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


Currently, Longview Partners (Guernsey) LTD holds 23 types of securities in its portfolio with a total value $9.6B. In the most recent quarter, they have increased their positions in MSCI (+687.8K shares, valued at $390.2M), WST (+352.1K shares, valued at $92.4M), FI (+581.5K shares, valued at $75.0M); decreased their positions in HCA (-1.3M shares, valued at $548.9M), GOOGL (-730.8K shares, valued at $177.7M), BKNG (-23.8K shares, valued at $128.6M); initiated new positions in WST (+352.1K shares, valued at $92.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GOOGL ALPHABET INC2.3M shares-24.06%2025-09-302025-11-13history
BKNG BOOKING HOLDINGS INC100.3K shares-19.19%2025-09-302025-11-13history
MSFT MICROSOFT CORP1.0M shares-18.67%2025-09-302025-11-13history
MCO MOODYS CORP1.0M shares-18.39%2025-09-302025-11-13history
AXP AMERICAN EXPRESS CO1.4M shares-18.58%2025-09-302025-11-13history
UNH UNITEDHEALTH GROUP INC1.3M shares8.70%2025-09-302025-11-13history
V VISA INC1.3M shares-18.56%2025-09-302025-11-13history
IQV IQVIA HLDGS INC2.3M shares2.53%2025-09-302025-11-13history
Sponsored
TMO THERMO FISHER SCIENTIFIC INC903.6K shares4.03%2025-09-302025-11-13history
FIS FIDELITY NATL INFORMATION SV6.6M shares-3.88%2025-09-302025-11-13history
BDX BECTON DICKINSON & CO2.3M shares12.02%2025-09-302025-11-13history
MMC MARSH & MCLENNAN COS INC2.1M shares-7.94%2025-09-302025-11-13history
SPGI S&P GLOBAL INC862.6K shares-18.60%2025-09-302025-11-13history
ADBE ADOBE INC1.2M shares16.29%2025-09-302025-11-13history
FI FISERV INC3.2M shares21.90%2025-09-302025-11-13history
AON AON PLC1.2M shares-11.56%2025-09-302025-11-13history
Sponsored
CDW CDW CORP2.6M shares14.12%2025-09-302025-11-13history
SYY SYSCO CORP5.0M shares-10.86%2025-09-302025-11-13history
CRM SALESFORCE INC1.7M shares3.87%2025-09-302025-11-13history
MSCI MSCI INC710.5K shares3026.21%2025-09-302025-11-13history
NKE NIKE INC5.7M shares0.49%2025-09-302025-11-13history
HCA HCA HEALTHCARE INC274.6K shares-82.42%2025-09-302025-11-13history
WST WEST PHARMACEUTICAL SVSC INC352.1K sharesnew addition2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available