13F HOLDINGS REPORT
Longview Partners (Guernsey) LTD
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001426092-25-000002
Total Value
$9.57B
Positions
23
Other Managers
1
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,306,834 | $560.8M | 5.86% |
| 2 | BOOKING HOLDINGS INC | BKNG | 100,343 | $541.8M | 5.66% |
| 3 | MICROSOFT CORP | MSFT | 1,042,072 | $539.7M | 5.64% |
| 4 | MOODYS CORP | MCO | 1,018,194 | $485.1M | 5.07% |
| 5 | AMERICAN EXPRESS CO | AXP | 1,379,190 | $458.1M | 4.79% |
| 6 | UNITEDHEALTH GROUP INC | UNH | 1,321,875 | $456.4M | 4.77% |
| 7 | VISA INC | V | 1,334,592 | $455.6M | 4.76% |
| 8 | IQVIA HLDGS INC | IQV | 2,346,605 | $445.7M | 4.66% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 903,566 | $438.2M | 4.58% |
| 10 | FIDELITY NATL INFORMATION SV | 31620M106 | 6,552,749 | $432.1M | 4.52% |
| 11 | BECTON DICKINSON & CO | BDX | 2,271,483 | $425.2M | 4.44% |
| 12 | MARSH & MCLENNAN COS INC | 571748102 | 2,088,995 | $421.0M | 4.40% |
| 13 | S&P GLOBAL INC | SPGI | 862,635 | $419.9M | 4.39% |
| 14 | ADOBE INC | ADBE | 1,186,585 | $418.6M | 4.37% |
| 15 | FISERV INC | FISV | 3,236,820 | $417.3M | 4.36% |
| 16 | AON PLC | AON | 1,156,754 | $412.5M | 4.31% |
| 17 | CDW CORP | CDW | 2,587,357 | $412.1M | 4.31% |
| 18 | SYSCO CORP | SYY | 4,993,237 | $411.1M | 4.30% |
| 19 | SALESFORCE INC | CRM | 1,706,319 | $404.4M | 4.23% |
| 20 | MSCI INC | MSCI | 710,493 | $403.1M | 4.21% |
| 21 | NIKE INC | NKE | 5,736,975 | $400.0M | 4.18% |
| 22 | HCA HEALTHCARE INC | HCA | 274,609 | $117.0M | 1.22% |
| 23 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 352,139 | $92.4M | 0.97% |