Findlay Park Partners LLP Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$10.6B
Holdings
56
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 1,329,910 | $594.4B | 5601.16% | |
| 2 | NVDANvidia Corporation | 3,065,280 | $378.7B | 3568.40% | |
| 3 | AJGGallagher Arthur J & Co | 1,280,101 | $331.9B | 3127.94% | |
| 4 | TMUST-Mobile US Inc | 1,868,107 | $329.1B | 3101.38% | |
| 5 | ACNAccenture PLC Ireland | 1,035,898 | $314.3B | 2961.71% | |
| 6 | MAMastercard Incorporated | 700,890 | $309.2B | 2913.68% | |
| 7 | ITGartner Inc | 672,921 | $302.2B | 2847.50% | |
| 8 | UNHUnitedhealth Group Inc | 565,726 | $288.1B | 2714.82% | |
| 9 | LYVLive Nation Entertainment In | 2,906,800 | $272.5B | 2567.65% | |
| 10 | SPGIS&P Global Inc | 608,220 | $271.3B | 2556.18% | |
| 11 | EOGEOG Res Inc | 2,121,109 | $267.0B | 2515.82% | |
| 12 | INTUIntuit | 395,645 | $260.0B | 2450.22% | |
| 13 | CPCANADIAN PACIFIC KANSAS CITY | 3,276,896 | $258.0B | 2431.08% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 3,562,513 | $255.9B | 2411.67% | |
| 15 | BLDTopBuild Corp | 659,907 | $254.2B | 2395.76% | |
| 16 | ACMAecom | 2,855,427 | $251.7B | 2371.59% | |
| 17 | KLACKLA Corp | 300,482 | $247.8B | 2334.59% | |
| 18 | COPConocophillips | 2,137,071 | $244.4B | 2303.38% | |
| 19 | WSTWest Pharmaceutical Svsc Inc | 741,906 | $244.4B | 2302.79% | |
| 20 | MRSHMarsh & Mclennan Cos Inc | 1,155,267 | $243.4B | 2293.95% | |
| 21 | ICEIntercontinental Exchange In | 1,737,469 | $237.8B | 2241.22% | |
| 22 | GOOGAlphabet Inc | 1,208,916 | $221.7B | 2089.48% | |
| 23 | APGApi Group Corp | 5,758,448 | $216.7B | 2041.90% | |
| 24 | CNRCanadian Natl Ry Co | 1,827,068 | $215.8B | 2033.81% | |
| 25 | WCNWaste Connections Inc | 1,217,908 | $213.6B | 2012.52% | |
| 26 | MLMMartin Marietta Matls Inc | 387,842 | $210.1B | 1980.11% | |
| 27 | SCHWSchwab Charles Corp | 2,846,388 | $209.8B | 1976.51% | |
| 28 | URIUnited Rentals Inc | 322,036 | $208.3B | 1962.56% | |
| 29 | MEDPMEDPACE HLDGS INC | 475,900 | $196.0B | 1846.93% | |
| 30 | TMOThermo Fisher Scientific Inc | 287,920 | $159.2B | 1500.35% | |
| 31 | ELVElevance Health Inc | 292,151 | $158.3B | 1491.72% | |
| 32 | RGLDRoyal Gold Inc | 1,236,530 | $154.8B | 1458.37% | |
| 33 | AG8Agilent Technologies Inc | 1,141,210 | $147.9B | 1394.02% | |
| 34 | RHCRH PLC | 1,891,111 | $141.8B | 1336.16% | |
| 35 | XPOXPO INC | 1,319,500 | $140.1B | 1319.85% | |
| 36 | STESteris PLC | 589,952 | $129.5B | 1220.47% | |
| 37 | HLTHilton Worldwide Hldgs Inc | 518,074 | $113.0B | 1065.22% | |
| 38 | ADIAnalog Devices Inc | 484,718 | $110.6B | 1042.59% | |
| 39 | WATWATERS CORP | 374,385 | $108.6B | 1023.51% | |
| 40 | CDWCDW Corp | 482,626 | $108.0B | 1017.99% | |
| 41 | ECLEcolab Inc | 448,484 | $106.7B | 1005.82% | |
| 42 | SHWSherwin Williams Co | 347,512 | $103.7B | 977.26% | |
| 43 | ALCAlcon AG | 1,146,634 | $102.1B | 962.50% | |
| 44 | ABNBAirbnb Inc | 660,814 | $100.2B | 944.19% | |
| 45 | MSCIMSCI Inc | 203,400 | $98.0B | 923.35% | |
| 46 | FERGFerguson PLC New | 504,610 | $97.7B | 920.80% | |
| 47 | KEYSKeysight Technologies Inc | 707,652 | $96.8B | 911.89% | |
| 48 | TDYTeledyne Technologies Inc | 221,339 | $85.9B | 809.21% | |
| 49 | CBRECBRE Group Inc | 935,316 | $83.3B | 785.38% | |
| 50 | ADSKAutodesk Inc | 331,499 | $82.0B | 772.97% | |
| 51 | POOLPool Corp | 250,075 | $76.9B | 724.22% | |
| 52 | ILMNILLUMINA INC | 723,500 | $75.5B | 711.62% | |
| 53 | TSCOTractor Supply Co | 243,546 | $65.8B | 619.64% | |
| 54 | TXNTexas Instrs Inc | 309,231 | $60.2B | 566.84% | |
| 55 | BRK/BBerkshire Hathaway Inc Del | 136,636 | $55.6B | 523.77% | |
| 56 | FWONALIBERTY MEDIA CORP DEL | 38,074 | $1.5B | 13.73% |