Findlay Park Partners LLP Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$12.8T
Holdings
48
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 4,624,744 | $941.2B | 7.36% | |
| 2 | TMUST Mobile US Inc | 7,134,890 | $743.1B | 5.81% | |
| 3 | INTUIntuit | 2,156,069 | $638.6B | 4.99% | |
| 4 | APDAir Prods & Chems Inc | 2,417,742 | $583.8B | 4.56% | |
| 5 | FISFidelity Natl Information SV | 4,250,000 | $569.9B | 4.46% | |
| 6 | AMZNAmazon Com Inc | 200,182 | $552.3B | 4.32% | |
| 7 | FISVFiserv Inc | 5,375,000 | $524.7B | 4.10% | |
| 8 | BDXBecton Dickinson & Co | 2,165,000 | $518.0B | 4.05% | |
| 9 | BRK/BBerkshire Hathaway Inc Del | 2,860,993 | $510.7B | 3.99% | |
| 10 | DHRDanaher Corporation | 2,770,000 | $489.8B | 3.83% | |
| 11 | ADSKAutodesk Inc | 1,956,477 | $468.0B | 3.66% | |
| 12 | CMCSAComcast Corp New | 9,995,158 | $389.6B | 3.05% | |
| 13 | MCDMcdonalds Corp | 2,025,000 | $373.6B | 2.92% | |
| 14 | AG8Agilent Technologies Inc | 4,125,000 | $364.5B | 2.85% | |
| 15 | GOOGAlphabet Inc | 247,983 | $350.6B | 2.74% | |
| 16 | WCNWaste Connections Inc | 3,645,521 | $341.9B | 2.67% | |
| 17 | MRSHMarsh & Mclennan Cos Inc | 2,717,050 | $291.7B | 2.28% | |
| 18 | ATVIEURActivison Blizzard Inc | 3,702,737 | $281.0B | 2.20% | |
| 19 | TMOThermo Fisher Scientific Inc | 650,000 | $235.5B | 1.84% | |
| 20 | CITCintas Corp | 832,005 | $221.6B | 1.73% | |
| 21 | UNHUnitedhealth Group Inc | 725,000 | $213.8B | 1.67% | |
| 22 | SHWSherwin Williams Co | 367,920 | $212.6B | 1.66% | |
| 23 | NDAQNasdaq Inc | 1,735,431 | $207.3B | 1.62% | |
| 24 | SCHWSchwab Charles Corp | 5,795,969 | $195.6B | 1.53% | |
| 25 | TXNTexas Instrs Inc | 1,379,894 | $175.2B | 1.37% | |
| 26 | AEMAgnico Eagle Mines Ltd | 2,726,424 | $174.7B | 1.37% | |
| 27 | EOGEOG Res Inc | 3,363,492 | $170.4B | 1.33% | |
| 28 | ICEIntercontinental Exchange In | 1,857,081 | $170.1B | 1.33% | |
| 29 | ALCAlcon AG | 2,575,000 | $147.6B | 1.15% | |
| 30 | YUSDAlleghany Corp Del | 301,582 | $147.5B | 1.15% | |
| 31 | JECUSDJacobs Engr Group Inc | 1,725,000 | $146.3B | 1.14% | |
| 32 | SBUXStarbucks Corp | 1,925,641 | $141.7B | 1.11% | |
| 33 | TRUTransunion | 1,325,000 | $115.3B | 0.90% | |
| 34 | CSGPCostar Group Inc | 162,000 | $115.1B | 0.90% | |
| 35 | HDHome Depot Inc | 448,278 | $112.3B | 0.88% | |
| 36 | ADIAnalog Devices Inc | 888,294 | $108.9B | 0.85% | |
| 37 | DEDeere & Co | 689,572 | $108.4B | 0.85% | |
| 38 | AONAON PLC | 530,928 | $102.3B | 0.80% | |
| 39 | MLMMartin Marietta Matls Inc | 481,348 | $99.4B | 0.78% | |
| 40 | MAMastercard Incorporated | 329,154 | $97.3B | 0.76% | |
| 41 | ICUIICU Med Inc | 450,000 | $82.9B | 0.65% | |
| 42 | SPGIS&P Global Inc | 239,102 | $78.8B | 0.62% | |
| 43 | CBRECBRE Group Inc | 1,603,731 | $72.5B | 0.57% | |
| 44 | COOCooper Cos Inc | 222,748 | $63.2B | 0.49% | |
| 45 | UNPUnion Pac Corp | 227,510 | $38.5B | 0.30% | |
| 46 | IEXIdex Corp | 235,000 | $37.1B | 0.29% | |
| 47 | TELTE Connectivity Ltd | 453,211 | $37.0B | 0.29% | |
| 48 | ELVAnthem Inc | 112,500 | $29.6B | 0.23% |