Findlay Park Partners LLP Q2 2021 Filing
Filed August 9, 2021
Portfolio Value
$14.7T
Holdings
52
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 3,670,326 | $994.3B | 6.77% | |
| 2 | ADSKAutodesk Inc | 2,804,587 | $818.7B | 5.57% | |
| 3 | INTUIntuit | 1,631,378 | $799.7B | 5.44% | |
| 4 | GOOGAlphabet Inc | 309,713 | $776.2B | 5.28% | |
| 5 | TMUST-Mobile US Inc | 4,971,160 | $720.0B | 4.90% | |
| 6 | FISVFiserv Inc | 5,660,435 | $605.0B | 4.12% | |
| 7 | FISFidelity Natl Information SV | 3,232,728 | $458.0B | 3.12% | |
| 8 | AMZNAmazon Com Inc | 126,605 | $435.5B | 2.96% | |
| 9 | APDAir Prods & Chems Inc | 1,488,970 | $428.3B | 2.91% | |
| 10 | DHRDanaher Corporation | 1,512,911 | $406.0B | 2.76% | |
| 11 | SPGIS&P Global Inc | 885,284 | $363.4B | 2.47% | |
| 12 | UNHUnitedhealth Group Inc | 888,265 | $355.7B | 2.42% | |
| 13 | SHWSherwin Williams Co | 1,166,604 | $317.8B | 2.16% | |
| 14 | BLDTopBuild Corp | 1,564,628 | $309.5B | 2.11% | |
| 15 | CMCSAComcast Corp New | 5,403,192 | $308.1B | 2.10% | |
| 16 | AJGGallagher Arthur J & Co | 2,187,330 | $306.4B | 2.08% | |
| 17 | BRK/BBerkshire Hathaway Inc Del | 1,099,911 | $305.7B | 2.08% | |
| 18 | CHTRCharter Communications Inc N | 412,005 | $297.2B | 2.02% | |
| 19 | WCNWaste Connections Inc | 2,488,355 | $297.2B | 2.02% | |
| 20 | MRSHMarsh & Mclennan Cos Inc | 2,109,200 | $296.7B | 2.02% | |
| 21 | CSGPCostar Group Inc | 3,347,610 | $277.2B | 1.89% | |
| 22 | MCDMcdonalds Corp | 1,190,164 | $274.9B | 1.87% | |
| 23 | CBRECBRE Group Inc | 3,057,204 | $262.1B | 1.78% | |
| 24 | KEYSKeysight Technologies Inc | 1,673,628 | $258.4B | 1.76% | |
| 25 | ALCAlcon AG | 3,644,565 | $256.1B | 1.74% | |
| 26 | BDXBecton Dickinson & Co | 1,051,113 | $255.6B | 1.74% | |
| 27 | JECUSDJacobs Engr Group Inc | 1,858,522 | $248.0B | 1.69% | |
| 28 | ADBEAdobe Systems Incorporated | 415,539 | $243.4B | 1.66% | |
| 29 | MAMastercard Incorporated | 647,774 | $236.5B | 1.61% | |
| 30 | COOCooper Cos Inc | 567,709 | $225.0B | 1.53% | |
| 31 | UNPUnion Pac Corp | 1,003,620 | $220.7B | 1.50% | |
| 32 | CITCintas Corp | 538,486 | $205.7B | 1.40% | |
| 33 | HDHome Depot Inc | 613,036 | $195.5B | 1.33% | |
| 34 | TMOThermo Fisher Scientific Inc | 360,708 | $182.0B | 1.24% | |
| 35 | AEMAgnico Eagle Mines Ltd | 2,276,171 | $137.6B | 0.94% | |
| 36 | ICUIICU Med Inc | 655,299 | $134.9B | 0.92% | |
| 37 | FTVFortive Corp | 1,797,827 | $125.4B | 0.85% | |
| 38 | IBPInstalled Bldg Prods Inc | 937,048 | $114.7B | 0.78% | |
| 39 | POOLPool Corp | 248,078 | $113.8B | 0.77% | |
| 40 | EOGEOG Res Inc | 1,333,492 | $111.3B | 0.76% | |
| 41 | ICEIntercontinental Exchange In | 929,348 | $110.3B | 0.75% | |
| 42 | TRI4EURThomson Reuters Corp. | 1,036,309 | $102.9B | 0.70% | |
| 43 | MSCIMSCI Inc | 188,723 | $100.6B | 0.68% | |
| 44 | MLMMartin Marietta Matls Inc | 269,474 | $94.8B | 0.65% | |
| 45 | ATVIEURActivision Blizzard Inc | 988,935 | $94.4B | 0.64% | |
| 46 | ADIAnalog Devices Inc | 491,838 | $84.7B | 0.58% | |
| 47 | NKENike Inc | 532,139 | $82.2B | 0.56% | |
| 48 | TSCOTractor Supply Co | 433,748 | $80.7B | 0.55% | |
| 49 | PYPLPayPal Hldgs Inc | 275,740 | $80.4B | 0.55% | |
| 50 | TXNTexas Instrs Inc | 407,305 | $78.3B | 0.53% | |
| 51 | NDSNNordson Corp | 324,443 | $71.2B | 0.48% | |
| 52 | YUSDAlleghany Corp MD | 55,924 | $37.3B | 0.25% |