Sustainable Growth Advisers, LP
STAMFORD CT · SEC CIK 0001290668
$101.91亿2026Q2 申报市值
47持仓数
54.0%前十大占比 · 第一大 9.3%
3 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EQIX 新建仓+$3.62亿
ANET 新建仓+$1.54亿
GOOG 加仓+$8,378.97万
LIN 加仓+$6,598.11万
AAPL 加仓+$6,414.59万
2026Q2 卖出最多 按季末市值估算
ARM 减仓-$5.75亿
INTU 清仓-$2.75亿
AON 减仓-$2.69亿
AMZN 减仓-$2.36亿
CP 减仓-$1.70亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp | $9.44亿 | 9.27% | 4,720,144 | -129,368 | -2.7% | -$2,588.52万 | 减仓 |
| GOOG | Alphabet Inc CL C | $7.52亿 | 7.38% | 2,129,711 | 237,143 | 12.5% | $8,378.97万 | 加仓 |
| MSFT | Microsoft Corp. | $5.61亿 | 5.51% | 1,505,003 | -63,990 | -4.1% | -$2,386.95万 | 减仓 |
| AMZN | Amazon.com Inc | $5.44亿 | 5.34% | 2,281,329 | -989,912 | -30.3% | -$2.36亿 | 减仓 |
| AAPL | Apple Inc | $5.06亿 | 4.96% | 1,747,382 | 221,682 | 14.5% | $6,414.59万 | 加仓 |
| V | Visa Inc | $4.95亿 | 4.86% | 1,442,706 | -307,429 | -17.6% | -$1.05亿 | 减仓 |
| AVGO | Broadcom Inc | $4.82亿 | 4.73% | 1,275,451 | -187,151 | -12.8% | -$7,069.63万 | 减仓 |
| WM | Waste Management Inc | $4.60亿 | 4.51% | 2,061,651 | 39,949 | 2.0% | $890.38万 | 加仓 |
| YUM | Yum! Brands Inc | $3.99亿 | 3.92% | 2,498,040 | 237,637 | 10.5% | $3,798.87万 | 加仓 |
| EQIX | Equinix Inc | $3.62亿 | 3.55% | 346,868 | 346,868 | — | $3.62亿 | 新建仓 |
| SNPS | Synopsys Inc | $3.60亿 | 3.53% | 807,346 | -93,641 | -10.4% | -$4,177.04万 | 减仓 |
| META | Meta Platforms Inc | $3.45亿 | 3.38% | 611,981 | -85,210 | -12.2% | -$4,799.79万 | 减仓 |
| AXP | American Express Co | $3.34亿 | 3.28% | 987,506 | -134,508 | -12.0% | -$4,549.73万 | 减仓 |
| NFLX | Netflix Inc | $2.90亿 | 2.85% | 4,062,760 | 651,791 | 19.1% | $4,653.79万 | 加仓 |
| DHR | Danaher Corp | $2.83亿 | 2.78% | 1,485,298 | -151,084 | -9.2% | -$2,877.85万 | 减仓 |
| CP | Canadian Pacific Kansas City L | $2.81亿 | 2.76% | 3,247,192 | -1,963,138 | -37.7% | -$1.70亿 | 减仓 |
| SPGI | S&P Global Inc | $2.70亿 | 2.65% | 663,329 | -93,968 | -12.4% | -$3,826.94万 | 减仓 |
| GWW | WW Grainger Inc | $2.67亿 | 2.62% | 196,046 | -14,872 | -7.1% | -$2,023.19万 | 减仓 |
| ECL | Ecolab Inc | $2.58亿 | 2.54% | 927,791 | 80,533 | 9.5% | $2,243.73万 | 加仓 |
| CRM | Salesforce Inc | $2.36亿 | 2.31% | 1,504,598 | -235,712 | -13.5% | -$3,692.66万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $2.34亿 | 2.29% | 6,871,158 | -946,996 | -12.1% | -$3,219.79万 | 减仓 |
| MA | MasterCard Inc | $1.95亿 | 1.91% | 379,868 | 3,454 | 0.9% | $177.40万 | 加仓 |
| ANET | Arista Network | $1.54亿 | 1.52% | 909,167 | 909,167 | — | $1.54亿 | 新建仓 |
| COO | Cooper Companies Inc/ The | $1.40亿 | 1.37% | 1,948,108 | -106,204 | -5.2% | -$761.59万 | 减仓 |
| ARM | Arm Holdings Inc - ADR | $1.37亿 | 1.34% | 385,965 | -1,621,194 | -80.8% | -$5.75亿 | 减仓 |
| NOW | ServiceNow Inc | $1.32亿 | 1.30% | 1,331,464 | 326,193 | 32.4% | $3,238.44万 | 加仓 |
| NKE | NIKE Inc | $9,988.39万 | 0.98% | 2,433,226 | -131,515 | -5.1% | -$539.87万 | 减仓 |
| HDB | HDFC Bank Ltd-ADR | $9,812.43万 | 0.96% | 3,798,850 | -1,427,057 | -27.3% | -$3,686.09万 | 减仓 |
| AON | Aon PLC | $8,036.32万 | 0.79% | 242,284 | -809,521 | -77.0% | -$2.69亿 | 减仓 |
| STE | Steris PLC | $7,901.37万 | 0.78% | 375,237 | -171,942 | -31.4% | -$3,620.58万 | 减仓 |
| LIN | Linde PLC | $7,870.76万 | 0.77% | 151,670 | 127,146 | 518.5% | $6,598.11万 | 加仓 |
| MELI | MercadoLibre Inc | $5,687.61万 | 0.56% | 33,508 | -19,033 | -36.2% | -$3,230.64万 | 减仓 |
| SAP | SAP SE-Sponsored ADR | $5,421.14万 | 0.53% | 351,771 | -122,333 | -25.8% | -$1,885.27万 | 减仓 |
| TSM | Taiwan Semiconductor Mfg ADR | $4,320.19万 | 0.42% | 90,462 | -39,793 | -30.6% | -$1,900.39万 | 减仓 |
| SE | Sea LTD ADR | $3,834.80万 | 0.38% | 400,167 | -229,788 | -36.5% | -$2,202.06万 | 减仓 |
| BABA | Alibaba Group Holding-Sp ADR | $1,913.55万 | 0.19% | 199,370 | -74,116 | -27.1% | -$711.37万 | 减仓 |
| UL | Unilever PLC ADR | $1,866.43万 | 0.18% | 310,450 | -95,120 | -23.5% | -$571.86万 | 减仓 |
| WCN | Waste Connections | $1,832.47万 | 0.18% | 109,933 | 11,785 | 12.0% | $196.44万 | 加仓 |
| GRAB | Grab Holdings Ltd - Cl A | $1,737.15万 | 0.17% | 4,607,822 | -1,203,336 | -20.7% | -$453.66万 | 减仓 |
| ALC | Alcon Inc | $1,506.35万 | 0.15% | 224,494 | -877,577 | -79.6% | -$5,888.54万 | 减仓 |
| FMX | Fomento Economico Mexicano-Sp | $1,346.12万 | 0.13% | 105,248 | -59,859 | -36.3% | -$765.60万 | 减仓 |
| INFY | Infosys Ltd-Sp ADR | $924.78万 | 0.09% | 881,580 | -274,233 | -23.7% | -$287.67万 | 减仓 |
| SHOP | Shopify Inc. | $846.39万 | 0.08% | 74,128 | -6,959 | -8.6% | -$79.46万 | 减仓 |
| XP | XP Inc | $796.34万 | 0.08% | 489,754 | -206,735 | -29.7% | -$336.15万 | 减仓 |
| SPOT | Spotify Technology SA | $683.05万 | 0.07% | 14,877 | 0 | 0.0% | — | 不变 |
| NU | Nu Holdings Ltd/Cayman Isl-A | $626.31万 | 0.06% | 468,797 | 468,797 | — | $626.31万 | 新建仓 |
| — | Adyen NV Unspon ADR | $9.72万 | 0.00% | 10,444 | -284,404 | -96.5% | -$264.78万 | 减仓 |
| INTU | Intuit Inc | $0 | 0.00% | 0 | -635,752 | -100.0% | -$2.75亿 | 清仓 |
| TME | Tencent Music Entertainment - | $0 | 0.00% | 0 | -503,887 | -100.0% | -$467.61万 | 清仓 |
| MMYT | MakeMyTrip Ltd | $0 | 0.00% | 0 | -123,247 | -100.0% | -$459.59万 | 清仓 |
| — | Universal Music Group Unsp Adr | $0 | 0.00% | 0 | -342,750 | -100.0% | -$329.04万 | 清仓 |
| — | AIA Group Ltd-Sp ADR | $0 | 0.00% | 0 | -71,286 | -100.0% | -$317.44万 | 清仓 |
| — | Experian PLC ADR | $0 | 0.00% | 0 | -72,210 | -100.0% | -$252.30万 | 清仓 |
| — | Fast Retailing Co-Unspon ADR | $0 | 0.00% | 0 | -62,583 | -100.0% | -$248.27万 | 清仓 |