Longview Partners (Guernsey) LTD
- SEC CIK
- 0001426092
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 24
- −1 vs. Q1 2025
- Portfolio value
- $11.6B
- −$822.1M (−6.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 3,298,941 | $721.2M | 6.2% | −647,420−16.4% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 124,165 | $718.8M | 6.2% | −9,316−7.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,281,359 | $637.4M | 5.5% | −80,900−5.9% | Reduced | History |
| MCOMoodys Corp | Stock | 1,247,668 | $625.8M | 5.4% | −76,250−5.8% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 1,562,478 | $598.6M | 5.2% | −96,000−5.8% | Reduced | History |
| VVisa Inc. | Stock | 1,638,726 | $581.8M | 5.0% | −100,400−5.8% | Reduced | History |
| TJXTJX Companies Inc | Stock | 4,699,577 | $580.4M | 5.0% | −310,300−6.2% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 1,059,805 | $558.8M | 4.8% | −63,900−5.7% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 6,817,224 | $555.0M | 4.8% | −420,100−5.8% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,693,958 | $540.3M | 4.7% | −106,100−5.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,037,654 | $535.3M | 4.6% | −192,300−6.0% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,269,216 | $496.1M | 4.3% | −136,400−5.7% | Reduced | History |
| AONAon plc | CL A | 1,307,961 | $466.6M | 4.0% | −73,380−5.3% | Reduced | History |
| FISVFiserv Inc | Stock | 2,655,318 | $457.8M | 3.9% | −159,900−5.7% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,642,717 | $448.0M | 3.9% | −101,000−5.8% | Reduced | History |
| SYYSysco Corp | Stock | 5,601,384 | $424.2M | 3.7% | −329,000−5.5% | Reduced | History |
| NKENIKE, Inc. | Stock | 5,708,722 | $405.5M | 3.5% | +1,128,500+24.6% | Added | History |
| CDWCDW Corp | COM | 2,267,149 | $404.9M | 3.5% | −142,100−5.9% | Reduced | History |
| ADBEAdobe Inc. | Stock | 1,020,335 | $394.7M | 3.4% | −54,150−5.0% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,216,082 | $379.4M | 3.3% | +278,350+29.7% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 2,288,714 | $360.7M | 3.1% | +260,438+12.8% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 868,585 | $352.2M | 3.0% | −45,600−5.0% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 2,027,729 | $349.3M | 3.0% | +164,400+8.8% | Added | History |
| MSCIMSCI Inc. | Stock | 22,727 | $13.1M | 0.1% | +22,727 | New | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.