Sustainable Growth Advisers, Lp Top Holdings and 13F Report (2024) → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) About Sustainable Growth Advisers, LpInvestment ActivitySustainable Growth Advisers, Lp has $23.90 billion in total holdings as of March 31, 2024.Sustainable Growth Advisers, Lp owns shares of 54 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.03% of the portfolio was purchased this quarter.About 7.24% of the portfolio was sold this quarter.This quarter, Sustainable Growth Advisers, Lp has purchased 52 new stocks and bought additional shares in 21 stocks.Sustainable Growth Advisers, Lp sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $1,586,943,639Amazon.com $1,552,933,268Visa $1,197,894,805UnitedHealth Group $967,177,087Intuit $941,939,050 Largest New Holdings this Quarter Corpay Inc $553,278,556 HoldingWaste Management $300,594,362 HoldingWaste Connections $18,355,703 HoldingLululemon Athletica $15,202,927 HoldingLVMH Moët Hennessy - Louis Vuitton, Société Européenne $6,258,389 Holding Largest Purchases this Quarter Corpay Inc 1,793,215 shares (about $553.28M)Waste Management 1,410,248 shares (about $300.59M)UnitedHealth Group 304,110 shares (about $150.44M)MercadoLibre 72,017 shares (about $108.89M)HDFC Bank 1,711,784 shares (about $95.81M) Largest Sales this Quarter NVIDIA 437,284 shares (about $395.11M)Equinix 211,289 shares (about $174.38M)Ecolab 431,940 shares (about $99.73M)ServiceNow 128,117 shares (about $97.68M)Netflix 152,012 shares (about $92.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSustainable Growth Advisers, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,586,943,639$7,803,515 ▲0.5%3,771,9716.6%Computer and TechnologyAMZNAmazon.com$1,552,933,268$4,664,446 ▼-0.3%8,609,2326.5%Retail/WholesaleVVisa$1,197,894,805$26,440,597 ▼-2.2%4,292,2995.0%Business ServicesUNHUnitedHealth Group$967,177,087$150,443,217 ▲18.4%1,955,0784.0%MedicalINTUIntuit$941,939,050$1,561,950 ▲0.2%1,449,1373.9%Computer and TechnologyAONAON$936,151,010$42,440,174 ▲4.7%2,805,1993.9%FinanceSPGIS&P Global$935,885,339$19,626,434 ▲2.1%2,199,7543.9%Business ServicesWDAYWorkday$927,997,508$82,224,033 ▲9.7%3,402,3743.9%Computer and TechnologyDHRDanaher$925,510,516$7,139,994 ▼-0.8%3,706,1933.9%Multi-Sector ConglomeratesGOOGAlphabet$862,406,426$13,367,514 ▲1.6%5,664,0383.6%Computer and TechnologyCPCanadian Pacific Kansas City$852,986,558$37,243,361 ▼-4.2%9,674,3403.6%TransportationYUMYum! Brands$823,534,275$16,816,165 ▲2.1%5,939,6633.4%Retail/WholesaleADSKAutodesk$791,658,310$58,067,670 ▼-6.8%3,039,9293.3%Computer and TechnologyMSCIMSCI$741,507,856$13,011,968 ▲1.8%1,323,0583.1%Computer and TechnologyCRMSalesforce$738,820,140$2,547,380 ▼-0.3%2,453,0853.1%Computer and TechnologyNVDANVIDIA$662,195,631$395,112,331 ▼-37.4%732,8742.8%Computer and TechnologyCorpay Inc$553,278,556$553,278,556 ▲New Holding1,793,2152.3%COMEQIXEquinix$504,318,722$174,383,150 ▼-25.7%611,0512.1%FinanceHDBHDFC Bank$493,884,262$95,808,551 ▲24.1%8,824,0892.1%FinanceNVONovo Nordisk A/S$489,006,521$25,271,046 ▼-4.9%3,808,4622.0%MedicalECLEcolab$449,443,156$99,734,946 ▼-18.2%1,946,4841.9%Basic MaterialsTMOThermo Fisher Scientific$446,041,478$9,521,963 ▼-2.1%767,4361.9%MedicalNFLXNetflix$430,527,735$92,321,448 ▼-17.7%708,8861.8%Consumer DiscretionaryIQVIQVIA$408,393,325$2,870,807 ▼-0.7%1,614,9051.7%MedicalICLRICON Public$408,116,091$30,113,214 ▼-6.9%1,214,8121.7%MedicalMELIMercadoLibre$392,900,950$108,886,823 ▲38.3%259,8621.6%Retail/WholesaleSBUXStarbucks$390,734,381$49,775,015 ▲14.6%4,275,4611.6%Retail/WholesaleAXPAmerican Express$389,183,231$13,668,458 ▼-3.4%1,709,2681.6%FinanceSHWSherwin-Williams$379,472,612$46,038,244 ▼-10.8%1,092,5421.6%ConstructionNOWServiceNow$338,305,852$97,676,401 ▼-22.4%443,7381.4%Computer and TechnologySTESTERIS$333,987,646$63,486,245 ▲23.5%1,485,5781.4%MedicalALCAlcon$330,109,587$29,139,173 ▲9.7%3,963,3761.4%MedicalBALLBall$325,330,815$14,409,853 ▼-4.2%4,829,7331.4%Industrial ProductsWMWaste Management$300,594,362$300,594,362 ▲New Holding1,410,2481.3%Business ServicesINFYInfosys$297,484,412$12,544,563 ▲4.4%16,591,4341.2%Computer and TechnologyLinde PLC$213,427,474$36,460,728 ▼-14.6%459,6560.9%COMTEAMAtlassian$197,103,829$16,555,279 ▲9.2%1,010,2190.8%Computer and TechnologyMDTMedtronic$193,124,400$6,320,292 ▲3.4%2,216,0000.8%MedicalFMXFomento Económico Mexicano$56,785,475$31,298,149 ▲122.8%435,9060.2%Consumer StaplesXPXP$28,734,299$10,707,174 ▲59.4%1,119,8090.1%FinanceSAPSAP$22,734,843$12,851,112 ▲130.0%116,5710.1%Computer and TechnologyWCNWaste Connections$18,355,703$18,355,703 ▲New Holding106,7130.1%Business ServicesLULULululemon Athletica$15,202,927$15,202,927 ▲New Holding38,9170.1%Consumer DiscretionaryULUnilever$8,789,925$317,703 ▼-3.5%175,1330.0%Consumer StaplesUNVGYUniversal Music Group$8,059,2150.0%535,4960.0%Communication ServicesHEINYHeineken$6,305,180$822 ▼0.0%130,4610.0%Consumer StaplesLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$6,258,389$6,258,389 ▲New Holding34,5710.0%Consumer DiscretionaryNSRGYNestlé$4,945,628$2,230 ▲0.0%46,5690.0%Consumer StaplesAAGIYAIA Group$4,541,0540.0%168,9380.0%FinanceAAPLApple$3,353,4630.0%19,5560.0%Computer and TechnologyCIADYChina Mengniu Dairy$3,248,0140.0%151,3520.0%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$3,194,726$3,194,726 ▲New Holding23,4820.0%Computer and TechnologyGOOGLAlphabet$2,433,444$44,524 ▼-1.8%16,1230.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$814,650$6,085,439 ▼-88.2%2,4170.0%ETFFLTFLEETCOR Technologies$0$543,195,920 ▼-100.0%00.0%Business ServicesJDJD.com$0$6,234,099 ▼-100.0%00.0%Retail/WholesaleIVViShares Core S&P 500 ETF$0$233,561 ▼-100.0%00.0%ETFREGNRegeneron Pharmaceuticals$0$203,764 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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