LongNFLXJun 2026
Netflix
SGA maintained Netflix despite near-term share-price pressure because the core business continued to deliver solid revenue and operating income growth. With the Warner Bros…
Sustainable Growth Advisers, LP
High-conviction global growth equity investing in durable businesses with predictable revenue, cash flow and mid-teens earnings growth.$16.7B AUM7 published ideas
Sustainable Growth Advisers, LP is a global growth investment manager founded in 2003. Its Global Growth strategy concentrates on high-quality companies with durable competitive advantages, predictable cash generation and long runways for compounding. The firm evaluates businesses over long horizons and seeks to avoid paying for growth that depends on temporary cycles or market narratives.
Ideas from Sustainable Growth Advisers, LP
LongANETJun 2026
Arista Networks
SGA initiated Arista Networks because it sees durable long-term growth in high-performance data-center networking. Arista's EOS software platform runs across its switches and…
LongEQIXJun 2026
Equinix
SGA reinitiated Equinix as growth reaccelerated with AI inferencing and strong power demand, while a prior leadership transition was resolved. Roughly 95% of revenue is recurring…
LongARMJun 2026
Arm Holdings
Arm remains a long-term holding because SGA sees sustained growth in licensing and royalties as Arm-based CPUs gain adoption across data centers and AI workloads. Management's…
LongNVDAJun 2026
Nvidia
SGA remains constructive on Nvidia after strong results and disclosures showing demand from the largest cloud customers consistent with its long-term outlook. Management…
LongGOOGJun 2026
Alphabet
SGA views Alphabet as a broad beneficiary of the AI investment cycle because its exposure spans infrastructure, foundational models, developer tools and scaled consumer…
LongCRMJun 2026
Salesforce
SGA maintained Salesforce despite weak investor sentiment and uneven product performance. Strength in Sales Cloud, Service Cloud, Slack and Data Cloud is offsetting weakness in…
Letters covered
- U.S. Large Cap Growth CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.