Findlay Park Partners LLP Q2 2019 Filing
Filed August 7, 2019
Portfolio Value
$11.2T
Holdings
45
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 5,082,744 | $680.9B | 6.08% | |
| 2 | DHRDanaher Corporation | 4,147,671 | $592.8B | 5.29% | |
| 3 | BDXBecton Dickinson & Co | 2,220,000 | $559.5B | 5.00% | |
| 4 | APDAir Prods & Chems Inc | 2,315,000 | $524.0B | 4.68% | |
| 5 | FISFidelity Natl Information SV | 4,250,000 | $521.4B | 4.66% | |
| 6 | CMCSAComcast Corp New | 11,200,457 | $473.6B | 4.23% | |
| 7 | BRK/BBerkshire Hathaway Inc Del | 2,162,892 | $461.1B | 4.12% | |
| 8 | FISVFiserv Inc | 4,520,000 | $412.0B | 3.68% | |
| 9 | ACNAccenture PLC Ireland | 2,138,738 | $395.2B | 3.53% | |
| 10 | GOOGAlphabet Inc | 349,334 | $377.6B | 3.37% | |
| 11 | LYVLive Nation Entertainment In | 5,462,000 | $361.9B | 3.23% | |
| 12 | AG8Agilent Technologies Inc | 4,500,000 | $336.0B | 3.00% | |
| 13 | EOGEOG Res Inc | 3,495,785 | $325.7B | 2.91% | |
| 14 | WCNWaste Connections Inc | 3,394,847 | $324.5B | 2.90% | |
| 15 | ADSKAutodesk Inc | 1,986,803 | $323.6B | 2.89% | |
| 16 | AXPAmerican Express Co | 2,525,737 | $311.8B | 2.78% | |
| 17 | DEDeere & Co | 1,834,572 | $304.0B | 2.71% | |
| 18 | SHWSherwin Williams Co | 661,188 | $303.0B | 2.71% | |
| 19 | WFCWells Fargo Co New | 6,042,330 | $285.9B | 2.55% | |
| 20 | HLTHilton Worldwide Hldgs Inc | 2,825,000 | $276.1B | 2.47% | |
| 21 | TMOThermo Fisher Scientific Inc | 756,273 | $222.1B | 1.98% | |
| 22 | COOCooper Cos Inc | 612,748 | $206.4B | 1.84% | |
| 23 | MRSHMarsh & Mclennan Cos Inc | 2,035,287 | $203.0B | 1.81% | |
| 24 | NDAQNasdaq Inc | 1,875,000 | $180.3B | 1.61% | |
| 25 | YUSDAlleghany Corp Del | 251,456 | $171.3B | 1.53% | |
| 26 | KOCoca Cola Co | 3,139,670 | $159.9B | 1.43% | |
| 27 | TELTE Connectivity Ltd | 1,635,494 | $156.6B | 1.40% | |
| 28 | ADBEAdobe Inc | 529,484 | $156.0B | 1.39% | |
| 29 | ADIAnalog Devices Inc | 1,373,245 | $155.0B | 1.38% | |
| 30 | AEMAgnico Eagle Mines Ltd | 2,938,400 | $150.6B | 1.34% | |
| 31 | ICEIntercontinental Exchange In | 1,700,200 | $146.1B | 1.30% | |
| 32 | PBProsperity Bancshares Inc | 2,110,553 | $139.4B | 1.24% | |
| 33 | SCHWThe Charles Schwab Corporati | 3,073,899 | $123.5B | 1.10% | |
| 34 | TMUST Mobile US Inc | 1,620,554 | $120.1B | 1.07% | |
| 35 | MLMMartin Marietta Matls Inc | 497,529 | $114.5B | 1.02% | |
| 36 | AONAON PLC | 539,244 | $104.1B | 0.93% | |
| 37 | INTUIntuit | 320,000 | $83.6B | 0.75% | |
| 38 | ICUIICU Med Inc | 300,000 | $75.6B | 0.67% | |
| 39 | SSNCSS&C Technologies Hldgs Inc | 1,305,013 | $75.2B | 0.67% | |
| 40 | MMM3M Co | 412,668 | $71.5B | 0.64% | |
| 41 | TRUTransunion | 875,000 | $64.3B | 0.57% | |
| 42 | CBSHCommerce Bancshares Inc | 1,057,978 | $63.1B | 0.56% | |
| 43 | TXNTexas Instrs Inc | 497,313 | $57.1B | 0.51% | |
| 44 | ALCAlcon Inc | 575,000 | $35.7B | 0.32% | |
| 45 | AMTAmerican Tower Corp New | 68,471 | $14.0B | 0.12% |