13F
中
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Sustainable Growth Advisers, LP

13F equity value
$10.6B
Positions
51
Top 10 concentration
49.8%
Quarters / total new picks
28 / 69
13F equity value over time
$0M$12B$24B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +1.2% per quarter — versus +2.7% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = -0.24, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.1%
t-stat
-0.24
Quarterly win rate
50%
Annualized excess
-8.9%
$1 → follow vs universe
$1.05 vs $1.90
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920220331: universe 1.63020220630: universe 1.51020220930: universe 1.62320221231: universe 1.50720230331: universe 1.58820230630: universe 1.53120240331: universe 1.56520240930: universe 1.55220241231: universe 1.44820250331: universe 1.57920250630: universe 1.62820250930: universe 1.83120251231: universe 1.894 20180331: follow 1.13020180630: follow 1.16820180930: follow 1.24720181231: follow 1.29820190331: follow 1.22120190630: follow 1.20020190930: follow 1.38320191231: follow 0.98420200331: follow 1.23820200630: follow 1.42420200930: follow 1.50720201231: follow 1.35120210331: follow 1.29620210630: follow 1.34320210930: follow 0.92020220331: follow 1.04220220630: follow 0.79320220930: follow 0.87920221231: follow 0.79220230331: follow 0.86020230630: follow 0.81420240331: follow 0.79620240930: follow 0.83020241231: follow 1.03320250331: follow 1.03720250630: follow 0.88620250930: follow 1.00720251231: follow 1.048 0.73 1.39 2.05 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 51 · 2026 Q1

Ticker Value Weight QoQ
NVDA $846M
8.0%
TRIM
AMZN $681M
6.4%
TRIM
MSFT $581M
5.5%
TRIM
GOOG $543M
5.1%
TRIM
V $529M
5.0%
TRIM
WM $465M
4.4%
TRIM
AVGO $453M
4.3%
ADD
CP $410M
3.9%
TRIM
META $399M
3.8%
TRIM
AAPL $387M
3.6%
ADD
SNPS $357M
3.4%
TRIM
YUM $351M
3.3%
TRIM
AON $340M
3.2%
TRIM
AXP $339M
3.2%
ADD
CRM $325M
3.1%
TRIM
SPGI $322M
3.0%
TRIM
DHR $310M
2.9%
ADD
ARM $304M
2.9%
TRIM
INTU $275M
2.6%
TRIM
CMG $250M
2.4%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

MASPOT

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.