DOSSIER · 13F-HR · Q1 2026

Sustainable Growth Advisers, LP

Sustainable Growth Advisers's family office based in Chicago, IL $10.6B in tracked AUM across 96 positions as of Q1 2026.

SG
Sustainable Growth Advisers·Chicago, IL·Family Office
CIK 0001290668 · last filed Mar 31, 2026
Total AUM
$10.6B
12.3%
vs prior
Holdings
96
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Sustainable Growth Advisers, LP

1. Portfolio Overview

Sustainable Growth Advisers, LP manages a concentrated portfolio valued at approximately $8.91 billion as of the report date September 30, 2025. This represents a significant decrease in portfolio value of -13.6% (down from $10.31 billion in the previous quarter). The portfolio consists of 55 holdings, indicating a strategy that favors focus over broad diversification. The reductio...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
Nvidia Corp
$846M4.8M8.0%
02
AMZN
Amazon.com Inc
$681M3.3M6.4%
03
MSFT
Microsoft Corp.
$581M1.6M5.5%
04
GOOG
Alphabet Inc CL C
$543M1.9M5.1%
05
V
Visa Inc
$529M1.8M5.0%
06
WM
Waste Management Inc
$465M2.0M4.4%
07
AVGO
Broadcom Inc
$453M1.5M4.3%
08
CP
Canadian Pacific Kansas City L
$410M5.2M3.9%
09
META
Meta Platforms Inc
$399M697K3.8%
10
AAPL
Apple Inc
$387M1.5M3.6%

Filing history

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