Findlay Park Partners LLP
LONDON X0 · SEC CIK 0001351950
$74.07亿2026Q2 申报市值
49持仓数
33.0%前十大占比 · 第一大 3.7%
2 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CSCO 新建仓+$1.42亿
WCN 加仓+$8,809.78万
AMAT 加仓+$8,752.64万
WSO 新建仓+$7,869.53万
ENTG 加仓+$5,919.19万
2026Q2 卖出最多 按季末市值估算
TXN 减仓-$1.59亿
INTU 清仓-$1.54亿
SLB 清仓-$1.04亿
KEYS 减仓-$1.01亿
MKTX 清仓-$7,928.94万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -356,385 | -100.0% | -$1.54亿 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -2,014,200 | -100.0% | -$1.04亿 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -480,600 | -100.0% | -$7,928.94万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -154,740 | -100.0% | -$7,605.94万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -312,719 | -100.0% | -$7,486.49万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -394,660 | -100.0% | -$7,106.64万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -266,098 | -100.0% | -$5,276.46万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -94,240 | -100.0% | -$4,569.79万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -83,537 | -100.0% | -$2,934.65万 | 清仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $284.95万 | 0.04% | 26,974 | -800 | -2.9% | -$8.45万 | 减仓 |
| POOL | POOL CORP | $3,758.49万 | 0.51% | 174,895 | -5,880 | -3.3% | -$126.36万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3,787.93万 | 0.51% | 110,012 | -3,720 | -3.3% | -$128.09万 | 减仓 |
| CDW | CDW CORP | $4,576.79万 | 0.62% | 325,426 | -11,000 | -3.3% | -$154.70万 | 减仓 |
| ETSY | ETSY INC | $6,616.99万 | 0.89% | 878,400 | -29,700 | -3.3% | -$223.73万 | 减仓 |
| IEX | IDEX CORP | $7,291.88万 | 0.98% | 321,299 | -10,700 | -3.2% | -$242.84万 | 减仓 |
| WSO | WATSCO INC | $7,869.53万 | 1.06% | 188,840 | 188,840 | — | $7,869.53万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $8,050.56万 | 1.09% | 202,698 | -36,320 | -15.2% | -$1,442.52万 | 减仓 |
| DHR | DANAHER CORP DEL | $8,792.56万 | 1.19% | 461,600 | -340,600 | -42.5% | -$6,487.75万 | 减仓 |
| COO | COOPER COS INC | $9,207.56万 | 1.24% | 1,284,000 | -43,500 | -3.3% | -$311.94万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1.01亿 | 1.36% | 1,195,200 | -40,400 | -3.3% | -$340.21万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.01亿 | 1.36% | 821,169 | 50,500 | 6.6% | $621.71万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.11亿 | 1.50% | 1,202,369 | -40,700 | -3.3% | -$375.54万 | 减仓 |
| RGLD | ROYAL GOLD INC | $1.11亿 | 1.50% | 558,050 | -18,880 | -3.3% | -$376.86万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.12亿 | 1.51% | 338,374 | 27,520 | 8.9% | $909.43万 | 加仓 |
| CNM | CORE & MAIN INC | $1.16亿 | 1.56% | 2,395,854 | 399,126 | 20.0% | $1,925.78万 | 加仓 |
| ECL | ECOLAB INC | $1.16亿 | 1.56% | 415,184 | 159,600 | 62.4% | $4,446.62万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.20亿 | 1.61% | 207,262 | 12,960 | 6.7% | $747.40万 | 加仓 |
| COP | CONOCOPHILLIPS | $1.26亿 | 1.71% | 1,216,171 | -474,200 | -28.1% | -$4,929.78万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.27亿 | 1.72% | 312,640 | -10,600 | -3.3% | -$431.70万 | 减仓 |
| STE | STERIS PLC | $1.38亿 | 1.87% | 657,713 | -17,042 | -2.5% | -$358.85万 | 减仓 |
| CSCO | CISCO SYS INC | $1.42亿 | 1.91% | 1,207,200 | 1,207,200 | — | $1.42亿 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $1.44亿 | 1.94% | 951,200 | -32,300 | -3.3% | -$488.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.44亿 | 1.95% | 386,430 | -13,120 | -3.3% | -$489.40万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.47亿 | 1.98% | 618,810 | 122,100 | 24.6% | $2,897.80万 | 加仓 |
| SARO | STANDARDAERO INC | $1.51亿 | 2.03% | 5,032,523 | 948,082 | 23.2% | $2,835.71万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.57亿 | 2.12% | 448,872 | -289,780 | -39.2% | -$1.01亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.58亿 | 2.13% | 307,650 | 36,240 | 13.4% | $1,861.29万 | 加仓 |
| WAT | WATERS CORP | $1.69亿 | 2.29% | 451,925 | -15,320 | -3.3% | -$574.56万 | 减仓 |
| EOG | EOG RES INC | $1.73亿 | 2.33% | 1,329,709 | -445,200 | -25.1% | -$5,775.58万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1.74亿 | 2.35% | 1,312,063 | -44,500 | -3.3% | -$591.09万 | 减仓 |
| ENTG | ENTEGRIS INC | $1.74亿 | 2.35% | 969,700 | 329,100 | 51.4% | $5,919.19万 | 加仓 |
| URI | UNITED RENTALS INC | $1.80亿 | 2.43% | 158,948 | -26,540 | -14.3% | -$3,006.69万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.89亿 | 2.56% | 1,989,657 | 76,600 | 4.0% | $728.77万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.94亿 | 2.61% | 2,233,296 | -75,800 | -3.3% | -$656.81万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.94亿 | 2.61% | 649,431 | -533,700 | -45.1% | -$1.59亿 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.96亿 | 2.64% | 1,069,200 | 43,700 | 4.3% | $800.19万 | 加仓 |
| KLAC | KLA CORP | $1.97亿 | 2.66% | 653,850 | 117,230 | 21.8% | $3,536.95万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.01亿 | 2.71% | 277,860 | 121,060 | 77.2% | $8,752.64万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2.14亿 | 2.89% | 596,646 | -20,120 | -3.3% | -$722.31万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2.14亿 | 2.89% | 1,285,809 | 528,513 | 69.8% | $8,809.78万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $2.18亿 | 2.94% | 1,826,068 | -61,900 | -3.3% | -$738.10万 | 减仓 |
| WWD | WOODWARD INC | $2.32亿 | 3.13% | 545,220 | 93,420 | 20.7% | $3,974.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.35亿 | 3.17% | 468,716 | -15,920 | -3.3% | -$796.62万 | 减仓 |
| XPO | XPO INC | $2.36亿 | 3.19% | 1,150,100 | -38,900 | -3.3% | -$798.58万 | 减仓 |
| CRH | CRH PLC | $2.64亿 | 3.56% | 2,465,011 | 273,400 | 12.5% | $2,925.38万 | 加仓 |
| APG | API GROUP CORP | $2.76亿 | 3.73% | 6,522,698 | 541,000 | 9.0% | $2,291.13万 | 加仓 |
| ITT | ITT INC | $2.76亿 | 3.73% | 1,397,628 | -14,600 | -1.0% | -$288.73万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2.77亿 | 3.74% | 415,899 | 21,560 | 5.5% | $1,437.84万 | 加仓 |