Longview Partners (Guernsey) LTD
Institutional investor · Portfolio as of Q3 2023
Top Holdings25 positions
Alphabet Inc. | 5.6M | $728.5M | 5.2% | $74.61 | +73.73% | 14 qtrssince 2020-Q2 | Decreased 0 |
Booking Holdings Inc | 234,360 | $722.8M | 5.1% | $65.28 | +84.60% | 5 qtrssince 2022-Q3 | Decreased 0 |
The TJX Companies Inc. | 7.7M | $686.7M | 4.9% | $59.13 | +45.50% | 19 qtrssince 2019-Q1 | Increased 59 |
CDW Corp | 3.4M | $678.1M | 4.8% | $174.09 | +11.34% | 8 qtrssince 2021-Q4 | Increased 59 |
UnitedHealth Group Inc. | 1.3M | $649.6M | 4.6% | $277.25 | +70.78% | 19 qtrssince 2019-Q1 | Increased 59 |
Marsh & McLennan Companies, Inc. | 3.3M | $633.3M | 4.5% | $136.64 | +31.72% | 10 qtrssince 2021-Q2 | Increased 59 |
Oracle Corp. | 5.8M | $612.2M | 4.3% | $50.10 | +105.52% | 19 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1.9M | $605.1M | 4.3% | $250.08 | +23.37% | 6 qtrssince 2022-Q2 | Decreased 0 |
Visa Inc | 2.6M | $597.2M | 4.2% | $219.76 | +2.30% | 3 qtrssince 2023-Q1 | Increased 59 |
BECTON DICKINSON & CO | 2.3M | $595.3M | 4.2% | $170.75 | +11.93% | 11 qtrssince 2021-Q1 | Increased 59 |
AON PLC | 1.8M | $593.6M | 4.2% | $191.69 | +65.95% | 14 qtrssince 2020-Q2 | Increased 59 |
Moodys Corp. | 1.8M | $581M | 4.1% | $268.21 | +15.05% | 7 qtrssince 2022-Q1 | Increased 59 |
FISERV INC | 5.1M | $577.7M | 4.1% | $95.69 | +18.05% | 19 qtrssince 2019-Q1 | Increased 59 |
HCA HEALTHCARE INC | 2.3M | $567.9M | 4.0% | $127.11 | +90.16% | 19 qtrssince 2019-Q1 | Decreased 0 |
S&P Global Inc | 1.5M | $563.7M | 4.0% | $280.76 | +20.19% | 5 qtrssince 2022-Q3 | Increased 59 |
FIDELITY NATL INFORMATION SV | 10M | $553.1M | 3.9% | $50.82 | +0.27% | 2 qtrssince 2023-Q2 | Increased 94 |
IQVIA Holdings Inc. | 2.8M | $543.5M | 3.9% | $120.71 | +62.99% | 15 qtrssince 2020-Q1 | Increased 59 |
Medtronic PLC | 6.9M | $543.1M | 3.8% | $75.80 | -3.19% | 19 qtrssince 2019-Q1 | Increased 59 |
The Bank of New York Mellon Corp. | 12.6M | $537.1M | 3.8% | $39.09 | +2.23% | 19 qtrssince 2019-Q1 | Decreased 0 |
SYSCO CORP | 8.1M | $535.5M | 3.8% | $55.85 | +8.05% | 17 qtrssince 2019-Q3 | Increased 59 |
Longview Partners (Guernsey) LTD manages $14.1B across 25 positions as of Q3 2023. Top holdings: GOOGL (5.2%), BKNG (5.1%), TJX (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Exited 1, increased 16, trimmed 9. Top move: FIS (INCREASED, conviction 94). Portfolio: $14.1B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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