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Sustainable Growth Advisers, LP
kapitalforvalter · portefølje $9.95 mia. · 90 positioner · rapport pr. 30.09.2026
Aktiepositioner rapport for 30.09.2026, indsendt 15.10.2026; ændring — mod 30.06.2026 · 50
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| NVIDIA Corporation US:NVDA | 5 661 090 | $1.29 mia. | 12.99% | +940 946 |
| Microsoft Corporation US:MSFT | 1 420 302 | $728 mio. | 7.32% | −84 701 |
| Alphabet Inc. US:GOOG | 2 104 137 | $717 mio. | 7.21% | −25 574 |
| Apple Inc. US:AAPL | 1 864 370 | $621 mio. | 6.24% | +116 988 |
| Amazon.com, Inc. US:AMZN | 2 072 028 | $516 mio. | 5.19% | −209 301 |
| Visa Inc. Class A US:V | 1 183 233 | $425 mio. | 4.27% | −259 473 |
| Broadcom Inc. US:AVGO | 1 207 718 | $424 mio. | 4.26% | −67 733 |
| Meta Platforms, Inc. US:META | 564 072 | $409 mio. | 4.11% | −47 909 |
| Waste Management Inc US:WM | 1 969 192 | $402 mio. | 4.04% | −92 459 |
| Synopsys Inc US:SNPS | 776 555 | $338 mio. | 3.39% | −30 791 |
| Equinix Inc US:EQIX | 330 500 | $334 mio. | 3.36% | −16 368 |
| Ecolab Inc US:ECL | 1 173 054 | $322 mio. | 3.24% | +245 263 |
| American Express Company US:AXP | 942 591 | $287 mio. | 2.88% | −44 915 |
| Salesforce.com Inc US:CRM | 1 242 188 | $285 mio. | 2.87% | −262 410 |
| Danaher Corporation US:DHR | 1 063 782 | $236 mio. | 2.37% | −421 516 |
| Yum! Brands Inc US:YUM | 1 516 303 | $207 mio. | 2.08% | −981 737 |
| Taiwan Semiconductor Manufac… US:TSM · depotbevis | 444 118 | $203 mio. | 2.04% | +353 656 |
| Arista Networks US:ANET | 871 764 | $177 mio. | 1.78% | −37 403 |
| ServiceNow Inc US:NOW | 1 318 977 | $177 mio. | 1.78% | −12 487 |
| Netflix Inc US:NFLX | 2 486 816 | $173 mio. | 1.74% | −1 575 944 |
| Canadian Pacific Kansas City… US:CP | 2 007 716 | $171 mio. | 1.72% | −1 239 476 |
| WW Grainger Inc US:GWW | 130 483 | $163 mio. | 1.63% | −65 563 |
| S&P Global Inc US:SPGI | 409 061 | $161 mio. | 1.62% | −254 268 |
| Chipotle Mexican Grill Inc US:CMG | 4 549 581 | $145 mio. | 1.46% | −2 321 577 |
| Mastercard Inc US:MA | 220 367 | $122 mio. | 1.22% | −159 501 |
| Quanta Services Inc US:PWR | 182 286 | $117 mio. | 1.18% | ny |
| Arm Holdings plc American De… US:ARM · depotbevis | 319 057 | $92.4 mio. | 0.93% | −66 908 |
| Eaton Corp Plc CUSIP G29183103 | 199 557 | $85.8 mio. | 0.86% | ny |
| The TJX Companies Inc US:TJX | 646 289 | $85.5 mio. | 0.86% | ny |
| The Cooper Companies, Inc US:COO | 1 492 568 | $84.4 mio. | 0.85% | −455 540 |
| Linde PLC CUSIP G54950103 | 151 704 | $72.0 mio. | 0.72% | +34 |
| HDFC Bank Limited ADR US:HDB · depotbevis | 3 014 543 | $67.3 mio. | 0.68% | −784 307 |
| Steris PLC CUSIP G8473T100 | 237 752 | $49.9 mio. | 0.50% | −137 485 |
| Aon PLC CUSIP G0403H108 | 166 608 | $46.1 mio. | 0.46% | −75 676 |
| MercadoLibre Inc. US:MELI | 24 008 | $41.5 mio. | 0.42% | −9 500 |
| SAP SE ADR US:SAP · depotbevis | 192 096 | $40.0 mio. | 0.40% | −159 675 |
| Sea Ltd US:SE · depotbevis | 299 516 | $29.2 mio. | 0.29% | −100 651 |
| Alibaba Group Holding Limite… US:BABA · depotbevis | 173 685 | $18.7 mio. | 0.19% | −25 685 |
| Grab Holdings Ltd - Cl A CUSIP G4124C109 | 4 170 714 | $13.0 mio. | 0.13% | −437 108 |
| Waste Connections Inc US:WCN | 79 251 | $12.2 mio. | 0.12% | −30 682 |
| Unilever PLC US:UL · depotbevis | 195 902 | $11.9 mio. | 0.12% | −114 548 |
| Alcon Inc CUSIP H01301128 | 155 046 | $10.0 mio. | 0.10% | −69 448 |
| Fomento Economico Mexicano US:FMX · depotbevis | 83 548 | $9.91 mio. | 0.10% | −21 700 |
| XP Inc CUSIP G98239109 | 397 755 | $8.35 mio. | 0.08% | −91 999 |
| Shopify Inc US:SHOP | 43 896 | $6.51 mio. | 0.07% | −30 232 |
| Nu Holdings Ltd/Cayman Isl-A CUSIP G6683N103 | 468 797 | $5.93 mio. | 0.06% | — |
| Spotify Technology SA CUSIP L8681T102 | 8 583 | $4.18 mio. | 0.04% | −6 294 |
| Infosys Ltd ADR US:INFY · depotbevis | 218 676 | $2.35 mio. | 0.02% | −662 904 |
| Adyen NV US:ADYEY · depotbevis | 10 444 | $103 t. | 0.00% | — |
| Nike Inc US:NKE | 0 (var 2 433 226) | — | — | solgt |
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