Longview Partners (guernsey) Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 25Value: $12.4BLatest: 2025Q1

Longview Partners (Guernsey) LTD is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 25 holdings worth $12.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ADBE",
  "GOOGL",
  "AXP",
  "BKNG",
  "IQV",
  "MMC",
  "MDT",
  "MSFT",
  "FIS",
  "DG",
  "ORCL",
  "UNH",
  "SPGI",
  "TMO",
  "TJX",
  "AON",
  "FI",
  "HCA",
  "V",
  "CRM",
  "SYY",
  "BDX",
  "CDW",
  "MCO",
  "NKE"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 25
Total Value: 12428201485
Accession Number: 0001085146-25-003163
Form Type: 13F-HR
CIK: longview-partners-guernsey
Manager Name: Longview-Partners-Guernsey

Data Enrichment

100% identified

25 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

25 positions • $12.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 2

Sort by:

FISERV INC

FI|337738108

Shares:2.8M

Value:$621.7M

% of Portfolio:5.0% ($621.7M/$12.4B)

MOODYS CORP /DE/

MCO|615369105

Shares:1.3M

Value:$616.5M

% of Portfolio:5.0% ($616.5M/$12.4B)

Booking Holdings Inc.

BKNG|09857L108

Shares:133.5K

Value:$614.9M

% of Portfolio:4.9% ($614.9M/$12.4B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:5.0M

Value:$610.2M

% of Portfolio:4.9% ($610.2M/$12.4B)

VISA INC.

V|92826C839

Shares:1.7M

Value:$609.5M

% of Portfolio:4.9% ($609.5M/$12.4B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:2.4M

Value:$587.0M

% of Portfolio:4.7% ($587.0M/$12.4B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.7M

Value:$573.1M

% of Portfolio:4.6% ($573.1M/$12.4B)

S&P Global Inc.

SPGI|78409V104

Shares:1.1M

Value:$571.0M

% of Portfolio:4.6% ($571.0M/$12.4B)

ORACLE CORP

ORCL|68389X105

Shares:3.9M

Value:$551.7M

% of Portfolio:4.4% ($551.7M/$12.4B)

Aon plc

AON|G0403H108

Shares:1.4M

Value:$551.3M

% of Portfolio:4.4% ($551.3M/$12.4B)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:7.2M

Value:$540.5M

% of Portfolio:4.3% ($540.5M/$12.4B)

MICROSOFT CORP

MSFT|594918104

Shares:1.4M

Value:$511.4M

% of Portfolio:4.1% ($511.4M/$12.4B)

Alphabet Inc.

GOOGL|02079K305

Shares:3.2M

Value:$499.5M

% of Portfolio:4.0% ($499.5M/$12.4B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:937.7K

Value:$491.1M

% of Portfolio:4.0% ($491.1M/$12.4B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.8M

Value:$484.3M

% of Portfolio:3.9% ($484.3M/$12.4B)

Salesforce, Inc.

CRM|79466L302

Shares:1.7M

Value:$467.9M

% of Portfolio:3.8% ($467.9M/$12.4B)

Medtronic plc

MDT|G5960L103

Shares:5.2M

Value:$467.1M

% of Portfolio:3.8% ($467.1M/$12.4B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:914.2K

Value:$454.9M

% of Portfolio:3.7% ($454.9M/$12.4B)

SYSCO CORP

SYY|871829107

Shares:5.9M

Value:$445.0M

% of Portfolio:3.6% ($445.0M/$12.4B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.9M

Value:$426.8M

% of Portfolio:3.4% ($426.8M/$12.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FISERV INC(FIcusip337738108)	2.8M	QoQ -23.31% (-855.8K) YoY -39.28% (-1.8M)	All Managers (Combined)	$621.7M	5.0% ($621.7M/$12.4B)	QoQ -17.55% (-$132.4M) YoY -16.11% (-$119.4M)
MOODYS CORP /DE/(MCOcusip615369105)	1.3M	QoQ -6.03% (-85.0K) YoY -20.54% (-342.2K)	All Managers (Combined)	$616.5M	5.0% ($616.5M/$12.4B)	QoQ -7.55% (-$50.4M) YoY -5.85% (-$38.3M)
Booking Holdings Inc.(BKNGcusip09857L108)	133.5K	QoQ -13.25% (-20.4K) YoY -35.96% (-75.0K)	All Managers (Combined)	$614.9M	4.9% ($614.9M/$12.4B)	QoQ -19.56% (-$149.6M) YoY -18.68% (-$141.3M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	5.0M	QoQ -10.08% (-561.7K) YoY -27.84% (-1.9M)	All Managers (Combined)	$610.2M	4.9% ($610.2M/$12.4B)	QoQ -9.34% (-$62.9M) YoY -13.34% (-$94.0M)
VISA INC.(Vcusip92826C839)	1.7M	QoQ -13.04% (-260.8K) YoY -26.29% (-620.4K)	All Managers (Combined)	$609.5M	4.9% ($609.5M/$12.4B)	QoQ -3.57% (-$22.6M) YoY -7.44% (-$49.0M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	2.4M	QoQ -6.07% (-155.5K) YoY -20.07% (-604.2K)	All Managers (Combined)	$587.0M	4.7% ($587.0M/$12.4B)	QoQ +7.91% (-$43.0M) YoY -5.30% (-$32.9M)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.7M	QoQ -5.79% (-102.1K) YoY -20.84% (-436.7K)	All Managers (Combined)	$573.1M	4.6% ($573.1M/$12.4B)	QoQ +8.45% (-$44.7M) YoY -17.98% (-$125.7M)
S&P Global Inc.(SPGIcusip78409V104)	1.1M	QoQ -5.78% (-68.9K) YoY -19.71% (-275.9K)	All Managers (Combined)	$571.0M	4.6% ($571.0M/$12.4B)	QoQ -3.87% (-$23.0M) YoY -4.11% (-$24.5M)
ORACLE CORP(ORCLcusip68389X105)	3.9M	QoQ -5.87% (-246.4K) YoY -24.49% (-1.3M)	All Managers (Combined)	$551.7M	4.4% ($551.7M/$12.4B)	QoQ -21.03% (-$146.9M) YoY -15.96% (-$104.8M)
Aon plc(AONcusipG0403H108)	1.4M	QoQ -5.91% (-86.8K) YoY -19.64% (-337.8K)	All Managers (Combined)	$551.3M	4.4% ($551.3M/$12.4B)	QoQ +4.54% (-$24.0M) YoY -3.90% (-$22.4M)
Fidelity National Information Services, Inc.(FIScusip31620M106)	7.2M	QoQ -5.82% (-447.8K) YoY -20.74% (-1.9M)	All Managers (Combined)	$540.5M	4.3% ($540.5M/$12.4B)	QoQ -12.92% (-$80.2M) YoY -20.21% (-$136.9M)
MICROSOFT CORP(MSFTcusip594918104)	1.4M	QoQ -5.89% (-85.4K) YoY -21.18% (-366.3K)	All Managers (Combined)	$511.4M	4.1% ($511.4M/$12.4B)	QoQ -16.19% (-$98.8M) YoY -29.68% (-$215.8M)
Alphabet Inc.(GOOGLcusip02079K305)	3.2M	QoQ -5.97% (-205.2K) YoY -33.85% (-1.7M)	All Managers (Combined)	$499.5M	4.0% ($499.5M/$12.4B)	QoQ -23.18% (-$150.8M) YoY -32.22% (-$237.5M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	937.7K	QoQ -5.83% (-58.1K) YoY -19.76% (-231.1K)	All Managers (Combined)	$491.1M	4.0% ($491.1M/$12.4B)	QoQ -2.50% (-$12.6M) YoY -15.05% (-$87.1M)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.8M	QoQ -27.82% (-693.8K) YoY -43.03% (-1.4M)	All Managers (Combined)	$484.3M	3.9% ($484.3M/$12.4B)	QoQ -34.56% (-$255.9M) YoY -32.68% (-$235.1M)
Salesforce, Inc.(CRMcusip79466L302)	1.7M	QoQ NEW(+1.7M) YoY NEW(+1.7M)	All Managers (Combined)	$467.9M	3.8% ($467.9M/$12.4B)	QoQ NEW(+$467.9M) YoY NEW(+$467.9M)
Medtronic plc(MDTcusipG5960L103)	5.2M	QoQ -5.94% (-328.3K) YoY -21.66% (-1.4M)	All Managers (Combined)	$467.1M	3.8% ($467.1M/$12.4B)	QoQ +5.81% (-$25.6M) YoY -19.22% (-$111.2M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	914.2K	QoQ -5.83% (-56.6K) YoY -19.74% (-224.9K)	All Managers (Combined)	$454.9M	3.7% ($454.9M/$12.4B)	QoQ -9.92% (-$50.1M) YoY -31.29% (-$207.2M)
SYSCO CORP(SYYcusip871829107)	5.9M	QoQ -5.78% (-364.1K) YoY -19.47% (-1.4M)	All Managers (Combined)	$445.0M	3.6% ($445.0M/$12.4B)	QoQ -7.53% (-$36.3M) YoY -25.56% (-$152.8M)
BECTON DICKINSON & CO(BDXcusip075887109)	1.9M	QoQ -5.89% (-116.6K) YoY -19.73% (-458.1K)	All Managers (Combined)	$426.8M	3.4% ($426.8M/$12.4B)	QoQ -4.98% (-$22.4M) YoY -25.69% (-$147.6M)