Longview Partners (Guernsey) LTD
CIK: 0001426092SEC EDGAR →
Portfolio Value
$9.6B
Holdings
23
As of
Q4 2025
New Positions
1
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 1,608,744 | $503.0M | 5.25% |
| 2 | IQVIA HLDGS INC | 2,220,424 | $500.0M | 5.22% |
| 3 | MOODYS CORP | 966,467 | $493.0M | 5.15% |
| 4 | THERMO FISHER SCIENTIFIC INC | 850,276 | $492.0M | 5.14% |
| 5 | BOOKING HOLDINGS INC | 91,069 | $487.0M | 5.09% |
| 6 | AMERICAN EXPRESS CO | 1,304,665 | $482.0M | 5.03% |
| 7 | MICROSOFT CORP | 988,547 | $478.0M | 4.99% |
| 8 | SALESFORCE INC | 1,684,059 | $446.0M | 4.66% |
| 9 | VISA INC | 1,265,151 | $443.0M | 4.63% |
| 10 | S&P GLOBAL INC | 829,280 | $433.0M | 4.52% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 8 | $3.4B | 35.6% |
| Technology | 6 | $2.3B | 24.2% |
| Healthcare | 5 | $2.1B | 22.3% |
| Consumer Cyclical | 2 | $845.0M | 8.8% |
| Communication Services | 1 | $503.0M | 5.3% |
| Consumer Defensive | 1 | $361.0M | 3.8% |