Findlay Park Partners LLP Q1 2022 Filing
Filed May 12, 2022
Portfolio Value
$13.2T
Holdings
42
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 3,321,021 | $1.0T | 7.73% | |
| 2 | GOOGAlphabet Inc | 267,304 | $746.6B | 5.64% | |
| 3 | ADSKAutodesk Inc | 3,444,249 | $738.3B | 5.58% | |
| 4 | AMZNAmazon Com Inc | 221,945 | $723.5B | 5.46% | |
| 5 | INTUIntuit | 1,457,442 | $700.8B | 5.29% | |
| 6 | DHRDanaher Corporation | 2,184,805 | $640.9B | 4.84% | |
| 7 | ADBEAdobe Systems Incorporated | 1,105,997 | $503.9B | 3.81% | |
| 8 | BLDTopBuild Corp | 2,662,089 | $482.9B | 3.65% | |
| 9 | AJGGallagher Arthur J & Co | 2,764,212 | $482.6B | 3.64% | |
| 10 | SPGIS&P Global Inc | 1,062,766 | $435.9B | 3.29% | |
| 11 | CSGPCostar Group Inc | 5,802,931 | $386.5B | 2.92% | |
| 12 | EOGEOG Res Inc | 3,134,460 | $373.7B | 2.82% | |
| 13 | SHWSherwin Williams Co | 1,486,784 | $371.1B | 2.80% | |
| 14 | ADIAnalog Devices Inc | 2,148,520 | $354.9B | 2.68% | |
| 15 | UNHUnitedhealth Group Inc | 683,390 | $348.5B | 2.63% | |
| 16 | WCNWaste Connections Inc | 2,477,408 | $346.1B | 2.61% | |
| 17 | JECUSDJacobs Engr Group Inc | 2,439,437 | $336.2B | 2.54% | |
| 18 | MAMastercard Incorporated | 897,402 | $320.7B | 2.42% | |
| 19 | MRSHMarsh & Mclennan Cos Inc | 1,837,573 | $313.2B | 2.36% | |
| 20 | TMUST-Mobile US Inc | 2,199,196 | $282.3B | 2.13% | |
| 21 | CBRECBRE Group Inc | 2,792,201 | $255.5B | 1.93% | |
| 22 | POOLPool Corp | 538,044 | $227.5B | 1.72% | |
| 23 | UNPUnion Pac Corp | 800,731 | $218.8B | 1.65% | |
| 24 | TMOThermo Fisher Scientific Inc | 359,121 | $212.1B | 1.60% | |
| 25 | ICEIntercontinental Exchange In | 1,389,252 | $183.5B | 1.39% | |
| 26 | FISVFiserv Inc | 1,775,521 | $180.0B | 1.36% | |
| 27 | TXNTexas Instrs Inc | 970,698 | $178.1B | 1.34% | |
| 28 | BRK/BBerkshire Hathaway Inc Del | 499,531 | $176.3B | 1.33% | |
| 29 | MLMMartin Marietta Matls Inc | 447,719 | $172.3B | 1.30% | |
| 30 | APDAir Prods & Chems Inc | 684,608 | $171.1B | 1.29% | |
| 31 | IBPInstalled Bldg Prods Inc | 2,005,720 | $169.5B | 1.28% | |
| 32 | CHTRCharter Communications Inc N | 274,028 | $149.5B | 1.13% | |
| 33 | HDHome Depot Inc | 481,987 | $144.3B | 1.09% | |
| 34 | KEYSKeysight Technologies Inc | 894,865 | $141.4B | 1.07% | |
| 35 | FTVFortive Corp | 2,110,734 | $128.6B | 0.97% | |
| 36 | CITCintas Corp | 283,136 | $120.4B | 0.91% | |
| 37 | ALCAlcon AG | 1,431,520 | $113.6B | 0.86% | |
| 38 | NVDANvidia Corporation | 364,608 | $99.5B | 0.75% | |
| 39 | MSCIMSCI Inc | 187,893 | $94.5B | 0.71% | |
| 40 | MCDMcdonalds Corp | 303,214 | $75.0B | 0.57% | |
| 41 | NDSNNordson Corp | 322,861 | $73.3B | 0.55% | |
| 42 | ROSTRoss Stores Inc | 496,942 | $45.0B | 0.34% |