Sustainable Growth Advisers, LP
CIK 1290668 · Holdings on Sep 30, 2023 · First reported Nov 9, 2023
Top ten holdings
Q3 2023- MSFT6.12%
- AMZN5.69%
- V5.29%
- WDAY4.33%
- UNH4.21%
- SPGI4.14%
- AON4.06%
- DHR4.03%
- INTU3.91%
- GOOG3.74%
Share classes counted separately45.52%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $1.20B | 6.12% | 3.81M shares | — | ↗▾ | |
| 02 | AMZNAMAZON.COM INC View history and evidence | $1.12B | 5.69% | 8.81M shares | — | ↗▾ | |
| 03 | VVISA INC-CLASS A SHARES View history and evidence | $1.04B | 5.29% | 4.52M shares | — | ↗▾ | |
| 04 | WDAYWORKDAY INC-CLASS A View history and evidence | $852.15M | 4.33% | 3.97M shares | — | ↗▾ | |
| 05 | UNHUNITEDHEALTH GROUP INC View history and evidence | $828.44M | 4.21% | 1.64M shares | — | ↗▾ | |
| 06 | SPGIS&P GLOBAL INC View history and evidence | $815.07M | 4.14% | 2.23M shares | — | ↗▾ | |
| 07 | AONAON PLC-CLASS A View history and evidence | $799.49M | 4.06% | 2.47M shares | — | ↗▾ | |
| 08 | DHRDANAHER CORP View history and evidence | $792.63M | 4.03% | 3.19M shares | — | ↗▾ | |
| 09 | INTUINTUIT INC View history and evidence | $768.62M | 3.91% | 1.50M shares | — | ↗▾ | |
| 10 | GOOGALPHABET INC-CL C View history and evidence | $735.70M | 3.74% | 5.58M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ISRG INTUITIVE SURGICAL INC | Non-derivative | — | — | SEC filing ↗ | |
| ADBE ADOBE INC | Non-derivative | — | — | SEC filing ↗ | |
| DG DOLLAR GENERAL CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1290668 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 19675550162
}Research all 53 reported holdings.
This page includes 30 of 53 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 53 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1290668","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1290668","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.