Long-term investor
Sustainable Growth Advisers, LP @sustainablegrowthadviser
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001290668).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months -5.6% · 1 year -9.7% · all -9.7%
- Max drawdown -14.9% · Sharpe -1.02 · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 9.3% · long · since 2025-06-30
- GOOG · 7.4% · long · since 2025-06-30
- MSFT · 5.5% · long · since 2025-06-30
- AMZN · 5.3% · long · since 2025-06-30
- AAPL · 5.0% · long · since 2025-06-30
- V · 4.9% · long · since 2025-06-30
- AVGO · 4.7% · long · since 2025-12-31
- WM · 4.5% · long · since 2025-06-30
- YUM · 3.9% · long · since 2025-06-30
- EQIX · 3.5% · long · since 2026-06-30
- SNPS · 3.5% · long · since 2025-06-30
- META · 3.4% · long · since 2025-06-30