Findlay Park Partners LLP Q4 2020 Filing
Filed February 11, 2021
Portfolio Value
$14.4T
Holdings
45
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 4,265,212 | $948.7B | 6.58% | |
| 2 | TMUST-Mobile US Inc | 6,655,050 | $897.4B | 6.23% | |
| 3 | INTUIntuit | 2,356,249 | $895.0B | 6.21% | |
| 4 | ADSKAutodesk Inc | 2,218,052 | $677.3B | 4.70% | |
| 5 | FISVFiserv Inc | 5,929,120 | $675.1B | 4.68% | |
| 6 | AMZNAmazon Com Inc | 170,814 | $556.3B | 3.86% | |
| 7 | BRK/BBerkshire Hathaway Inc Del | 2,307,254 | $535.0B | 3.71% | |
| 8 | CMCSAComcast Corp New | 9,995,158 | $523.7B | 3.63% | |
| 9 | FISFidelity Natl Information SV | 3,414,948 | $483.1B | 3.35% | |
| 10 | APDAir Prods & Chems Inc | 1,746,448 | $477.2B | 3.31% | |
| 11 | BDXBecton Dickinson & Co | 1,797,280 | $449.7B | 3.12% | |
| 12 | GOOGAlphabet Inc | 256,023 | $448.5B | 3.11% | |
| 13 | UNHUnitedhealth Group Inc | 1,142,615 | $400.7B | 2.78% | |
| 14 | MRSHMarsh & Mclennan Cos Inc | 3,376,525 | $395.1B | 2.74% | |
| 15 | DHRDanaher Corporation | 1,763,050 | $391.6B | 2.72% | |
| 16 | MCDMcdonalds Corp | 1,801,259 | $386.5B | 2.68% | |
| 17 | TRUTransunion | 3,497,804 | $347.1B | 2.41% | |
| 18 | ATVIEURActivision Blizzard Inc | 3,540,689 | $328.8B | 2.28% | |
| 19 | AG8Agilent Technologies Inc | 2,518,953 | $298.5B | 2.07% | |
| 20 | WCNWaste Connections Inc | 2,770,669 | $284.2B | 1.97% | |
| 21 | TMOThermo Fisher Scientific Inc | 562,968 | $262.2B | 1.82% | |
| 22 | SHWSherwin Williams Co | 351,314 | $258.2B | 1.79% | |
| 23 | ALCAlcon AG | 3,850,000 | $254.0B | 1.76% | |
| 24 | EOGEOG Res Inc | 4,640,336 | $231.4B | 1.61% | |
| 25 | SPGIS&P Global Inc | 661,718 | $217.5B | 1.51% | |
| 26 | SCHWSchwab Charles Corp | 3,721,271 | $197.4B | 1.37% | |
| 27 | CSGPCostar Group Inc | 211,106 | $195.1B | 1.35% | |
| 28 | HDHome Depot Inc | 718,941 | $191.0B | 1.32% | |
| 29 | MLMMartin Marietta Matls Inc | 624,486 | $177.3B | 1.23% | |
| 30 | JECUSDJacobs Engr Group Inc | 1,608,989 | $175.3B | 1.22% | |
| 31 | TXNTexas Instrs Inc | 1,054,557 | $173.1B | 1.20% | |
| 32 | YUSDAlleghany Corp Del | 281,299 | $169.8B | 1.18% | |
| 33 | CHTRCharter Communications Inc N | 250,231 | $165.5B | 1.15% | |
| 34 | CITCintas Corp | 449,838 | $159.0B | 1.10% | |
| 35 | ICEIntercontinental Exchange In | 1,326,473 | $152.9B | 1.06% | |
| 36 | PYPLPayPal Hldgs Inc | 580,351 | $135.9B | 0.94% | |
| 37 | ADIAnalog Devices Inc | 828,553 | $122.4B | 0.85% | |
| 38 | UNPUnion Pac Corp | 559,512 | $116.5B | 0.81% | |
| 39 | ICUIICU Med Inc | 528,825 | $113.4B | 0.79% | |
| 40 | AEMAgnico Eagle Mines Ltd | 1,574,671 | $111.0B | 0.77% | |
| 41 | KEYSKeysight Technologies Inc | 785,319 | $103.7B | 0.72% | |
| 42 | CBRECBRE Group Inc | 1,495,876 | $93.8B | 0.65% | |
| 43 | TRI4EURThomson Reuters Corp. | 1,000,000 | $81.9B | 0.57% | |
| 44 | NDAQNasdaq Inc | 615,312 | $81.7B | 0.57% | |
| 45 | TSCOTractor Supply Co | 535,000 | $75.2B | 0.52% |