Findlay Park Partners LLP
Institutional investor · Portfolio as of Q4 2020
Top Holdings45 positions
MICROSOFT CORP | 4.3M | $948.7M | 6.6% | $110.12 | +92.58% | 8 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 6.7M | $897.4M | 6.2% | $81.24 | +58.50% | 8 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 2.4M | $895M | 6.2% | $246.42 | +48.00% | 7 qtrssince 2019-Q2 | Decreased 0 |
AUTODESK INC | 2.2M | $677.3M | 4.7% | $238.79 | +27.87% | 8 qtrssince 2019-Q1 | Increased 62 |
FISERV INC | 5.9M | $675.1M | 4.7% | $93.66 | +20.53% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 170,814 | $556.3M | 3.9% | $113.40 | +43.60% | 4 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2.3M | $535M | 3.7% | $199.51 | +16.22% | 8 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 10M | $523.7M | 3.6% | $31.51 | +30.95% | 8 qtrssince 2019-Q1 | Unchanged 0 |
FIDELITY NATL INFORMATION SV | 3.4M | $483.1M | 3.4% | $100.49 | +24.26% | 8 qtrssince 2019-Q1 | Decreased 0 |
AIR PRODS & CHEMS INC | 1.7M | $477.2M | 3.3% | $163.91 | +45.39% | 8 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 1.8M | $449.7M | 3.1% | $169.78 | +2.30% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 256,023 | $448.5M | 3.1% | $59.38 | +46.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.1M | $400.7M | 2.8% | $255.17 | +24.62% | 5 qtrssince 2019-Q4 | Decreased 0 |
MARSH & MCLENNAN COS INC | 3.4M | $395.1M | 2.7% | $88.09 | +21.43% | 8 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORPORATION | 1.8M | $391.6M | 2.7% | $112.95 | +69.55% | 8 qtrssince 2019-Q1 | Decreased 0 |
MCDONALDS CORP | 1.8M | $386.5M | 2.7% | $159.99 | +17.97% | 5 qtrssince 2019-Q4 | Decreased 0 |
TRANSUNION | 3.5M | $347.1M | 2.4% | $77.92 | -15.97% | 7 qtrssince 2019-Q2 | Decreased 0 |
ACTIVISION BLIZZARD INC | 3.5M | $328.8M | 2.3% | — | — | 4 qtrssince 2020-Q1 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 2.5M | $298.5M | 2.1% | $74.29 | +53.25% | 8 qtrssince 2019-Q1 | Decreased 0 |
WASTE CONNECTIONS INC | 2.8M | $284.2M | 2.0% | $84.28 | +16.92% | 8 qtrssince 2019-Q1 | Decreased 0 |
Findlay Park Partners LLP manages $14.4B across 45 positions as of Q4 2020. Top holdings: MSFT (6.6%), TMUS (6.2%), INTU (6.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 2 new positions, increased 8, trimmed 34. Top move: ADSK (INCREASED, conviction 62). Portfolio: $14.4B across 45 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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