Findlay Park Partners LLP Q1 2024 Filing
Filed April 30, 2024
Portfolio Value
$10898.3T
Holdings
56
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 1,685,410 | $709.1T | 6.51% | |
| 2 | NVDANvidia Corporation | 536,508 | $484.8T | 4.45% | |
| 3 | MAMastercard Incorporated | 706,290 | $340.1T | 3.12% | |
| 4 | BLDTopBuild Corp | 766,307 | $337.7T | 3.10% | |
| 5 | ITGartner Inc | 678,121 | $323.2T | 2.97% | |
| 6 | AJGGallagher Arthur J & Co | 1,290,001 | $322.6T | 2.96% | |
| 7 | LYVLive Nation Entertainment In | 2,929,300 | $309.8T | 2.84% | |
| 8 | TMUST-Mobile US Inc | 1,882,607 | $307.3T | 2.82% | |
| 9 | UNHUnitedhealth Group Inc | 570,026 | $282.0T | 2.59% | |
| 10 | COPConocophillips | 2,153,671 | $274.1T | 2.52% | |
| 11 | EOGEOG Res Inc | 2,137,509 | $273.3T | 2.51% | |
| 12 | SPGIS&P Global Inc | 612,920 | $260.8T | 2.39% | |
| 13 | INTUIntuit | 398,645 | $259.1T | 2.38% | |
| 14 | ACMAecom | 2,561,327 | $251.2T | 2.31% | |
| 15 | ICEIntercontinental Exchange In | 1,750,869 | $240.6T | 2.21% | |
| 16 | MLMMartin Marietta Matls Inc | 390,842 | $240.0T | 2.20% | |
| 17 | MRSHMarsh & Mclennan Cos Inc | 1,164,167 | $239.8T | 2.20% | |
| 18 | WSTWest Pharmaceutical Svsc Inc | 597,106 | $236.3T | 2.17% | |
| 19 | URIUnited Rentals Inc | 324,536 | $234.0T | 2.15% | |
| 20 | FWONALIBERTY MEDIA CORP DEL | 3,562,513 | $233.7T | 2.14% | |
| 21 | CPCANADIAN PACIFIC KANSAS CITY | 2,609,396 | $230.1T | 2.11% | |
| 22 | ACNAccenture PLC Ireland | 648,198 | $224.7T | 2.06% | |
| 23 | WCNWaste Connections Inc | 1,293,458 | $222.5T | 2.04% | |
| 24 | KLACKLA Corp | 302,782 | $211.5T | 1.94% | |
| 25 | SCHWSchwab Charles Corp | 2,868,488 | $207.5T | 1.90% | |
| 26 | APGApi Group Corp | 5,193,748 | $204.0T | 1.87% | |
| 27 | GOOGAlphabet Inc | 1,218,316 | $185.5T | 1.70% | |
| 28 | CNRCanadian Natl Ry Co | 1,370,068 | $180.5T | 1.66% | |
| 29 | TMOThermo Fisher Scientific Inc | 290,120 | $168.6T | 1.55% | |
| 30 | ELVElevance Health Inc | 294,351 | $152.6T | 1.40% | |
| 31 | RGLDRoyal Gold Inc | 1,246,030 | $151.8T | 1.39% | |
| 32 | ADSKAutodesk Inc | 561,599 | $146.3T | 1.34% | |
| 33 | ADIAnalog Devices Inc | 733,018 | $145.0T | 1.33% | |
| 34 | AG8Agilent Technologies Inc | 980,310 | $142.6T | 1.31% | |
| 35 | RHCRH PLC | 1,644,311 | $141.8T | 1.30% | |
| 36 | KEYSKeysight Technologies Inc | 893,352 | $139.7T | 1.28% | |
| 37 | STESteris PLC | 594,452 | $133.6T | 1.23% | |
| 38 | CBRECBRE Group Inc | 1,371,316 | $133.3T | 1.22% | |
| 39 | FERGFerguson PLC New | 589,010 | $128.7T | 1.18% | |
| 40 | CDWCDW Corp | 486,326 | $124.4T | 1.14% | |
| 41 | SHWSherwin Williams Co | 350,112 | $121.6T | 1.12% | |
| 42 | MSCIMSCI Inc | 204,900 | $114.8T | 1.05% | |
| 43 | HLTHilton Worldwide Hldgs Inc | 522,074 | $111.4T | 1.02% | |
| 44 | ABNBAirbnb Inc | 665,914 | $109.8T | 1.01% | |
| 45 | WATWATERS CORP | 303,369 | $104.4T | 0.96% | |
| 46 | ECLEcolab Inc | 451,884 | $104.3T | 0.96% | |
| 47 | POOLPool Corp | 251,975 | $101.7T | 0.93% | |
| 48 | ILMNILLUMINA INC | 729,100 | $100.1T | 0.92% | |
| 49 | ALCAlcon AG | 1,155,534 | $96.2T | 0.88% | |
| 50 | TDYTeledyne Technologies Inc | 223,039 | $95.8T | 0.88% | |
| 51 | MEDPMEDPACE HLDGS INC | 223,300 | $90.2T | 0.83% | |
| 52 | TSCOTractor Supply Co | 245,346 | $64.2T | 0.59% | |
| 53 | BRK/BBerkshire Hathaway Inc Del | 137,636 | $57.9T | 0.53% | |
| 54 | TXNTexas Instrs Inc | 311,631 | $54.3T | 0.50% | |
| 55 | GFLGFL ENVIRONMENTAL INC | 1,034,385 | $35.7T | 0.33% | |
| 56 | FWONALIBERTY MEDIA CORP DEL | 38,274 | $1.7T | 0.02% |