUSIP — src ↗	$47.4M	214,335

$121M

547,179

—

1.1%

—

NOWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ServiceNow Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for ServiceNow Inc, as it reported them
ServiceNow Inc · COM CUSIP — src ↗	$100M	957,556
ServiceNow Inc · COM CUSIP — src ↗	$5.0M	47,715

$105M

1,005,271

—

1.0%

—

MELIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MercadoLibre Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for MercadoLibre Inc, as it reported them
MercadoLibre Inc · COM CUSIP — src ↗	$55.0M	31,811
MercadoLibre Inc · COM CUSIP — src ↗	$35.8M	20,730

$90.8M

52,541

—

0.9%

—

Alcon Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Alcon Inc, as it reported them
Alcon Inc · COM CUSIP — src ↗	$47.9M	636,256
Alcon Inc · COM CUSIP — src ↗	$35.1M	465,815

$83.0M

1,102,071

—

0.8%

—

SAP SE-Sponsored ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for SAP SE-Sponsored ADR, as it reported them
SAP SE-Sponsored ADR · COM CUSIP — src ↗	$44.5M	259,902
SAP SE-Sponsored ADR · COM CUSIP — src ↗	$36.7M	214,202

$81.2M

474,104

—

0.8%

—

Sea LTD ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Sea LTD ADR, as it reported them
Sea LTD ADR · COM CUSIP — src ↗	$31.8M	384,257
Sea LTD ADR · COM CUSIP — src ↗	$20.3M	245,698

$52.2M

629,955

—

0.5%

—

Taiwan Semiconductor Mfg ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Taiwan Semiconductor Mfg ADR, as it reported them
Taiwan Semiconductor Mfg ADR · COM CUSIP — src ↗	$44.0M	130,078
Taiwan Semiconductor Mfg ADR · COM CUSIP — src ↗	$59.8K	177

$44.0M

130,255

—

0.4%

—

Alibaba Group Holding-Sp ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Alibaba Group Holding-Sp ADR, as it reported them
Alibaba Group Holding-Sp ADR · COM CUSIP — src ↗	$25.9M	206,398
Alibaba Group Holding-Sp ADR · COM CUSIP — src ↗	$8.4M	67,088

$34.3M

273,486

—

0.3%

—

Unilever PLC ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Unilever PLC ADR, as it reported them
Unilever PLC ADR · COM CUSIP — src ↗	$17.4M	305,813
Unilever PLC ADR · COM CUSIP — src ↗	$5.7M	99,757

$23.1M

405,570

—

0.2%

—

Grab Holdings Ltd - Cl A

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Grab Holdings Ltd - Cl A, as it reported them
Grab Holdings Ltd - Cl A · COM CUSIP — src ↗	$15.2M	4,140,772
Grab Holdings Ltd - Cl A · COM CUSIP — src ↗	$6.1M	1,670,386

$21.3M

5,811,158

—

0.2%

—

Fomento Economico Mexicano-Sp

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Fomento Economico Mexicano-Sp, as it reported them
Fomento Economico Mexicano-Sp · COM CUSIP — src ↗	$13.4M	120,618
Fomento Economico Mexicano-Sp · COM CUSIP — src ↗	$4.9M	44,489

$18.3M

165,107

—

0.2%

—

WCNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Waste Connections

src ↗

Waste Connections · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

$15.9M

98,148

—

0.2%

—

Infosys Ltd-Sp ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Infosys Ltd-Sp ADR, as it reported them
Infosys Ltd-Sp ADR · COM CUSIP — src ↗	$11.7M	869,300
Infosys Ltd-Sp ADR · COM CUSIP — src ↗	$3.9M	286,513

$15.6M

1,155,813

—

0.1%

—

XP Inc

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for XP Inc, as it reported them
XP Inc · COM CUSIP — src ↗	$7.1M	373,896
XP Inc · COM CUSIP — src ↗	$6.1M	322,593

$13.3M

696,489

—

0.1%

—

LINverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Linde PLC

src ↗

Linde PLC · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

$12.2M

24,524

—

0.1%

—

Shopify Inc.

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Shopify Inc., as it reported them
Shopify Inc. · COM CUSIP — src ↗	$9.6M	80,668
Shopify Inc. · COM CUSIP — src ↗	$49.7K	419

$9.6M

81,087

—

0.1%

—

Spotify Technology SA

src ↗

Spotify Technology SA · COM CUSIP —
2026-03-31 filed 2026-05-11 +41d

$7.2M

14,877

—

0.1%

—

Tencent Music Entertainment -

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Tencent Music Entertainment -, as it reported them
Tencent Music Entertainment - · COM CUSIP — src ↗	$2.5M	272,956
Tencent Music Entertainment - · COM CUSIP — src ↗	$2.1M	230,931

$4.7M

503,887

—

0.0%

—

MakeMyTrip Ltd

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for MakeMyTrip Ltd, as it reported them
MakeMyTrip Ltd · COM CUSIP V5633W109 src ↗	$2.5M	67,804
MakeMyTrip Ltd · COM CUSIP V5633W109 src ↗	$2.1M	55,443

$4.6M

123,247

—

0.0%

—

Universal Music Group Unsp Adr

src ↗

Universal Music Group Unsp Adr · COM CUSIP 91377B109
2026-03-31 filed 2026-05-11 +41d

$3.3M

342,750

—

0.0%

—

AIA Group Ltd-Sp ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for AIA Group Ltd-Sp ADR, as it reported them
AIA Group Ltd-Sp ADR · COM CUSIP 001317205 src ↗	$3.1M	70,218
AIA Group Ltd-Sp ADR · COM CUSIP 001317205 src ↗	$47.6K	1,068

$3.2M

71,286

—

0.0%

—

Adyen NV Unspon ADR

1 position · 2 reported rows

Rows Sustainable Growth Advisers, LP reported for Adyen NV Unspon ADR, as it reported them
Adyen NV Unspon ADR · COM CUSIP 00783V104 src ↗	$2.9M	292,976
Adyen NV Unspon ADR · COM CUSIP 00783V104 src ↗	$18.7K	1,872

$2.9M

294,848

—

0.0%

—

Experian PLC ADR

src ↗

Experian PLC ADR · COM CUSIP 30215C101
2026-03-31 filed 2026-05-11 +41d

$2.5M

72,210

—

0.0%

—

Fast Retailing Co-Unspon ADR

src ↗

Fast Retailing Co-Unspon ADR · COM CUSIP 31188H101
2026-03-31 filed 2026-05-11 +41d

$2.5M

62,583

—

0.0%

—

every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).