Findlay Park Partners LLP
LONDON X0 · SEC CIK 0001351950
$71.74亿2026Q1 申报市值
56持仓数
32.9%前十大占比 · 第一大 3.8%
5 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BDX 新建仓+$1.55亿
SARO 新建仓+$1.06亿
SLB 新建仓+$1.04亿
WH 新建仓+$1.00亿
CNM 新建仓+$9,863.84万
2026Q1 卖出最多 按季末市值估算
AJG 清仓-$2.65亿
MRSH 清仓-$1.64亿
ACN 减仓-$1.39亿
MA 减仓-$1.04亿
RGLD 减仓-$1.02亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ITT | ITT INC | $2.69亿 | 3.75% | 1,412,228 | 181,326 | 14.7% | $3,454.80万 | 加仓 |
| EOG | EOG RES INC | $2.57亿 | 3.58% | 1,774,909 | 400,400 | 29.1% | $5,788.58万 | 加仓 |
| APG | API GROUP CORP | $2.42亿 | 3.38% | 5,981,698 | -1,038,436 | -14.8% | -$4,207.74万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2.39亿 | 3.33% | 394,339 | 141,360 | 55.9% | $8,552.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.32亿 | 3.24% | 484,636 | 126,240 | 35.2% | $6,049.42万 | 加仓 |
| XPO | XPO INC | $2.31亿 | 3.22% | 1,189,000 | -226,100 | -16.0% | -$4,398.78万 | 减仓 |
| CRH | CRH PLC | $2.30亿 | 3.21% | 2,191,611 | 177,900 | 8.8% | $1,870.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.30亿 | 3.20% | 1,183,131 | -138,000 | -10.4% | -$2,679.13万 | 减仓 |
| COP | CONOCOPHILLIPS | $2.23亿 | 3.11% | 1,690,371 | 244,500 | 16.9% | $3,227.40万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.09亿 | 2.91% | 738,652 | 173,400 | 30.7% | $4,896.30万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1.94亿 | 2.70% | 1,887,968 | 671,000 | 55.1% | $6,895.87万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.82亿 | 2.53% | 2,309,096 | -269,600 | -10.5% | -$2,120.67万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.63亿 | 2.27% | 1,913,057 | -88,556 | -4.4% | -$752.90万 | 减仓 |
| WWD | WOODWARD INC | $1.62亿 | 2.25% | 451,800 | -234,400 | -34.2% | -$8,389.64万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.56亿 | 2.18% | 1,025,500 | -405,600 | -28.3% | -$6,185.81万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1.55亿 | 2.16% | 983,500 | 983,500 | — | $1.55亿 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $1.55亿 | 2.16% | 1,356,563 | 551,800 | 68.6% | $6,289.42万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1.55亿 | 2.15% | 616,766 | -50,160 | -7.5% | -$1,257.21万 | 减仓 |
| INTU | INTUIT | $1.54亿 | 2.15% | 356,385 | -15,800 | -4.2% | -$683.16万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.52亿 | 2.12% | 802,200 | 340,700 | 73.8% | $6,459.67万 | 加仓 |
| STE | STERIS PLC | $1.49亿 | 2.08% | 674,755 | 53,203 | 8.6% | $1,176.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.48亿 | 2.06% | 399,550 | 66,720 | 20.0% | $2,469.77万 | 加仓 |
| RGLD | ROYAL GOLD INC | $1.47亿 | 2.05% | 576,930 | -401,100 | -41.0% | -$1.02亿 | 减仓 |
| WAT | WATERS CORP | $1.39亿 | 1.94% | 467,245 | 8,776 | 1.9% | $261.35万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.37亿 | 1.92% | 323,240 | -219,400 | -40.4% | -$9,331.96万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.36亿 | 1.89% | 271,410 | -207,920 | -43.4% | -$1.04亿 | 减仓 |
| URI | UNITED RENTALS INC | $1.35亿 | 1.88% | 185,488 | 24,992 | 15.6% | $1,820.82万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $1.23亿 | 1.71% | 757,296 | 156,838 | 26.1% | $2,547.68万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.21亿 | 1.69% | 770,669 | -205,000 | -21.0% | -$3,224.24万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1.17亿 | 1.63% | 1,243,069 | -498,400 | -28.6% | -$4,683.96万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.16亿 | 1.62% | 496,710 | -42,000 | -7.8% | -$979.69万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.14亿 | 1.59% | 194,302 | 13,520 | 7.5% | $795.90万 | 加仓 |
| SARO | STANDARDAERO INC | $1.06亿 | 1.47% | 4,084,441 | 4,084,441 | — | $1.06亿 | 新建仓 |
| SLB | SLB LIMITED | $1.04亿 | 1.44% | 2,014,200 | 2,014,200 | — | $1.04亿 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1.00亿 | 1.40% | 1,235,600 | 1,235,600 | — | $1.00亿 | 新建仓 |
| CNM | CORE & MAIN INC | $9,863.84万 | 1.37% | 1,996,728 | 1,996,728 | — | $9,863.84万 | 新建仓 |
| COO | COOPER COS INC | $9,491.62万 | 1.32% | 1,327,500 | -154,800 | -10.4% | -$1,106.82万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $9,452.45万 | 1.32% | 310,854 | -102,640 | -24.8% | -$3,121.08万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $7,928.94万 | 1.11% | 480,600 | -55,800 | -10.4% | -$920.59万 | 减仓 |
| KLAC | KLA CORP | $7,901.25万 | 1.10% | 53,662 | 23,360 | 77.1% | $3,439.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7,605.94万 | 1.06% | 154,740 | 44,000 | 39.7% | $2,162.73万 | 加仓 |
| ADI | ANALOG DEVICES INC | $7,604.12万 | 1.06% | 239,018 | -27,600 | -10.4% | -$878.07万 | 减仓 |
| ENTG | ENTEGRIS INC | $7,510.39万 | 1.05% | 640,600 | 236,000 | 58.3% | $2,766.86万 | 加仓 |
| ADSK | AUTODESK INC | $7,486.49万 | 1.04% | 312,719 | 45,720 | 17.1% | $1,094.54万 | 加仓 |
| EFX | EQUIFAX INC | $7,106.64万 | 0.99% | 394,660 | -45,960 | -10.4% | -$827.60万 | 减仓 |
| ECL | ECOLAB INC | $6,799.05万 | 0.95% | 255,584 | -104,320 | -29.0% | -$2,775.12万 | 减仓 |
| IEX | IDEX CORP | $6,293.04万 | 0.88% | 331,999 | -38,400 | -10.4% | -$727.87万 | 减仓 |
| AMAT | APPLIED MATLS INC | $5,359.27万 | 0.75% | 156,800 | -18,000 | -10.3% | -$615.22万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $5,276.46万 | 0.74% | 266,098 | -699,500 | -72.4% | -$1.39亿 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $4,569.79万 | 0.64% | 94,240 | -6,840 | -6.8% | -$331.68万 | 减仓 |
| ETSY | ETSY INC | $4,538.68万 | 0.63% | 908,100 | -66,200 | -6.8% | -$330.87万 | 减仓 |
| CDW | CDW CORP | $4,071.43万 | 0.57% | 336,426 | -39,100 | -10.4% | -$473.19万 | 减仓 |
| POOL | POOL CORP | $3,657.62万 | 0.51% | 180,775 | -21,000 | -10.4% | -$424.89万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3,645.68万 | 0.51% | 113,732 | -279,840 | -71.1% | -$8,970.27万 | 减仓 |
| — | TOPBUILD COR | $2,934.65万 | 0.41% | 83,537 | -9,640 | -10.3% | -$338.65万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $261.38万 | 0.04% | 27,774 | -3,000 | -9.7% | -$28.23万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,025,521 | -100.0% | -$2.65亿 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -886,467 | -100.0% | -$1.64亿 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -174,400 | -100.0% | -$9,795.18万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -163,100 | -100.0% | -$9,357.54万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -517,916 | -100.0% | -$8,327.57万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -838,027 | -100.0% | -$7,988.91万 | 清仓 |