Findlay Park Partners LLP Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$14.4T
Holdings
51
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-Mobile US Inc | 7,122,130 | $892.3B | 6.20% | |
| 2 | MSFTMicrosoft Corp | 3,759,028 | $886.3B | 6.16% | |
| 3 | GOOGAlphabet Inc | 386,861 | $800.3B | 5.56% | |
| 4 | INTUIntuit | 1,898,312 | $727.2B | 5.05% | |
| 5 | FISVFiserv Inc | 5,797,235 | $690.1B | 4.79% | |
| 6 | ADSKAutodesk Inc | 2,161,283 | $599.0B | 4.16% | |
| 7 | CMCSAComcast Corp New | 9,690,490 | $524.4B | 3.64% | |
| 8 | BRK/BBerkshire Hathaway Inc Del | 1,945,066 | $496.9B | 3.45% | |
| 9 | APDAir Prods & Chems Inc | 1,693,212 | $476.4B | 3.31% | |
| 10 | FISFidelity Natl Information SV | 3,310,855 | $465.5B | 3.23% | |
| 11 | MRSHMarsh & Mclennan Cos Inc | 3,603,304 | $438.9B | 3.05% | |
| 12 | BDXBecton Dickinson & Co | 1,742,496 | $423.7B | 2.94% | |
| 13 | UNHUnitedhealth Group Inc | 1,107,786 | $412.2B | 2.86% | |
| 14 | WCNWaste Connections Inc | 3,732,042 | $403.0B | 2.80% | |
| 15 | DHRDanaher Corporation | 1,549,475 | $348.8B | 2.42% | |
| 16 | SPGIS&P Global Inc | 906,679 | $319.9B | 2.22% | |
| 17 | HDHome Depot Inc | 992,367 | $302.9B | 2.10% | |
| 18 | CSGPCostar Group Inc | 357,365 | $293.7B | 2.04% | |
| 19 | MCDMcdonalds Corp | 1,218,928 | $273.2B | 1.90% | |
| 20 | ALCAlcon AG | 3,732,646 | $262.0B | 1.82% | |
| 21 | SHWSherwin Williams Co | 1,021,815 | $251.4B | 1.75% | |
| 22 | JECUSDJacobs Engr Group Inc | 1,903,439 | $246.1B | 1.71% | |
| 23 | UNPUnion Pac Corp | 1,027,876 | $226.6B | 1.57% | |
| 24 | AMZNAmazon Com Inc | 72,945 | $225.7B | 1.57% | |
| 25 | CHTRCharter Communications Inc N | 360,841 | $222.6B | 1.55% | |
| 26 | MLMMartin Marietta Matls Inc | 605,450 | $203.3B | 1.41% | |
| 27 | EOGEOG Res Inc | 2,668,776 | $193.6B | 1.34% | |
| 28 | CITCintas Corp | 551,500 | $188.2B | 1.31% | |
| 29 | KEYSKeysight Technologies Inc | 1,287,889 | $184.7B | 1.28% | |
| 30 | CBRECBRE Group Inc | 2,186,404 | $173.0B | 1.20% | |
| 31 | TMOThermo Fisher Scientific Inc | 369,426 | $168.6B | 1.17% | |
| 32 | YUSDAlleghany Corp Del | 258,160 | $161.7B | 1.12% | |
| 33 | ADBEAdobe Systems Incorporated | 329,554 | $156.7B | 1.09% | |
| 34 | TSCOTractor Supply Co | 780,463 | $138.2B | 0.96% | |
| 35 | ICUIICU Med Inc | 671,136 | $137.9B | 0.96% | |
| 36 | TXNTexas Instrs Inc | 690,323 | $130.5B | 0.91% | |
| 37 | TRI4EURThomson Reuters Corp. | 1,467,555 | $128.5B | 0.89% | |
| 38 | ADIAnalog Devices Inc | 803,297 | $124.6B | 0.87% | |
| 39 | AG8Agilent Technologies Inc | 951,827 | $121.0B | 0.84% | |
| 40 | POOLPool Corp | 343,026 | $118.4B | 0.82% | |
| 41 | COOCooper Cos Inc | 303,254 | $116.5B | 0.81% | |
| 42 | ICEIntercontinental Exchange In | 951,808 | $106.3B | 0.74% | |
| 43 | ATVIEURActivision Blizzard Inc | 1,012,835 | $94.2B | 0.65% | |
| 44 | AEMAgnico Eagle Mines Ltd | 1,535,462 | $88.8B | 0.62% | |
| 45 | MSCIMSCI Inc | 192,000 | $80.5B | 0.56% | |
| 46 | MAMastercard Incorporated | 225,870 | $80.4B | 0.56% | |
| 47 | NKENike Inc | 545,000 | $72.4B | 0.50% | |
| 48 | PYPLPayPal Hldgs Inc | 282,403 | $68.6B | 0.48% | |
| 49 | BLDTopBuild Corp | 291,700 | $61.1B | 0.42% | |
| 50 | NDSNNordson Corp | 277,852 | $55.2B | 0.38% | |
| 51 | FTVFortive Corp | 490,729 | $34.7B | 0.24% |