Holders — by stockHoldings — by fund
Longview Partners (Guernsey) LTD
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001426092
$6.16B
disclosed book value
23
positions
6%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WSTWEST PHARMACEUTICAL SVSC INC | 1.0M | $371.1M | 6% |
| 2 | UNHUNITEDHEALTH GROUP INC | 842,497 | $350.2M | 5.7% |
| 3 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 706,120 | $337.2M | 5.5% |
| 4 | TXNTEXAS INSTRS INC | 1.1M | $322.3M | 5.2% |
| 5 | GOOGLALPHABET INC | 827,249 | $295.6M | 4.8% |
| 6 | IQVIQVIA HLDGS INC | 1.5M | $290.0M | 4.7% |
| 7 | AXPAMERICAN EXPRESS CO | 849,396 | $287.3M | 4.7% |
| 8 | COOCOOPER COS INC | 3.9M | $282.5M | 4.6% |
| 9 | VVISA INC | 817,595 | $280.5M | 4.6% |
| 10 | PGRPROGRESSIVE CORP | 1.2M | $266.4M | 4.3% |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 529,776 | $265.6M | 4.3% |
| 12 | CDWCDW CORP | 1.9M | $262.7M | 4.3% |
| 13 | BKNGBOOKING HOLDINGS INC | 1.5M | $262.6M | 4.3% |
| 14 | MSCIMSCI INC | 463,710 | $259.7M | 4.2% |
| 15 | SYYSYSCO CORP | 3.1M | $257.9M | 4.2% |
| 16 | BDXBECTON DICKINSON & CO | 1.7M | $255.8M | 4.2% |
| 17 | AONAON PLC | 768,975 | $255.1M | 4.1% |
| 18 | MCOMOODYS CORP | 558,785 | $253.1M | 4.1% |
| 19 | FISFIDELITY NATL INFORMATION SV | 6.3M | $244.3M | 4% |
| 20 | MSFTMICROSOFT CORP | 645,228 | $240.7M | 3.9% |
| 21 | CMECME GROUP INC | 1.0M | $221.2M | 3.6% |
| 22 | CRMSALESFORCE INC | 1.2M | $186.9M | 3% |
| 23 | SPGIS&P GLOBAL INC | 267,319 | $108.9M | 1.8% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.