Findlay Park Partners LLP
Institutional investor · Portfolio as of Q2 2022
Top Holdings39 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.3M | $848.9M | 7.9% | $110.82 | +128.23% | 14 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 1.9M | $728.8M | 6.8% | $310.23 | +22.48% | 13 qtrssince 2019-Q2 | Increased 78 |
ALPHABET INC-CL C | 266,025 | $581.9M | 5.4% | $81.64 | +36.48% | 14 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 2.2M | $551.2M | 5.1% | $163.16 | +35.08% | 14 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 1.5M | $549.3M | 5.1% | $460.93 | -20.05% | 6 qtrssince 2021-Q1 | Increased 80 |
AMAZON.COM INC | 5M | $529.2M | 4.9% | $110.76 | -1.66% | 10 qtrssince 2020-Q1 | Increased 94 |
TOPBUILD COR | 2.6M | $442.9M | 4.1% | $214.50 | -22.41% | 6 qtrssince 2021-Q1 | Decreased 0 |
COSTAR GROUP INC | 6.9M | $415.3M | 3.9% | $78.59 | -23.39% | 9 qtrssince 2020-Q2 | Increased 68 |
ARTHUR J GALLAGHER & CO | 2.3M | $375M | 3.5% | $138.81 | +13.72% | 5 qtrssince 2021-Q2 | Decreased 0 |
S&P GLOBAL INC | 1.1M | $356.5M | 3.3% | $322.11 | +0.91% | 10 qtrssince 2020-Q1 | Decreased 0 |
SHERWIN-WILLIAMS CO/THE | 1.5M | $331.3M | 3.1% | $234.57 | -6.93% | 14 qtrssince 2019-Q1 | Decreased 0 |
EOG RESOURCES INC | 2.9M | $318.1M | 3.0% | $69.65 | +33.39% | 14 qtrssince 2019-Q1 | Decreased 0 |
ANALOG DEVICES INC | 2.1M | $312.4M | 2.9% | $141.01 | -3.13% | 14 qtrssince 2019-Q1 | Decreased 0 |
| 2.4M | $308.6M | 2.9% | $54.27 | — | 11 qtrssince 2019-Q4 | Decreased 0 | |
AUTODESK INC | 1.7M | $283.8M | 2.6% | $251.01 | -29.54% | 14 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 893,108 | $281.8M | 2.6% | $350.59 | -10.01% | 6 qtrssince 2021-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 2.2M | $276M | 2.6% | $89.35 | +34.73% | 14 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 1.9M | $257.3M | 2.4% | $83.81 | +54.90% | 14 qtrssince 2019-Q1 | Decreased 0 |
MARSH & MCLENNAN COS | 1.6M | $253.3M | 2.4% | $89.58 | +61.91% | 14 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 357,403 | $194.2M | 1.8% | $268.99 | +97.26% | 14 qtrssince 2019-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $10.7B across 39 positions as of Q2 2022. Top holdings: MSFT (7.9%), INTU (6.8%), GOOG (5.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Exited 3, increased 6, trimmed 33. Top move: AMZN (INCREASED, conviction 94). Portfolio: $10.7B across 39 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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