13F HOLDINGS REPORT
Longview Partners (Guernsey) LTD
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001085146-25-003163
Total Value
$12.43B
Positions
25
Other Managers
1
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FISERV INC | FISV | 2,815,218 | $621.7M | 5.00% |
| 2 | MOODYS CORP | MCO | 1,323,918 | $616.5M | 4.96% |
| 3 | BOOKING HOLDINGS INC | BKNG | 133,481 | $614.9M | 4.95% |
| 4 | TJX COS INC NEW | 872540109 | 5,009,877 | $610.2M | 4.91% |
| 5 | VISA INC | V | 1,739,126 | $609.5M | 4.90% |
| 6 | MARSH & MCLENNAN COS INC | 571748102 | 2,405,616 | $587.0M | 4.72% |
| 7 | HCA HEALTHCARE INC | HCA | 1,658,478 | $573.1M | 4.61% |
| 8 | S&P GLOBAL INC | SPGI | 1,123,705 | $571.0M | 4.59% |
| 9 | ORACLE CORP | ORCL-PD | 3,946,361 | $551.7M | 4.44% |
| 10 | AON PLC | AON | 1,381,341 | $551.3M | 4.44% |
| 11 | FIDELITY NATL INFORMATION SV | 31620M106 | 7,237,324 | $540.5M | 4.35% |
| 12 | MICROSOFT CORP | MSFT | 1,362,259 | $511.4M | 4.11% |
| 13 | ALPHABET INC | GOOG | 3,229,954 | $499.5M | 4.02% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 937,732 | $491.1M | 3.95% |
| 15 | AMERICAN EXPRESS CO | AXP | 1,800,058 | $484.3M | 3.90% |
| 16 | SALESFORCE INC | CRM | 1,743,717 | $467.9M | 3.77% |
| 17 | MEDTRONIC PLC | MDT | 5,197,530 | $467.1M | 3.76% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 914,185 | $454.9M | 3.66% |
| 19 | SYSCO CORP | SYY | 5,930,384 | $445.0M | 3.58% |
| 20 | BECTON DICKINSON & CO | BDX | 1,863,329 | $426.8M | 3.43% |
| 21 | ADOBE INC | ADBE | 1,074,485 | $412.1M | 3.32% |
| 22 | CDW CORP | CDW | 2,409,249 | $386.1M | 3.11% |
| 23 | IQVIA HLDGS INC | IQV | 2,028,276 | $357.6M | 2.88% |
| 24 | NIKE INC | NKE | 4,580,222 | $290.8M | 2.34% |
| 25 | DOLLAR GEN CORP NEW | 256677105 | 3,254,829 | $286.2M | 2.30% |