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CIK: 0001351950
Total reported value
$7.4B
$7.4B
56 檔
26.3%
As reported in its official Q2 2024 Form 13F filing, Findlay Park Partners LLP's tracked investment portfolio stood at $7.4B with 56 total positions.
During Q2 2024, Findlay Park Partners LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | -0.11% | -21.09% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.57% | — | +471.34% | |
| 3 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.13% | — | -0.77% | |
| 4 | TMUS | T-mobile US Inc | Stock-Comm Services | 3.10% | — | -0.77% | |
| 5 | ACN | Accenture plc | Stock-Tech | 2.96% | -0.74% | EXIT | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 2.91% | +0.24% | -0.76% | |
| 7 | IT | Gartner Inc | Stock-Tech | 2.85% | — | -0.77% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.71% | — | -0.75% | |
| 9 | LYV | Live Nation Entertainment In | Stock-Comm Services | 2.57% | +0.46% | -0.77% | |
| 10 | SPGI | S&p Global Inc | Stock-Financials | 2.56% | -0.20% | -0.77% | |
| 11 | EOG | Eog Resources Inc | Stock-Energy | 2.52% | -1.25% | -0.77% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 2.45% | -2.15% | EXIT | |
| 13 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.43% | +0.08% | +25.58% | |
| 14 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 2.41% | +0.29% | — | |
| 15 | BLD | Topbuild CORP | Stock-Industrials | 2.40% | -0.41% | EXIT | |
| 16 | ACM | Aecom | Stock-Industrials | 2.37% | — | +11.48% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 2.33% | +1.56% | -0.76% | |
| 18 | COP | Conocophillips | Stock-Energy | 2.30% | -1.40% | -0.77% | |
| 19 | WST | West Pharmaceutical Services | Stock-Healthcare | 2.30% | +0.74% | +24.25% | |
| 20 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.29% | — | -0.76% | |
| 21 | ICE | Intercontinental Exchange In | Stock-Financials | 2.24% | -0.33% | -0.77% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.09% | — | -0.77% | |
| 23 | APG | Api Group CORP | Stock-Industrials | 2.04% | +0.35% | +10.87% | |
| 24 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.03% | +0.24% | +33.36% | |
| 25 | WCN | Waste Connections Inc | Stock-Industrials | 2.01% | +1.18% | -5.84% | |
| 26 | MLM | Martin Marietta Materials | Stock-Materials | 1.98% | +0.02% | -0.77% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.98% | -0.13% | -0.77% | |
| 28 | URI | United Rentals Inc | Stock-Industrials | 1.96% | +0.55% | -0.77% | |
| 29 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 1.85% | — | +113.12% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.50% | -1.06% | EXIT | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 1.49% | — | -0.75% | |
| 32 | RGLD | Royal Gold Inc | Stock-Materials | 1.46% | -0.55% | -0.76% | |
| 33 | A | Agilent Technologies Inc | Stock-Healthcare | 1.39% | +0.19% | +16.41% | |
| 34 | CRH | CRH plc | Stock-Materials | 1.34% | +0.35% | +15.01% | |
| 35 | XPO | Xpo Inc | Stock-Industrials | 1.32% | -0.03% | — | |
| 36 | STE | STERIS plc | Stock-Healthcare | 1.22% | -0.21% | -0.76% | |
| 37 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.07% | +0.19% | -0.77% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 1.04% | +0.03% | -33.87% | |
| 39 | WAT | Waters CORP | Stock-Healthcare | 1.02% | +0.35% | +23.41% | |
| 40 | CDW | Cdw Corp/de | Stock-Tech | 1.02% | +0.05% | -0.76% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 1.01% | +0.61% | -0.75% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.98% | — | -0.74% | |
| 43 | ALC | Alcon Inc. | Stock-Healthcare | 0.96% | — | -0.77% | |
| 44 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.94% | — | -0.77% | |
| 45 | MSCI | Msci Inc | Stock-Financials | 0.92% | — | -0.73% | |
| 46 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 0.92% | — | -14.33% | |
| 47 | KEYS | Keysight Technologies In | Stock-Tech | 0.91% | -0.79% | -20.79% | |
| 48 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.81% | +0.41% | -0.76% | |
| 49 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.79% | — | -31.79% | |
| 50 | ADSK | Autodesk Inc | Stock-Tech | 0.77% | -1.04% | EXIT |
According to official SEC Form 13F filings, Findlay Park Partners LLP reported a total U.S. public equity portfolio value of $7.4B across 56 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AJG) accounted for 26.3% of total reported equity market value during Q2 2024.
During Q2 2024, Findlay Park Partners LLP's top holdings by market value included MSFT (5.6%)、NVDA (3.6%)、AJG (3.1%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q2 2024, Findlay Park Partners LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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