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Longview Partners (Guernsey) Ltd

Portfolio Manager
Longview Partners (guernsey) LTD
Performance
-15.19% (2026 Q1)
AUM (13F)
$7.06B
# of Holdings
25
Performance Rank
Allocation (Top 20)
86.16%

Longview Partners (Guernsey) Ltd Holdings Map

Top 25 Longview Partners (Guernsey) Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WST
WEST PHARMACEUTICAL SVSC INC
4.67%1.32M$329.7M
+16.30%(+184.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 352.1K shares2025-Q4: 1.13M shares2026-Q1: 1.32M shares
$260.37(+16.33%)
2026-03-31
TMO
THERMO FISHER SCIENTIFIC INC
4.62%662.8K$325.8M
-22.05%(-187.45K)
2025-Q1: 914.2K shares2025-Q2: 868.6K shares2025-Q3: 903.6K shares2025-Q4: 850.3K shares2026-Q1: 662.8K shares
$516.18(-15.08%)
2026-03-31
AXP
AMERICAN EXPRESS CO
4.61%1.08M$325.3M
-17.56%(-229.13K)
2025-Q1: 1.80M shares2025-Q2: 1.69M shares2025-Q3: 1.38M shares2025-Q4: 1.30M shares2026-Q1: 1.08M shares
$107.67(+191.14%)
2026-03-31
IQV
IQVIA HLDGS INC
4.58%1.90M$323.6M
-14.54%(-322.95K)
2025-Q1: 2.03M shares2025-Q2: 2.29M shares2025-Q3: 2.35M shares2025-Q4: 2.22M shares2026-Q1: 1.90M shares
$121.51(+39.19%)
2026-03-31
MSCI
MSCI INC
4.48%587.3K$316.5M
-18.87%(-136.55K)
2025-Q1: 0 shares2025-Q2: 22.7K shares2025-Q3: 710.5K shares2025-Q4: 723.8K shares2026-Q1: 587.3K shares
$571.91(-1.78%)
2026-03-31
AON
AON PLC
4.46%976.3K$315.1M
-11.71%(-129.52K)
2025-Q1: 1.38M shares2025-Q2: 1.31M shares2025-Q3: 1.16M shares2025-Q4: 1.11M shares2026-Q1: 976.3K shares
$87.09(+264.23%)
2026-03-31
BKNG
BOOKING HOLDINGS INC
4.44%74.4K$313.4M
-18.27%(-16.64K)
2025-Q1: 133.5K shares2025-Q2: 124.2K shares2025-Q3: 100.3K shares2025-Q4: 91.1K shares2026-Q1: 74.4K shares
$68.54(+124.88%)
2026-03-31
V
VISA INC
4.44%1.04M$313.4M
-18.05%(-228.34K)
2025-Q1: 1.74M shares2025-Q2: 1.64M shares2025-Q3: 1.33M shares2025-Q4: 1.27M shares2026-Q1: 1.04M shares
$217.19(+49.98%)
2026-03-31
MCO
MOODYS CORP
4.39%709.6K$309.6M
-26.57%(-256.83K)
2025-Q1: 1.32M shares2025-Q2: 1.25M shares2025-Q3: 1.02M shares2025-Q4: 966.5K shares2026-Q1: 709.6K shares
$309.16(+38.73%)
2026-03-31
BDX
BECTON DICKINSON & CO
4.32%1.94M$304.9M
-10.25%(-221.37K)
2025-Q1: 1.86M shares2025-Q2: 2.03M shares2025-Q3: 2.27M shares2025-Q4: 2.16M shares2026-Q1: 1.94M shares
$182.54(-21.40%)
2026-03-31

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