Longview Partners (Guernsey) LTD
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Longview Partners (Guernsey) LTD reported 24 stock positions worth $14.6 billion. Its top holding was Oracle (ORCL) at 5.4% of the portfolio, followed by HCA Healthcare (HCA, 5.1%) and Fiserv (FISV, 5.0%). Compared with Q2 2024, it added to 17 and reduced 7. The biggest buy was HCA Healthcare (HCA, shares +0%) and the biggest sale Alphabet Class A (GOOGL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $14.6B (Q3 2024)
- SEC Filing
- 0001085146-24-005651 ↗ filed Nov 13, 2024
Holdings Value
Holdings 24 stocks · $14.6B
| ORCL Oracle Corp. | 5.37% | 4,596,152 | $783.2M | Reduce -0.4% |
| HCA HCA Healthcare Inc. | 5.12% | 1,835,333 | $745.9M | Add +0.1% |
| FISV Fiserv Inc. | 5.04% | 4,087,895 | $734.4M | Add +0.2% |
| AXP American Express Co. | 4.85% | 2,604,686 | $706.4M | Add +0.0% |
| MCO Moody's Corp. | 4.79% | 1,469,867 | $697.6M | Add +0.0% |
| BKNG Booking Holdings Inc. | 4.77% | 164,997 | $695.0M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.74% | 5,874,224 | $690.5M | Reduce -0.1% |
| FIS Fidelity National Info Serv | 4.60% | 8,012,879 | $671.1M | Add +0.3% |
| MSFT Microsoft Corp. | 4.46% | 1,510,194 | $649.8M | Reduce -0.5% |
| SPGI S&P Global Inc. | 4.41% | 1,243,020 | $642.2M | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 4.29% | 1,012,067 | $626.0M | Add +0.8% |
| ADBE Adobe Inc. | 4.23% | 1,190,917 | $616.6M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 4.16% | 1,038,198 | $607.0M | Add +0.7% |
| CDW CDW Corp. | 4.14% | 2,668,070 | $603.8M | Add +0.4% |
| MRSH Marsh & McLennan Cos | 4.08% | 2,668,863 | $595.4M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 4.08% | 3,584,170 | $594.4M | Reduce -0.6% |
| V Visa Inc. Class A | 3.94% | 2,087,476 | $574.0M | Add +0.6% |
| IQV Iqvia Holdings Inc. | 3.65% | 2,244,340 | $531.8M | Add +0.8% |
| AON Aon PLC Class A | 3.63% | 1,528,714 | $528.9M | Add +0.5% |
| MDT Medtronic PLC | 3.60% | 5,821,654 | $524.1M | Reduce -1.0% |
| SYY Sysco Corp. | 3.51% | 6,559,819 | $512.1M | Add +0.9% |
| BDX Becton Dickinson and Co. | 3.41% | 2,063,208 | $497.4M | Add +0.8% |
| NKE Nike Inc. Class B | 3.07% | 5,068,173 | $448.0M | Add +1.3% |
| DG Dollar General Corp. | 2.07% | 3,574,865 | $302.3M | Add +0.2% |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 4.08% | −0.79 |
| ADBE Adobe Inc. | Reduce -0.3% | 4.23% | −0.69 |
| MSFT Microsoft Corp. | Reduce -0.5% | 4.46% | −0.58 |
| BKNG Booking Holdings Inc. | Reduce -0.5% | 4.77% | −0.11 |
| TJX TJX Companies Inc. | Reduce -0.1% | 4.74% | −0.07 |
| MDT Medtronic PLC | Reduce -1.0% | 3.60% | +0.16 |
| ORCL Oracle Corp. | Reduce -0.4% | 5.37% | +0.54 |
Portfolio Buys Q2 2024 → Q3 2024
| HCA HCA Healthcare Inc. | Add +0.1% | 5.12% | +0.75 |
| FISV Fiserv Inc. | Add +0.2% | 5.04% | +0.53 |
| AXP American Express Co. | Add +0.0% | 4.85% | +0.37 |
| SPGI S&P Global Inc. | Add +0.6% | 4.41% | +0.32 |
| AON Aon PLC Class A | Add +0.5% | 3.63% | +0.32 |
| NKE Nike Inc. Class B | Add +1.3% | 3.07% | +0.28 |
| UNH Unitedhealth Group Inc. | Add +0.7% | 4.16% | +0.27 |
| MCO Moody's Corp. | Add +0.0% | 4.79% | +0.20 |
| TMO Thermo Fisher Scientific Inc. | Add +0.8% | 4.29% | +0.18 |
| IQV Iqvia Holdings Inc. | Add +0.8% | 3.65% | +0.15 |
| FIS Fidelity National Info Serv | Add +0.3% | 4.60% | +0.13 |
| SYY Sysco Corp. | Add +0.9% | 3.51% | +0.07 |
| MRSH Marsh & McLennan Cos | Add +0.5% | 4.08% | −0.07 |
| V Visa Inc. Class A | Add +0.6% | 3.94% | −0.11 |
| BDX Becton Dickinson and Co. | Add +0.8% | 3.41% | −0.14 |
| CDW CDW Corp. | Add +0.4% | 4.14% | −0.27 |
| DG Dollar General Corp. | Add +0.2% | 2.07% | −1.43 |
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 |