Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2020
Top Holdings48 positions
Microsoft Corp. | 4.6M | $941.2M | 7.4% | $110.12 | +75.32% | 6 qtrssince 2019-Q1 | Unchanged 0 |
T-MOBILE US INC | 7.1M | $743.1M | 5.8% | $81.24 | +26.01% | 6 qtrssince 2019-Q1 | Increased 71 |
INTUIT | 2.2M | $638.6M | 5.0% | $239.05 | +18.55% | 5 qtrssince 2019-Q2 | Unchanged 0 |
Air Products & Chemicals, Inc. | 2.4M | $583.8M | 4.6% | $163.91 | +26.67% | 6 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 4.3M | $569.9M | 4.5% | $100.49 | +16.27% | 6 qtrssince 2019-Q1 | Increased 63 |
Amazon.com, Inc. | 200,182 | $552.3M | 4.3% | $113.40 | +21.64% | 2 qtrssince 2020-Q1 | Increased 85 |
FISERV INC | 5.4M | $524.7M | 4.1% | $90.65 | +7.01% | 6 qtrssince 2019-Q1 | Unchanged 0 |
BECTON DICKINSON & CO | 2.2M | $518M | 4.0% | $169.78 | -2.85% | 6 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 2.9M | $510.7M | 4.0% | $199.51 | -10.53% | 6 qtrssince 2019-Q1 | Unchanged 0 |
Danaher Corporation | 2.8M | $489.8M | 3.8% | $112.95 | +34.74% | 6 qtrssince 2019-Q1 | Decreased 0 |
Autodesk Inc | 2M | $468M | 3.7% | $236.35 | +1.20% | 6 qtrssince 2019-Q1 | Increased 94 |
COMCAST CORP NEW | 10M | $389.6M | 3.0% | $31.51 | -1.52% | 6 qtrssince 2019-Q1 | Decreased 0 |
McDonald's Corp. | 2M | $373.6M | 2.9% | $159.99 | +0.74% | 3 qtrssince 2019-Q4 | Increased 87 |
AGILENT TECHNOLOGIES INC | 4.1M | $364.5M | 2.8% | $74.29 | +14.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 247,983 | $350.6M | 2.7% | $57.95 | +20.83% | 6 qtrssince 2019-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 3.6M | $341.9M | 2.7% | $84.28 | +6.51% | 6 qtrssince 2019-Q1 | Unchanged 0 |
Marsh & McLennan Companies, Inc. | 2.7M | $291.7M | 2.3% | $82.65 | +17.80% | 6 qtrssince 2019-Q1 | Unchanged 0 |
ACTIVISION BLIZZARD INC | 3.7M | $281M | 2.2% | — | — | 2 qtrssince 2020-Q1 | Increased 63 |
Thermo Fisher Scientific Inc | 650,000 | $235.5M | 1.8% | $268.25 | +32.82% | 6 qtrssince 2019-Q1 | Decreased 0 |
Cintas Corporation | 832,005 | $221.6M | 1.7% | $59.65 | +4.19% | 3 qtrssince 2019-Q4 | Increased 79 |
Findlay Park Partners LLP manages $12.8B across 48 positions as of Q2 2020. Top holdings: MSFT (7.4%), TMUS (5.8%), INTU (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 4 new positions, exited 4, increased 11, trimmed 16. Top move: ADSK (INCREASED, conviction 94). Portfolio: $12.8B across 48 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
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