Findlay Park Partners LLP Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$10.4B
Holdings
48
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 4,624,744 | $729.4B | 7014.59% | |
| 2 | BDXBecton Dickinson & Co | 2,706,348 | $621.8B | 5980.44% | |
| 3 | TMUST Mobile US Inc | 6,267,890 | $525.9B | 5057.54% | |
| 4 | BRK/BBerkshire Hathaway Inc Del | 2,860,993 | $523.1B | 5030.60% | |
| 5 | FISVFiserv Inc | 5,375,000 | $510.6B | 4910.34% | |
| 6 | APDAir Prods & Chems Inc | 2,520,000 | $503.0B | 4837.70% | |
| 7 | INTUIntuit | 2,156,069 | $495.9B | 4769.21% | |
| 8 | FISFidelity Natl Information SV | 3,986,715 | $484.9B | 4663.88% | |
| 9 | DHRDanaher Corporation | 3,420,000 | $473.4B | 4552.49% | |
| 10 | CMCSAComcast Corp New | 11,694,457 | $402.1B | 3866.71% | |
| 11 | AG8Agilent Technologies Inc | 4,500,000 | $322.3B | 3099.58% | |
| 12 | GOOGAlphabet Inc | 248,939 | $289.5B | 2783.93% | |
| 13 | WCNWaste Connections Inc | 3,645,521 | $282.5B | 2717.17% | |
| 14 | UNHUnitedhealth Group Inc | 975,000 | $243.1B | 2338.42% | |
| 15 | AMZNAmazon Com Inc | 121,412 | $236.7B | 2276.61% | |
| 16 | MRSHMarsh & Mclennan Cos Inc | 2,717,050 | $234.9B | 2259.27% | |
| 17 | TMOThermo Fisher Scientific Inc | 756,273 | $214.5B | 2062.72% | |
| 18 | NDAQNasdaq Inc | 2,090,384 | $198.5B | 1908.87% | |
| 19 | SCHWSchwab Charles Corp | 5,795,969 | $194.9B | 1874.04% | |
| 20 | DEDeere & Co | 1,394,572 | $192.7B | 1853.02% | |
| 21 | ATVIEURActivison Blizzard Inc | 3,146,398 | $187.1B | 1799.87% | |
| 22 | EOGEOG Res Inc | 4,823,542 | $173.3B | 1666.32% | |
| 23 | MAMastercard Inc | 700,000 | $169.1B | 1626.22% | |
| 24 | YUSDAlleghany Corp Del | 301,582 | $166.6B | 1602.05% | |
| 25 | ICEIntercontinental Exchange In | 1,857,081 | $150.0B | 1442.21% | |
| 26 | SHWSherwin Williams Co | 302,920 | $139.2B | 1338.72% | |
| 27 | KOCoca Cola Co | 3,139,670 | $138.9B | 1336.14% | |
| 28 | MCDMcdonalds Corp | 840,000 | $138.9B | 1335.79% | |
| 29 | JECUSDJacobs Engr Group Inc | 1,725,000 | $136.7B | 1315.09% | |
| 30 | ALCAlcon Inc | 2,575,000 | $130.9B | 1258.55% | |
| 31 | AEMAgnico Eagle Mines Ltd | 2,726,424 | $108.5B | 1043.33% | |
| 32 | TXNTexas Instrs Inc | 1,078,214 | $107.7B | 1036.23% | |
| 33 | ICUIICU Med Inc | 450,000 | $90.8B | 873.23% | |
| 34 | TRUTransunion | 1,325,000 | $87.7B | 843.34% | |
| 35 | AONAON PLC | 530,928 | $87.6B | 842.71% | |
| 36 | TELTE Connectivity Ltd | 1,328,015 | $83.6B | 804.38% | |
| 37 | ADIAnalog Devices Inc | 888,294 | $79.6B | 765.89% | |
| 38 | UNPUnion Pac Corp | 455,021 | $64.2B | 617.20% | |
| 39 | IEXIdex Corp | 460,000 | $63.5B | 611.00% | |
| 40 | PBProsperity Bancshares Inc | 1,276,415 | $61.6B | 592.30% | |
| 41 | COOCooper Cos Inc | 222,748 | $61.4B | 590.55% | |
| 42 | SPGIS&P Global Inc | 239,102 | $58.6B | 563.50% | |
| 43 | ELVAnthem Inc | 250,000 | $56.8B | 545.88% | |
| 44 | MLMMartin Marietta Matls Inc | 273,141 | $51.7B | 497.08% | |
| 45 | CITCintas Corp | 255,160 | $44.2B | 425.08% | |
| 46 | HDHome Depot Inc | 223,278 | $41.7B | 400.93% | |
| 47 | KEYSKeysight Technologies Inc | 334,847 | $28.0B | 269.48% | |
| 48 | ADSKAutodesk Inc | 66,477 | $10.4B | 99.80% |