Sponsored

The Analysis of Longview Partners (Guernsey) LTD's Holdings & P&L

Currently, Longview Partners (Guernsey) LTD holds 25 types of securities in its portfolio with a total value $7.1B. In the most recent quarter, they have increased their positions in TXN (+1.5M shares, valued at $294.8M), TSM (+849.7K shares, valued at $287.2M), N/A (+3.8M shares, valued at $273.3M); decreased their positions in MMC (-1.2M shares, valued at $209.3M), SPGI (-490.9K shares, valued at $208.8M), N/A (-560.7K shares, valued at $161.2M); initiated new positions in TXN (+1.5M shares, valued at $294.8M), TSM (+849.7K shares, valued at $287.2M), N/A (+3.8M shares, valued at $273.3M).

1M P&L

-60.6M-0.87%

3M P&L

-208.6M-2.93%

HY P&L

-907.2M-11.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Financial Data & Stock Exchanges1.7B

19.8%

2Diagnostics & Research993.2M

11.4%

3Credit Services926.4M

10.7%

Top Industries by Stock Count

1Financial Data & Stock Exchanges4 stocks

19.0%

2Software - Application2 stocks

9.5%

3Credit Services2 stocks

9.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WST WEST PHARMACEUTICAL SVSC INC1.3M shares16.30%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC662.8K shares-22.05%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.1M shares-17.56%2026-03-312026-05-15

IQV IQVIA HLDGS INC1.9M shares-14.54%2026-03-312026-05-15

MSCI MSCI INC587.3K shares-18.87%2026-03-312026-05-15

AON PLC AON PLC976.3K shares-11.71%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC74.4K shares-18.27%2026-03-312026-05-15

V VISA INC1.0M shares-18.05%2026-03-312026-05-15

Sponsored

MCO MOODYS CORP709.6K shares-26.57%2026-03-312026-05-15

BDX BECTON DICKINSON & CO1.9M shares-10.25%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.1M shares-10.61%2026-03-312026-05-15

MSFT MICROSOFT CORP818.9K shares-17.16%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.0M shares-34.85%2026-03-312026-05-15

CME CME GROUP INC1.0M shares-26.67%2026-03-312026-05-15

TXN TEXAS INSTRS INC1.5M sharesnew addition2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC849.7K sharesnew addition2026-03-312026-05-15

Sponsored

CRM SALESFORCE INC1.5M shares-10.13%2026-03-312026-05-15

SYY SYSCO CORP3.9M shares-20.26%2026-03-312026-05-15

CDW CDW CORP2.3M shares-10.09%2026-03-312026-05-15

COOPER COS INC COOPER COS INC3.8M sharesnew addition2026-03-312026-05-15

NKE NIKE INC5.1M shares-9.90%2026-03-312026-05-15

FIS FIDELITY NATL INFORMATION SV5.6M shares-10.01%2026-03-312026-05-15

FI FISERV INC2.9M shares-10.58%2026-03-312026-05-15

SPGI S&P GLOBAL INC338.4K shares-59.19%2026-03-312026-05-15

Sponsored

MMC MARSH & MCLENNAN COS INC810.3K shares-59.83%2026-03-312026-05-15

WST

WEST PHARMACEUTICAL SVSC INC

16.30%

Shares1.3M

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-22.05%

Shares662.8K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-17.56%

Shares1.1M

Event2026-03-31

Filed2026-05-15

IQV

IQVIA HLDGS INC

-14.54%

Shares1.9M

Event2026-03-31

Filed2026-05-15

MSCI

MSCI INC

-18.87%

Shares587.3K

Event2026-03-31

Filed2026-05-15

AON PLC

-11.71%

Shares976.3K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-18.27%

Shares74.4K

Event2026-03-31

Filed2026-05-15

VISA INC

-18.05%

Shares1.0M

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP

-26.57%

Shares709.6K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

-10.25%

Shares1.9M

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-10.61%

Shares1.1M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-17.16%

Shares818.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-34.85%

Shares1.0M

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-26.67%

Shares1.0M

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares849.7K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-10.13%

Shares1.5M

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

-20.26%

Shares3.9M

Event2026-03-31

Filed2026-05-15

CDW

CDW CORP

-10.09%

Shares2.3M

Event2026-03-31

Filed2026-05-15

COOPER COS INC

New

Shares3.8M

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

-9.90%

Shares5.1M

Event2026-03-31

Filed2026-05-15

FIS

FIDELITY NATL INFORMATION SV

-10.01%

Shares5.6M

Event2026-03-31

Filed2026-05-15

FISERV INC

-10.58%

Shares2.9M

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-59.19%

Shares338.4K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

-59.83%

Shares810.3K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available