EdgeMarket › What Longview Partners (Guernsey) Ltd reported owning
What Longview Partners (Guernsey) Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.1BPositions
25Quarter
2026-03-31Shown below
25largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| WST WEST PHARMACEUTICAL SERVICES INC | 329.7M | 4.7% | 1.3M | 353.08 | +43.3% |
| TMO THERMO FISHER SCIENTIFIC INC. | 325.8M | 4.6% | 662.8K | 629.27 | +27.2% |
| AXP AMERICAN EXPRESS CO | 325.3M | 4.6% | 1.1M | 336.00 | +8.9% |
| IQV IQVIA HOLDINGS INC. | 323.6M | 4.6% | 1.9M | 259.82 | +35.3% |
| MSCI MSCI Inc. | 316.5M | 4.5% | 587.3K | 563.49 | -1.9% |
| AON Aon plc | 315.1M | 4.5% | 976.3K | 355.11 | -5.1% |
| BKNG Booking Holdings Inc. | 313.4M | 4.4% | 74.4K | 209.62 | -7.1% |
| V VISA INC. | 313.4M | 4.4% | 1.0M | 371.04 | +7.9% |
| MCO MOODYS CORP /DE/ | 309.6M | 4.4% | 709.6K | 503.32 | -2.3% |
| BDX BECTON DICKINSON & CO | 304.9M | 4.3% | 1.9M | 192.00 | -3.6% |
| UNH UNITEDHEALTH GROUP INC | 303.5M | 4.3% | 1.1M | 390.11 | +30.1% |
| MSFT MICROSOFT CORP | 303.1M | 4.3% | 818.9K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 301.4M | 4.3% | 1.0M | 344.82 | +73.0% |
| CME CME GROUP INC. | 300.4M | 4.3% | 1.0M | 274.98 | +0.1% |
| TXN TEXAS INSTRUMENTS INC | 294.8M | 4.2% | 1.5M | 264.36 | +31.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 287.2M | 4.1% | 849.7K | 418.95 | +83.3% |
| CRM Salesforce, Inc. | 282.5M | 4.0% | 1.5M | 209.17 | -15.1% |
| SYY SYSCO CORP | 279.2M | 4.0% | 3.9M | 84.10 | +3.9% |
| CDW CDW Corp | 278.6M | 3.9% | 2.3M | 137.25 | -17.8% |
| COO COOPER COMPANIES, INC. | 273.3M | 3.9% | 3.8M | 76.22 | +3.7% |
| NKE NIKE, Inc. | 267.7M | 3.8% | 5.1M | 40.76 | -46.6% |
| FIS Fidelity National Information Services, Inc. | 262.6M | 3.7% | 5.6M | 41.34 | -40.7% |
| FISV FISERV INC | 162.0M | 2.3% | 2.9M | 52.58 | -62.4% |
| SPGI S&P Global Inc. | 143.9M | 2.0% | 338.4K | 431.29 | -22.6% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 140.5M | 2.0% | 810.3K | 192.01 | -9.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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