$10.7 Billion is the total value of Findlay Park Partners LLP's 39 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTU | Buy | Intuit | $728,799,000 | +4.0% | 1,890,824 | +29.7% | 6.80% | +28.4% |
| ADBE | Buy | Adobe Systems Incorporated | $549,348,000 | +9.0% | 1,500,705 | +35.7% | 5.12% | +34.6% |
| AMZN | Buy | Amazon Com Inc | $529,189,000 | -26.9% | 4,982,480 | +2144.9% | 4.94% | -9.7% |
| CSGP | Buy | Costar Group Inc | $415,295,000 | +7.4% | 6,874,609 | +18.5% | 3.87% | +32.7% |
| NVDA | Buy | Nvidia Corporation | $191,134,000 | +92.1% | 1,260,863 | +245.8% | 1.78% | +137.4% |
| KEYS | Buy | Keysight Technologies Inc | $159,966,000 | +13.2% | 1,160,437 | +29.7% | 1.49% | +39.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-08-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Danaher Corporation | 42 | Q3 2023 | 5.6% |
| Berkshire Hathaway Inc Del | 42 | Q3 2023 | 5.0% |
| Sherwin Williams Co | 42 | Q3 2023 | 3.5% |
| Martin Marietta Matls Inc | 42 | Q3 2023 | 4.3% |
| Texas Instrs Inc | 42 | Q3 2023 | 2.7% |
| Fiserv Inc | 39 | Q4 2022 | 5.0% |
| Union Pac Corp | 36 | Q2 2023 | 2.6% |
| Microsoft Corp | 35 | Q3 2023 | 7.9% |
| Mastercard Incorporated | 35 | Q3 2023 | 3.5% |
| Becton Dickinson & Co | 33 | Q2 2021 | 6.0% |
View Findlay Park Partners LLP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| COVANTA HOLDING CORPSold out | February 06, 2017 | 0 | 0.0% |
| PALM HARBOR HOMES INC /FL/ | July 12, 2007 | 1,139,100 | 5.0% |
View Findlay Park Partners LLP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-07 |
| SC 13G/A | 2024-01-29 |
| SC 13G/A | 2024-01-29 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-05 |
| 13F-HR/A | 2023-02-10 |
| SC 13G/A | 2023-02-09 |
| SC 13G/A | 2023-02-09 |
View Findlay Park Partners LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.