Findlay Park Partners LLP Q2 2022 Filing
Filed August 9, 2022
Portfolio Value
$10.7T
Holdings
39
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 3,305,131 | $848.9B | 7.92% | |
| 2 | INTUIntuit | 1,890,824 | $728.8B | 6.80% | |
| 3 | GOOGAlphabet Inc | 5,320,500 | $581.9B | 5.43% | |
| 4 | DHRDanaher Corporation | 2,174,351 | $551.2B | 5.14% | |
| 5 | ADBEAdobe Systems Incorporated | 1,500,705 | $549.3B | 5.12% | |
| 6 | AMZNAmazon Com Inc | 4,982,480 | $529.2B | 4.94% | |
| 7 | BLDTopBuild Corp | 2,649,352 | $442.9B | 4.13% | |
| 8 | CSGPCostar Group Inc | 6,874,609 | $415.3B | 3.87% | |
| 9 | AJGGallagher Arthur J & Co | 2,300,320 | $375.0B | 3.50% | |
| 10 | SPGIS&P Global Inc | 1,057,681 | $356.5B | 3.32% | |
| 11 | SHWSherwin Williams Co | 1,479,670 | $331.3B | 3.09% | |
| 12 | EOGEOG Res Inc | 2,879,875 | $318.1B | 2.97% | |
| 13 | ADIAnalog Devices Inc | 2,138,240 | $312.4B | 2.91% | |
| 14 | JECUSDJacobs Engr Group Inc | 2,427,765 | $308.6B | 2.88% | |
| 15 | ADSKAutodesk Inc | 1,650,314 | $283.8B | 2.65% | |
| 16 | MAMastercard Incorporated | 893,108 | $281.8B | 2.63% | |
| 17 | WCNWaste Connections Inc | 2,226,138 | $276.0B | 2.57% | |
| 18 | TMUST-Mobile US Inc | 1,912,673 | $257.3B | 2.40% | |
| 19 | MRSHMarsh & Mclennan Cos Inc | 1,631,453 | $253.3B | 2.36% | |
| 20 | TMOThermo Fisher Scientific Inc | 357,403 | $194.2B | 1.81% | |
| 21 | UNHUnitedhealth Group Inc | 373,394 | $191.8B | 1.79% | |
| 22 | NVDANvidia Corporation | 1,260,863 | $191.1B | 1.78% | |
| 23 | CBRECBRE Group Inc | 2,574,845 | $189.5B | 1.77% | |
| 24 | POOLPool Corp | 535,470 | $188.1B | 1.75% | |
| 25 | UNPUnion Pac Corp | 796,900 | $170.0B | 1.59% | |
| 26 | IBPInstalled Bldg Prods Inc | 1,996,124 | $166.0B | 1.55% | |
| 27 | APDAir Prods & Chems Inc | 681,332 | $163.8B | 1.53% | |
| 28 | KEYSKeysight Technologies Inc | 1,160,437 | $160.0B | 1.49% | |
| 29 | FISVFiserv Inc | 1,767,026 | $157.2B | 1.47% | |
| 30 | TXNTexas Instrs Inc | 966,054 | $148.4B | 1.38% | |
| 31 | BRK/BBerkshire Hathaway Inc Del | 497,141 | $135.7B | 1.27% | |
| 32 | MLMMartin Marietta Matls Inc | 445,577 | $133.3B | 1.24% | |
| 33 | ICEIntercontinental Exchange In | 1,382,605 | $130.0B | 1.21% | |
| 34 | CITCintas Corp | 281,781 | $105.3B | 0.98% | |
| 35 | MCDMcdonalds Corp | 301,763 | $74.5B | 0.69% | |
| 36 | NDSNNordson Corp | 321,316 | $65.0B | 0.61% | |
| 37 | CHTRCharter Communications Inc N | 135,025 | $63.3B | 0.59% | |
| 38 | FTVFortive Corp | 1,077,214 | $58.6B | 0.55% | |
| 39 | ROSTRoss Stores Inc | 494,564 | $34.7B | 0.32% |