Longview Partners (Guernsey) LTD
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Longview Partners (Guernsey) LTD reported 24 stock positions worth $11.6 billion. Its top holding was Oracle (ORCL) at 6.2% of the portfolio, followed by Booking (BKNG, 6.2%) and Microsoft (MSFT, 5.5%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 4 and reduced 19. The biggest buy was Nike Class B (NKE, shares +25%) and the biggest sale an exit from Medtronic (MDT).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $11.6B (Q2 2025)
- SEC Filing
- 0001085146-25-005026 ↗ filed Aug 13, 2025
Holdings Value
Holdings 24 stocks · $11.6B
| ORCL Oracle Corp. | 6.21% | 3,298,941 | $721.2M | Reduce -16.4% |
| BKNG Booking Holdings Inc. | 6.19% | 124,165 | $718.8M | Reduce -7.0% |
| MSFT Microsoft Corp. | 5.49% | 1,281,359 | $637.4M | Reduce -5.9% |
| MCO Moody's Corp. | 5.39% | 1,247,668 | $625.8M | Reduce -5.8% |
| HCA HCA Healthcare Inc. | 5.16% | 1,562,478 | $598.6M | Reduce -5.8% |
| V Visa Inc. Class A | 5.01% | 1,638,726 | $581.8M | Reduce -5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 5.00% | 4,699,577 | $580.4M | Reduce -6.2% |
| SPGI S&P Global Inc. | 4.81% | 1,059,805 | $558.8M | Reduce -5.7% |
| FIS Fidelity National Info Serv | 4.78% | 6,817,224 | $555.0M | Reduce -5.8% |
| AXP American Express Co. | 4.66% | 1,693,958 | $540.3M | Reduce -5.9% |
| GOOGL Alphabet Inc. Class A | 4.61% | 3,037,654 | $535.3M | Reduce -6.0% |
| MRSH Marsh & McLennan Cos | 4.27% | 2,269,216 | $496.1M | Reduce -5.7% |
| AON Aon PLC Class A | 4.02% | 1,307,961 | $466.6M | Reduce -5.3% |
| FISV Fiserv Inc. | 3.94% | 2,655,318 | $457.8M | Reduce -5.7% |
| CRM Salesforce Inc. | 3.86% | 1,642,717 | $448.0M | Reduce -5.8% |
| SYY Sysco Corp. | 3.66% | 5,601,384 | $424.2M | Reduce -5.5% |
| NKE Nike Inc. Class B | 3.49% | 5,708,722 | $405.5M | Add +24.6% |
| CDW CDW Corp. | 3.49% | 2,267,149 | $404.9M | Reduce -5.9% |
| ADBE Adobe Inc. | 3.40% | 1,020,335 | $394.7M | Reduce -5.0% |
| UNH Unitedhealth Group Inc. | 3.27% | 1,216,082 | $379.4M | Add +29.7% |
| IQV Iqvia Holdings Inc. | 3.11% | 2,288,714 | $360.7M | Add +12.8% |
| TMO Thermo Fisher Scientific Inc. | 3.03% | 868,585 | $352.2M | Reduce -5.0% |
| BDX Becton Dickinson and Co. | 3.01% | 2,027,729 | $349.3M | Add +8.8% |
| MSCI MSCI Inc. | 0.11% | 22,727 | $13.1M | New |
Portfolio Sells Q1 2025 → Q2 2025
| MDT Medtronic PLC | Sold out | 0.00% | −3.76 |
| DG Dollar General Corp. | Sold out | 0.00% | −2.30 |
| FISV Fiserv Inc. | Reduce -5.7% | 3.94% | −1.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.0% | 3.03% | −0.63 |
| MRSH Marsh & McLennan Cos | Reduce -5.7% | 4.27% | −0.45 |
| AON Aon PLC Class A | Reduce -5.3% | 4.02% | −0.42 |
| SYY Sysco Corp. | Reduce -5.5% | 3.66% | +0.07 |
| ADBE Adobe Inc. | Reduce -5.0% | 3.40% | +0.09 |
| TJX TJX Companies Inc. | Reduce -6.2% | 5.00% | +0.09 |
| CRM Salesforce Inc. | Reduce -5.8% | 3.86% | +0.09 |
| V Visa Inc. Class A | Reduce -5.8% | 5.01% | +0.11 |
| SPGI S&P Global Inc. | Reduce -5.7% | 4.81% | +0.22 |
| CDW CDW Corp. | Reduce -5.9% | 3.49% | +0.38 |
| MCO Moody's Corp. | Reduce -5.8% | 5.39% | +0.43 |
| FIS Fidelity National Info Serv | Reduce -5.8% | 4.78% | +0.43 |
| HCA HCA Healthcare Inc. | Reduce -5.8% | 5.16% | +0.55 |
| GOOGL Alphabet Inc. Class A | Reduce -6.0% | 4.61% | +0.59 |
| AXP American Express Co. | Reduce -5.9% | 4.66% | +0.76 |
| BKNG Booking Holdings Inc. | Reduce -7.0% | 6.19% | +1.25 |
| MSFT Microsoft Corp. | Reduce -5.9% | 5.49% | +1.38 |
| ORCL Oracle Corp. | Reduce -16.4% | 6.21% | +1.77 |
Portfolio Buys Q1 2025 → Q2 2025
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 |