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Findlay Park Partners LLP

CIK:0001351950
Asset Manager
$10B AUM
57 holdings
London, United Kingdom
Founded:1998
37 employees
Latest filing:Jun 30, 2025

Findlay Park Partners LLP is an independent investment partnership founded in London in 1998. The firm specializes in managing a single investment fund—the Findlay Park American Fund—focused solely on US equities. With approximately 37 employees as of 2024, Findlay Park serves primarily private banks and institutional investors. The firm emphasizes a team-based and research-driven investment process, placing significant focus on controlling downside risk while aiming for long-term compound growth for its clients.

Investment Strategy

Findlay Park Partners LLP employs a highly disciplined, team-oriented approach focused on investing in a diversified portfolio of high-quality, durable US companies. The firm’s investment philosophy centers on rigorous research, downside risk control, and building conviction through collective team debate. The sole strategy, managed through the Findlay Park American Fund, aims to deliver attractive compound returns over decades, prioritizing preservation of capital over pursuit of outsized, risky gains. Their process involves in-depth due diligence, at least two team members researching each investment, and emphasis on collaborative decision-making.

Top Buys
M
MSFTMICROSOFT CORP
+$178.9M
I
INTUINTUIT
+$116.3M
A
APGAPI GROUP CORP
+$109.8M
T
TXNTEXAS INSTRS INC
+$100.4M
C
COOCOOPER COS INC
+$92.1M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$301.5M
A
AJGGALLAGHER ARTHUR J & CO
-$102.5M
B
BLDTOPBUILD CORP
-$98.9M
M
MMCMARSH & MCLENNAN COS INC
-$82.2M
W
WCNWASTE CONNECTIONS INC
-$60.2M

Top Holdings

M
MSFTMICROSOFT CORP
+4.3%$420.2M
I
INTUINTUIT
+3.7%$358.9M
A
ACNACCENTURE PLC IRELAND
+3.6%$353.4M
A
APGAPI GROUP CORP
+3.5%$340.3M
L
LYVLIVE NATION ENTERTAINMENT IN
+3.2%$311.5M

Equity Positions (57)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP4.33%$420.2M844,810$156.48$497.41+$178.9M
I
INTU
INTUIT3.70%$358.9M455,645$385.23$787.63+$116.3M
A
ACN
ACCENTURE PLC IRELAND3.64%$353.4M1,182,298$298.26$298.89+$85.5M
A
APG
API GROUP CORP3.51%$340.3M6,666,648$32.16$34.03+$109.8M
L
LYV
LIVE NATION ENTERTAINMENT IN3.21%$311.5M2,059,400$93.28$151.28-$2.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+9.1%
SERVICES-BUSINESS SERVICES, NEC
+8.4%
INSURANCE AGENTS, BROKERS & SERVICE
+5.1%
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
+4.6%
SEMICONDUCTORS & RELATED DEVICES
+4.4%