Filed: 8/13/2025ACC: 0001085146-25-005026
📋 What this filing means
LONGVIEW PARTNERS (GUERNSEY) LTD filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $11.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$11.61B
Total AUM (reported)
55.36M
Total Shares
Allocation by class
COM$9.62B82.9%
COM CL A$581.83M5.0%
CAP STK CL A$535.33M4.6%
SHS CL A$466.63M4.0%
CL B$405.55M3.5%
Portfolio Concentration
Top 3$2.08B17.9%
4–10$4.04B34.8%
11–25$5.49B47.3%
Top 3 weight
17.9%
Top 10 weight
52.7%
Voting Authority Distribution
Total shares with voting rights: 55.36M
Sole
Full voting authority
31.51M
shares
% of voting shares56.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
23.85M
shares
% of voting shares43.1%
Investment Discretion (by position count)
Sole0
Shared0
Other24
Dominant voting typeSole · 56.9% of voting shares
Institutional Holdings24
Rows:
ORACLE CORP
DFNDShares3.30M
TypeSH
Market value$721.25M
6.21%
Sole
1.87M
Shared
0.00
None
1.43M
BOOKING HOLDINGS INC
DFNDShares124.17K
TypeSH
Market value$718.82M
6.19%
Sole
70.12K
Shared
0.00
None
54.05K
MICROSOFT CORP
DFNDShares1.28M
TypeSH
Market value$637.36M
5.49%
Sole
733.96K
Shared
0.00
None
547.40K
MOODYS CORP
DFNDShares1.25M
TypeSH
Market value$625.82M
5.39%
Sole
711.07K
Shared
0.00
None
536.60K
HCA HEALTHCARE INC
DFNDShares1.56M
TypeSH
Market value$598.59M
5.16%
Sole
896.11K
Shared
0.00
None
666.37K
VISA INC
DFNDShares1.64M
TypeSH
Market value$581.83M
5.01%
Sole
933.89K
Shared
0.00
None
704.84K
TJX COS INC NEW
DFNDShares4.70M
TypeSH
Market value$580.35M
5.00%
Sole
2.66M
Shared
0.00
None
2.04M
S&P GLOBAL INC
DFNDShares1.06M
TypeSH
Market value$558.82M
4.81%
Sole
599.25K
Shared
0.00
None
460.55K
FIDELITY NATL INFORMATION SV
DFNDShares6.82M
TypeSH
Market value$554.99M
4.78%
Sole
3.89M
Shared
0.00
None
2.93M
AMERICAN EXPRESS CO
DFNDShares1.69M
TypeSH
Market value$540.34M
4.66%
Sole
967.14K
Shared
0.00
None
726.82K
ALPHABET INC
DFNDShares3.04M
TypeSH
Market value$535.33M
4.61%
Sole
1.74M
Shared
0.00
None
1.30M
MARSH & MCLENNAN COS INC
DFNDShares2.27M
TypeSH
Market value$496.14M
4.27%
Sole
1.30M
Shared
0.00
None
972.93K
AON PLC
DFNDShares1.31M
TypeSH
Market value$466.63M
4.02%
Sole
740.96K
Shared
0.00
None
567K
FISERV INC
DFNDShares2.66M
TypeSH
Market value$457.80M
3.94%
Sole
1.52M
Shared
0.00
None
1.14M
SALESFORCE INC
DFNDShares1.64M
TypeSH
Market value$447.95M
3.86%
Sole
933.98K
Shared
0.00
None
708.74K
SYSCO CORP
DFNDShares5.60M
TypeSH
Market value$424.25M
3.66%
Sole
3.16M
Shared
0.00
None
2.44M
NIKE INC
DFNDShares5.71M
TypeSH
Market value$405.55M
3.49%
Sole
3.26M
Shared
0.00
None
2.45M
CDW CORP
DFNDShares2.27M
TypeSH
Market value$404.89M
3.49%
Sole
1.30M
Shared
0.00
None
967.79K
ADOBE INC
DFNDShares1.02M
TypeSH
Market value$394.75M
3.40%
Sole
580.92K
Shared
0.00
None
439.41K
UNITEDHEALTH GROUP INC
DFNDShares1.22M
TypeSH
Market value$379.38M
3.27%
Sole
690.52K
Shared
0.00
None
525.56K
IQVIA HLDGS INC
DFNDShares2.29M
TypeSH
Market value$360.68M
3.11%
Sole
1.28M
Shared
0.00
None
1.01M
THERMO FISHER SCIENTIFIC INC
DFNDShares868.59K
TypeSH
Market value$352.18M
3.03%
Sole
493.66K
Shared
0.00
None
374.93K
BECTON DICKINSON & CO
DFNDShares2.03M
TypeSH
Market value$349.28M
3.01%
Sole
1.16M
Shared
0.00
None
864.72K
MSCI INC
DFNDShares22.73K
TypeSH
Market value$13.11M
0.11%
Sole
12.59K
Shared
0.00
None
10.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ORACLE CORPDFND | COM | 3.30M | SH | $721.25M 6.21% | 1.87M | 0.00 | 1.43M |
BOOKING HOLDINGS INCDFND | COM | 124.17K | SH | $718.82M 6.19% | 70.12K | 0.00 | 54.05K |
MICROSOFT CORPDFND | COM | 1.28M | SH | $637.36M 5.49% | 733.96K | 0.00 | 547.40K |
MOODYS CORPDFND | COM | 1.25M | SH | $625.82M 5.39% | 711.07K | 0.00 | 536.60K |
HCA HEALTHCARE INCDFND | COM | 1.56M | SH | $598.59M 5.16% | 896.11K | 0.00 | 666.37K |
VISA INCDFND | COM CL A | 1.64M | SH | $581.83M 5.01% | 933.89K | 0.00 | 704.84K |
TJX COS INC NEWDFND | COM | 4.70M | SH | $580.35M 5.00% | 2.66M | 0.00 | 2.04M |
S&P GLOBAL INCDFND | COM | 1.06M | SH | $558.82M 4.81% | 599.25K | 0.00 | 460.55K |
FIDELITY NATL INFORMATION SVDFND | COM | 6.82M | SH | $554.99M 4.78% | 3.89M | 0.00 | 2.93M |
AMERICAN EXPRESS CODFND | COM | 1.69M | SH | $540.34M 4.66% | 967.14K | 0.00 | 726.82K |
ALPHABET INCDFND | CAP STK CL A | 3.04M | SH | $535.33M 4.61% | 1.74M | 0.00 | 1.30M |
MARSH & MCLENNAN COS INCDFND | COM | 2.27M | SH | $496.14M 4.27% | 1.30M | 0.00 | 972.93K |
AON PLCDFND | SHS CL A | 1.31M | SH | $466.63M 4.02% | 740.96K | 0.00 | 567K |
FISERV INCDFND | COM | 2.66M | SH | $457.80M 3.94% | 1.52M | 0.00 | 1.14M |
SALESFORCE INCDFND | COM | 1.64M | SH | $447.95M 3.86% | 933.98K | 0.00 | 708.74K |
SYSCO CORPDFND | COM | 5.60M | SH | $424.25M 3.66% | 3.16M | 0.00 | 2.44M |
NIKE INCDFND | CL B | 5.71M | SH | $405.55M 3.49% | 3.26M | 0.00 | 2.45M |
CDW CORPDFND | COM | 2.27M | SH | $404.89M 3.49% | 1.30M | 0.00 | 967.79K |
ADOBE INCDFND | COM | 1.02M | SH | $394.75M 3.40% | 580.92K | 0.00 | 439.41K |
UNITEDHEALTH GROUP INCDFND | COM | 1.22M | SH | $379.38M 3.27% | 690.52K | 0.00 | 525.56K |
IQVIA HLDGS INCDFND | COM | 2.29M | SH | $360.68M 3.11% | 1.28M | 0.00 | 1.01M |
THERMO FISHER SCIENTIFIC INCDFND | COM | 868.59K | SH | $352.18M 3.03% | 493.66K | 0.00 | 374.93K |
BECTON DICKINSON & CODFND | COM | 2.03M | SH | $349.28M 3.01% | 1.16M | 0.00 | 864.72K |
MSCI INCDFND | COM | 22.73K | SH | $13.11M 0.11% | 12.59K | 0.00 | 10.14K |