Sustainable Growth Advisers, LP

Long Only Manager

Sustainable Growth Advisers, LP is a Long Only Manager based in Stamford, CT led by Peter Joseph Seuffert, reporting $22.1B in AUM as of Q3 2025 with 35% Technology concentration and 52% concentrated in top 10 holdings.

COOPeter Joseph Seuffert

Portfolio Value: $17.1B
Positions: 58
Top Holding: MSFT at 7.76%
Last Reported: Q3 2025

Address301 Tresser Boulevard, Suite 1310, Stamford, CT, 06901, United States

Top Holdings

Largest long holdings in Sustainable Growth Advisers, LP's portfolio (51.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$1.3B	7.76%	-$123.6M Sold	0.03% 2.6M shares	Q2 2018 Held for 7y 6m
2 Nvidia NVDA	Semiconductors Technology	$1.2B	7.01%	-$23.1M Sold	0.03% 6.4M shares	Q2 2023 Held for 2y 6m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$1.2B	6.98%	-$210.0M Sold	0.05% 5.4M shares	Q1 2014 Held for 11y 9m
4 Visa V	Financial - Credit Services Financial Services	$879.1M	5.15%	-$112.1M Sold	0.13% 2.6M shares	≤ Q2 2013 Held for 12y 6m+
5 Intuit INTU	Software - Application Technology	$852.1M	4.99%	-$94.9M Sold	0.45% 1.2M shares	Q4 2018 Held for 7 years
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$777.4M	4.55%	-$328.8M Sold	0.04% 1.1M shares	Q2 2024 Held for 1y 6m
7 Waste Management WM	Waste Management Industrials	$720.4M	4.22%	+$80.5M Bought	0.81% 3.3M shares	Q1 2024 Held for 1y 9m
8 Synopsys SNPS	Software - Infrastructure Technology	$663.1M	3.88%	-$100.4M Sold	0.72% 1.3M shares	Q2 2024 Held for 1y 6m
9 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$629.6M	3.69%	-$105.2M Sold	0.42% 1.3M shares	Q1 2022 Held for 3y 9m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$592.7M	3.47%	-$69.0M Sold	0.02% 2.4M shares	Q2 2014 Held for 11y 6m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sustainable Growth Advisers, LP's latest filing

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GthenC

Market Value

$17.1B

Prior: $19.4B

Q/Q Change

-11.85%

-$2.3B

Net Flows % of MV

-11.09%

Turnover Ratio

9.23%

New Purchases

2 stocks

$245.7M

Added To

13 stocks

+$629.8M

Sold Out Of

0 stocks

Reduced Holdings

39 stocks

-$2.8B

Increased Positions

Position	Shares Δ	Change
1 W.W. Grainger GWW	New	0 → 251.4K +$239.6M
2 ADYEY Adyen ADYEY	New	0 → 383.0K +$6.1M
3 SAP SAP SAP	+1,126.3%	68.7K → 842.4K +$206.7M
4 BABA Alibaba Group Holding Limited BABA	+200.72%	92.4K → 277.8K +$33.1M
5 Gartner IT	+26.28%	1.2M → 1.5M +$80.2M

Decreased Positions

Position	Shares Δ	Change
1 NVO Novo Nordisk NVO	-99.91%	6.2M → 5.6K −$343.3M
2 Workday, Inc. WDAY	-97.46%	1.5M → 38.0K −$350.8M
3 iShares Russell 1000 Growth IWF	-82.77%	17.3K → 3.0K −$6.7M
4 Taiwan Semiconductor Manufacturing Company TSM	-47.8%	539.4K → 281.6K −$72.0M
5 Meta Platforms, Inc. META	-29.72%	1.5M → 1.1M −$328.8M