CANTILLON CAPITAL MANAGEMENT LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$16.5T
Holdings
36
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 7,370,870 | $1.7T | 10.33% | |
| 2 | SPGIS&P GLOBAL INC | 1,868,814 | $930.7B | 5.62% | |
| 3 | GOOGLALPHABET INC | 4,487,038 | $849.4B | 5.13% | |
| 4 | VVISA INC | 2,075,195 | $655.8B | 3.96% | |
| 5 | CBRECBRE GROUP INC | 4,748,386 | $623.4B | 3.77% | |
| 6 | FLUTFLUTTER ENTMT PLC | 2,410,178 | $622.9B | 3.76% | |
| 7 | IBKRINTERACTIVE BROKERS GROUP IN | 3,395,690 | $599.9B | 3.63% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,011,664 | $594.8B | 3.59% | |
| 9 | MSFTMICROSOFT CORP | 1,343,400 | $566.2B | 3.42% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 3,553,300 | $529.5B | 3.20% | |
| 11 | AMATAPPLIED MATLS INC | 3,165,402 | $514.8B | 3.11% | |
| 12 | BLKBLACKROCK INC | 483,793 | $495.9B | 3.00% | |
| 13 | ADIANALOG DEVICES INC | 2,309,278 | $490.6B | 2.97% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 929,870 | $483.7B | 2.92% | |
| 15 | AONAON PLC | 1,323,228 | $475.3B | 2.87% | |
| 16 | EFXEQUIFAX INC | 1,835,102 | $467.7B | 2.83% | |
| 17 | AG8AGILENT TECHNOLOGIES INC | 3,316,557 | $445.5B | 2.69% | |
| 18 | IQVIQVIA HLDGS INC | 2,066,144 | $406.0B | 2.45% | |
| 19 | CMECME GROUP INC | 1,674,438 | $388.9B | 2.35% | |
| 20 | LYVLIVE NATION ENTERTAINMENT IN | 2,977,411 | $385.6B | 2.33% | |
| 21 | FERGFERGUSON ENTERPRISES INC | 2,111,673 | $366.5B | 2.22% | |
| 22 | AMTAMERICAN TOWER CORP NEW | 1,947,595 | $357.2B | 2.16% | |
| 23 | FASTFASTENAL CO | 4,931,928 | $354.7B | 2.14% | |
| 24 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,533,081 | $343.5B | 2.08% | |
| 25 | CLVTRIP COM GROUP LTD | 4,748,766 | $326.1B | 1.97% | |
| 26 | ADBEADOBE INC | 614,862 | $273.4B | 1.65% | |
| 27 | ECLECOLAB INC | 1,161,946 | $272.3B | 1.65% | |
| 28 | CPCANADIAN PACIFIC KANSAS CITY | 3,725,023 | $269.6B | 1.63% | |
| 29 | ENQENTEGRIS INC | 2,616,354 | $259.2B | 1.57% | |
| 30 | YUMYUM BRANDS INC | 1,880,379 | $252.3B | 1.52% | |
| 31 | TMETENCENT MUSIC ENTMT GROUP | 21,840,815 | $247.9B | 1.50% | |
| 32 | UBERUBER TECHNOLOGIES INC | 4,044,244 | $243.9B | 1.47% | |
| 33 | MCOMOODYS CORP | 474,082 | $224.4B | 1.36% | |
| 34 | ZTSZOETIS INC | 1,293,251 | $210.7B | 1.27% | |
| 35 | TWTRADEWEB MKTS INC | 1,199,178 | $157.0B | 0.95% | |
| 36 | ORCLORACLE CORP | 917,515 | $152.9B | 0.92% |