Longview Partners (Guernsey) LTD
Institutional investor · Portfolio as of Q2 2024
Top Holdings24 positions
Microsoft Corp | 1.5M | $678.6M | 5.0% | $250.08 | +75.63% | 9 qtrssince 2022-Q2 | Decreased 0 |
Adobe Systems Inc | 1.2M | $663.7M | 4.9% | $555.54 | 0.00% | 1 qtr | New 88 |
Priceline Group Inc/The | 165,823 | $656.9M | 4.9% | $65.28 | +138.28% | 8 qtrssince 2022-Q3 | Decreased 0 |
Alphabet Inc | 3.6M | $656.5M | 4.9% | $74.61 | +142.10% | 17 qtrssince 2020-Q2 | Decreased 0 |
Oracle Corp | 4.6M | $651.4M | 4.8% | $50.10 | +176.93% | 22 qtrssince 2019-Q1 | Decreased 0 |
TJX Cos Inc/The | 5.9M | $647.5M | 4.8% | $59.13 | +82.22% | 22 qtrssince 2019-Q1 | Decreased 0 |
Moody's Corp | 1.5M | $618.6M | 4.6% | $268.21 | +54.16% | 10 qtrssince 2022-Q1 | Decreased 0 |
Fiserv Inc | 4.1M | $608.2M | 4.5% | $95.69 | +55.76% | 22 qtrssince 2019-Q1 | Decreased 0 |
American Express Co | 2.6M | $603.1M | 4.5% | $84.97 | +165.93% | 19 qtrssince 2019-Q4 | Decreased 0 |
Fidelity National Information | 8M | $602.2M | 4.5% | $50.82 | +39.30% | 5 qtrssince 2023-Q2 | Decreased 0 |
CDW Corp/DE | 2.7M | $594.9M | 4.4% | $174.09 | +24.51% | 11 qtrssince 2021-Q4 | Decreased 0 |
HCA Healthcare Inc | 1.8M | $588.8M | 4.4% | $127.11 | +149.93% | 22 qtrssince 2019-Q1 | Decreased 0 |
Marsh & McLennan Cos Inc | 2.7M | $559.4M | 4.2% | $136.64 | +47.44% | 13 qtrssince 2021-Q2 | Decreased 0 |
Thermo Fisher Scientific Inc | 1M | $555.1M | 4.1% | $526.03 | +4.32% | 3 qtrssince 2023-Q4 | Decreased 0 |
S&P Global Inc | 1.2M | $551.1M | 4.1% | $280.76 | +47.63% | 8 qtrssince 2022-Q3 | Decreased 0 |
Visa Inc | 2.1M | $544.8M | 4.0% | $219.76 | +17.42% | 6 qtrssince 2023-Q1 | Decreased 0 |
UnitedHealth Group Inc | 1M | $525M | 3.9% | $277.25 | +74.50% | 22 qtrssince 2019-Q1 | Decreased 0 |
Becton Dickinson and Co | 2M | $478.3M | 3.5% | $171.75 | +1.81% | 14 qtrssince 2021-Q1 | Decreased 0 |
Dollar General Corp | 3.6M | $472M | 3.5% | $141.43 | -10.28% | 5 qtrssince 2023-Q2 | Decreased 0 |
Quintiles IMS Holdings Inc | 2.2M | $471M | 3.5% | $120.71 | +75.16% | 18 qtrssince 2020-Q1 | Decreased 0 |
Longview Partners (Guernsey) LTD manages $13.5B across 24 positions as of Q2 2024. Top holdings: MSFT (5.0%), ADBE (4.9%), BKNG (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 1, trimmed 23. Top move: ADBE (NEW, conviction 88). Portfolio: $13.5B across 24 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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