Sustainable Growth Advisers, LP
Sustainable Growth Advisers, LP (SGA) is a global equity asset manager headquartered in Stamford, Connecticut. Founded in 2003, the firm specializes in managing concentrated portfolios of high-quality growth companies for institutional investors, pooled investment vehicles, pension plans, charitable organizations, insurance companies, and high net worth individuals. As of July 2025, SGA manages approximately $22.1 billion in assets and employs 34 professionals, with half serving as direct investors. The firm emphasizes a collaborative team investment process and serves clients internationally.
Investment Strategy
SGA pursues a concentrated growth strategy, investing primarily in global equities of businesses with predictable, above-average, long-term earnings and free cash flow growth. The investment process is fundamentally driven, focusing on identifying high-conviction companies with sustainable competitive advantages, resilient business models, and superior management teams. Portfolio decisions are made by consensus among co-Portfolio Managers, aiming to deliver consistent excess returns while managing risk. SGA’s philosophy emphasizes long-term ownership of industry-leading firms rather than near-term trading, and seeks to provide compounding returns for clients through disciplined analytical and research-based selection.
Latest 13F Filing Activity
Sustainable Growth Advisers, LP filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $19B. The fund increased holdings in Chipotle Mexican Grill Inc., Arm Holdings Inc. - Adr, Nvidia Corp. among other positions. Sustainable Growth Advisers, LP reduced exposure to Unitedhealth Group Inc., Thermo Fisher Scientific Inc., Icon PLC among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | Amazon.com Inc | 7.23% | $1.40B | 6,381,153 | $104.75 | $219.39 | +$149.2M |
M MSFT | Microsoft Corp. | 7.18% | $1.39B | 2,797,482 | $188.92 | $497.41 | +$229.0M |
M META | Meta Platforms Inc | 5.74% | $1.11B | 1,506,253 | $529.95 | $738.09 | +$224.6M |
I INTU | Intuit Inc | 5.64% | $1.09B | 1,386,636 | $447.43 | $787.63 | +$205.1M |
N NVDA | Nvidia Corp | 5.33% | $1.03B | 6,534,572 | $60.94 | $157.99 | +$258.9M |
Industry Allocation
Investment Team (14)
| Name | Role | Location | |
|---|---|---|---|
 | Research Analyst | Darien, CT , United States | |
 | Investment Analyst | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
 | Founding Principal and Portfolio Manager | Stamford, CT , United States | |
 | Principal | New York, NY , United States | |
 | Executive Committee, Equity Investment Analyst and Portfolio Manager | Stamford, CT , United States | |
 | Client Portfolio Manager | Stamford, CT , United States | |
 | Senior Associate | New York, NY , United States | |
S Stephen Skatrud | Client Portfolio Manager | Gig Harbor, WA , United States | |
 | Associate Portfolio Analyst | Stamford, CT , United States |