Longview Partners (Guernsey) Ltd Portfolio Stock Holdings
Longview Partners (Guernsey) Ltd disclosed 25 stock positions valued at approximately $7.1 billion in its latest SEC 13F filing. The largest holdings include WEST PHARMACEUTICAL SVSC INC, THERMO FISHER SCIENTIFIC INC, and AMERICAN EXPRESS CO. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 25
- Portfolio Value
- $7.1B
Holdings by Sector
Longview Partners (Guernsey) Ltd Portfolio Holdings in Q1 2026
25 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WEST PHARMACEUTICAL SVSC INC | WST | Healthcare | 4.67% | 1,315,403 | +184,377 | +16.30% | $329,692,608 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 4.62% | 662,828 | -187,448 | -22.05% | $325,799,847 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 4.61% | 1,075,538 | -229,127 | -17.56% | $325,328,734 |
| IQVIA HLDGS INC | IQV | Healthcare | 4.58% | 1,897,474 | -322,950 | -14.54% | $323,595,216 |
| MSCI INC | MSCI | Financial Services | 4.48% | 587,264 | -136,548 | -18.87% | $316,541,169 |
| AON PLC | AON | Financial Services | 4.46% | 976,263 | -129,521 | -11.71% | $315,118,171 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 4.44% | 74,430 | -16,639 | -18.27% | $313,374,118 |
| VISA INC | V | Financial Services | 4.44% | 1,036,806 | -228,345 | -18.05% | $313,364,245 |
| MOODYS CORP | MCO | Financial Services | 4.39% | 709,634 | -256,833 | -26.57% | $309,577,833 |
| BECTON DICKINSON & CO | BDX | Healthcare | 4.32% | 1,939,236 | -221,365 | -10.25% | $304,906,076 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 4.30% | 1,121,661 | -133,088 | -10.61% | $303,510,250 |
| MICROSOFT CORP | MSFT | Technology | 4.29% | 818,886 | -169,661 | -17.16% | $303,127,031 |
| ALPHABET INC | GOOGL | Communication Services | 4.27% | 1,048,019 | -560,725 | -34.85% | $301,368,344 |
| CME GROUP INC | CME | Financial Services | 4.26% | 1,016,950 | -369,818 | -26.67% | $300,356,182 |
| TEXAS INSTRS INC | TXN | Technology | 4.18% | 1,518,628 | +1,518,628 | +100.00% | $294,826,440 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.07% | 849,740 | +849,740 | +100.00% | $287,169,633 |
| SALESFORCE INC | CRM | Technology | 4.00% | 1,513,417 | -170,642 | -10.13% | $282,509,551 |
| SYSCO CORP | SYY | Consumer Defensive | 3.96% | 3,914,224 | -994,383 | -20.26% | $279,201,598 |
| CDW CORP | CDW | Technology | 3.95% | 2,302,486 | -258,379 | -10.09% | $278,646,856 |
| COOPER COS INC | COO | Healthcare | 3.87% | 3,823,062 | +3,823,062 | +100.00% | $273,348,933 |
| NIKE INC | NKE | Consumer Cyclical | 3.79% | 5,067,578 | -557,017 | -9.90% | $267,669,470 |
| FIDELITY NATL INFORMATION SV | FIS | Technology | 3.72% | 5,597,178 | -622,521 | -10.01% | $262,563,620 |
| FISERV INC | FI | Technology | 2.29% | 2,902,523 | -343,287 | -10.58% | $161,960,783 |
| S&P GLOBAL INC | SPGI | Financial Services | 2.04% | 338,418 | -490,862 | -59.19% | $143,942,712 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 1.99% | 810,308 | -1,206,887 | -59.83% | $140,547,923 |