Longview Partners (Guernsey) LTD
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Longview Partners (Guernsey) LTD reported 24 stock positions worth $13.5 billion. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Adobe (ADBE, 4.9%) and Booking (BKNG, 4.9%). Compared with Q1 2024, it opened 1 new position, sold out of 1 and reduced 23. The biggest buy was a new position in Adobe (ADBE) and the biggest sale an exit from US Foods (USFD).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $13.5B (Q2 2024)
- SEC Filing
- 0001085146-24-003806 ↗ filed Aug 13, 2024
Holdings Value
Holdings 24 stocks · $13.5B
| MSFT Microsoft Corp. | 5.04% | 1,518,359 | $678.6M | Reduce -12.2% |
| ADBE Adobe Inc. | 4.92% | 1,194,775 | $663.7M | New |
| BKNG Booking Holdings Inc. | 4.87% | 165,823 | $656.9M | Reduce -20.4% |
| GOOGL Alphabet Inc. Class A | 4.87% | 3,603,930 | $656.5M | Reduce -26.2% |
| ORCL Oracle Corp. | 4.83% | 4,613,312 | $651.4M | Reduce -11.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.80% | 5,881,194 | $647.5M | Reduce -15.3% |
| MCO Moody's Corp. | 4.59% | 1,469,610 | $618.6M | Reduce -11.8% |
| FISV Fiserv Inc. | 4.51% | 4,080,665 | $608.2M | Reduce -12.0% |
| AXP American Express Co. | 4.47% | 2,604,574 | $603.1M | Reduce -17.6% |
| FIS Fidelity National Info Serv | 4.47% | 7,991,478 | $602.2M | Reduce -12.5% |
| CDW CDW Corp. | 4.41% | 2,657,736 | $594.9M | Reduce -12.1% |
| HCA HCA Healthcare Inc. | 4.37% | 1,832,602 | $588.8M | Reduce -12.5% |
| MRSH Marsh & McLennan Cos | 4.15% | 2,654,657 | $559.4M | Reduce -11.8% |
| TMO Thermo Fisher Scientific Inc. | 4.12% | 1,003,729 | $555.1M | Reduce -11.9% |
| SPGI S&P Global Inc. | 4.09% | 1,235,634 | $551.1M | Reduce -11.7% |
| V Visa Inc. Class A | 4.04% | 2,075,714 | $544.8M | Reduce -12.0% |
| UNH Unitedhealth Group Inc. | 3.90% | 1,030,978 | $525.0M | Reduce -11.8% |
| BDX Becton Dickinson and Co. | 3.55% | 2,046,673 | $478.3M | Reduce -11.8% |
| DG Dollar General Corp. | 3.50% | 3,569,257 | $472.0M | Reduce -12.4% |
| IQV Iqvia Holdings Inc. | 3.49% | 2,227,405 | $471.0M | Reduce -11.7% |
| SYY Sysco Corp. | 3.44% | 6,498,677 | $463.9M | Reduce -11.8% |
| MDT Medtronic PLC | 3.43% | 5,880,354 | $462.8M | Reduce -11.4% |
| AON Aon PLC Class A | 3.31% | 1,520,594 | $446.4M | Reduce -11.6% |
| NKE Nike Inc. Class B | 2.80% | 5,003,791 | $377.1M | Reduce -11.9% |
Portfolio Sells Q1 2024 → Q2 2024
| USFD US Foods Holding Corp. | Sold out | 0.00% | −2.55 |
| NKE Nike Inc. Class B | Reduce -11.9% | 2.80% | −0.65 |
| IQV Iqvia Holdings Inc. | Reduce -11.7% | 3.49% | −0.63 |
| DG Dollar General Corp. | Reduce -12.4% | 3.50% | −0.60 |
| CDW CDW Corp. | Reduce -12.1% | 4.41% | −0.58 |
| SYY Sysco Corp. | Reduce -11.8% | 3.44% | −0.42 |
| AON Aon PLC Class A | Reduce -11.6% | 3.31% | −0.39 |
| MDT Medtronic PLC | Reduce -11.4% | 3.43% | −0.30 |
| FISV Fiserv Inc. | Reduce -12.0% | 4.51% | −0.27 |
| V Visa Inc. Class A | Reduce -12.0% | 4.04% | −0.21 |
| AXP American Express Co. | Reduce -17.6% | 4.47% | −0.17 |
| BDX Becton Dickinson and Co. | Reduce -11.8% | 3.55% | −0.16 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.9% | 4.12% | −0.16 |
| HCA HCA Healthcare Inc. | Reduce -12.5% | 4.37% | −0.14 |
| BKNG Booking Holdings Inc. | Reduce -20.4% | 4.87% | −0.01 |
| FIS Fidelity National Info Serv | Reduce -12.5% | 4.47% | +0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -26.2% | 4.87% | +0.11 |
| MRSH Marsh & McLennan Cos | Reduce -11.8% | 4.15% | +0.15 |
| UNH Unitedhealth Group Inc. | Reduce -11.8% | 3.90% | +0.16 |
| SPGI S&P Global Inc. | Reduce -11.7% | 4.09% | +0.24 |
| TJX TJX Companies Inc. | Reduce -15.3% | 4.80% | +0.26 |
| MSFT Microsoft Corp. | Reduce -12.2% | 5.04% | +0.34 |
| MCO Moody's Corp. | Reduce -11.8% | 4.59% | +0.36 |
| ORCL Oracle Corp. | Reduce -11.7% | 4.83% | +0.59 |
Portfolio Buys Q1 2024 → Q2 2024
| ADBE Adobe Inc. | New | 4.92% | +4.92 |
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 |