Findlay Park Partners LLP Top Holdings and 13F Report (2023) → Amazon's betting big on this unknown AI company (From Manward Press) (Ad) About Findlay Park Partners LLPInvestment ActivityFindlay Park Partners LLP has $10.90 billion in total holdings as of March 31, 2023.Findlay Park Partners LLP owns shares of 56 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 11.09% of the portfolio was purchased this quarter.About 13.31% of the portfolio was sold this quarter.This quarter, Findlay Park Partners LLP has purchased 58 new stocks and bought additional shares in 12 stocks.Findlay Park Partners LLP sold shares of 39 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $709,085,695NVIDIA $484,767,168Mastercard $340,128,075TopBuild $337,734,484Gartner $323,239,937 Largest New Holdings this Quarter CRH PLC $141,838,267 HoldingMSCI $114,836,205 HoldingIllumina $100,120,012 HoldingMedpace $90,246,695 HoldingGFL Environmental $35,686,283 Holding Largest Purchases this Quarter NVIDIA 227,600 shares (about $205.65M)CRH PLC 1,644,311 shares (about $141.84M)MSCI 204,900 shares (about $114.84M)Illumina 729,100 shares (about $100.12M)Medpace 223,300 shares (about $90.25M) Largest Sales this Quarter Berkshire Hathaway 426,300 shares (about $179.27M)Sherwin-Williams 305,400 shares (about $106.07M)Martin Marietta Materials 138,000 shares (about $84.72M)Ferguson 339,800 shares (about $74.22M)Waste Connections 345,000 shares (about $59.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFindlay Park Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$709,085,695$12,579,528 ▼-1.7%1,685,4106.5%Computer and TechnologyNVDANVIDIA$484,767,168$205,650,256 ▲73.7%536,5084.4%Computer and TechnologyMAMastercard$340,128,075$5,971,468 ▼-1.7%706,2903.1%Business ServicesBLDTopBuild$337,734,484$56,104,929 ▼-14.2%766,3073.1%ConstructionITGartner$323,239,937$17,350,788 ▲5.7%678,1213.0%Business ServicesAJGArthur J. Gallagher & Co.$322,551,850$5,725,916 ▼-1.7%1,290,0013.0%FinanceLYVLive Nation Entertainment$309,832,061$5,489,463 ▼-1.7%2,929,3002.8%Consumer DiscretionaryTMUST-Mobile US$307,279,115$17,480,862 ▲6.0%1,882,6072.8%Computer and TechnologyUNHUnitedHealth Group$281,991,862$67,773,900 ▲31.6%570,0262.6%MedicalCOPConocoPhillips$274,119,245$23,623,168 ▲9.4%2,153,6712.5%Oils/EnergyEOGEOG Resources$273,259,151$4,832,352 ▼-1.7%2,137,5092.5%Oils/EnergySPGIS&P Global$260,766,814$4,552,315 ▼-1.7%612,9202.4%Business ServicesINTUIntuit$259,119,250$49,790,000 ▼-16.1%398,6452.4%Computer and TechnologyACMAECOM$251,214,952$46,386,347 ▲22.6%2,561,3272.3%ConstructionICEIntercontinental Exchange$240,621,927$4,246,587 ▼-1.7%1,750,8692.2%FinanceMLMMartin Marietta Materials$239,953,537$84,723,720 ▼-26.1%390,8422.2%ConstructionMMCMarsh & McLennan Companies$239,795,119$4,222,590 ▼-1.7%1,164,1672.2%FinanceWSTWest Pharmaceutical Services$236,280,815$55,320,258 ▲30.6%597,1062.2%MedicalURIUnited Rentals$234,026,155$4,038,216 ▼-1.7%324,5362.1%ConstructionFWONKFormula One Group$233,700,853$89,229,120 ▲61.8%3,562,5132.1%Consumer DiscretionaryCPCanadian Pacific Kansas City$230,070,445$24,952,110 ▲12.2%2,609,3962.1%TransportationACNAccenture$224,671,909$3,951,354 ▼-1.7%648,1982.1%Business ServicesWCNWaste Connections$222,487,711$59,343,450 ▼-21.1%1,293,4582.0%Business ServicesKLACKLA$211,514,422$76,074,273 ▲56.2%302,7821.9%Computer and TechnologySCHWCharles Schwab$207,506,422$3,682,106 ▼-1.7%2,868,4881.9%FinanceAPGAPi Group$203,958,484$57,294,930 ▲39.1%5,193,7481.9%Business ServicesGOOGAlphabet$185,500,794$3,273,590 ▼-1.7%1,218,3161.7%Computer and TechnologyCNICanadian National Railway$180,451,656$45,108,699 ▲33.3%1,370,0681.7%TransportationTMOThermo Fisher Scientific$168,620,645$36,790,593 ▼-17.9%290,1201.5%MedicalELVElevance Health$152,632,768$2,592,700 ▼-1.7%294,3511.4%MedicalRGLDRoyal Gold$151,778,914$2,679,820 ▼-1.7%1,246,0301.4%Basic MaterialsADSKAutodesk$146,251,612$2,526,074 ▼-1.7%561,5991.3%Computer and TechnologyADIAnalog Devices$144,983,630$2,531,712 ▼-1.7%733,0181.3%Computer and TechnologyAAgilent Technologies$142,644,908$24,896,761 ▼-14.9%980,3101.3%Computer and TechnologyCRH PLC$141,838,267$141,838,267 ▲New Holding1,644,3111.3%ORDKEYSKeysight Technologies$139,702,386$2,455,166 ▼-1.7%893,3521.3%Computer and TechnologySTESTERIS$133,644,699$2,360,610 ▼-1.7%594,4521.2%MedicalCBRECBRE Group$133,346,768$2,353,208 ▼-1.7%1,371,3161.2%FinanceFERGFerguson$128,657,454$74,222,514 ▼-36.6%589,0101.2%Industrial ProductsCDWCDW$124,392,464$25,833,780 ▼-17.2%486,3261.1%Computer and TechnologySHWSherwin-Williams$121,604,401$106,074,582 ▼-46.6%350,1121.1%ConstructionMSCIMSCI$114,836,205$114,836,205 ▲New Holding204,9001.1%Computer and TechnologyHLTHilton Worldwide$111,363,605$1,941,121 ▼-1.7%522,0741.0%Consumer DiscretionaryABNBAirbnb$109,849,173$1,913,536 ▼-1.7%665,9141.0%Computer and TechnologyWATWaters$104,428,711$23,958,408 ▼-18.7%303,3691.0%MedicalECLEcolab$104,340,016$1,801,020 ▼-1.7%451,8841.0%Basic MaterialsPOOLPool$101,671,913$1,735,050 ▼-1.7%251,9750.9%Consumer DiscretionaryILMNIllumina$100,120,012$100,120,012 ▲New Holding729,1000.9%MedicalALCAlcon$96,244,427$35,098,406 ▼-26.7%1,155,5340.9%MedicalTDYTeledyne Technologies$95,755,103$1,588,484 ▼-1.6%223,0390.9%AerospaceMEDPMedpace$90,246,695$90,246,695 ▲New Holding223,3000.8%MedicalTSCOTractor Supply$64,211,955$1,073,052 ▼-1.6%245,3460.6%Retail/WholesaleBRK.BBerkshire Hathaway$57,878,691$179,267,677 ▼-75.6%137,6360.5%FinanceTXNTexas Instruments$54,289,237$58,273,246 ▼-51.8%311,6310.5%Computer and TechnologyGFLGFL Environmental$35,686,283$35,686,283 ▲New Holding1,034,3850.3%Business ServicesLIBERTY MEDIA CORP DEL$1,677,167$26,292 ▼-1.5%38,2740.0%COM LBTY LIV S CMCHPMicrochip Technology$0$126,943,410 ▼-100.0%00.0%Computer and TechnologyJJacobs Solutions$0$101,679,609 ▼-100.0%00.0%Business ServicesAPDAir Products and Chemicals$0$92,060,595 ▼-100.0%00.0%Basic MaterialsZTSZoetis$0$68,426,403 ▼-100.0%00.0%MedicalDHRDanaher$0$59,682,019 ▼-100.0%00.0%Multi-Sector ConglomeratesCOSTCostco Wholesale$0$49,218,865 ▼-100.0%00.0%Retail/WholesaleFTVFortive$0$47,536,632 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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