--- title: "Sustainable Growth Advisers Q1 2026: Quality Growth" type: research slug: sustainable-growth-advisers-q1-2026-quality-growth canonical_url: https://13finsight.com/research/sustainable-growth-advisers-q1-2026-quality-growth published_at: 2026-05-24T04:11:27.092Z updated_at: 2026-05-24T04:11:29.999Z author: Marcus Chen author_title: Senior Market Analyst author_url: https://13finsight.com/authors/marcus-chen word_count: 538 locale: en source: 13F Insight --- # Sustainable Growth Advisers Q1 2026: Quality Growth > SGA's concentrated quality-growth book is led by Nvidia, Amazon, and Microsoft, with a sharp Broadcom add the standout move in its Q1 2026 filing. Sustainable Growth Advisers, a global quality-growth manager, reported a $10.62B U.S. equity book for the quarter ended March 31, 2026 (Form 13F-HR, accession 0001290668-26-000002, filed 2026-05-11). True to its name, SGA invests in companies it believes can grow earnings durably and sustainably over the long term — and its concentrated book reflects that, led by the highest-quality compounders in the market. Nvidia (NVDA) tops the portfolio at 7.96%, followed by Amazon (AMZN) at 6.41%, Microsoft (MSFT) at 5.47%, Alphabet's GOOG shares at 5.11%, and Visa (V) at 4.98%. The standout move within the quarter's filing was a sharp increase in Broadcom (AVGO), which more than doubled in share terms to a 4.26% position. The book pairs these megacap-quality leaders with steady compounders like Waste Management (WM) and railroad Canadian Pacific Kansas City (CP) — businesses with pricing power and predictable, reinvestable cash flows. A concentrated quality-growth book After the top five come Waste Management at 4.37%, Broadcom at 4.26%, Canadian Pacific at 3.86%, Meta (META) at 3.76%, and Apple (AAPL) at 3.65%. With 51 positions and the top ten at roughly 50% of the book, SGA runs a focused portfolio of durable-growth franchises rather than a broad index. The "sustainable growth" philosophy favors companies with strong competitive positions, high returns on capital, and the ability to compound earnings for years — payment networks, dominant software and internet platforms, and quality industrials and infrastructure names. It is a recognizably quality-growth book, the kind designed to be held for the long term. The Broadcom conviction The clearest signal in the filing is the large Broadcom increase — a move that more than doubled the position and lifted it into the top tier. Adding aggressively to a semiconductor leader tied to AI networking and custom silicon fits a growth manager leaning further into durable, secular demand. The portfolio's overall value declined on the quarter, a swing that for a concentrated growth book reflects a mix of market movement and flows. The composition, though, remains squarely quality-growth, with the Broadcom add the standout expression of conviction. What it means for 13F readers Sustainable Growth Advisers offers a clean read on global quality-growth investing — a concentrated set of durable compounders led by megacap technology, payments, and quality industrials. The Broadcom increase is the quarter's signal worth noting. Track the firm's quarter-over-quarter holdings on the Sustainable Growth Advisers filer page. FAQ What is Sustainable Growth Advisers? Sustainable Growth Advisers (SGA) is a global quality-growth manager that invests in companies it believes can grow earnings durably over the long term. It reported a $10.62B U.S. equity 13F book for the quarter ended March 31, 2026. What are SGA's largest holdings? Its five largest positions are Nvidia (7.96%), Amazon (6.41%), Microsoft (5.47%), Alphabet's GOOG shares (5.11%), and Visa (4.98%) — a concentrated quality-growth book. What was SGA's standout move in Q1 2026? The clearest move was a sharp increase in Broadcom, which more than doubled in share terms to a 4.26% position — an aggressive add to an AI-linked semiconductor leader. What kind of companies does SGA favor? Durable-growth franchises with strong competitive positions, high returns on capital, and reinvestable cash flows — payment networks, dominant software and internet platforms, and quality industrials and infrastructure. ## FAQ ### What is Sustainable Growth Advisers? Sustainable Growth Advisers (SGA) is a global quality-growth manager that invests in companies it believes can grow earnings durably over the long term. It reported a $10.62B U.S. equity 13F book for the quarter ended March 31, 2026. ### What are SGA's largest holdings? Its five largest positions are Nvidia (7.96%), Amazon (6.41%), Microsoft (5.47%), Alphabet's GOOG shares (5.11%), and Visa (4.98%) — a concentrated quality-growth book. ### What was SGA's standout move in Q1 2026? The clearest move was a sharp increase in Broadcom, which more than doubled in share terms to a 4.26% position — an aggressive add to an AI-linked semiconductor leader. ### What kind of companies does SGA favor? Durable-growth franchises with strong competitive positions, high returns on capital, and reinvestable cash flows — payment networks, dominant software and internet platforms, and quality industrials and infrastructure. --- Source: 13F Insight — https://13finsight.com/research/sustainable-growth-advisers-q1-2026-quality-growth Author: Marcus Chen — https://13finsight.com/authors/marcus-chen Last updated: 2026-05-24T04:11:29.999Z