Longview Partners (Guernsey) LTD
Longview Partners (Guernsey) LTD reported 23 holdings worth US$6.16B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Longview Partners (Guernsey) LTD reported 23 holdings worth US$6.16B as of Jun 30, 2026. Largest: West Pharmaceutical Services, Inc., Unitedhealth Group Incorporated and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$6.16B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| West Pharmaceutical Services, Inc. | 1.03M | US$371M | 6.0% |
| Unitedhealth Group Incorporated | 842K | US$350M | 5.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 706K | US$337M | 5.5% |
| Texas Instruments Incorporated | 1.08M | US$322M | 5.2% |
| Alphabet Inc (google) Class C | 827K | US$296M | 4.8% |
| Iqvia Holdings, Inc. | 1.5M | US$290M | 4.7% |
| American Express Company | 849K | US$287M | 4.7% |
| The Cooper Companies, Inc. | 3.94M | US$283M | 4.6% |
| Visa Inc. | 818K | US$281M | 4.6% |
| Progressive Corporation (the) | 1.22M | US$266M | 4.3% |
| Thermo Fisher Scientific Inc | 530K | US$266M | 4.3% |
| Cdw Corporation | 1.87M | US$263M | 4.3% |
| Booking Holdings Inc. Common Stock | 1.47M | US$263M | 4.3% |
| Msci Inc. | 464K | US$260M | 4.2% |
| Sysco Corporation | 3.09M | US$258M | 4.2% |
| Becton, Dickinson And Company | 1.69M | US$256M | 4.2% |
| Moody's Corporation | 559K | US$253M | 4.1% |
| Fidelity National Information Services, Inc. | 6.28M | US$244M | 4.0% |
| Microsoft Corp. | 645K | US$241M | 3.9% |
| Cme Group Inc. | 1M | US$221M | 3.6% |
| Salesforce, Inc. | 1.19M | US$187M | 3.0% |
| S&p Global Inc. | 267K | US$109M | 1.8% |
| Fiserv, Inc. | 0 | US$0 | 0.00% |
| Marsh | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |