FINDLAY PARK PARTNERS LLP
Q2 2022 Form 13-F
LONDON
CIK 0001351950
· Institutional investment manager
$10.7B Reported Value Total
Reported value
$10.7B
Quarter over quarter
-15.0%
Holdings
39
Top-10 concentration
50.2%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Giulio Serrazanetti
Head of Data Analytics
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2022 13F record
Q2 2022 13F filing summary
| Period of report | June 30, 2022 |
|---|---|
| Filed | August 09, 2022 |
| Form | 13F-HR |
| Reported value | $10.7B |
| Positions | 39 |
| Change in reported value | -19.0% |
| New positions | 0 |
| Exited positions | 3 |
| Position turnover | 7.1% |
| Top-10 concentration | 50.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
49 | $7.4B |
|
Q1 2026 13F
Filed May 13, 2026
|
56 | $7.2B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
57 | $7.8B |
|
Q3 2025 13F
Filed Nov 12, 2025
|
57 | $9.5B |
|
Q2 2025 13F
Filed Aug 13, 2025
|
57 | $9.7B |
|
Q1 2025 13F
Filed May 14, 2025
|
58 | $9.7B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
59 | $10.1B |
|
Q3 2024 13F
Filed Nov 4, 2024
|
59 | $10.6B |
|
Q2 2024 13F
Filed Aug 13, 2024
|
56 | $10.6B |
|
Q1 2024 13F
Filed Apr 30, 2024
|
56 | $10.9B |
|
Q4 2023 13F
Filed Feb 7, 2024
|
58 | $10.2B |
|
Q3 2023 13F
Filed Nov 7, 2023
|
60 | $9.3B |
|
Q2 2023 13F
Filed Aug 7, 2023
|
59 | $9.7B |
|
Q1 2023 13F
Filed May 5, 2023
|
56 | $9.5B |
|
Q4 2022 13F
Filed Feb 7, 2023
|
47 | $9.2B |
|
Q3 2022 13F
Filed Nov 10, 2022
|
40 | $10.1B |
|
Q2 2022 13F
Filed Aug 9, 2022
|
39 | $10.7B |
|
Q1 2022 13F
Filed May 12, 2022
|
42 | $13.2B |
|
Q4 2021 13F
Filed Feb 10, 2022
|
45 | $15.0B |
|
Q3 2021 13F
Filed Nov 12, 2021
|
48 | $14.5B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT Microsoft Corp | $848.9M | 7.92% |
| 2 | INTU Intuit | $728.8M | 6.8% |
| 3 | GOOG Alphabet Inc | $581.9M | 5.43% |
| 4 | DHR Danaher Corporation | $551.2M | 5.14% |
| 5 | ADBE Adobe Systems Incorporated | $549.3M | 5.12% |
| 6 | AMZN Amazon Com Inc | $529.2M | 4.94% |
| 7 | BLD TopBuild Corp | $442.9M | 4.13% |
| 8 | CSGP Costar Group Inc | $415.3M | 3.87% |
| 9 | AJG Gallagher Arthur J & Co | $375.0M | 3.5% |
| 10 | SPGI S&P Global Inc | $356.5M | 3.32% |
| 11 | SHW Sherwin Williams Co | $331.3M | 3.09% |
| 12 | EOG EOG Res Inc | $318.1M | 2.97% |
| 13 | ADI Analog Devices Inc | $312.4M | 2.91% |
| 14 | J Jacobs Engr Group Inc | $308.6M | 2.88% |
| 15 | ADSK Autodesk Inc | $283.8M | 2.65% |
| 16 | MA Mastercard Incorporated | $281.8M | 2.63% |
| 17 | WCN Waste Connections Inc | $276.0M | 2.57% |
| 18 | TMUS T-Mobile US Inc | $257.3M | 2.4% |
| 19 | MRSH Marsh & Mclennan Cos Inc | $253.3M | 2.36% |
| 20 | TMO Thermo Fisher Scientific Inc | $194.2M | 1.81% |
Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.