Sustainable Growth Advisers, LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -942,266 shares of $MSCI (~$532,851,423). This was a decrease of ~100% from their previous position.
- A decrease of -2,044,861 shares of $YUM (~$321,779,327). This was a decrease of ~37% from their previous position.
- A decrease of -1,210,911 shares of $ADSK (~$317,016,500). This was a decrease of ~62% from their previous position.
- An addition of 355,629 shares of $NOW (~$283,130,472). This was an increase of ~97% over their previous position.
- A decrease of -670,821 shares of $AON (~$267,717,953). This was a decrease of ~30% from their previous position.
- An addition of 1,995,946 shares of $NVDA (~$216,320,627). This was an increase of ~39% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Sustainable Growth Advisers, LP for more details.
