Findlay Park Partners LLP
Institutional investor · Portfolio as of Q1 2021
Top Holdings51 positions
T-MOBILE US INC | 7.1M | $892.3M | 6.2% | $82.91 | +43.68% | 9 qtrssince 2019-Q1 | Increased 66 |
Microsoft Corporation | 3.8M | $886.3M | 6.2% | $110.12 | +104.61% | 9 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 386,861 | $800.3M | 5.6% | $73.95 | +38.56% | 9 qtrssince 2019-Q1 | Increased 86 |
Intuit Inc. | 1.9M | $727.2M | 5.1% | $245.28 | +49.49% | 8 qtrssince 2019-Q2 | Decreased 0 |
FISERV INC | 5.8M | $690.1M | 4.8% | $93.19 | +27.74% | 9 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 2.2M | $599M | 4.2% | $238.79 | +16.07% | 9 qtrssince 2019-Q1 | Decreased 0 |
Comcast Corporation | 9.7M | $524.4M | 3.6% | $30.20 | +39.25% | 9 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 1.9M | $496.9M | 3.5% | $199.51 | +28.05% | 9 qtrssince 2019-Q1 | Decreased 0 |
Air Products and Chemicals, Inc. | 1.7M | $476.4M | 3.3% | $160.45 | +52.80% | 9 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 3.3M | $465.5M | 3.2% | $97.54 | +25.36% | 9 qtrssince 2019-Q1 | Decreased 0 |
Marsh & McLennan Companies, Inc. | 3.6M | $438.9M | 3.0% | $89.06 | +24.84% | 9 qtrssince 2019-Q1 | Increased 61 |
Becton, Dickinson and Company | 1.7M | $423.7M | 2.9% | $169.78 | -0.26% | 9 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Incorporated | 1.1M | $412.2M | 2.9% | $252.29 | +33.77% | 6 qtrssince 2019-Q4 | Decreased 0 |
WASTE MGMT INC DEL | 3.7M | $403M | 2.8% | $89.35 | +16.35% | 9 qtrssince 2019-Q1 | Increased 69 |
Danaher Corporation | 1.5M | $348.8M | 2.4% | $112.95 | +71.96% | 9 qtrssince 2019-Q1 | Decreased 0 |
S&P Global, Inc. | 906,679 | $319.9M | 2.2% | $285.41 | +11.70% | 5 qtrssince 2020-Q1 | Increased 69 |
Home Depot, Inc. | 992,367 | $302.9M | 2.1% | $221.99 | +19.90% | 5 qtrssince 2020-Q1 | Increased 70 |
COSTAR GROUP INC | 357,365 | $293.7M | 2.0% | $78.55 | +4.63% | 4 qtrssince 2020-Q2 | Increased 79 |
McDonald's Corporation | 1.2M | $273.2M | 1.9% | $157.33 | +25.42% | 6 qtrssince 2019-Q4 | Decreased 0 |
ALCON AG | 3.7M | $262M | 1.8% | $59.65 | +15.42% | 8 qtrssince 2019-Q2 | Decreased 0 |
Findlay Park Partners LLP manages $14.4B across 51 positions as of Q1 2021. Top holdings: TMUS (6.2%), MSFT (6.2%), GOOG (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added ADBE, POOL, COO and 6 more; exited TRU, SCHW and NDAQ; increased 17, led by SHW (+670,501 shares); trimmed 25, led by A (−1.6M shares). Top move: GOOG (INCREASED, conviction 86). Portfolio: $14.4B across 51 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR