Longview Partners (Guernsey) LTD
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Longview Partners (Guernsey) LTD reported 24 stock positions worth $15.5 billion. Its top holding was CDW (CDW) at 5.0% of the portfolio, followed by Booking (BKNG, 4.9%) and Fiserv (FISV, 4.8%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 3 and reduced 20. The biggest buy was a new position in Nike Class B (NKE) and the biggest sale an exit from Bank of New York Mellon (BNY).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $15.5B (Q1 2024)
- SEC Filing
- 0001085146-24-002467 ↗ filed May 14, 2024
Holdings Value
Holdings 24 stocks · $15.5B
| CDW CDW Corp. | 4.99% | 3,023,341 | $773.3M | Reduce -2.8% |
| BKNG Booking Holdings Inc. | 4.88% | 208,454 | $756.2M | Reduce -4.3% |
| FISV Fiserv Inc. | 4.79% | 4,636,945 | $741.1M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 4.76% | 4,882,974 | $737.0M | Reduce -3.8% |
| MSFT Microsoft Corp. | 4.70% | 1,728,529 | $727.2M | Reduce -3.1% |
| AXP American Express Co. | 4.65% | 3,159,749 | $719.4M | Reduce -2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.55% | 6,943,174 | $704.2M | Reduce -2.7% |
| HCA HCA Healthcare Inc. | 4.51% | 2,095,152 | $698.8M | Reduce -2.8% |
| FIS Fidelity National Info Serv | 4.37% | 9,132,168 | $677.4M | Reduce -2.7% |
| TMO Thermo Fisher Scientific Inc. | 4.28% | 1,139,119 | $662.1M | Reduce -2.8% |
| V Visa Inc. Class A | 4.25% | 2,359,524 | $658.5M | Reduce -2.8% |
| ORCL Oracle Corp. | 4.24% | 5,226,742 | $656.5M | Reduce -2.7% |
| MCO Moody's Corp. | 4.23% | 1,666,150 | $654.8M | Reduce -2.7% |
| IQV Iqvia Holdings Inc. | 4.12% | 2,523,205 | $638.1M | Reduce -2.7% |
| DG Dollar General Corp. | 4.10% | 4,072,580 | $635.6M | Reduce -1.8% |
| MRSH Marsh & McLennan Cos | 4.00% | 3,009,767 | $620.0M | Reduce -2.7% |
| SYY Sysco Corp. | 3.86% | 7,364,630 | $597.9M | Reduce -2.7% |
| SPGI S&P Global Inc. | 3.85% | 1,399,654 | $595.5M | Reduce -2.8% |
| MDT Medtronic PLC | 3.73% | 6,635,054 | $578.2M | Add +2.3% |
| UNH Unitedhealth Group Inc. | 3.73% | 1,168,788 | $578.2M | Reduce -1.9% |
| BDX Becton Dickinson and Co. | 3.71% | 2,321,435 | $574.4M | Add +7.9% |
| AON Aon PLC Class A | 3.70% | 1,719,104 | $573.7M | Add +0.6% |
| NKE Nike Inc. Class B | 3.45% | 5,677,091 | $533.5M | New |
| USFD US Foods Holding Corp. | 2.55% | 7,311,353 | $394.6M | Reduce -2.8% |
Portfolio Sells Q4 2023 → Q1 2024
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −3.86 |
| STT State Street Corp. | Sold out | 0.00% | −3.63 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 3.73% | −0.45 |
| SPGI S&P Global Inc. | Reduce -2.8% | 3.85% | −0.38 |
| BKNG Booking Holdings Inc. | Reduce -4.3% | 4.88% | −0.27 |
| MCO Moody's Corp. | Reduce -2.7% | 4.23% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 4.76% | +0.03 |
| V Visa Inc. Class A | Reduce -2.8% | 4.25% | +0.04 |
| TJX TJX Companies Inc. | Reduce -2.7% | 4.55% | +0.08 |
| MRSH Marsh & McLennan Cos | Reduce -2.7% | 4.00% | +0.09 |
| IQV Iqvia Holdings Inc. | Reduce -2.7% | 4.12% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.8% | 4.28% | +0.13 |
| SYY Sysco Corp. | Reduce -2.7% | 3.86% | +0.17 |
| MSFT Microsoft Corp. | Reduce -3.1% | 4.70% | +0.22 |
| USFD US Foods Holding Corp. | Reduce -2.8% | 2.55% | +0.27 |
| CDW CDW Corp. | Reduce -2.8% | 4.99% | +0.28 |
| DG Dollar General Corp. | Reduce -1.8% | 4.10% | +0.34 |
| ORCL Oracle Corp. | Reduce -2.7% | 4.24% | +0.46 |
| FISV Fiserv Inc. | Reduce -2.7% | 4.79% | +0.56 |
| AXP American Express Co. | Reduce -2.8% | 4.65% | +0.58 |
| FIS Fidelity National Info Serv | Reduce -2.7% | 4.37% | +0.61 |
| HCA HCA Healthcare Inc. | Reduce -2.8% | 4.51% | +0.62 |
Portfolio Buys Q4 2023 → Q1 2024
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 |