Findlay Park Partners LLP Q1 2022 Filing

Filed May 12, 2022

Portfolio Value

$13.2B

Holdings

42

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (42 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
3,321,021$1.0T7732.10%
2
GOOGAlphabet Inc
267,304$746.6B5637.84%
3
ADSKAutodesk Inc
3,444,249$738.3B5575.15%
4
AMZNAmazon Com Inc
221,945$723.5B5463.80%
5
INTUIntuit
1,457,442$700.8B5292.12%
6
DHRDanaher Corporation
2,184,805$640.9B4839.58%
7
ADBEAdobe Systems Incorporated
1,105,997$503.9B3805.35%
8
BLDTopBuild Corp
2,662,089$482.9B3646.48%
9
AJGGallagher Arthur J & Co
2,764,212$482.6B3644.63%
10
SPGIS&P Global Inc
1,062,766$435.9B3291.93%
11
CSGPCostar Group Inc
5,802,931$386.5B2918.94%
12
EOGEOG Res Inc
3,134,460$373.7B2822.19%
13
SHWSherwin Williams Co
1,486,784$371.1B2802.63%
14
ADIAnalog Devices Inc
2,148,520$354.9B2680.01%
15
UNHUnitedhealth Group Inc
683,390$348.5B2631.79%
16
WCNWaste Connections Inc
2,477,408$346.1B2613.56%
17
JECUSDJacobs Engr Group Inc
2,439,437$336.2B2538.69%
18
MAMastercard Incorporated
897,402$320.7B2421.90%
19
MRSHMarsh & Mclennan Cos Inc
1,837,573$313.2B2364.85%
20
TMUST-Mobile US Inc
2,199,196$282.3B2131.56%
21
CBRECBRE Group Inc
2,792,201$255.5B1929.75%
22
POOLPool Corp
538,044$227.5B1718.08%
23
UNPUnion Pac Corp
800,731$218.8B1652.05%
24
TMOThermo Fisher Scientific Inc
359,121$212.1B1601.81%
25
ICEIntercontinental Exchange In
1,389,252$183.5B1386.08%
26
FISVFiserv Inc
1,775,521$180.0B1359.57%
27
TXNTexas Instrs Inc
970,698$178.1B1344.97%
28
BRK/BBerkshire Hathaway Inc Del
499,531$176.3B1331.26%
29
MLMMartin Marietta Matls Inc
447,719$172.3B1301.31%
30
APDAir Prods & Chems Inc
684,608$171.1B1292.00%
31
IBPInstalled Bldg Prods Inc
2,005,720$169.5B1279.71%
32
CHTRCharter Communications Inc N
274,028$149.5B1128.87%
33
HDHome Depot Inc
481,987$144.3B1089.49%
34
KEYSKeysight Technologies Inc
894,865$141.4B1067.51%
35
FTVFortive Corp
2,110,734$128.6B971.19%
36
CITCintas Corp
283,136$120.4B909.54%
37
ALCAlcon AG
1,431,520$113.6B857.57%
38
NVDANvidia Corporation
364,608$99.5B751.28%
39
MSCIMSCI Inc
187,893$94.5B713.53%
40
MCDMcdonalds Corp
303,214$75.0B566.21%
41
NDSNNordson Corp
322,861$73.3B553.64%
42
ROSTRoss Stores Inc
496,942$45.0B339.47%