Longview Partners (Guernsey) LTD 13F Holdings
CIK 0001426092 · ST PETER PORT, Y7
As of Sep 30, 2025, Longview Partners (Guernsey) LTD reported 23 positions worth $9.6B in its SEC Form 13F filing.
Top 23 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Equity | 2,306,834 | $560.8M | 5.86% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 100,343 | $541.8M | 5.66% |
| MICROSOFT CORP | MSFT | Technology | 1,042,072 | $539.7M | 5.64% |
| MOODYS CORP | MCO | Financial Services | 1,018,194 | $485.1M | 5.07% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1,379,190 | $458.1M | 4.79% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1,321,875 | $456.4M | 4.77% |
| VISA INC-CLASS A SHARES | V | Financial Services | 1,334,592 | $455.6M | 4.76% |
| IQVIA HOLDINGS INC | IQV | Healthcare | 2,346,605 | $445.7M | 4.66% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 903,566 | $438.2M | 4.58% |
| FIDELITY NATIONAL INFORMATION SERVICES INC | FIS | Technology | 6,552,749 | $432.1M | 4.52% |
| BECTON DICKINSON & CO | BDX | Healthcare | 2,271,483 | $425.2M | 4.44% |
| MARSH & MCLENNAN COMPANIES INC | MMC | Financial Services | 2,088,995 | $421.0M | 4.40% |
| S&P GLOBAL INC | SPGI | Financial Services | 862,635 | $419.9M | 4.39% |
| ADOBE INC | ADBE | Technology | 1,186,585 | $418.6M | 4.37% |
| FISERV INC | FISV | Technology | 3,236,820 | $417.3M | 4.36% |
| AON PLC | AON | Financial Services | 1,156,754 | $412.5M | 4.31% |
| CDW CORP | CDW | Technology | 2,587,357 | $412.1M | 4.31% |
| SYSCO CORP | SYY | Consumer Defensive | 4,993,237 | $411.1M | 4.30% |
| SALESFORCE INC | CRM | Technology | 1,706,319 | $404.4M | 4.23% |
| MSCI INC | MSCI | Financial Services | 710,493 | $403.1M | 4.21% |
| NIKE INC | NKE | Consumer Cyclical | 5,736,975 | $400.0M | 4.18% |
| HCA HEALTHCARE INC | HCA | Healthcare | 274,609 |