Longview Partners (Guernsey) LTD
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Longview Partners (Guernsey) LTD reported 25 stock positions worth $7.1 billion. Its top holding was West Pharmaceutical Services (WST) at 4.7% of the portfolio, followed by Thermo Fisher Scientific (TMO, 4.6%) and American Express (AXP, 4.6%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 1 and reduced 21. The biggest buy was a new position in Texas Instruments (TXN) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- ST PETER PORT, Y7
- CIK
- 0001426092
- Portfolio Value
- $7.1B (Q1 2026)
- SEC Filing
- 0001426092-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 25 stocks · $7.1B
| WST West Pharmaceutical Services | 4.67% | 1,315,403 | $329.7M | Add +16.3% |
| TMO Thermo Fisher Scientific Inc. | 4.62% | 662,828 | $325.8M | Reduce -22.1% |
| AXP American Express Co. | 4.61% | 1,075,538 | $325.3M | Reduce -17.6% |
| IQV Iqvia Holdings Inc. | 4.58% | 1,897,474 | $323.6M | Reduce -14.5% |
| MSCI MSCI Inc. | 4.48% | 587,264 | $316.5M | Reduce -18.9% |
| AON Aon PLC Class A | 4.46% | 976,263 | $315.1M | Reduce -11.7% |
| BKNG Booking Holdings Inc. | 4.44% | 74,430 | $313.4M | Reduce -18.3% |
| V Visa Inc. Class A | 4.44% | 1,036,806 | $313.4M | Reduce -18.1% |
| MCO Moody's Corp. | 4.39% | 709,634 | $309.6M | Reduce -26.6% |
| BDX Becton Dickinson and Co. | 4.32% | 1,939,236 | $304.9M | Reduce -10.3% |
| UNH Unitedhealth Group Inc. | 4.30% | 1,121,661 | $303.5M | Reduce -10.6% |
| MSFT Microsoft Corp. | 4.29% | 818,886 | $303.1M | Reduce -17.2% |
| GOOGL Alphabet Inc. Class A | 4.27% | 1,048,019 | $301.4M | Reduce -34.9% |
| CME Cme Group Inc. | 4.26% | 1,016,950 | $300.4M | Reduce -26.7% |
| TXN Texas Instruments Inc. | 4.18% | 1,518,628 | $294.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 4.07% | 849,740 | $287.2M | New |
| CRM Salesforce Inc. | 4.00% | 1,513,417 | $282.5M | Reduce -10.1% |
| SYY Sysco Corp. | 3.96% | 3,914,224 | $279.2M | Reduce -20.3% |
| CDW CDW Corp. | 3.95% | 2,302,486 | $278.6M | Reduce -10.1% |
| COO The Cooper Cos Inc. | 3.87% | 3,823,062 | $273.3M | New |
| NKE Nike Inc. Class B | 3.79% | 5,067,578 | $267.7M | Reduce -9.9% |
| FIS Fidelity National Info Serv | 3.72% | 5,597,178 | $262.6M | Reduce -10.0% |
| FISV Fiserv Inc. | 2.29% | 2,902,523 | $162.0M | Reduce -10.6% |
| SPGI S&P Global Inc. | 2.04% | 338,418 | $143.9M | Reduce -59.2% |
| MRSH Marsh & McLennan Cos | 1.99% | 810,308 | $140.5M | Reduce -59.8% |
Portfolio Sells Q4 2025 → Q1 2026
| ADBE Adobe Inc. | Sold out | 0.00% | −4.29 |
| SPGI S&P Global Inc. | Reduce -59.2% | 2.04% | −2.49 |
| MRSH Marsh & McLennan Cos | Reduce -59.8% | 1.99% | −1.92 |
| GOOGL Alphabet Inc. Class A | Reduce -34.9% | 4.27% | −0.99 |
| MCO Moody's Corp. | Reduce -26.6% | 4.39% | −0.77 |
| MSFT Microsoft Corp. | Reduce -17.2% | 4.29% | −0.70 |
| CRM Salesforce Inc. | Reduce -10.1% | 4.00% | −0.66 |
| BKNG Booking Holdings Inc. | Reduce -18.3% | 4.44% | −0.65 |
| IQV Iqvia Holdings Inc. | Reduce -14.5% | 4.58% | −0.64 |
| FIS Fidelity National Info Serv | Reduce -10.0% | 3.72% | −0.60 |
| TMO Thermo Fisher Scientific Inc. | Reduce -22.1% | 4.62% | −0.53 |
| AXP American Express Co. | Reduce -17.6% | 4.61% | −0.43 |
| V Visa Inc. Class A | Reduce -18.1% | 4.44% | −0.19 |
| BDX Becton Dickinson and Co. | Reduce -10.3% | 4.32% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -10.6% | 4.30% | −0.03 |
| FISV Fiserv Inc. | Reduce -10.6% | 2.29% | +0.02 |
| NKE Nike Inc. Class B | Reduce -9.9% | 3.79% | +0.05 |
| MSCI MSCI Inc. | Reduce -18.9% | 4.48% | +0.15 |
| SYY Sysco Corp. | Reduce -20.3% | 3.96% | +0.18 |
| CME Cme Group Inc. | Reduce -26.7% | 4.26% | +0.30 |
| CDW CDW Corp. | Reduce -10.1% | 3.95% | +0.31 |
| AON Aon PLC Class A | Reduce -11.7% | 4.46% | +0.39 |
Portfolio Buys Q4 2025 → Q1 2026
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 |