Findlay Park Partners LLP Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$14.5B

Holdings

48

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (48 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
3,443,021$970.7B6687.75%
2
ADSKAutodesk Inc
2,934,249$836.8B5765.22%
3
INTUIntuit
1,458,931$787.1B5423.12%
4
GOOGAlphabet Inc
293,921$783.4B5397.51%
5
AMZNAmazon Com Inc
174,724$574.0B3954.65%
6
TMUST-Mobile US Inc
3,879,196$495.6B3414.69%
7
DHRDanaher Corporation
1,529,248$465.6B3207.70%
8
BLDTopBuild Corp
1,944,089$398.2B2743.36%
9
CSGPCostar Group Inc
4,370,114$376.1B2591.25%
10
SPGIS&P Global Inc
881,389$374.5B2580.23%
11
AJGGallagher Arthur J & Co
2,463,110$366.1B2522.69%
12
MAMastercard Incorporated
1,046,195$363.7B2506.15%
13
SHWSherwin Williams Co
1,280,236$358.1B2467.42%
14
CBRECBRE Group Inc
3,489,312$339.7B2340.64%
15
WCNWaste Connections Inc
2,477,408$312.0B2149.52%
16
FISVFiserv Inc
2,863,713$310.7B2140.79%
17
CMCSAComcast Corp New
5,379,422$300.9B2072.98%
18
BRK/BBerkshire Hathaway Inc Del
1,095,072$298.9B2059.33%
19
ALCAlcon AG
3,628,531$292.0B2011.78%
20
MCDMcdonalds Corp
1,184,928$285.7B1968.44%
21
ADIAnalog Devices Inc
1,673,701$280.3B1931.32%
22
MRSHMarsh & Mclennan Cos Inc
1,837,573$278.3B1917.22%
23
EOGEOG Res Inc
3,356,713$269.4B1856.44%
24
FTVFortive Corp
3,788,749$267.4B1842.18%
25
UNHUnitedhealth Group Inc
683,390$267.0B1839.81%
26
ROSTRoss Stores Inc
2,413,000$262.7B1809.68%
27
JECUSDJacobs Engr Group Inc
1,850,346$245.2B1689.59%
28
COOCooper Cos Inc
565,211$233.6B1609.54%
29
APDAir Prods & Chems Inc
906,793$232.2B1600.11%
30
CHTRCharter Communications Inc N
308,621$224.5B1547.07%
31
TMOThermo Fisher Scientific Inc
359,121$205.2B1413.66%
32
CITCintas Corp
536,117$204.1B1406.08%
33
ADBEAdobe Systems Incorporated
348,997$200.9B1384.36%
34
HDHome Depot Inc
610,339$200.3B1380.40%
35
UNPUnion Pac Corp
999,205$195.9B1349.42%
36
TXNTexas Instrs Inc
970,698$186.6B1285.51%
37
ICEIntercontinental Exchange In
1,389,252$159.5B1099.04%
38
PYPLPayPal Hldgs Inc
599,156$155.9B1074.18%
39
AEMAgnico Eagle Mines Ltd
2,996,668$155.4B1070.54%
40
MLMMartin Marietta Matls Inc
447,719$153.0B1054.00%
41
KEYSKeysight Technologies Inc
856,594$140.7B969.62%
42
IBPInstalled Bldg Prods Inc
1,205,720$129.2B890.13%
43
MSCIMSCI Inc
187,893$114.3B787.54%
44
TRI4EURThomson Reuters Corp.
1,031,750$114.0B785.37%
45
POOLPool Corp
246,986$107.3B739.24%
46
TSCOTractor Supply Co
431,840$87.5B602.83%
47
NKENike Inc
529,798$76.9B530.13%
48
NDSNNordson Corp
322,861$76.9B529.76%