Longview Partners (Guernsey) LTD
Institutional investor · Portfolio as of Q1 2026
Top Holdings25 positions
WEST PHARMACEUTICAL SVSC INC | 1.3M | $329.7M | 4.7% | $267.63 | -6.48% | 3 qtrssince 2025-Q3 | Increased 67 |
Thermo Fisher Scientific Inc | 662,828 | $325.8M | 4.6% | $525.08 | -6.55% | 10 qtrssince 2023-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 1.1M | $325.3M | 4.6% | $84.98 | +253.85% | 26 qtrssince 2019-Q4 | Decreased 0 |
IQVIA Holdings Inc. | 1.9M | $323.6M | 4.6% | $127.27 | +34.00% | 25 qtrssince 2020-Q1 | Decreased 0 |
MSCI INC | 587,264 | $316.5M | 4.5% | $559.76 | -4.40% | 4 qtrssince 2025-Q2 | Decreased 0 |
AON PLC | 976,263 | $315.1M | 4.5% | $193.32 | +66.52% | 24 qtrssince 2020-Q2 | Decreased 0 |
Booking Holdings Inc | 74,430 | $313.4M | 4.4% | $65.28 | +156.73% | 15 qtrssince 2022-Q3 | Decreased 0 |
Visa Inc | 1M | $313.4M | 4.4% | $220.05 | +36.81% | 13 qtrssince 2023-Q1 | Decreased 0 |
Moodys Corp. | 709,634 | $309.6M | 4.4% | $268.25 | +61.90% | 17 qtrssince 2022-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 1.9M | $304.9M | 4.3% | $165.86 | -6.42% | 21 qtrssince 2021-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 1.1M | $303.5M | 4.3% | $288.57 | -7.33% | 29 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 818,886 | $303.1M | 4.3% | $250.08 | +47.42% | 16 qtrssince 2022-Q2 | Decreased 0 |
Alphabet Inc. | 1M | $301.4M | 4.3% | $74.61 | +284.91% | 24 qtrssince 2020-Q2 | Decreased 0 |
CME Group Inc. | 1M | $300.4M | 4.3% | $265.33 | +10.74% | 2 qtrssince 2025-Q4 | Decreased 0 |
Texas Instruments Inc. | 1.5M | $294.8M | 4.2% | $192.17 | 0.00% | 1 qtr | New 87 |
TAIWAN SEMICONDUCTOR MFG LTD | 849,740 | $287.2M | 4.1% | $336.26 | 0.00% | 1 qtr | New 86 |
SALESFORCE COM INC | 1.5M | $282.5M | 4.0% | $264.16 | -29.69% | 5 qtrssince 2025-Q1 | Decreased 0 |
SYSCO CORP | 3.9M | $279.2M | 4.0% | $56.01 | +24.67% | 27 qtrssince 2019-Q3 | Decreased 0 |
CDW Corp | 2.3M | $278.6M | 3.9% | $172.11 | -30.10% | 18 qtrssince 2021-Q4 | Decreased 0 |
COOPER COS INC COM | 3.8M | $273.3M | 3.9% | $83.37 | 0.00% | 1 qtr | New 86 |
Longview Partners (Guernsey) LTD manages $7.1B across 25 positions as of Q1 2026. Top holdings: WST (4.7%), TMO (4.6%), AXP (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 3 new positions, exited 1, increased 1, trimmed 21. Top move: TXN (NEW, conviction 87). Portfolio: $7.1B 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
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