Longview Partners (Guernsey) LTD — 13F Holdings & Portfolio
CIK 1426092 · latest 13F-HR filed 2026-05-15
Longview Partners (Guernsey) LTD manages $7.06B in 13F-reported U.S. long-equity assets across 25 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are WST (4.67%), TMO (4.62%), AXP (4.61%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 1, added to 1, and trimmed 21.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$7.06B
Long-equity book
25
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −1 / ↑1 / ↓21
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- S&P GLOBAL INC-$289.4M -66.8%
- MARSH & MCLENNAN COS INC-$233.7M -62.4%
- ALPHABET INC-$202.2M -40.1%
- MOODYS CORP-$184.1M -37.3%
- IQVIA HLDGS INC-$176.9M -35.3%
New Positions
- TEXAS INSTRS INC$294.8M
- TAIWAN SEMICONDUCTOR MANUFAC$287.2M
- COOPER COS INC$273.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WEST PHARMACEUTICAL SVSC INC | WST | 955306105 | $329.7M | 4.67% | 1,315,403 | SH |
| 2 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $325.8M | 4.62% | 662,828 | SH |
| 3 | AMERICAN EXPRESS CO | AXP | 025816109 | $325.3M | 4.61% | 1,075,538 | SH |
| 4 | IQVIA HLDGS INC | IQV | 46266C105 | $323.6M | 4.58% | 1,897,474 | SH |
| 5 | MSCI INC | MSCI | 55354G100 | $316.5M | 4.48% | 587,264 | SH |
| 6 | AON PLC | AON | G0403H108 | $315.1M | 4.46% | 976,263 | SH |
| 7 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $313.4M | 4.44% | 74,430 | SH |
| 8 | VISA INC | V | 92826C839 | $313.4M | 4.44% | 1,036,806 | SH |
| 9 | MOODYS CORP | MCO | 615369105 | $309.6M | 4.39% | 709,634 | SH |
| 10 | BECTON DICKINSON & CO | BDX | 075887109 | $304.9M | 4.32% | 1,939,236 | SH |
| 11 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $303.5M | 4.30% | 1,121,661 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $303.1M | 4.29% | 818,886 | SH |
| 13 | ALPHABET INC | GOOGL | 02079K305 | $301.4M | 4.27% | 1,048,019 | SH |
| 14 | CME GROUP INC | CME | 12572Q105 | $300.4M | 4.26% | 1,016,950 | SH |
| 15 | TEXAS INSTRS INC | TXN | 882508104 | $294.8M | 4.18% | 1,518,628 | SH |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $287.2M | 4.07% | 849,740 | SH |
| 17 | SALESFORCE INC | CRM | 79466L302 | $282.5M | 4.00% | 1,513,417 | SH |
| 18 | SYSCO CORP | SYY | 871829107 | $279.2M | 3.96% | 3,914,224 | SH |
| 19 | CDW CORP | CDW | 12514G108 | $278.6M | 3.95% | 2,302,486 | SH |
| 20 | COOPER COS INC | COO | 216648501 | $273.3M | 3.87% | 3,823,062 | SH |
| 21 | NIKE INC | NKE | 654106103 | $267.7M | 3.79% | 5,067,578 | SH |
| 22 | FIDELITY NATL INFORMATION SV | FIS | 31620M106 | $262.6M | 3.72% | 5,597,178 | SH |
| 23 | FISERV INC | FISV | 337738108 | $162.0M | 2.29% | 2,902,523 | SH |
| 24 | S&P GLOBAL INC | SPGI | 78409V104 | $143.9M | 2.04% | 338,418 | SH |
| 25 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $140.5M | 1.99% | 810,308 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $7.06B | 25 | 0001426092-26-000002 |
| 2025-12-31 | 2026-02-17 | $9.58B | 23 | 0001426092-26-000001 |
| 2025-09-30 | 2025-11-13 | $9.57B | 23 | 0001426092-25-000002 |