Longview Partners (Guernsey) LTD
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Longview Partners (Guernsey) LTD reported 23 stock positions worth $6.2 billion. Its top holding was West Pharmaceutical Services (WST) at 6.0% of the portfolio, followed by Unitedhealth (UNH, 5.7%) and Taiwan Semiconductor-SP ADR (TSM, 5.5%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 2 and reduced 20. The biggest buy was a new position in Progressive (PGR) and the biggest sale an exit from Nike Class B (NKE).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $6.2B (Q2 2026)
- SEC Filing
- 0001426092-26-000003 ↗ filed Aug 13, 2026
Holdings Value
Holdings 23 stocks · $6.2B
| WST West Pharmaceutical Services | 6.03% | 1,033,826 | $371.1M | Reduce -21.4% |
| UNH Unitedhealth Group Inc. | 5.69% | 842,497 | $350.2M | Reduce -24.9% |
| TSM Taiwan Semiconductor-SP ADR | 5.48% | 706,120 | $337.2M | Reduce -16.9% |
| TXN Texas Instruments Inc. | 5.23% | 1,081,243 | $322.3M | Reduce -28.8% |
| GOOGL Alphabet Inc. Class A | 4.80% | 827,249 | $295.6M | Reduce -21.1% |
| IQV Iqvia Holdings Inc. | 4.71% | 1,500,760 | $290.0M | Reduce -20.9% |
| AXP American Express Co. | 4.67% | 849,396 | $287.3M | Reduce -21.0% |
| COO The Cooper Cos Inc. | 4.59% | 3,940,007 | $282.5M | Add +3.1% |
| V Visa Inc. Class A | 4.56% | 817,595 | $280.5M | Reduce -21.1% |
| PGR Progressive Corp. | 4.33% | 1,219,355 | $266.4M | New |
| TMO Thermo Fisher Scientific Inc. | 4.31% | 529,776 | $265.6M | Reduce -20.1% |
| CDW CDW Corp. | 4.27% | 1,867,736 | $262.7M | Reduce -18.9% |
| BKNG Booking Holdings Inc. | 4.26% | 1,473,080 | $262.6M | Reduce -20.8% |
| MSCI MSCI Inc. | 4.22% | 463,710 | $259.7M | Reduce -21.0% |
| SYY Sysco Corp. | 4.19% | 3,085,419 | $257.9M | Reduce -21.2% |
| BDX Becton Dickinson and Co. | 4.15% | 1,690,093 | $255.8M | Reduce -12.8% |
| AON Aon PLC Class A | 4.14% | 768,975 | $255.1M | Reduce -21.2% |
| MCO Moody's Corp. | 4.11% | 558,785 | $253.1M | Reduce -21.3% |
| FIS Fidelity National Info Serv | 3.97% | 6,284,287 | $244.3M | Add +12.3% |
| MSFT Microsoft Corp. | 3.91% | 645,228 | $240.7M | Reduce -21.2% |
| CME Cme Group Inc. | 3.59% | 1,001,686 | $221.2M | Reduce -1.5% |
| CRM Salesforce Inc. | 3.03% | 1,192,726 | $186.9M | Reduce -21.2% |
| SPGI S&P Global Inc. | 1.77% | 267,319 | $108.9M | Reduce -21.0% |
Portfolio Sells Q1 2026 → Q2 2026
| NKE Nike Inc. Class B | Sold out | 0.00% | −3.79 |
| FISV Fiserv Inc. | Sold out | 0.00% | −2.29 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −1.99 |
| CRM Salesforce Inc. | Reduce -21.2% | 3.03% | −0.97 |
| CME Cme Group Inc. | Reduce -1.5% | 3.59% | −0.66 |
| MSFT Microsoft Corp. | Reduce -21.2% | 3.91% | −0.39 |
| AON Aon PLC Class A | Reduce -21.2% | 4.14% | −0.32 |
| TMO Thermo Fisher Scientific Inc. | Reduce -20.1% | 4.31% | −0.30 |
| MCO Moody's Corp. | Reduce -21.3% | 4.11% | −0.28 |
| SPGI S&P Global Inc. | Reduce -21.0% | 1.77% | −0.27 |
| MSCI MSCI Inc. | Reduce -21.0% | 4.22% | −0.27 |
| BKNG Booking Holdings Inc. | Reduce -20.8% | 4.26% | −0.18 |
| BDX Becton Dickinson and Co. | Reduce -12.8% | 4.15% | −0.17 |
| AXP American Express Co. | Reduce -21.0% | 4.67% | +0.06 |
| V Visa Inc. Class A | Reduce -21.1% | 4.56% | +0.12 |
| IQV Iqvia Holdings Inc. | Reduce -20.9% | 4.71% | +0.12 |
| SYY Sysco Corp. | Reduce -21.2% | 4.19% | +0.23 |
| CDW CDW Corp. | Reduce -18.9% | 4.27% | +0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -21.1% | 4.80% | +0.53 |
| TXN Texas Instruments Inc. | Reduce -28.8% | 5.23% | +1.06 |
| WST West Pharmaceutical Services | Reduce -21.4% | 6.03% | +1.36 |
| UNH Unitedhealth Group Inc. | Reduce -24.9% | 5.69% | +1.39 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -16.9% | 5.48% | +1.41 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $6.2B | WST, UNH, TSM, TXN, GOOGL |
| Q1 2026 | 25 | $7.1B | WST, TMO, AXP, IQV, MSCI |
| Q4 2025 | 23 | $9.6B | GOOGL, IQV, MCO, TMO, BKNG |
| Q3 2025 | 23 | $9.6B | GOOGL, BKNG, MSFT, MCO, AXP |
| Q2 2025 | 24 | $11.6B | ORCL, BKNG, MSFT, MCO, HCA |
| Q1 2025 | 25 | $12.4B | FISV, MCO, BKNG, TJX, V |
| Q4 2024 | 24 | $13.4B | BKNG, FISV, AXP, ORCL, TJX |
| Q3 2024 | 24 | $14.6B | ORCL, HCA, FISV, AXP, MCO |
| Q2 2024 | 24 | $13.5B | MSFT, ADBE, BKNG, GOOGL, ORCL |
| Q1 2024 | 24 | $15.5B | CDW, BKNG, FISV, GOOGL, MSFT |