13F HOLDINGS REPORT
Longview Partners (Guernsey) LTD
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001426092-26-000001
Total Value
$9.58B
Positions
23
Other Managers
1
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 1,608,744 | $503.5M | 5.26% |
| 2 | IQVIA HLDGS INC | IQV | 2,220,424 | $500.5M | 5.23% |
| 3 | MOODYS CORP | MCO | 966,467 | $493.7M | 5.16% |
| 4 | THERMO FISHER SCIENTIFIC INC | TMO | 850,276 | $492.7M | 5.15% |
| 5 | BOOKING HOLDINGS INC | BKNG | 91,069 | $487.7M | 5.09% |
| 6 | AMERICAN EXPRESS CO | AXP | 1,304,665 | $482.7M | 5.04% |
| 7 | MICROSOFT CORP | MSFT | 988,547 | $478.1M | 4.99% |
| 8 | SALESFORCE INC | CRM | 1,684,059 | $446.1M | 4.66% |
| 9 | VISA INC | V | 1,265,151 | $443.7M | 4.63% |
| 10 | S&P GLOBAL INC | SPGI | 829,280 | $433.4M | 4.53% |
| 11 | BECTON DICKINSON & CO | BDX | 2,160,601 | $419.3M | 4.38% |
| 12 | MSCI INC | MSCI | 723,812 | $415.3M | 4.34% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 1,254,749 | $414.2M | 4.33% |
| 14 | FIDELITY NATL INFORMATION SV | 31620M106 | 6,219,699 | $413.4M | 4.32% |
| 15 | ADOBE INC | ADBE | 1,172,945 | $410.5M | 4.29% |
| 16 | AON PLC | AON | 1,105,784 | $390.2M | 4.07% |
| 17 | CME GROUP INC | CME | 1,386,768 | $378.7M | 3.95% |
| 18 | MARSH & MCLENNAN COS INC | 571748102 | 2,017,195 | $374.2M | 3.91% |
| 19 | SYSCO CORP | SYY | 4,908,607 | $361.7M | 3.78% |
| 20 | NIKE INC | NKE | 5,624,595 | $358.3M | 3.74% |
| 21 | CDW CORP | CDW | 2,560,865 | $348.8M | 3.64% |
| 22 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,131,026 | $311.2M | 3.25% |
| 23 | FISERV INC | FISV | 3,245,810 | $218.0M | 2.28% |