13F HOLDINGS REPORT
Longview Partners (Guernsey) LTD
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001085146-25-005026
Total Value
$11.61B
Positions
24
Other Managers
1
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ORACLE CORP | ORCL-PD | 3,298,941 | $721.2M | 6.21% |
| 2 | BOOKING HOLDINGS INC | BKNG | 124,165 | $718.8M | 6.19% |
| 3 | MICROSOFT CORP | MSFT | 1,281,359 | $637.4M | 5.49% |
| 4 | MOODYS CORP | MCO | 1,247,668 | $625.8M | 5.39% |
| 5 | HCA HEALTHCARE INC | HCA | 1,562,478 | $598.6M | 5.16% |
| 6 | VISA INC | V | 1,638,726 | $581.8M | 5.01% |
| 7 | TJX COS INC NEW | 872540109 | 4,699,577 | $580.4M | 5.00% |
| 8 | S&P GLOBAL INC | SPGI | 1,059,805 | $558.8M | 4.81% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 6,817,224 | $555.0M | 4.78% |
| 10 | AMERICAN EXPRESS CO | AXP | 1,693,958 | $540.3M | 4.66% |
| 11 | ALPHABET INC | GOOG | 3,037,654 | $535.3M | 4.61% |
| 12 | MARSH & MCLENNAN COS INC | 571748102 | 2,269,216 | $496.1M | 4.27% |
| 13 | AON PLC | AON | 1,307,961 | $466.6M | 4.02% |
| 14 | FISERV INC | FISV | 2,655,318 | $457.8M | 3.94% |
| 15 | SALESFORCE INC | CRM | 1,642,717 | $448.0M | 3.86% |
| 16 | SYSCO CORP | SYY | 5,601,384 | $424.2M | 3.66% |
| 17 | NIKE INC | NKE | 5,708,722 | $405.5M | 3.49% |
| 18 | CDW CORP | CDW | 2,267,149 | $404.9M | 3.49% |
| 19 | ADOBE INC | ADBE | 1,020,335 | $394.7M | 3.40% |
| 20 | UNITEDHEALTH GROUP INC | UNH | 1,216,082 | $379.4M | 3.27% |
| 21 | IQVIA HLDGS INC | IQV | 2,288,714 | $360.7M | 3.11% |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 868,585 | $352.2M | 3.03% |
| 23 | BECTON DICKINSON & CO | BDX | 2,027,729 | $349.3M | 3.01% |
| 24 | MSCI INC | MSCI | 22,727 | $13.1M | 0.11% |