Longview Partners (Guernsey) LTD
Longview Partners (Guernsey) LTD reported 23 US-listed holdings worth $6.16 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: West Pharmaceutical Services Inc. (6.0%), UnitedHealth Group Inc. (5.7%) and Taiwan Semiconductor Manufacturing Company Limited (5.5%). Against the quarter before, it opened 1 position, added to 3, trimmed 19 and sold out of 3.
The 14 largest of its 23 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Progressive Corp. PGR$266.4 million
Added to 3
- Booking Holdings Inc. BKNG+1.4 million shares · +1879%
- Fidelity National Information Services, Inc. FIS+687,109 shares · +12%
- Cooper Companies, Inc. COO+116,945 shares · +3%
Trimmed 19
- Texas Instruments Inc. TXN-437,385 shares · -29%
- UnitedHealth Group Inc. UNH-279,164 shares · -25%
- West Pharmaceutical Services Inc. WST-281,577 shares · -21%
- Alphabet Inc. GOOGL-220,770 shares · -21%
- IQVIA Holdings Inc. IQV-396,714 shares · -21%
- American Express Co. AXP-226,142 shares · -21%
- Visa Inc. V-219,211 shares · -21%
- Sysco Corp. SYY-828,805 shares · -21%
and 11 more in the table below
Sold out of 3
- Nike, Inc. NKE$267.7 million last quarter
- Fiserv Inc. FISV$162.0 million last quarter
- Marsh & McLennan Companies, Inc. MRSH$140.5 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| West Pharmaceutical Services Inc. WST | 1,033,826 | $371.1 million | 6.03% | -281,577 |
| UnitedHealth Group Inc. UNH | 842,497 | $350.2 million | 5.69% | -279,164 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 706,120 | $337.2 million | 5.48% | -143,620 |
| Texas Instruments Inc. TXN | 1,081,243 | $322.3 million | 5.23% | -437,385 |
| Alphabet Inc. GOOGL | 827,249 | $295.6 million | 4.80% | -220,770 |
| IQVIA Holdings Inc. IQV | 1,500,760 | $290.0 million | 4.71% | -396,714 |
| American Express Co. AXP | 849,396 | $287.3 million | 4.67% | -226,142 |
| Cooper Companies, Inc. COO | 3,940,007 | $282.5 million | 4.59% | +116,945 |
| Visa Inc. V | 817,595 | $280.5 million | 4.56% | -219,211 |
| Progressive Corp. PGR | 1,219,355 | $266.4 million | 4.33% | new |
| Thermo Fisher Scientific Inc. TMO | 529,776 | $265.6 million | 4.31% | -133,052 |
| CDW Corp. CDW | 1,867,736 | $262.7 million | 4.27% | -434,750 |
| Booking Holdings Inc. BKNG | 1,473,080 | $262.6 million | 4.26% | +1,398,650 |
| MSCI Inc. MSCI | 463,710 | $259.7 million | 4.22% | -123,554 |
| Sysco Corp. SYY | 3,085,419 | $257.9 million | 4.19% | -828,805 |
| Becton Dickinson & Co. BDX | 1,690,093 | $255.8 million | 4.15% | -249,143 |
| Aon plc AON | 768,975 | $255.1 million | 4.14% | -207,288 |
| Moody's Corp. MCO | 558,785 | $253.1 million | 4.11% | -150,849 |
| Fidelity National Information Services, Inc. FIS | 6,284,287 | $244.3 million | 3.97% | +687,109 |
| Microsoft Corp. MSFT | 645,228 | $240.7 million | 3.91% | -173,658 |
| CME Group Inc. CME | 1,001,686 | $221.2 million | 3.59% | -15,264 |
| Salesforce, Inc. CRM | 1,192,726 | $186.9 million | 3.03% | -320,691 |
| S&P Global Inc. SPGI | 267,319 | $108.9 million | 1.77% | -71,099 |