Q4 2024 · 13F-HR
Longview Partners (Guernsey) LTDholdings as filed
Filed 2025-02-13 · accession 0001085146-25-001334
$13.39B
Reported value
24
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $764.6M | 5.71% | 153,883 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $754.1M | 5.63% | 3,670,985 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $740.2M | 5.53% | 2,493,891 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $698.7M | 5.22% | 4,192,761 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $673.1M | 5.03% | 5,571,546 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $666.9M | 4.98% | 1,408,904 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $650.3M | 4.86% | 3,435,134 | Common | SOLE |
| 92826C839 | V | VISA INC | $632.1M | 4.72% | 1,999,968 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $620.7M | 4.64% | 7,685,077 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $610.2M | 4.56% | 1,447,613 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $594.0M | 4.44% | 1,192,653 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $544.0M | 4.06% | 2,561,114 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $528.4M | 3.95% | 1,760,538 | Common | SOLE |
| G0403H108 | AON | AON PLC | $527.3M | 3.94% | 1,468,131 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $507.7M | 3.79% | 1,141,686 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $505.0M | 3.77% | 970,804 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $503.8M | 3.76% | 995,862 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $481.3M | 3.59% | 6,294,484 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $449.2M | 3.35% | 1,979,950 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $445.2M | 3.32% | 2,557,883 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $441.4M | 3.30% | 5,525,810 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $423.0M | 3.16% | 2,152,444 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $367.9M | 2.75% | 4,862,081 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $262.0M | 1.96% | 3,455,281 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.