Findlay Park Partners LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Findlay Park Partners LLP reported 56 stock positions worth $10.9 billion. Its top holding was Microsoft (MSFT) at 6.5% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Mastercard Class A (MA, 3.1%). Compared with Q4 2023, it opened 5 new positions, sold out of 7, added to 12 and reduced 39. The biggest buy was Nvidia (NVDA, shares +74%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001351950
- Portfolio Value
- $10.9B (Q1 2024)
- SEC Filing
- 0000943663-24-000106 ↗ filed Apr 30, 2024
Holdings Value
Holdings 56 stocks · $10.9B
| MSFT Microsoft Corp. | 6.51% | 1,685,410 | $709.1M | Reduce -1.7% |
| NVDA Nvidia Corp. | 4.45% | 536,508 | $484.8M | Add +73.7% |
| MA Mastercard Inc. Class A | 3.12% | 706,290 | $340.1M | Reduce -1.7% |
| BLD Topbuild Corp. | 3.10% | 766,307 | $337.7M | Reduce -14.3% |
| IT Gartner Inc. | 2.97% | 678,121 | $323.2M | Add +5.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.96% | 1,290,001 | $322.6M | Reduce -1.7% |
| LYV Live Nation Entertainment Inc. | 2.84% | 2,929,300 | $309.8M | Reduce -1.7% |
| TMUS T-Mobile US Inc. | 2.82% | 1,882,607 | $307.3M | Add +6.0% |
| UNH Unitedhealth Group Inc. | 2.59% | 570,026 | $282.0M | Add +31.6% |
| COP Conocophillips | 2.52% | 2,153,671 | $274.1M | Add +9.4% |
| EOG EOG Resources Inc. | 2.51% | 2,137,509 | $273.3M | Reduce -1.7% |
| SPGI S&P Global Inc. | 2.39% | 612,920 | $260.8M | Reduce -1.7% |
| INTU Intuit Inc. | 2.38% | 398,645 | $259.1M | Reduce -16.1% |
| ACM Aecom | 2.31% | 2,561,327 | $251.2M | Add +22.6% |
| ICE Intercontinental Exchange Inc. | 2.21% | 1,750,869 | $240.6M | Reduce -1.7% |
| MLM Martin Marietta Materials | 2.20% | 390,842 | $240.0M | Reduce -26.1% |
| MRSH Marsh & McLennan Cos | 2.20% | 1,164,167 | $239.8M | Reduce -1.7% |
| WST West Pharmaceutical Services | 2.17% | 597,106 | $236.3M | Add +30.6% |
| URI United Rentals Inc. | 2.15% | 324,536 | $234.0M | Reduce -1.7% |
| FWONK Liberty Media Corp. Class C | 2.14% | 3,562,513 | $233.7M | Add +61.8% |
| CP Canadian Pacific Kansas City | 2.11% | 2,609,396 | $230.1M | Add +12.2% |
| ACN Accenture PLC Class A | 2.06% | 648,198 | $224.7M | Reduce -1.7% |
| WCN Waste Connections Inc. | 2.04% | 1,293,458 | $222.5M | Reduce -21.1% |
| KLAC KLA Corp. | 1.94% | 302,782 | $211.5M | Add +56.2% |
| SCHW Schwab (charles) Corp. | 1.90% | 2,868,488 | $207.5M | Reduce -1.7% |
| APG Api Group Corp. | 1.87% | 5,193,748 | $204.0M | Add +39.1% |
| GOOG Alphabet Inc. Class C | 1.70% | 1,218,316 | $185.5M | Reduce -1.7% |
| CNI Canadian Natl Railway Co. | 1.66% | 1,370,068 | $180.5M | Add +33.3% |
| TMO Thermo Fisher Scientific Inc. | 1.55% | 290,120 | $168.6M | Reduce -17.9% |
| ELV Elevance Health Inc. | 1.40% | 294,351 | $152.6M | Reduce -1.7% |
| RGLD Royal Gold Inc. | 1.39% | 1,246,030 | $151.8M | Reduce -1.7% |
| ADSK Autodesk Inc. | 1.34% | 561,599 | $146.3M | Reduce -1.7% |
| ADI Analog Devices Inc. | 1.33% | 733,018 | $145.0M | Reduce -1.7% |
| A Agilent Technologies Inc. | 1.31% | 980,310 | $142.6M | Reduce -14.9% |
| CRH CRH PLC | 1.30% | 1,644,311 | $141.8M | New |
| KEYS Keysight Technologies Inc. | 1.28% | 893,352 | $139.7M | Reduce -1.7% |
| STE Steris PLC | 1.23% | 594,452 | $133.6M | Reduce -1.7% |
| CBRE CBRE Group Inc. Class A | 1.22% | 1,371,316 | $133.3M | Reduce -1.7% |
| FERG Ferguson Jersey Ltd. | 1.18% | 589,010 | $128.7M | Reduce -36.6% |
| CDW CDW Corp. | 1.14% | 486,326 | $124.4M | Reduce -17.2% |
| SHW The Sherwin-Williams Co. | 1.12% | 350,112 | $121.6M | Reduce -46.6% |
| MSCI MSCI Inc. | 1.05% | 204,900 | $114.8M | New |
| HLT Hilton Worldwide Holdings Inc. | 1.02% | 522,074 | $111.4M | Reduce -1.7% |
| ABNB Airbnb Inc. Class A | 1.01% | 665,914 | $109.8M | Reduce -1.7% |
| WAT Waters Corp. | 0.96% | 303,369 | $104.4M | Reduce -18.7% |
| ECL Ecolab Inc. | 0.96% | 451,884 | $104.3M | Reduce -1.7% |
| POOL Pool Corp. | 0.93% | 251,975 | $101.7M | Reduce -1.7% |
| ILMN Illumina Inc. | 0.92% | 729,100 | $100.1M | New |
| ALC Alcon Inc. filed as ALCON AG | 0.88% | 1,155,534 | $96.2M | Reduce -26.7% |
| TDY Teledyne Technologies Inc. | 0.88% | 223,039 | $95.8M | Reduce -1.6% |
| MEDP Medpace Holdings Inc. | 0.83% | 223,300 | $90.2M | New |
| TSCO Tractor Supply Company | 0.59% | 245,346 | $64.2M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 137,636 | $57.9M | Reduce -75.6% |
| TXN Texas Instruments Inc. | 0.50% | 311,631 | $54.3M | Reduce -51.8% |
| GFL GFL Environmental Inc.-Sub VT | 0.33% | 1,034,385 | $35.7M | New |
| LLYVK Liberty Media Corp.-Liberty-C | 0.02% | 38,274 | $1.7M | Reduce -1.5% |
Portfolio Sells Q4 2023 → Q1 2024
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -75.6% | 0.53% | −1.44 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −1.25 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −1.00 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.90 |
| SHW The Sherwin-Williams Co. | Reduce -46.6% | 1.12% | −0.89 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.67 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.59 |
| TXN Texas Instruments Inc. | Reduce -51.8% | 0.50% | −0.58 |
| FERG Ferguson Jersey Ltd. | Reduce -36.6% | 1.18% | −0.58 |
| INTU Intuit Inc. | Reduce -16.1% | 2.38% | −0.54 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.48 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.47 |
| MLM Martin Marietta Materials | Reduce -26.1% | 2.20% | −0.39 |
| WCN Waste Connections Inc. | Reduce -21.1% | 2.04% | −0.36 |
| ALC Alcon Inc. | Reduce -26.7% | 0.88% | −0.33 |
| SPGI S&P Global Inc. | Reduce -1.7% | 2.39% | −0.31 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.9% | 1.55% | −0.30 |
| A Agilent Technologies Inc. | Reduce -14.9% | 1.31% | −0.26 |
| WAT Waters Corp. | Reduce -18.7% | 0.96% | −0.25 |
| ACN Accenture PLC Class A | Reduce -1.7% | 2.06% | −0.21 |
| BLD Topbuild Corp. | Reduce -14.3% | 3.10% | −0.19 |
| CDW CDW Corp. | Reduce -17.2% | 1.14% | −0.17 |
| KEYS Keysight Technologies Inc. | Reduce -1.7% | 1.28% | −0.14 |
| ADI Analog Devices Inc. | Reduce -1.7% | 1.33% | −0.12 |
| TDY Teledyne Technologies Inc. | Reduce -1.6% | 0.88% | −0.12 |
| RGLD Royal Gold Inc. | Reduce -1.7% | 1.39% | −0.11 |
| STE Steris PLC | Reduce -1.7% | 1.23% | −0.08 |
| EOG EOG Resources Inc. | Reduce -1.7% | 2.51% | −0.08 |
| POOL Pool Corp. | Reduce -1.7% | 0.93% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -1.7% | 1.90% | −0.07 |
| CBRE CBRE Group Inc. Class A | Reduce -1.7% | 1.22% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -1.7% | 2.21% | −0.04 |
| ADSK Autodesk Inc. | Reduce -1.7% | 1.34% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 1.70% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -1.7% | 2.20% | −0.00 |
| LLYVK Liberty Media Corp.-Liberty-C | Reduce -1.5% | 0.02% | +0.00 |
| ELV Elevance Health Inc. | Reduce -1.7% | 1.40% | +0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -1.7% | 2.96% | +0.06 |
| ECL Ecolab Inc. | Reduce -1.7% | 0.96% | +0.06 |
| TSCO Tractor Supply Company | Reduce -1.6% | 0.59% | +0.06 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.7% | 1.02% | +0.07 |
| ABNB Airbnb Inc. Class A | Reduce -1.7% | 1.01% | +0.10 |
| LYV Live Nation Entertainment Inc. | Reduce -1.7% | 2.84% | +0.10 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 3.12% | +0.11 |
| MSFT Microsoft Corp. | Reduce -1.7% | 6.51% | +0.17 |
| URI United Rentals Inc. | Reduce -1.7% | 2.15% | +0.29 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +73.7% | 4.45% | +2.95 |
| CRH CRH PLC | New | 1.30% | +1.30 |
| MSCI MSCI Inc. | New | 1.05% | +1.05 |
| ILMN Illumina Inc. | New | 0.92% | +0.92 |
| KLAC KLA Corp. | Add +56.2% | 1.94% | +0.83 |
| MEDP Medpace Holdings Inc. | New | 0.83% | +0.83 |
| FWONK Liberty Media Corp. Class C | Add +61.8% | 2.14% | +0.78 |
| APG Api Group Corp. | Add +39.1% | 1.87% | +0.60 |
| WST West Pharmaceutical Services | Add +30.6% | 2.17% | +0.59 |
| ACM Aecom | Add +22.6% | 2.31% | +0.41 |
| CNI Canadian Natl Railway Co. | Add +33.3% | 1.66% | +0.39 |
| UNH Unitedhealth Group Inc. | Add +31.6% | 2.59% | +0.35 |
| GFL GFL Environmental Inc.-Sub VT | New | 0.33% | +0.33 |
| CP Canadian Pacific Kansas City | Add +12.2% | 2.11% | +0.30 |
| COP Conocophillips | Add +9.4% | 2.52% | +0.27 |
| IT Gartner Inc. | Add +5.7% | 2.97% | +0.12 |
| TMUS T-Mobile US Inc. | Add +6.0% | 2.82% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $7.4B | TDY, ITT, APG, CRH, XPO |
| Q1 2026 | 56 | $7.2B | ITT, EOG, APG, TDY, BRK.B |
| Q4 2025 | 57 | $7.8B | SPGI, MA, APG, AJG, ACN |
| Q3 2025 | 57 | $9.5B | MSFT, AJG, LYV, INTU, FWONK |
| Q2 2025 | 57 | $9.7B | MSFT, INTU, ACN, APG, LYV |
| Q1 2025 | 58 | $9.7B | AJG, LYV, SPGI, UNH, MA |
| Q4 2024 | 59 | $10.1B | ACN, FWONK, MSFT, UNH, AJG |
| Q3 2024 | 59 | $10.6B | UNH, ACN, MA, MSFT, IT |
| Q2 2024 | 56 | $10.6B | MSFT, NVDA, AJG, TMUS, ACN |
| Q1 2024 | 56 | $10.9B | MSFT, NVDA, MA, BLD, IT |