Longview Partners (Guernsey) LTD
Net seller this quarter
$6.16B
23
-$1.56B
50.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WST | $371M | 6.03% | 1.47% | -21.4% | Q3 2025 |
 UNH | $350M | 5.69% | 0.09% | -24.9% | Q1 2014 |
 TSM | $337M | 5.48% | 0.00% | -16.9% | Q1 2026 |
 TXN | $322M | 5.23% | 0.12% | -28.8% | Q1 2026 |
 GOOGL | $296M | 4.80% | 0.01% | -21.1% | Q2 2020 |
 IQV | $290M | 4.71% | 0.91% | -20.9% | Q4 2017 |
 AXP | $287M | 4.67% | 0.13% | -21.0% | Q4 2016 |
 COO | $283M | 4.59% | 2.02% | +3.1% | Q1 2026 |
 V | $281M | 4.56% | 0.04% | -21.1% | Q1 2023 |
 PGR | $266M | 4.33% | 0.21% | Not reported | Q1 2015 |
 TMO | $266M | 4.31% | 0.14% | -20.1% | Q3 2015 |
 CDW | $263M | 4.27% | 1.49% | -18.9% | Q4 2021 |
 BKNG | $263M | 4.26% | 0.19% | -20.8% | Q3 2022 |
 MSCI | $260M | 4.22% | 0.64% | -21.0% | Q2 2025 |
 SYY | $258M | 4.19% | 0.65% | -21.2% | Q3 2019 |
 BDX | $256M | 4.15% | 0.62% | -12.9% | Q1 2021 |
 AON | $255M | 4.14% | 0.36% | -21.2% | Q2 2013 |
 MCO | $253M | 4.11% | 0.32% | -21.3% | Q1 2022 |
 FIS | $244M | 3.97% | 1.22% | +12.3% | Q2 2013 |
 MSFT | $241M | 3.91% | 0.01% | -21.2% | Q2 2022 |
 CME | $221M | 3.59% | 0.30% | -1.5% | Q4 2025 |
 CRM | $187M | 3.03% | 0.15% | -21.2% | Q1 2025 |
 SPGI | $109M | 1.77% | 0.09% | -21.0% | Q3 2022 |
| Q1 2026 | |||||
| WST | $330M | 4.67% | 1.86% | +16.3% | Q3 2025 |
| TMO | $326M | 4.62% | 0.18% | -22.1% | Q3 2015 |
| AXP | $325M | 4.61% | 0.16% | -17.6% | Q4 2016 |
| IQV | $324M | 4.58% | 1.14% | -14.5% | Q4 2017 |
| MSCI | $317M | 4.48% | 0.81% | -18.9% | Q2 2025 |
| AON | $315M | 4.46% | 0.46% | -11.7% | Q2 2013 |
| BKNG | $313M | 4.44% | 0.24% | -18.3% | Q3 2022 |
| V | $313M | 4.44% | 0.06% | -18.1% | Q1 2023 |
| MCO | $310M | 4.39% | 0.41% | -26.6% | Q1 2022 |
| BDX | $305M | 4.32% | 0.70% | -10.3% | Q1 2021 |
| UNH | $304M | 4.30% | 0.12% | -10.6% | Q1 2014 |
| MSFT | $303M | 4.29% | 0.01% | -17.2% | Q2 2022 |
| GOOGL | $301M | 4.27% | 0.01% | -34.9% | Q2 2020 |
| CME | $300M | 4.26% | 0.31% | -26.7% | Q4 2025 |
| TXN | $295M | 4.18% | 0.17% | New | Q1 2026 |
| TSM | $287M | 4.07% | 0.00% | New | Q1 2026 |
| CRM | $283M | 4.00% | 0.16% | -10.1% | Q1 2025 |
| SYY | $279M | 3.96% | 0.82% | -20.3% | Q3 2019 |
| CDW | $279M | 3.95% | 1.80% | -10.1% | Q4 2021 |
| COO | $273M | 3.87% | 1.96% | New | Q1 2026 |
 NKE | $268M | 3.79% | 0.30% | -9.9% | Q1 2024 |
| FIS | $263M | 3.72% | 1.09% | -10.0% | Q2 2013 |
 FISV | $162M | 2.29% | 0.54% | -10.6% | Q2 2013 |
| SPGI | $144M | 2.04% | 0.11% | -59.2% | Q3 2022 |
 MRSH | $141M | 1.99% | 0.17% | -59.8% | Q2 2021 |
| Q4 2025 | |||||
| GOOGL | $504M | 5.26% | 0.01% | -30.3% | Q2 2020 |
| IQV | $501M | 5.23% | 1.31% | -5.4% | Q4 2017 |
| MCO | $494M | 5.16% | 0.54% | -5.1% | Q1 2022 |
| TMO | $493M | 5.15% | 0.23% | -5.9% | Q3 2015 |
| BKNG | $488M | 5.09% | 0.28% | -9.2% | Q3 2022 |
| AXP | $483M | 5.04% | 0.19% | -5.4% | Q4 2016 |
| MSFT | $478M | 4.99% | 0.01% | -5.1% | Q2 2022 |
| CRM | $446M | 4.66% | 0.18% | -1.3% | Q1 2025 |
| V | $444M | 4.63% | 0.07% | -5.2% | Q1 2023 |
| SPGI | $433M | 4.53% | 0.28% | -3.9% | Q3 2022 |
| BDX | $419M | 4.38% | 0.76% | -4.9% | Q1 2021 |
| MSCI | $415M | 4.34% | 0.98% | +1.9% | Q2 2025 |
| UNH | $414M | 4.33% | 0.14% | -5.1% | Q1 2014 |
| FIS | $413M | 4.32% | 1.20% | -5.1% | Q2 2013 |
 ADBE | $411M | 4.29% | 0.28% | -1.2% | Q2 2024 |
| AON | $390M | 4.07% | 0.51% | -4.4% | Q2 2013 |
| CME | $379M | 3.95% | 0.42% | New | Q4 2025 |
| MRSH | $374M | 3.91% | 0.42% | -3.4% | Q2 2021 |
| SYY | $362M | 3.78% | 1.03% | -1.7% | Q3 2019 |
| NKE | $358M | 3.74% | 0.33% | -2.0% | Q1 2024 |
| CDW | $349M | 3.64% | 1.98% | -1.0% | Q4 2021 |
| WST | $311M | 3.25% | 1.57% | +221.2% | Q3 2025 |
| FISV | $218M | 2.28% | 0.60% | +0.3% | Q2 2013 |
| Q3 2025 | |||||
| GOOGL | $561M | 5.86% | 0.02% | -24.1% | Q2 2020 |
| BKNG | $542M | 5.66% | 0.31% | -19.2% | Q3 2022 |
| MSFT | $540M | 5.64% | 0.01% | -18.7% | Q2 2022 |
| MCO | $485M | 5.07% | 0.57% | -18.4% | Q1 2022 |
| AXP | $458M | 4.79% | 0.20% | -18.6% | Q4 2016 |
| UNH | $456M | 4.77% | 0.15% | +8.7% | Q1 2014 |
| V | $456M | 4.76% | 0.07% | -18.6% | Q1 2023 |
| IQV | $446M | 4.66% | 1.38% | +2.5% | Q4 2017 |
| TMO | $438M | 4.58% | 0.24% | +4.0% | Q3 2015 |
| FIS | $432M | 4.52% | 1.25% | -3.9% | Q2 2013 |
| BDX | $425M | 4.44% | 0.79% | +12.0% | Q1 2021 |
| MRSH | $421M | 4.40% | 0.43% | -7.9% | Q2 2021 |
| SPGI | $420M | 4.39% | 0.28% | -18.6% | Q3 2022 |
| ADBE | $419M | 4.37% | 0.28% | +16.3% | Q2 2024 |
| FISV | $417M | 4.36% | 0.60% | +21.9% | Q2 2013 |
| AON | $412M | 4.31% | 0.54% | -11.6% | Q2 2013 |
| CDW | $412M | 4.31% | 1.99% | +14.1% | Q4 2021 |
| SYY | $411M | 4.30% | 1.04% | -10.9% | Q3 2019 |
| CRM | $404M | 4.23% | 0.18% | +3.9% | Q1 2025 |
| MSCI | $403M | 4.21% | 0.95% | +3026.2% | Q2 2025 |
| NKE | $400M | 4.18% | 0.34% | +0.5% | Q1 2024 |
 HCA | $117M | 1.22% | 0.12% | -82.4% | Q3 2013 |
| WST | $92.4M | 0.97% | 0.49% | New | Q3 2025 |