13F HOLDINGS REPORT
Longview Partners (Guernsey) LTD
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001085146-25-001334
Total Value
$13.39B
Positions
24
Other Managers
1
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOOKING HOLDINGS INC | BKNG | 153,883 | $764.6M | 5.71% |
| 2 | FISERV INC | FISV | 3,670,985 | $754.1M | 5.63% |
| 3 | AMERICAN EXPRESS CO | AXP | 2,493,891 | $740.2M | 5.53% |
| 4 | ORACLE CORP | ORCL-PD | 4,192,761 | $698.7M | 5.22% |
| 5 | TJX COS INC NEW | 872540109 | 5,571,546 | $673.1M | 5.03% |
| 6 | MOODYS CORP | MCO | 1,408,904 | $666.9M | 4.98% |
| 7 | ALPHABET INC | GOOG | 3,435,134 | $650.3M | 4.86% |
| 8 | VISA INC | V | 1,999,968 | $632.1M | 4.72% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 7,685,077 | $620.7M | 4.64% |
| 10 | MICROSOFT CORP | MSFT | 1,447,613 | $610.2M | 4.56% |
| 11 | S&P GLOBAL INC | SPGI | 1,192,653 | $594.0M | 4.44% |
| 12 | MARSH & MCLENNAN COS INC | 571748102 | 2,561,114 | $544.0M | 4.06% |
| 13 | HCA HEALTHCARE INC | HCA | 1,760,538 | $528.4M | 3.95% |
| 14 | AON PLC | AON | 1,468,131 | $527.3M | 3.94% |
| 15 | ADOBE INC | ADBE | 1,141,686 | $507.7M | 3.79% |
| 16 | THERMO FISHER SCIENTIFIC INC | TMO | 970,804 | $505.0M | 3.77% |
| 17 | UNITEDHEALTH GROUP INC | UNH | 995,862 | $503.8M | 3.76% |
| 18 | SYSCO CORP | SYY | 6,294,484 | $481.3M | 3.59% |
| 19 | BECTON DICKINSON & CO | BDX | 1,979,950 | $449.2M | 3.35% |
| 20 | CDW CORP | CDW | 2,557,883 | $445.2M | 3.32% |
| 21 | MEDTRONIC PLC | MDT | 5,525,810 | $441.4M | 3.30% |
| 22 | IQVIA HLDGS INC | IQV | 2,152,444 | $423.0M | 3.16% |
| 23 | NIKE INC | NKE | 4,862,081 | $367.9M | 2.75% |
| 24 | DOLLAR GEN CORP NEW | 256677105 | 3,455,281 | $262.0M | 1.96% |