Longview Partners (Guernsey) LTD
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Longview Partners (Guernsey) LTD reported 24 stock positions worth $13.4 billion. Its top holding was Booking (BKNG) at 5.7% of the portfolio, followed by Fiserv (FISV, 5.6%) and American Express (AXP, 5.5%). Compared with Q3 2024, it reduced 24. The biggest sale was HCA Healthcare (HCA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $13.4B (Q4 2024)
- SEC Filing
- 0001085146-25-001334 ↗ filed Feb 13, 2025
Holdings Value
Holdings 24 stocks · $13.4B
| BKNG Booking Holdings Inc. | 5.71% | 153,883 | $764.6M | Reduce -6.7% |
| FISV Fiserv Inc. | 5.63% | 3,670,985 | $754.1M | Reduce -10.2% |
| AXP American Express Co. | 5.53% | 2,493,891 | $740.2M | Reduce -4.3% |
| ORCL Oracle Corp. | 5.22% | 4,192,761 | $698.7M | Reduce -8.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 5.03% | 5,571,546 | $673.1M | Reduce -5.2% |
| MCO Moody's Corp. | 4.98% | 1,408,904 | $666.9M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 4.86% | 3,435,134 | $650.3M | Reduce -4.2% |
| V Visa Inc. Class A | 4.72% | 1,999,968 | $632.1M | Reduce -4.2% |
| FIS Fidelity National Info Serv | 4.64% | 7,685,077 | $620.7M | Reduce -4.1% |
| MSFT Microsoft Corp. | 4.56% | 1,447,613 | $610.2M | Reduce -4.1% |
| SPGI S&P Global Inc. | 4.44% | 1,192,653 | $594.0M | Reduce -4.0% |
| MRSH Marsh & McLennan Cos | 4.06% | 2,561,114 | $544.0M | Reduce -4.0% |
| HCA HCA Healthcare Inc. | 3.95% | 1,760,538 | $528.4M | Reduce -4.1% |
| AON Aon PLC Class A | 3.94% | 1,468,131 | $527.3M | Reduce -4.0% |
| ADBE Adobe Inc. | 3.79% | 1,141,686 | $507.7M | Reduce -4.1% |
| TMO Thermo Fisher Scientific Inc. | 3.77% | 970,804 | $505.0M | Reduce -4.1% |
| UNH Unitedhealth Group Inc. | 3.76% | 995,862 | $503.8M | Reduce -4.1% |
| SYY Sysco Corp. | 3.59% | 6,294,484 | $481.3M | Reduce -4.0% |
| BDX Becton Dickinson and Co. | 3.35% | 1,979,950 | $449.2M | Reduce -4.0% |
| CDW CDW Corp. | 3.32% | 2,557,883 | $445.2M | Reduce -4.1% |
| MDT Medtronic PLC | 3.30% | 5,525,810 | $441.4M | Reduce -5.1% |
| IQV Iqvia Holdings Inc. | 3.16% | 2,152,444 | $423.0M | Reduce -4.1% |
| NKE Nike Inc. Class B | 2.75% | 4,862,081 | $367.9M | Reduce -4.1% |
| DG Dollar General Corp. | 1.96% | 3,455,281 | $262.0M | Reduce -3.4% |
Portfolio Sells Q3 2024 → Q4 2024
| HCA HCA Healthcare Inc. | Reduce -4.1% | 3.95% | −1.17 |
| CDW CDW Corp. | Reduce -4.1% | 3.32% | −0.82 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.1% | 3.77% | −0.52 |
| IQV Iqvia Holdings Inc. | Reduce -4.1% | 3.16% | −0.49 |
| ADBE Adobe Inc. | Reduce -4.1% | 3.79% | −0.44 |
| UNH Unitedhealth Group Inc. | Reduce -4.1% | 3.76% | −0.40 |
| NKE Nike Inc. Class B | Reduce -4.1% | 2.75% | −0.33 |
| MDT Medtronic PLC | Reduce -5.1% | 3.30% | −0.30 |
| ORCL Oracle Corp. | Reduce -8.8% | 5.22% | −0.15 |
| DG Dollar General Corp. | Reduce -3.4% | 1.96% | −0.12 |
| BDX Becton Dickinson and Co. | Reduce -4.0% | 3.35% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -4.0% | 4.06% | −0.02 |
| SPGI S&P Global Inc. | Reduce -4.0% | 4.44% | +0.03 |
| FIS Fidelity National Info Serv | Reduce -4.1% | 4.64% | +0.03 |
| SYY Sysco Corp. | Reduce -4.0% | 3.59% | +0.08 |
| MSFT Microsoft Corp. | Reduce -4.1% | 4.56% | +0.10 |
| MCO Moody's Corp. | Reduce -4.2% | 4.98% | +0.20 |
| TJX TJX Companies Inc. | Reduce -5.2% | 5.03% | +0.29 |
| AON Aon PLC Class A | Reduce -4.0% | 3.94% | +0.31 |
| FISV Fiserv Inc. | Reduce -10.2% | 5.63% | +0.59 |
| AXP American Express Co. | Reduce -4.3% | 5.53% | +0.68 |
| GOOGL Alphabet Inc. Class A | Reduce -4.2% | 4.86% | +0.78 |
| V Visa Inc. Class A | Reduce -4.2% | 4.72% | +0.78 |
| BKNG Booking Holdings Inc. | Reduce -6.7% | 5.71% | +0.94 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
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 |