Longview Partners (Guernsey) LTD
Institutional investor · Portfolio as of Q1 2025
Top Holdings25 positions
FISERV INC | 2.8M | $621.7M | 5.0% | $95.84 | +130.42% | 25 qtrssince 2019-Q1 | Decreased 0 |
MOODYS CORP | 1.3M | $616.5M | 5.0% | $268.25 | +71.47% | 13 qtrssince 2022-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 133,481 | $614.9M | 4.9% | $65.28 | +178.77% | 11 qtrssince 2022-Q3 | Decreased 0 |
TJX COS INC NEW | 5M | $610.2M | 4.9% | $57.72 | +107.13% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 1.7M | $609.5M | 4.9% | $220.05 | +57.46% | 9 qtrssince 2023-Q1 | Decreased 0 |
MARSH & MCLENNAN COS INC | 2.4M | $587M | 4.7% | $137.05 | +72.14% | 16 qtrssince 2021-Q2 | Decreased 0 |
HCA HEALTHCARE INC | 1.7M | $573.1M | 4.6% | $127.51 | +166.94% | 25 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.1M | $571M | 4.6% | $281.95 | +68.38% | 11 qtrssince 2022-Q3 | Decreased 0 |
ORACLE CORP | 3.9M | $551.7M | 4.4% | $50.10 | +178.37% | 25 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 1.4M | $551.3M | 4.4% | $193.32 | +105.03% | 20 qtrssince 2020-Q2 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 7.2M | $540.5M | 4.3% | $50.90 | +39.81% | 8 qtrssince 2023-Q2 | Decreased 0 |
MICROSOFT CORP | 1.4M | $511.4M | 4.1% | $250.08 | +48.37% | 12 qtrssince 2022-Q2 | Decreased 0 |
ALPHABET INC | 3.2M | $499.5M | 4.0% | $74.61 | +106.28% | 20 qtrssince 2020-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 937,732 | $491.1M | 4.0% | $279.20 | +80.30% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 1.8M | $484.3M | 3.9% | $84.98 | +211.43% | 22 qtrssince 2019-Q4 | Decreased 0 |
SALESFORCE INC | 1.7M | $467.9M | 3.8% | $265.27 | 0.00% | 1 qtr | New 88 |
MEDTRONIC PLC | 5.2M | $467.1M | 3.8% | $75.96 | +24.73%as of Oct 16 | 25 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 914,185 | $454.9M | 3.7% | $526.76 | -6.05% | 6 qtrssince 2023-Q4 | Decreased 0 |
SYSCO CORP | 5.9M | $445M | 3.6% | $56.01 | +27.58% | 23 qtrssince 2019-Q3 | Decreased 0 |
BECTON DICKINSON & CO | 1.9M | $426.8M | 3.4% | $171.82 | +1.08% | 17 qtrssince 2021-Q1 | Decreased 0 |
Longview Partners (Guernsey) LTD manages $12.4B across 25 positions as of Q1 2025. Top holdings: FISV (5.0%), MCO (5.0%), BKNG (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
Added 1 new position, trimmed 24. Top move: CRM (NEW, conviction 88). Portfolio: $12.4B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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