LongEQIXJun 2026
Equinix
SGA initiated Equinix after growth reaccelerated alongside AI inferencing and elevated demand for data-center power. Approximately 95% of revenue is recurring and generally…
Sustainable Growth Advisers, LP - U.S. Large Cap Growth
High-conviction U.S. large-cap growth strategy focused on quality companies capable of consistent mid-teens earnings growth, predictable revenue, strong cash flow generation, and durable competitive advantages.$16.7B AUM7 published ideas
Sustainable Growth Advisers, LP was formed in 2003 and manages public equity portfolios using a quality-growth investment philosophy. Its U.S. Large Cap Growth strategy seeks companies with predictable and durable growth and aims to compound client capital while providing downside protection. The letter's GIPS schedule lists total firm assets of 16.662 billion dollars at year-end 2025.
Ideas from Sustainable Growth Advisers, LP - U.S. Large Cap Growth
LongANETJun 2026
Arista Networks
SGA initiated Arista Networks because it sees durable growth from the continued buildout of hyperscale, cloud, and AI networking infrastructure. Arista's Extensible Operating…
LongARMJun 2026
Arm Holdings
SGA continues to view Arm as a durable beneficiary of growing demand for power-efficient computing and AI workloads. The company delivered approximately 20% revenue growth and…
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…
LongNVDAJun 2026
Nvidia
SGA remains constructive on Nvidia because demand from major cloud customers continues to align with the company's long-term outlook. Management continues to expect…
LongNFLXJun 2026
Netflix
SGA maintained its Netflix position despite near-term share-price weakness following guidance that fell below investor expectations. The company continued to produce double-digit…
LongCRMJun 2026
Salesforce
SGA continues to own Salesforce despite cautious investor sentiment and growth that has recently only met guidance. Weakness in Marketing, Commerce, and Tableau has been…
Letters covered
- U.S. Large Cap Growth Commentary Quarter 2 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.