Q2 2025 · 13F-HR
Longview Partners (Guernsey) LTDholdings as filed
Filed 2025-08-13 · accession 0001085146-25-005026
$11.61B
Reported value
24
Positions
2025-06-30
Period end
The Brief · Longview Partners (Guernsey) LTD · Q2 2025
AI · grounded in 13F
Longview Partners (Guernsey) LTD established a new position in ORCL valued at $721.2M. The fund also initiated new stakes in BKNG for $718.8M and MSFT for $637.4M. Other new additions include MCO at $625.8M, HCA at $598.6M, and V at $581.8M. Total assets under management stand at $11.6B across 24 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 68389X105 | ORCL | ORACLE CORP | $721.2M | 6.21% | 3,298,941 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $718.8M | 6.19% | 124,165 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $637.4M | 5.49% | 1,281,359 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $625.8M | 5.39% | 1,247,668 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $598.6M | 5.16% | 1,562,478 | Common | SOLE |
| 92826C839 | V | VISA INC | $581.8M | 5.01% | 1,638,726 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $580.4M | 5.00% | 4,699,577 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $558.8M | 4.81% | 1,059,805 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $555.0M | 4.78% | 6,817,224 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $540.3M | 4.66% | 1,693,958 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $535.3M | 4.61% | 3,037,654 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $496.1M | 4.27% | 2,269,216 | Common | SOLE |
| G0403H108 | AON | AON PLC | $466.6M | 4.02% | 1,307,961 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $457.8M | 3.94% | 2,655,318 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $448.0M | 3.86% | 1,642,717 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $424.2M | 3.66% | 5,601,384 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $405.5M | 3.49% | 5,708,722 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $404.9M | 3.49% | 2,267,149 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $394.7M | 3.40% | 1,020,335 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $379.4M | 3.27% | 1,216,082 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $360.7M | 3.11% | 2,288,714 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $352.2M | 3.03% | 868,585 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $349.3M | 3.01% | 2,027,729 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $13.1M | 0.11% | 22,727 | 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.