HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Microsoft Corp. |
3,753,423 | -59,937 | $1,411,437 |
| MSFT | 3,753,423 | -59,937 | $1,411,437 |
| Amazon.com Inc |
8,635,091 | -179,002 | $1,312,016 |
| AMZN | 8,635,091 | -179,002 | $1,312,016 |
| Visa Inc |
4,387,041 | -137,717 | $1,142,166 |
| V | 4,387,041 | -137,717 | $1,142,166 |
| S&P Global Inc |
2,153,623 | -76,932 | $948,714 |
| SPGI | 2,153,623 | -76,932 | $948,714 |
| Intuit Inc |
1,446,734 | -57,601 | $904,252 |
| INTU | 1,446,734 | -57,601 | $904,252 |
| UnitedHealth Group Inc |
1,650,968 | +7,862 | $869,185 |
| UNH | 1,650,968 | +7,862 | $869,185 |
| Danaher Corp |
3,734,785 | +539,994 | $864,005 |
| DHR | 3,734,785 | +539,994 | $864,005 |
| Workday Inc Class A |
3,100,911 | -865,339 | $856,037 |
| WDAY | 3,100,911 | -865,339 | $856,037 |
| Canadian Pacific Kansas City L |
10,096,744 | +2,249,452 | $798,249 |
| CP | 10,096,744 | +2,249,452 | $798,249 |
| Autodesk Inc |
3,262,906 | +250,654 | $794,452 |
| ADSK | 3,262,906 | +250,654 | $794,452 |
| Alphabet Inc CL C |
5,576,244 | -3,603 | $785,860 |
| GOOG | 5,576,244 | -3,603 | $785,860 |
| Aon PLC |
2,678,026 | +212,144 | $779,359 |
| AON | 2,678,026 | +212,144 | $779,359 |
| Yum Brands Inc |
5,818,378 | +51,728 | $760,229 |
| YUM | 5,818,378 | +51,728 | $760,229 |
| MSCI Inc. |
1,299,841 | -31,222 | $735,255 |
| MSCI | 1,299,841 | -31,222 | $735,255 |
| Equinix Inc |
822,340 | -18,617 | $662,304 |
| EQIX | 822,340 | -18,617 | $662,304 |
| Salesforce Inc |
2,461,543 | -136,439 | $647,730 |
| CRM | 2,461,543 | -136,439 | $647,730 |
| Nvidia Corp |
1,170,158 | -36,328 | $579,486 |
| NVDA | 1,170,158 | -36,328 | $579,486 |
| Fleetcor Technologies Inc |
1,922,069 | -28,972 | $543,196 |
| FLT | 1,922,069 | -28,972 | $543,196 |
| HDFC Bank Ltd ADR |
7,112,305 | +178,462 | $477,307 |
| HDB | 7,112,305 | +178,462 | $477,307 |
| Ecolab Inc |
2,378,424 | -58,180 | $471,760 |
| ECL | 2,378,424 | -58,180 | $471,760 |
| Netflix Inc |
860,898 | -21,710 | $419,154 |
| NFLX | 860,898 | -21,710 | $419,154 |
| Thermo Fisher Scientific Inc |
783,819 | -28,079 | $416,043 |
| TMO | 783,819 | -28,079 | $416,043 |
| Novo Nordisk A S Spons ADR |
4,005,277 | +3,778,100 | $414,346 |
| NVO | 4,005,277 | +3,778,100 | $414,346 |
| ServiceNow Inc |
571,855 | -103,607 | $404,010 |
| NOW | 571,855 | -103,607 | $404,010 |
| Sherwin Williams Co |
1,225,091 | -69,301 | $382,106 |
| SHW | 1,225,091 | -69,301 | $382,106 |
| IQVIA Holdings |
1,626,257 | -26,965 | $376,283 |
| IQV | 1,626,257 | -26,965 | $376,283 |
| Icon PLC |
1,304,448 | -52,255 | $369,250 |
| ICLR | 1,304,448 | -52,255 | $369,250 |
| Starbucks Corp |
3,730,817 | -32,473 | $358,196 |
| SBUX | 3,730,817 | -32,473 | $358,196 |
| American Express Co |
1,769,299 | -9,629 | $331,460 |
| AXP | 1,769,299 | -9,629 | $331,460 |
| MercadoLibre Inc |
187,845 | -28,889 | $295,206 |
| MELI | 187,845 | -28,889 | $295,206 |
| Infosys Ltd Sp ADR |
15,891,793 | -293,884 | $292,091 |
| INFY | 15,891,793 | -293,884 | $292,091 |
| Ball Corp |
5,043,656 | -69,896 | $290,111 |
| BALL | 5,043,656 | -69,896 | $290,111 |
| Alcon Inc |
3,613,524 | +372,245 | $282,288 |
| ALC | 3,613,524 | +372,245 | $282,288 |
| Steris PLC |
1,203,191 | -16,298 | $264,522 |
| STE | 1,203,191 | -16,298 | $264,522 |
| Linde PLC |
538,181 | -18,762 | $221,036 |
| LIN | 538,181 | -18,762 | $221,036 |
| Atlassian Corp A |
925,368 | -238,463 | $220,108 |
| TEAM | 925,368 | -238,463 | $220,108 |
| Medtronic PLC |
2,143,478 | -157,959 | $176,580 |
| MDT | 2,143,478 | -157,959 | $176,580 |
| Fomento Economico Mexicano Sp |
195,650 | -10,954 | $25,503 |
| FMX | 195,650 | -10,954 | $25,503 |
| XP Inc |
702,538 | +27,108 | $18,315 |
| XP | 702,538 | +27,108 | $18,315 |
| JD.COM INC CL A |
432,713 | +45,773 | $12,501 |
| JD | 432,713 | +45,773 | $12,501 |
| Unilever PLC ADR |
181,463 | +52,805 | $8,797 |
| UL | 181,463 | +52,805 | $8,797 |
| SAP SE Sponsored ADR |
50,678 | -5,933 | $7,834 |
| SAP | 50,678 | -5,933 | $7,834 |
| Universal Music Gro Unsp Adr |
535,496 | +36 | $7,652 |
| COM | 535,496 | +36 | $7,652 |
| Heineken NV Sponsored ADR |
130,478 | UNCH | $6,652 |
| COM | 130,478 | UNCH | $6,652 |
| iShares Russell 1000 Growth (IWF) |
20,472 | +13,144 | $6,206 |
| IWF | 20,472 | +13,144 | $6,206 |
| AIA Group Ltd Sp ADR |
168,938 | +284 | $5,857 |
| COM | 168,938 | +284 | $5,857 |
| Nestle SA Spons ADR |
46,548 | +21 | $5,382 |
| NSRGY | 46,548 | +21 | $5,382 |
| China Mengniu Dairy Co Unspon |
151,352 | +26 | $4,043 |
| COM | 151,352 | +26 | $4,043 |
| Apple Inc |
19,556 | UNCH | $3,765 |
| AAPL | 19,556 | UNCH | $3,765 |
| Alphabet Inc CL A |
16,418 | -603 | $2,293 |
| GOOGL | 16,418 | -603 | $2,293 |
See Full List: All Stocks Held By Sustainable Growth Advisers LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sustainable Growth Advisers LP
|
Size ($ in 1000's)
At 12/31/2023: $21,971,027 At 09/30/2023: $19,681,136 Combined Holding Report Includes:
Sustainable Growth Advisers LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sustainable Growth Advisers LP 13F filings. Link to 13F filings: SEC filings |
