Longview Partners (Guernsey) LTD
Institutional investor · Portfolio as of Q2 2026
Top Holdings23 positions
 West Pharmaceutical Services, Inc. | 1M | $371.1M | 6.0% | $267.46 | +53.78% | 4 qtrssince 2025-Q3 | Decreased 0 |
 UnitedHealth Group Incorporated | 842,497 | $350.2M | 5.7% | $288.57 | +40.39% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 706,120 | $337.2M | 5.5% | $336.26 | +17.91% | 2 qtrssince 2026-Q1 | Decreased 0 |
 Texas Instruments Incorporated | 1.1M | $322.3M | 5.2% | $191.24 | +57.14% | 2 qtrssince 2026-Q1 | Decreased 0 |
 Alphabet Inc. | 827,249 | $295.6M | 4.8% | $74.61 | +300.32% | 25 qtrssince 2020-Q2 | Decreased 0 |
 IQVIA Holdings, Inc. | 1.5M | $290M | 4.7% | $127.27 | +113.02% | 26 qtrssince 2020-Q1 | Decreased 0 |
 American Express Company | 849,396 | $287.3M | 4.7% | $84.72 | +275.43% | 27 qtrssince 2019-Q4 | Decreased 0 |
 The Cooper Companies, Inc. | 3.9M | $282.5M | 4.6% | $71.51 | -13.03% | 2 qtrssince 2026-Q1 | Increased 59 |
 Visa Inc. | 817,595 | $280.5M | 4.6% | $219.64 | +92.58% | 14 qtrssince 2023-Q1 | Decreased 0 |
 The Progressive Corporation | 1.2M | $266.4M | 4.3% | $218.25 | +6.19% | 1 qtr | New 86 |
 Thermo Fisher Scientific Inc | 529,776 | $265.6M | 4.3% | $525.08 | +33.21% | 11 qtrssince 2023-Q4 | Decreased 0 |
 CDW Corporation | 1.9M | $262.7M | 4.3% | $171.29 | +0.87% | 19 qtrssince 2021-Q4 | Decreased 0 |
 Booking Holdings Inc. | 1.5M | $262.6M | 4.3% | $65.28 | +146.94% | 16 qtrssince 2022-Q3 | Decreased 0 |
 MSCI Inc. | 463,710 | $259.7M | 4.2% | $559.76 | +16.39% | 5 qtrssince 2025-Q2 | Decreased 0 |
 Sysco Corporation | 3.1M | $257.9M | 4.2% | $56.01 | +36.11% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Becton, Dickinson and Company | 1.7M | $255.8M | 4.2% | — | — | 22 qtrssince 2021-Q1 | Decreased 0 |
 Aon plc | 768,975 | $255.1M | 4.1% | $192.39 | +73.30% | 25 qtrssince 2020-Q2 | Decreased 0 |
 Moody's Corporation | 558,785 | $253.1M | 4.1% | $268.25 | +88.84% | 18 qtrssince 2022-Q1 | Decreased 0 |
 Fidelity National Information Services, Inc. | 6.3M | $244.3M | 4.0% | $49.54 | -42.75% | 13 qtrssince 2023-Q2 | Increased 64 |
 Microsoft Corporation | 645,228 | $240.7M | 3.9% | $250.08 | +113.20% | 17 qtrssince 2022-Q2 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $12,428,201,485 | -7.1889641202% |
| 2025-Q2 | $11,606,071,163 | -6.61503857169% |
| 2025-Q3 | $9,568,286,933 | -17.5579160371% |
| 2025-Q4 | $9,575,962,963 | 0.0802236602409% |
| 2026-Q1 | $7,058,047,343 | -26.2941244628% |
| 2026-Q2 | $6,157,423,346 | -12.7602430705% |
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 PGR; exited NKE, FISV and MRSH; increased 2, led by FIS (+687,109 shares); trimmed 20, led by TXN (−437,385 shares). Top move: PGR (NEW, conviction 86). Portfolio: $6.2B across 23 positions.
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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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No active accumulation streaks detected for this filer.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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