Longview Partners (Guernsey) Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$7.06B
Q ending 2026-03-31
Prior quarter
$9.58B
Q ending 2025-12-31
Change
-26.3% QoQ · -43.2% YoY
Positions
25
reported holdings
Largest positions
All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| West Pharmaceutical Svsc Inc | WST | Shares | $329.7M | 1.3M |
| Thermo Fisher Scientific Inc | TMO | Shares | $325.8M | 663K |
| American Express Co | AXP | Shares | $325.3M | 1.1M |
| Iqvia Hldgs Inc | IQV | Shares | $323.6M | 1.9M |
| Msci Inc | MSCI | Shares | $316.5M | 587K |
| Aon Plc | Shares | $315.1M | 976K | |
| Booking Holdings Inc | BKNG | Shares | $313.4M | 74K |
| Visa Inc | V | Shares | $313.4M | 1.0M |
| Moodys Corp | MCO | Shares | $309.6M | 710K |
| Becton Dickinson & Co | BDX | Shares | $304.9M | 1.9M |
| Unitedhealth Group Inc | UNH | Shares | $303.5M | 1.1M |
| Microsoft Corp | MSFT | Shares | $303.1M | 819K |
| Alphabet Inc | GOOGL | Shares | $301.4M | 1.0M |
| Cme Group Inc | CME | Shares | $300.4M | 1.0M |
| Texas Instrs Inc | TXN | Shares | $294.8M | 1.5M |
| Taiwan Semiconductor Manufac | TSM | Shares | $287.2M | 850K |
| Salesforce Inc | CRM | Shares | $282.5M | 1.5M |
| Sysco Corp | SYY | Shares | $279.2M | 3.9M |
| Cdw Corp | CDW | Shares | $278.6M | 2.3M |
| Cooper Cos Inc | COO | Shares | $273.3M | 3.8M |
| Nike Inc | NKE | Shares | $267.7M | 5.1M |
| Fidelity Natl Information Sv | FIS | Shares | $262.6M | 5.6M |
| Fiserv Inc | FISV | Shares | $162.0M | 2.9M |
| S&P Global Inc | SPGI | Shares | $143.9M | 338K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $140.5M | 810K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.