Institutions / Longview Partners (Guernsey) LTD

Longview Partners (Guernsey) LTD

CIK 1426092 · Institution · as of Dec 31, 2025
Portfolio value
$9.58B
Positions
23
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Alphabet Inc.$503.54M1,608,7445.3%
Iqvia Holdings Inc.$500.51M2,220,4245.2%
Moody's Corp$493.72M966,4675.2%
Thermo Fisher Scientific Inc.$492.69M850,2765.1%
Booking Holdings Inc$487.70M91,0695.1%
American Express Co$482.66M1,304,6655.0%
Microsoft Corp$478.08M988,5475.0%
Salesforce Inc$446.12M1,684,0594.7%
Visa Inc$443.70M1,265,1514.6%
S&P Global Inc.$433.37M829,2804.5%
Becton Dickinson & Co$419.31M2,160,6014.4%
MSCI Inc.$415.27M723,8124.3%
Unitedhealth Group Inc$414.21M1,254,7494.3%
Fidelity National Information Services Inc$413.36M6,219,6994.3%
Adobe Inc.$410.52M1,172,9454.3%
Aon plc$390.21M1,105,7844.1%
CME Group Inc$378.70M1,386,7684.0%
Marsh & McLennan Companies, Inc.$374.23M2,017,1953.9%
Sysco Corp$361.72M4,908,6073.8%
NIKE, Inc.$358.34M5,624,5953.7%
CDW Corp$348.79M2,560,8653.6%
West Pharmaceutical Services Inc$311.19M1,131,0263.2%
Fiserv Inc$218.02M3,245,8102.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.