Findlay Park Partners LLP Top Holdings and 13F Report (2023) About Findlay Park Partners LLPInvestment ActivityFindlay Park Partners LLP has $10.60 billion in total holdings as of March 31, 2023.Findlay Park Partners LLP owns shares of 59 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 10.43% of the portfolio was purchased this quarter.About 16.11% of the portfolio was sold this quarter.This quarter, Findlay Park Partners LLP has purchased 56 new stocks and bought additional shares in 12 stocks.Findlay Park Partners LLP sold shares of 40 stocks and completely divested from 4 stocks this quarter.Largest Holdings UnitedHealth Group $440,630,050Accenture $393,952,753Mastercard $342,494,742Microsoft $339,855,243Gartner $337,462,126 Largest New Holdings this Quarter MarketAxess $161,690,638 HoldingDanaher $114,822,260 HoldingFERGUSON ENTERPRISES INC $99,167,844 HoldingApplied Materials $82,759,680 HoldingGlobant $31,012,477 Holding Largest Purchases this Quarter MarketAxess 631,111 shares (about $161.69M)CBRE Group 1,086,828 shares (about $135.29M)Danaher 413,000 shares (about $114.82M)UnitedHealth Group 187,900 shares (about $109.86M)FERGUSON ENTERPRISES INC 499,410 shares (about $99.17M) Largest Sales this Quarter Microsoft 540,100 shares (about $232.41M)Arthur J. Gallagher & Co. 418,900 shares (about $117.87M)Live Nation Entertainment 796,000 shares (about $87.15M)United Rentals 89,500 shares (about $72.47M)AECOM 655,200 shares (about $67.66M) 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 PortfolioSectorUNHUnitedHealth Group$440,630,050$109,861,372 ▲33.2%753,6264.2%MedicalACNAccenture$393,952,753$27,783,528 ▲7.6%1,114,4983.7%Computer and TechnologyMAMastercard$342,494,742$3,604,740 ▼-1.0%693,5903.2%Business ServicesMSFTMicrosoft$339,855,243$232,405,030 ▼-40.6%789,8103.2%Computer and TechnologyITGartner$337,462,126$3,547,320 ▼-1.0%665,9213.2%Business ServicesSPGIS&P Global$310,963,910$3,254,706 ▼-1.0%601,9202.9%Business ServicesFWONKFormula One Group$303,340,775$27,495,393 ▲10.0%3,917,6132.9%Consumer DiscretionaryCPCanadian Pacific Kansas City$277,363,108$2,942,576 ▼-1.0%3,242,4962.6%TransportationEOGEOG Resources$258,006,590$2,741,339 ▼-1.1%2,098,8092.4%Oils/EnergyCBRECBRE Group$251,716,485$135,288,349 ▲116.2%2,022,1442.4%FinanceWSTWest Pharmaceutical Services$248,444,233$25,753,728 ▲11.6%827,7062.3%MedicalINTUIntuit$243,149,445$2,546,100 ▼-1.0%391,5452.3%Computer and TechnologyAJGArthur J. Gallagher & Co.$242,316,125$117,865,893 ▼-32.7%861,2012.3%FinanceLYVLive Nation Entertainment$231,111,492$87,154,040 ▼-27.4%2,110,8002.2%Consumer DiscretionaryKLACKLA$230,295,595$2,400,671 ▼-1.0%297,3822.2%Computer and TechnologyBLDTopBuild$229,525,050$38,931,717 ▼-14.5%564,2072.2%ConstructionACMAECOM$227,217,442$67,662,504 ▼-22.9%2,200,2272.1%ConstructionCOPConocoPhillips$222,632,563$2,358,272 ▼-1.0%2,114,6712.1%Oils/EnergyICEIntercontinental Exchange$212,071,948$67,035,072 ▼-24.0%1,320,1692.0%FinanceCNICanadian National Railway$211,791,736$2,249,280 ▼-1.1%1,807,8682.0%TransportationMLMMartin Marietta Materials$206,602,957$2,153,000 ▼-1.0%383,8421.9%ConstructionTMOThermo Fisher Scientific$200,800,193$22,701,519 ▲12.7%324,6201.9%MedicalCRH PLC$200,560,544$25,178,910 ▲14.4%2,162,6111.9%ORDGOOGAlphabet$199,995,353$2,123,313 ▼-1.1%1,196,2161.9%Computer and TechnologyMMCMarsh & McLennan Companies$198,319,648$59,408,867 ▼-23.1%888,9671.9%FinanceELVElevance Health$188,682,520$36,764,000 ▲24.2%362,8511.8%MedicalURIUnited Rentals$188,291,375$72,470,835 ▼-27.8%232,5361.8%ConstructionAPGAPi Group$188,152,847$1,991,106 ▼-1.0%5,698,1481.8%Business ServicesWATWaters$183,948,416$49,210,999 ▲36.5%511,1241.7%MedicalSCHWCharles Schwab$182,536,587$1,937,819 ▼-1.1%2,816,4881.7%FinanceWCNWaste Connections$178,508,496$39,277,813 ▼-18.0%998,2581.7%Business ServicesRGLDRoyal Gold$171,661,259$1,823,900 ▼-1.1%1,223,5301.6%Basic MaterialsAAgilent Technologies$167,665,101$1,781,760 ▼-1.1%1,129,2101.6%Computer and TechnologyMKTXMarketAxess$161,690,638$161,690,638 ▲New Holding631,1111.5%FinanceMEDPMedpace$157,186,420$1,669,000 ▼-1.1%470,9001.5%MedicalXPOXPO$151,728,863$9,869,418 ▲7.0%1,411,3001.4%TransportationBRK.BBerkshire Hathaway$144,123,975$81,235,890 ▲129.2%313,1361.4%FinanceSTESTERIS$141,583,210$1,503,748 ▼-1.1%583,7521.3%MedicalSHWSherwin-Williams$131,260,893$1,374,012 ▼-1.0%343,9121.2%Basic MaterialsTDYTeledyne Technologies$128,428,701$31,557,474 ▲32.6%293,4441.2%AerospaceHLTHilton Worldwide$118,171,357$1,244,700 ▼-1.0%512,6741.1%Consumer DiscretionaryMSCIMSCI$117,343,809$1,224,153 ▼-1.0%201,3001.1%Computer and TechnologyDHRDanaher$114,822,260$114,822,260 ▲New Holding413,0001.1%Multi-Sector ConglomeratesALCAlcon$113,542,824$1,200,840 ▼-1.0%1,134,6341.1%MedicalECLEcolab$113,311,369$1,200,051 ▼-1.0%443,7841.1%Basic MaterialsKEYSKeysight Technologies$111,291,050$1,176,082 ▼-1.0%700,2521.0%Computer and TechnologyADIAnalog Devices$110,416,692$1,150,850 ▼-1.0%479,7181.0%Computer and TechnologyCDWCDW$108,086,764$1,131,500 ▼-1.0%477,6261.0%Computer and TechnologyFERGUSON ENTERPRISES INC$99,167,844$99,167,844 ▲New Holding499,4100.9%COMMON STOCK NEWILMNIllumina$93,373,560$978,075 ▼-1.0%716,0000.9%MedicalPOOLPool$93,248,580$979,680 ▼-1.0%247,4750.9%Consumer DiscretionaryADSKAutodesk$90,384,713$936,632 ▼-1.0%328,0990.9%Computer and TechnologyABNBAirbnb$82,922,834$874,989 ▼-1.0%653,9140.8%Consumer DiscretionaryAMATApplied Materials$82,759,680$82,759,680 ▲New Holding409,6000.8%Computer and TechnologyTXNTexas Instruments$63,216,824$661,024 ▼-1.0%306,0310.6%Computer and TechnologyGLOBGlobant$31,012,477$31,012,477 ▲New Holding156,5180.3%Computer and TechnologyIEXIDEX$26,035,581$26,035,581 ▲New Holding121,3780.2%Industrial ProductsITTITT$7,485,517$7,485,517 ▲New Holding50,0670.1%Multi-Sector ConglomeratesLIBERTY MEDIA CORP DEL$1,933,806$20,532 ▼-1.1%37,6740.0%COM LBTY LIV S CNVDANVIDIA$0$378,684,691 ▼-100.0%00.0%Computer and TechnologyTMUST-Mobile US$0$329,123,091 ▼-100.0%00.0%Computer and TechnologyFERGFerguson$0$97,717,727 ▼-100.0%00.0%Industrial ProductsTSCOTractor Supply$0$65,757,420 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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