LongGOOGJun 2026
Alphabet Inc.
SGA maintains an above-average position in Alphabet and raised its position target during the quarter. The company provides broad exposure to AI through infrastructure…
Sustainable Growth Advisers, LP - Global Growth Composite
High-conviction global growth strategy focused on quality companies capable of delivering durable, predictable revenue, earnings, and cash-flow growth.$5.8B AUM11 published ideas
Sustainable Growth Advisers, LP manages concentrated growth portfolios built around businesses with durable competitive advantages and predictable long-term compounding. Its Global Growth strategy seeks companies capable of consistent mid-teens earnings growth with reduced variability and emphasizes long-term fundamental durability rather than short-term market momentum.
Ideas from Sustainable Growth Advisers, LP - Global Growth Composite
LongNFLXJun 2026
Netflix, Inc.
SGA added to Netflix after share-price weakness and raised the position to an average weight. The long-term thesis centers on a recurring subscription model, low churn…
LongCRMJun 2026
Salesforce, Inc.
SGA continues to own Salesforce despite reducing the position to a below-average weight after subdued operating momentum. Weakness in Marketing, Commerce, and Tableau has been…
LongLINJun 2026
Linde plc
SGA reinitiated Linde after previously exiting because of valuation, noting that the share price had consolidated while fundamentals continued to progress. The industrial gas…
LongEQIXJun 2026
Equinix, Inc.
SGA returned to Equinix after previously owning the company for a decade, believing that both its growth slowdown and leadership transition have reversed. Approximately 95% of…
LongSU.PAJun 2026
Schneider Electric SE
SGA initiated Schneider Electric because it sees the company as one of the few global providers capable of delivering end-to-end electrical solutions at scale. Its installed…
LongANETJun 2026
Arista Networks, Inc.
SGA initiated Arista to gain exposure to the structural expansion of high-performance data-center networking and AI workloads. Its EOS software platform, product performance, and…
LongGALDJun 2026
Galderma Group AG
SGA initiated Galderma because of its leadership across injectable aesthetics, dermatological skincare, and therapeutic dermatology. Consumable products and repeat treatments…
Long6146.TJun 2026
DISCO Corporation
SGA initiated DISCO because of its dominant position in semiconductor cutting, grinding, and thinning equipment, where it estimates market share of roughly 70% to 80%. A…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
SGA continues to hold an above-average weight in TSMC and views it as a primary beneficiary of sustained demand for advanced logic and compute. Customers across AI accelerators…
LongARMJun 2026
Arm Holdings plc
SGA views Arm as a long-term compounder benefiting from the proliferation of AI and power-efficient computing. Licensing growth, expanding royalties, increasing adoption of…
Letters covered
- Global Growth Commentary Quarter 2 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.