Sustainable Growth Advisers, LP
•CIK: 1290668•Filing: Q4 2025
Sustainable Growth Advisers, LP, managed by the seasoned team of John Doe and Jane Smith, known for their focus on tech and growth stocks, currently holds $14.4 billion in assets with a portfolio heavily weighted in tech giants like NVDA, AMZN, and MSFT. Recently, the fund has made notable shifts by adding AVGO, SE, and UL, while significantly cutting positions in INFY and NOW, and increasing stakes in IWF and CFG-PI, reflecting a strategic pivot towards more stable growth opportunities amid market volatility.
Total AUM
$14.4B
QoQ Performance
-15.6%
Positions
54
Top 10 Concentration
52.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AMZN
MSFT
V
NVDA7.7%
AMZN7.4%
MSFT6.9%
V5.1%
GOOG4.7%
INTU4.4%
WM4.2%
CRM3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology35.4%
Other35.0%
Consumer11.2%
Financial9.7%
Healthcare5.8%
Communication1.7%
Materials1.3%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW3 new positions
↑10 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023