CANTILLON CAPITAL MANAGEMENT LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$15.4T
Holdings
37
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 6,306,874 | $1.1T | 6.84% | |
| 2 | SPGIS&P GLOBAL INC | 1,812,764 | $921.1B | 5.96% | |
| 3 | VVISA INC | 2,012,972 | $705.5B | 4.57% | |
| 4 | GOOGLALPHABET INC | 4,352,428 | $673.1B | 4.36% | |
| 5 | CBRECBRE GROUP INC | 4,605,765 | $602.3B | 3.90% | |
| 6 | ICEINTERCONTINENTAL EXCHANGE IN | 3,446,696 | $594.6B | 3.85% | |
| 7 | IBKRINTERACTIVE BROKERS GROUP IN | 3,293,826 | $545.4B | 3.53% | |
| 8 | FLUTFLUTTER ENTMT PLC | 2,337,798 | $517.9B | 3.35% | |
| 9 | AONAON PLC | 1,283,548 | $512.3B | 3.32% | |
| 10 | MSFTMICROSOFT CORP | 1,303,090 | $489.2B | 3.17% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,921,336 | $484.9B | 3.14% | |
| 12 | ADIANALOG DEVICES INC | 2,239,461 | $451.6B | 2.92% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 901,773 | $448.7B | 2.91% | |
| 14 | AMATAPPLIED MATLS INC | 3,070,430 | $445.6B | 2.89% | |
| 15 | BLKBLACKROCK INC | 467,854 | $442.8B | 2.87% | |
| 16 | EFXEQUIFAX INC | 1,780,067 | $433.6B | 2.81% | |
| 17 | CMECME GROUP INC | 1,624,206 | $430.9B | 2.79% | |
| 18 | AMTAMERICAN TOWER CORP NEW | 1,889,190 | $411.1B | 2.66% | |
| 19 | UBERUBER TECHNOLOGIES INC | 5,308,459 | $386.8B | 2.50% | |
| 20 | LYVLIVE NATION ENTERTAINMENT IN | 2,888,072 | $377.1B | 2.44% | |
| 21 | AG8AGILENT TECHNOLOGIES INC | 3,217,069 | $376.3B | 2.44% | |
| 22 | FASTFASTENAL CO | 4,784,048 | $371.0B | 2.40% | |
| 23 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,397,147 | $367.3B | 2.38% | |
| 24 | IQVIQVIA HLDGS INC | 2,004,434 | $353.4B | 2.29% | |
| 25 | FERGFERGUSON ENTERPRISES INC | 2,049,411 | $328.4B | 2.13% | |
| 26 | ADBEADOBE INC | 796,886 | $305.6B | 1.98% | |
| 27 | YUMYUM BRANDS INC | 1,824,564 | $287.1B | 1.86% | |
| 28 | ECLECOLAB INC | 1,127,076 | $285.7B | 1.85% | |
| 29 | TMETENCENT MUSIC ENTMT GROUP | 19,240,319 | $277.3B | 1.80% | |
| 30 | CPCANADIAN PACIFIC KANSAS CITY | 3,613,392 | $253.7B | 1.64% | |
| 31 | CLVTRIP COM GROUP LTD | 3,576,813 | $227.4B | 1.47% | |
| 32 | ENQENTEGRIS INC | 2,538,175 | $222.0B | 1.44% | |
| 33 | MCOMOODYS CORP | 459,857 | $214.2B | 1.39% | |
| 34 | ZTSZOETIS INC | 1,254,465 | $206.5B | 1.34% | |
| 35 | TWTRADEWEB MKTS INC | 1,163,200 | $172.7B | 1.12% | |
| 36 | ALCALCON AG | 1,464,533 | $139.0B | 0.90% | |
| 37 | ORCLORACLE CORP | 888,795 | $124.3B | 0.80% |