Q1 2025 · 13F-HR
Longview Partners (Guernsey) LTDholdings as filed
Filed 2025-05-14 · accession 0001085146-25-003163
$12.43B
Reported value
25
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 337738108 | FISV | FISERV INC | $621.7M | 5.00% | 2,815,218 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $616.5M | 4.96% | 1,323,918 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $614.9M | 4.95% | 133,481 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $610.2M | 4.91% | 5,009,877 | Common | SOLE |
| 92826C839 | V | VISA INC | $609.5M | 4.90% | 1,739,126 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $587.0M | 4.72% | 2,405,616 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $573.1M | 4.61% | 1,658,478 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $571.0M | 4.59% | 1,123,705 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $551.7M | 4.44% | 3,946,361 | Common | SOLE |
| G0403H108 | AON | AON PLC | $551.3M | 4.44% | 1,381,341 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $540.5M | 4.35% | 7,237,324 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $511.4M | 4.11% | 1,362,259 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $499.5M | 4.02% | 3,229,954 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $491.1M | 3.95% | 937,732 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $484.3M | 3.90% | 1,800,058 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $467.9M | 3.77% | 1,743,717 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $467.1M | 3.76% | 5,197,530 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $454.9M | 3.66% | 914,185 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $445.0M | 3.58% | 5,930,384 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $426.8M | 3.43% | 1,863,329 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $412.1M | 3.32% | 1,074,485 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $386.1M | 3.11% | 2,409,249 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $357.6M | 2.88% | 2,028,276 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $290.8M | 2.34% | 4,580,222 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $286.2M | 2.30% | 3,254,829 | 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.