Longview Partners (Guernsey) LTD
13F Reported Value
ⓘ$6.2B
Holdings
23
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Longview Partners (Guernsey) LTD disclosed 23 positions worth $6.2B in its Form 13F-HR for Q2 2026, led by $WST (WEST PHARMACEUTICAL SERVICES INC) at 6.0% of the equity portfolio, followed by $UNH and $TSM. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $PGR and a full exit from $NKE. The portfolio is most concentrated in Financials (31.4% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 64.4#545
Quality
$371.1M1,033,826 sh - 62.7#687
Quality
$350.2M842,497 sh - $337.2M706,120 sh
- 73.4
Quality
$322.3M1,081,243 sh - 78.2
Quality
$295.6M827,249 sh - 61.4
Quality
$290.0M1,500,760 sh - 69.4
Quality
$287.3M849,396 sh - 57.0
Quality
$282.5M3,940,007 sh - 82.9
Quality
$280.5M817,595 sh - 80.1
Quality
$266.4M1,219,355 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 WEST PHARMACEUTICAL SERVICES INC$WST | 64.4#545 | $371.1M | 1,033,826 |
 UNITEDHEALTH GROUP INC$UNH | 62.7#687 | $350.2M | 842,497 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $337.2M | 706,120 |
 TEXAS INSTRUMENTS INC$TXN | 73.4 | $322.3M | 1,081,243 |
 Alphabet Inc.$GOOG | 78.2 | $295.6M | 827,249 |
 IQVIA HOLDINGS INC.$IQV | 61.4 | $290.0M | 1,500,760 |
 AMERICAN EXPRESS CO$AXP | 69.4 | $287.3M | 849,396 |
 COOPER COMPANIES, INC.$COO | 57.0 | $282.5M | 3,940,007 |
 VISA INC.$V | 82.9 | $280.5M | 817,595 |
 PROGRESSIVE CORP/OH/$PGR | 80.1 | $266.4M | 1,219,355 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Longview Partners (Guernsey) LTD's 23 positions.
Showing top 10 of 23 holdings.
Sector Allocation
Financials
$1.9B
Technology
$1.6B
Healthcare
$1.5B
Consumer Discretionary
$783.1M
Industrials
$244.3M
Full Holdings — Longview Partners (Guernsey) LTD (Q2 2026)
All 23 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 | $371.1M | 6.0% | -21% | 64.4 |
| 2 | $UNH | UNITEDHEALTH GROUP INC | $350.2M | 5.7% | -25% | 62.7 |
| 3 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $337.2M | 5.5% | -17% | — |
| 4 | $TXN | TEXAS INSTRUMENTS INC | $322.3M | 5.2% | -29% | 73.4 |
| 5 | $GOOG | Alphabet Inc. | $295.6M | 4.8% | -21% | 78.2 |
| 6 | $IQV | IQVIA HOLDINGS INC. | $290.0M | 4.7% | -21% | 61.4 |
| 7 | $AXP | AMERICAN EXPRESS CO | $287.3M | 4.7% | -21% | 69.4 |
| 8 | $COO | COOPER COMPANIES, INC. | $282.5M | 4.6% | +3% | 57 |
| 9 | $V | VISA INC. | $280.5M | 4.6% | -21% | 82.9 |
| 10 | $PGR | PROGRESSIVE CORP/OH/ | $266.4M | 4.3% | NEW | 80.1 |
| 11 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $265.6M | 4.3% | -20% | 65.1 |
| 12 |  $CDW | CDW Corp | $262.7M | 4.3% | -19% | 55.5 |
| 13 |  $BKNG | Booking Holdings Inc. | $262.6M | 4.3% | +1879% | 58.5 |
| 14 |  $MSCI | MSCI Inc. | $259.7M | 4.2% | -21% | 75.7 |
| 15 |  $SYY | SYSCO CORP | $257.9M | 4.2% | -21% | 54.7 |
| 16 |  $BDX | BECTON DICKINSON & CO | $255.8M | 4.2% | -13% | 59 |
| 17 |  $AON | Aon plc | $255.1M | 4.1% | -21% | — |
| 18 |  $MCO | MOODYS CORP /DE/ | $253.1M | 4.1% | -21% | 79.1 |
| 19 |  $FIS | Fidelity National Information Services, Inc. | $244.3M | 4.0% | +12% | 68.9 |
| 20 |  $MSFT | MICROSOFT CORP | $240.7M | 3.9% | -21% | 79.8 |
| 21 |  $CME | CME GROUP INC. | $221.2M | 3.6% | -2% | 69.5 |
| 22 |  $CRM | Salesforce, Inc. | $186.9M | 3.0% | -21% | 77 |
| 23 |  $SPGI | S&P Global Inc. | $108.9M | 1.8% | -21% | 76.1 |
New Positions (1)
$PGR PROGRESSIVE CORP/OH/$266.4M
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