Longview Partners (Guernsey) LTD
Institutional investor · Portfolio as of Q2 2026
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
WEST PHARMACEUTICAL SVSC INC | 1M | $371.1M | 6.0% | $267.63 | +26.10% | 4 qtrssince 2025-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 842,497 | $350.2M | 5.7% | $293.10 | +34.07% | 30 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 706,120 | $337.2M | 5.5% | $353.13 | +18.23% | 2 qtrssince 2026-Q1 | Decreased 0 |
TEXAS INSTRS INC | 1.1M | $322.3M | 5.2% | $192.17 | +34.59% | 2 qtrssince 2026-Q1 | Decreased 0 |
ALPHABET INC | 827,249 | $295.6M | 4.8% | $94.13 | +268.21% | 25 qtrssince 2020-Q2 | Decreased 0 |
IQVIA HLDGS INC | 1.5M | $290M | 4.7% | $130.17 | +101.09% | 26 qtrssince 2020-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 849,396 | $287.3M | 4.7% | $84.98 | +292.09% | 27 qtrssince 2019-Q4 | Decreased 0 |
COOPER COS INC | 3.9M | $282.5M | 4.6% | $83.02 | -14.28% | 2 qtrssince 2026-Q1 | Increased 59 |
VISA INC | 817,595 | $280.5M | 4.6% | $220.05 | +73.41% | 14 qtrssince 2023-Q1 | Decreased 0 |
PROGRESSIVE CORP | 1.2M | $266.4M | 4.3% | $218.35 | +0.13% | 1 qtr | New 86 |
THERMO FISHER SCIENTIFIC INC | 529,776 | $265.6M | 4.3% | $525.60 | +18.38% | 11 qtrssince 2023-Q4 | Decreased 0 |
CDW CORP | 1.9M | $262.7M | 4.3% | $172.11 | -14.19% | 19 qtrssince 2021-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 1.5M | $262.6M | 4.3% | $172.54 | +19.18% | 16 qtrssince 2022-Q3 | Increased 92 |
MSCI INC | 463,710 | $259.7M | 4.2% | $559.76 | +1.97% | 5 qtrssince 2025-Q2 | Decreased 0 |
SYSCO CORP | 3.1M | $257.9M | 4.2% | $57.01 | +43.73% | 28 qtrssince 2019-Q3 | Decreased 0 |
BECTON DICKINSON & CO | 1.7M | $255.8M | 4.2% | $166.84 | +13.59% | 22 qtrssince 2021-Q1 | Decreased 0 |
AON PLC | 768,975 | $255.1M | 4.1% | $193.32 | +83.84% | 25 qtrssince 2020-Q2 | Decreased 0 |
MOODYS CORP | 558,785 | $253.1M | 4.1% | $268.25 | +91.97% | 18 qtrssince 2022-Q1 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 6.3M | $244.3M | 4.0% | $50.83 | -18.47% | 13 qtrssince 2023-Q2 | Increased 64 |
MICROSOFT CORP | 645,228 | $240.7M | 3.9% | $250.08 | +105.35% | 17 qtrssince 2022-Q2 | Decreased 0 |
Longview Partners (Guernsey) LTD manages $6.2B across 23 positions as of Q2 2026. Top holdings: WST (6.0%), UNH (5.7%), TSM (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
Added 1 new position, exited 3, increased 3, trimmed 19. Top move: BKNG (INCREASED, conviction 92). Portfolio: $6.2B across 23 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR