Findlay Park Partners LLP Q1 2024 Filing
Filed April 30, 2024
Portfolio Value
$10.9B
Holdings
56
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 1,685,410 | $709.1B | 6506.37% | |
| 2 | NVDANvidia Corporation | 536,508 | $484.8B | 4448.09% | |
| 3 | MAMastercard Incorporated | 706,290 | $340.1B | 3120.92% | |
| 4 | BLDTopBuild Corp | 766,307 | $337.7B | 3098.95% | |
| 5 | ITGartner Inc | 678,121 | $323.2B | 2965.95% | |
| 6 | AJGGallagher Arthur J & Co | 1,290,001 | $322.6B | 2959.64% | |
| 7 | LYVLive Nation Entertainment In | 2,929,300 | $309.8B | 2842.93% | |
| 8 | TMUST-Mobile US Inc | 1,882,607 | $307.3B | 2819.51% | |
| 9 | UNHUnitedhealth Group Inc | 570,026 | $282.0B | 2587.47% | |
| 10 | COPConocophillips | 2,153,671 | $274.1B | 2515.24% | |
| 11 | EOGEOG Res Inc | 2,137,509 | $273.3B | 2507.35% | |
| 12 | SPGIS&P Global Inc | 612,920 | $260.8B | 2392.72% | |
| 13 | INTUIntuit | 398,645 | $259.1B | 2377.60% | |
| 14 | ACMAecom | 2,561,327 | $251.2B | 2305.07% | |
| 15 | ICEIntercontinental Exchange In | 1,750,869 | $240.6B | 2207.87% | |
| 16 | MLMMartin Marietta Matls Inc | 390,842 | $240.0B | 2201.74% | |
| 17 | MRSHMarsh & Mclennan Cos Inc | 1,164,167 | $239.8B | 2200.29% | |
| 18 | WSTWest Pharmaceutical Svsc Inc | 597,106 | $236.3B | 2168.04% | |
| 19 | URIUnited Rentals Inc | 324,536 | $234.0B | 2147.36% | |
| 20 | FWONALIBERTY MEDIA CORP DEL | 3,562,513 | $233.7B | 2144.37% | |
| 21 | CPCANADIAN PACIFIC KANSAS CITY | 2,609,396 | $230.1B | 2111.06% | |
| 22 | ACNAccenture PLC Ireland | 648,198 | $224.7B | 2061.52% | |
| 23 | WCNWaste Connections Inc | 1,293,458 | $222.5B | 2041.48% | |
| 24 | KLACKLA Corp | 302,782 | $211.5B | 1940.79% | |
| 25 | SCHWSchwab Charles Corp | 2,868,488 | $207.5B | 1904.02% | |
| 26 | APGApi Group Corp | 5,193,748 | $204.0B | 1871.46% | |
| 27 | GOOGAlphabet Inc | 1,218,316 | $185.5B | 1702.10% | |
| 28 | CNRCanadian Natl Ry Co | 1,370,068 | $180.5B | 1655.77% | |
| 29 | TMOThermo Fisher Scientific Inc | 290,120 | $168.6B | 1547.21% | |
| 30 | ELVElevance Health Inc | 294,351 | $152.6B | 1400.51% | |
| 31 | RGLDRoyal Gold Inc | 1,246,030 | $151.8B | 1392.67% | |
| 32 | ADSKAutodesk Inc | 561,599 | $146.3B | 1341.96% | |
| 33 | ADIAnalog Devices Inc | 733,018 | $145.0B | 1330.32% | |
| 34 | AG8Agilent Technologies Inc | 980,310 | $142.6B | 1308.86% | |
| 35 | RHCRH PLC | 1,644,311 | $141.8B | 1301.47% | |
| 36 | KEYSKeysight Technologies Inc | 893,352 | $139.7B | 1281.87% | |
| 37 | STESteris PLC | 594,452 | $133.6B | 1226.28% | |
| 38 | CBRECBRE Group Inc | 1,371,316 | $133.3B | 1223.55% | |
| 39 | FERGFerguson PLC New | 589,010 | $128.7B | 1180.52% | |
| 40 | CDWCDW Corp | 486,326 | $124.4B | 1141.39% | |
| 41 | SHWSherwin Williams Co | 350,112 | $121.6B | 1115.80% | |
| 42 | MSCIMSCI Inc | 204,900 | $114.8B | 1053.70% | |
| 43 | HLTHilton Worldwide Hldgs Inc | 522,074 | $111.4B | 1021.84% | |
| 44 | ABNBAirbnb Inc | 665,914 | $109.8B | 1007.94% | |
| 45 | WATWATERS CORP | 303,369 | $104.4B | 958.20% | |
| 46 | ECLEcolab Inc | 451,884 | $104.3B | 957.39% | |
| 47 | POOLPool Corp | 251,975 | $101.7B | 932.90% | |
| 48 | ILMNILLUMINA INC | 729,100 | $100.1B | 918.67% | |
| 49 | ALCAlcon AG | 1,155,534 | $96.2B | 883.11% | |
| 50 | TDYTeledyne Technologies Inc | 223,039 | $95.8B | 878.62% | |
| 51 | MEDPMEDPACE HLDGS INC | 223,300 | $90.2B | 828.07% | |
| 52 | TSCOTractor Supply Co | 245,346 | $64.2B | 589.18% | |
| 53 | BRK/BBerkshire Hathaway Inc Del | 137,636 | $57.9B | 531.07% | |
| 54 | TXNTexas Instrs Inc | 311,631 | $54.3B | 498.14% | |
| 55 | GFLGFL ENVIRONMENTAL INC | 1,034,385 | $35.7B | 327.44% | |
| 56 | FWONALIBERTY MEDIA CORP DEL | 38,274 | $1.7B | 15.39% |