Findlay Park Partners LLP Q3 2022 Filing
Filed November 10, 2022
Portfolio Value
$10.1T
Holdings
40
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 3,145,131 | $732.5B | 7.25% | |
| 2 | INTUIntuit | 1,738,824 | $673.5B | 6.67% | |
| 3 | AMZNAmazon Com Inc | 4,982,480 | $563.0B | 5.58% | |
| 4 | DHRDanaher Corporation | 1,773,404 | $458.1B | 4.54% | |
| 5 | EOGEOG Res Inc | 4,065,758 | $454.3B | 4.50% | |
| 6 | BLDTopBuild Corp | 2,649,352 | $436.6B | 4.32% | |
| 7 | ADBEAdobe Systems Incorporated | 1,500,705 | $413.0B | 4.09% | |
| 8 | CSGPCostar Group Inc | 5,307,777 | $369.7B | 3.66% | |
| 9 | FERGFerguson PLC New | 3,384,941 | $348.4B | 3.45% | |
| 10 | AJGGallagher Arthur J & Co | 2,024,322 | $346.6B | 3.43% | |
| 11 | BRK/BBerkshire Hathaway Inc Del | 1,165,377 | $311.2B | 3.08% | |
| 12 | ADIAnalog Devices Inc | 2,138,240 | $297.9B | 2.95% | |
| 13 | SPGIS&P Global Inc | 922,049 | $281.5B | 2.79% | |
| 14 | JJacobs Solutions Inc | 2,427,765 | $263.4B | 2.61% | |
| 15 | MAMastercard Incorporated | 893,108 | $253.9B | 2.51% | |
| 16 | ADSKAutodesk Inc | 1,327,314 | $247.9B | 2.46% | |
| 17 | MRSHMarsh & Mclennan Cos Inc | 1,631,453 | $243.6B | 2.41% | |
| 18 | GOOGAlphabet Inc | 2,422,380 | $232.9B | 2.31% | |
| 19 | TMUST-Mobile US Inc | 1,694,028 | $227.3B | 2.25% | |
| 20 | WCNWaste Connections Inc | 1,644,398 | $222.2B | 2.20% | |
| 21 | SHWSherwin Williams Co | 1,055,702 | $216.2B | 2.14% | |
| 22 | NVDANvidia Corporation | 1,606,863 | $195.1B | 1.93% | |
| 23 | KEYSKeysight Technologies Inc | 1,160,437 | $182.6B | 1.81% | |
| 24 | CBRECBRE Group Inc | 2,574,845 | $173.8B | 1.72% | |
| 25 | MLMMartin Marietta Matls Inc | 531,111 | $171.1B | 1.69% | |
| 26 | POOLPool Corp | 535,470 | $170.4B | 1.69% | |
| 27 | IBPInstalled Bldg Prods Inc | 1,996,124 | $161.7B | 1.60% | |
| 28 | ICEIntercontinental Exchange In | 1,744,081 | $157.6B | 1.56% | |
| 29 | UNPUnion Pac Corp | 796,900 | $155.3B | 1.54% | |
| 30 | UNHUnitedhealth Group Inc | 301,194 | $152.1B | 1.51% | |
| 31 | TXNTexas Instrs Inc | 966,054 | $149.5B | 1.48% | |
| 32 | ITGartner Inc | 525,000 | $145.3B | 1.44% | |
| 33 | TMOThermo Fisher Scientific Inc | 223,365 | $113.3B | 1.12% | |
| 34 | APDAir Prods & Chems Inc | 482,432 | $112.3B | 1.11% | |
| 35 | FISVFiserv Inc | 1,173,764 | $109.8B | 1.09% | |
| 36 | CITCintas Corp | 281,781 | $109.4B | 1.08% | |
| 37 | TDYTeledyne Technologies Inc | 200,970 | $67.8B | 0.67% | |
| 38 | FTVFortive Corp | 1,077,214 | $62.8B | 0.62% | |
| 39 | FWONALiberty Media Corp Del | 997,151 | $58.3B | 0.58% | |
| 40 | NDSNNordson Corp | 268,483 | $57.0B | 0.56% |