Findlay Park Partners LLP
Institutional investor · Portfolio as of Q3 2021
Top Holdings48 positions
MICROSOFT CORP | 3.4M | $970.7M | 6.7% | $110.12 | +145.70% | 11 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 2.9M | $836.8M | 5.8% | $252.48 | +12.95% | 11 qtrssince 2019-Q1 | Increased 66 |
INTUIT | 1.5M | $787.1M | 5.4% | $246.42 | +111.09% | 10 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC | 293,921 | $783.4M | 5.4% | $73.95 | +78.52% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 174,724 | $574M | 4.0% | $145.41 | +12.96% | 7 qtrssince 2020-Q1 | Increased 77 |
T-MOBILE US INC | 3.9M | $495.6M | 3.4% | $82.91 | +46.52% | 11 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP DEL | 1.5M | $465.6M | 3.2% | $114.55 | +129.67% | 11 qtrssince 2019-Q1 | Increased 59 |
TOPBUILD CORP | 1.9M | $398.2M | 2.7% | $201.92 | +4.84% | 3 qtrssince 2021-Q1 | Increased 66 |
COSTAR GROUP INC | 4.4M | $376.1M | 2.6% | $80.31 | +7.16% | 6 qtrssince 2020-Q2 | Increased 68 |
S&P GLOBAL INC | 881,389 | $374.5M | 2.6% | $285.41 | +35.00% | 7 qtrssince 2020-Q1 | Decreased 0 |
GALLAGHER ARTHUR J & CO | 2.5M | $366.1M | 2.5% | $135.95 | +6.36% | 2 qtrssince 2021-Q2 | Increased 61 |
MASTERCARD INCORPORATED | 1M | $363.7M | 2.5% | $345.77 | -2.38% | 3 qtrssince 2021-Q1 | Increased 78 |
SHERWIN WILLIAMS CO | 1.3M | $358.1M | 2.5% | $208.48 | +28.22% | 11 qtrssince 2019-Q1 | Increased 60 |
CBRE GROUP INC | 3.5M | $339.7M | 2.3% | $68.30 | +44.39% | 6 qtrssince 2020-Q2 | Increased 62 |
WASTE CONNECTIONS INC | 2.5M | $312M | 2.1% | $89.35 | +36.13% | 11 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.9M | $310.7M | 2.1% | $93.19 | +16.43% | 11 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 5.4M | $300.9M | 2.1% | $30.20 | +45.22% | 11 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.1M | $298.9M | 2.1% | $199.51 | +36.80% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALCON AG | 3.6M | $292M | 2.0% | $60.05 | +33.86% | 10 qtrssince 2019-Q2 | Decreased 0 |
MCDONALDS CORP | 1.2M | $285.7M | 2.0% | $159.99 | +38.56% | 8 qtrssince 2019-Q4 | Decreased 0 |
Findlay Park Partners LLP manages $14.5B across 48 positions as of Q3 2021. Top holdings: MSFT (6.7%), ADSK (5.8%), INTU (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 1 new position, exited 5, increased 18, trimmed 29. Top move: MA (INCREASED, conviction 78). Portfolio: $14.5B across 48 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR