Findlay Park Partners LLP Q3 2020 Filing

Filed November 10, 2020

Portfolio Value

$14.5T

Holdings

43

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (43 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
4,624,744$972.7B6.73%
2
TMUST Mobile US Inc
7,134,890$815.9B5.64%
3
INTUIntuit
2,395,911$781.6B5.41%
4
FISVFiserv Inc
7,000,000$721.4B4.99%
5
APDAir Prods & Chems Inc
2,417,742$720.1B4.98%
6
AMZNAmazon Com Inc
200,182$630.3B4.36%
7
FISFidelity Natl Information SV
4,250,000$625.6B4.33%
8
BRK/BBerkshire Hathaway Inc Del
2,860,993$609.2B4.21%
9
DHRDanaher Corporation
2,508,988$540.3B3.74%
10
ADSKAutodesk Inc
2,126,477$491.2B3.40%
11
CMCSAComcast Corp New
9,995,158$462.4B3.20%
12
BDXBecton Dickinson & Co
1,926,867$448.3B3.10%
13
MCDMcdonalds Corp
1,893,000$415.5B2.87%
14
MRSHMarsh & Mclennan Cos Inc
3,619,976$415.2B2.87%
15
GOOGAlphabet Inc
274,483$403.4B2.79%
16
UNHUnitedhealth Group Inc
1,225,000$381.9B2.64%
17
AG8Agilent Technologies Inc
3,725,000$376.0B2.60%
18
CITCintas Corp
981,963$326.8B2.26%
19
TRUTransunion
3,750,000$315.5B2.18%
20
WCNWaste Connections Inc
2,911,783$302.2B2.09%
21
ATVIEURActivison Blizzard Inc
3,702,737$299.7B2.07%
22
TMOThermo Fisher Scientific Inc
618,975$273.3B1.89%
23
SHWSherwin Williams Co
367,920$256.3B1.77%
24
TXNTexas Instrs Inc
1,663,952$237.6B1.64%
25
AEMAgnico Eagle Mines Ltd
2,726,424$217.1B1.50%
26
PYPLPayPal Hldgs Inc
1,015,182$200.0B1.38%
27
ICEIntercontinental Exchange In
1,857,081$185.8B1.29%
28
SCHWSchwab Charles Corp
4,731,802$171.4B1.19%
29
CHTRCharter Communications Inc N
268,273$167.5B1.16%
30
HDHome Depot Inc
598,278$166.1B1.15%
31
JECUSDJacobs Engr Group Inc
1,725,000$160.0B1.11%
32
MLMMartin Marietta Matls Inc
669,511$157.6B1.09%
33
YUSDAlleghany Corp Del
301,582$157.0B1.09%
34
ALCAlcon AG
2,575,000$146.6B1.01%
35
ADIAnalog Devices Inc
1,229,517$143.5B0.99%
36
CSGPCostar Group Inc
162,000$137.5B0.95%
37
SPGIS&P Global Inc
344,853$124.4B0.86%
38
EOGEOG Res Inc
3,363,492$120.9B0.84%
39
NDAQNasdaq Inc
975,000$119.6B0.83%
40
KEYSKeysight Technologies Inc
841,942$83.2B0.58%
41
ICUIICU Med Inc
450,000$82.2B0.57%
42
CBRECBRE Group Inc
1,603,731$75.3B0.52%
43
TRI4EURThomson Reuters Corp.
228,158$18.2B0.13%