Longview Partners (Guernsey) LTD
13F Reported Value
ⓘ$7.1B
Holdings
25
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Longview Partners (Guernsey) LTD disclosed 25 positions worth $7.1B in its Form 13F-HR for Q1 2026, led by $WST (WEST PHARMACEUTICAL SERVICES INC) at 4.7% of the equity portfolio, followed by $TMO and $AXP. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $TXN and a full exit from $ADBE. The portfolio is most concentrated in Financials (30.7% of disclosed assets). All figures are sourced directly from Longview Partners (Guernsey) LTD’s Form 13F-HR filing with the SEC under CIK 1426092.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 66.8#500
Quality
$329.7M1,315,403 sh - 63.7#678
Quality
$325.8M662,828 sh - 73.2#203
Quality
$325.3M1,075,538 sh - 59.7
Quality
$323.6M1,897,474 sh - 77.6
Quality
$316.5M587,264 sh - —
Quality
$315.1M976,263 sh - 55.3
Quality
$313.4M74,430 sh - 83.5
Quality
$313.4M1,036,806 sh - 81.3
Quality
$309.6M709,634 sh - 50.7
Quality
$304.9M1,939,236 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 WEST PHARMACEUTICAL SERVICES INC$WST | 66.8#500 | $329.7M | 1,315,403 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 63.7#678 | $325.8M | 662,828 |
 AMERICAN EXPRESS CO$AXP | 73.2#203 | $325.3M | 1,075,538 |
 IQVIA HOLDINGS INC.$IQV | 59.7 | $323.6M | 1,897,474 |
 MSCI Inc.$MSCI | 77.6 | $316.5M | 587,264 |
 Aon plc$AON | — | $315.1M | 976,263 |
 Booking Holdings Inc.$BKNG | 55.3 | $313.4M | 74,430 |
 VISA INC.$V | 83.5 | $313.4M | 1,036,806 |
 MOODYS CORP /DE/$MCO | 81.3 | $309.6M | 709,634 |
 BECTON DICKINSON & CO$BDX | 50.7 | $304.9M | 1,939,236 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Longview Partners (Guernsey) LTD's 25 positions.
Showing top 10 of 25 holdings.
Sector Allocation
Financials
$2.2B
Technology
$1.8B
Healthcare
$1.5B
Consumer Discretionary
$1.1B
Industrials
$424.5M
Full Holdings — Longview Partners (Guernsey) LTD (Q1 2026)
All 25 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WST | WEST PHARMACEUTICAL SERVICES INC | $329.7M | 4.7% | +16% | 66.8 |
| 2 | $TMO | THERMO FISHER SCIENTIFIC INC. | $325.8M | 4.6% | -22% | 63.7 |
| 3 | $AXP | AMERICAN EXPRESS CO | $325.3M | 4.6% | -18% | 73.2 |
| 4 | $IQV | IQVIA HOLDINGS INC. | $323.6M | 4.6% | -15% | 59.7 |
| 5 | $MSCI | MSCI Inc. | $316.5M | 4.5% | -19% | 77.6 |
| 6 | $AON | Aon plc | $315.1M | 4.5% | -12% | — |
| 7 | $BKNG | Booking Holdings Inc. | $313.4M | 4.4% | -18% | 55.3 |
| 8 | $V | VISA INC. | $313.4M | 4.4% | -18% | 83.5 |
| 9 | $MCO | MOODYS CORP /DE/ | $309.6M | 4.4% | -27% | 81.3 |
| 10 | $BDX | BECTON DICKINSON & CO | $304.9M | 4.3% | -10% | 50.7 |
| 11 |  $UNH | UNITEDHEALTH GROUP INC | $303.5M | 4.3% | -11% | 66.8 |
| 12 |  $MSFT | MICROSOFT CORP | $303.1M | 4.3% | -17% | 83.7 |
| 13 |  $GOOG | Alphabet Inc. | $301.4M | 4.3% | -35% | 80.2 |
| 14 |  $CME | CME GROUP INC. | $300.4M | 4.3% | -27% | 74.5 |
| 15 |  $TXN | TEXAS INSTRUMENTS INC | $294.8M | 4.2% | NEW | 70.4 |
| 16 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $287.2M | 4.1% | NEW | — |
| 17 |  $CRM | Salesforce, Inc. | $282.5M | 4.0% | -10% | 75.2 |
| 18 |  $SYY | SYSCO CORP | $279.2M | 4.0% | -20% | 58.4 |
| 19 |  $CDW | CDW Corp | $278.6M | 4.0% | -10% | 61.6 |
| 20 |  $COO | COOPER COMPANIES, INC. | $273.3M | 3.9% | NEW | 55.8 |
| 21 |  $NKE | NIKE, Inc. | $267.7M | 3.8% | -10% | 53.4 |
| 22 |  $FIS | Fidelity National Information Services, Inc. | $262.6M | 3.7% | -10% | 69.6 |
| 23 |  $FISV | FISERV INC | $162.0M | 2.3% | -11% | 67.4 |
| 24 |  $SPGI | S&P Global Inc. | $143.9M | 2.0% | -59% | 79.4 |
| 25 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $140.5M | 2.0% | -60% | 71.5 |
New Positions (3)
Exited Positions (1)
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AI-Powered Hedge Fund Analysis: Longview Partners (Guernsey) LTD
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