Filed: 5/15/2026ACC: 0001426092-26-000002
📋 What this filing means
LONGVIEW PARTNERS (GUERNSEY) LTD filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $7.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$7.06B
Total AUM (reported)
42.92M
Total Shares
Allocation by class
COM$5.57B79.0%
SHS CL A$315.12M4.5%
COM CL A$313.36M4.4%
CAP STK CL A$301.37M4.3%
SPONSORED ADS$287.17M4.1%
CL B$267.67M3.8%
Portfolio Concentration
Top 3$980.82M13.9%
4–10$2.20B31.1%
11–25$3.88B55.0%
Top 3 weight
13.9%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 42.92M
Sole
Full voting authority
27.40M
shares
% of voting shares63.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.52M
shares
% of voting shares36.2%
Investment Discretion (by position count)
Sole0
Shared0
Other25
Dominant voting typeSole · 63.8% of voting shares
Institutional Holdings25
Rows:
WEST PHARMACEUTICAL SVSC INC
DFNDShares1.32M
TypeSH
Market value$329.69M
4.67%
Sole
838.65K
Shared
0.00
None
476.75K
THERMO FISHER SCIENTIFIC INC
DFNDShares662.83K
TypeSH
Market value$325.80M
4.62%
Sole
425.80K
Shared
0.00
None
237.03K
AMERICAN EXPRESS CO
DFNDShares1.08M
TypeSH
Market value$325.33M
4.61%
Sole
685.66K
Shared
0.00
None
389.88K
IQVIA HLDGS INC
DFNDShares1.90M
TypeSH
Market value$323.60M
4.58%
Sole
1.20M
Shared
0.00
None
695.56K
MSCI INC
DFNDShares587.26K
TypeSH
Market value$316.54M
4.48%
Sole
373.62K
Shared
0.00
None
213.64K
AON PLC
DFNDShares976.26K
TypeSH
Market value$315.12M
4.46%
Sole
624.77K
Shared
0.00
None
351.49K
BOOKING HOLDINGS INC
DFNDShares74.43K
TypeSH
Market value$313.37M
4.44%
Sole
46.99K
Shared
0.00
None
27.43K
VISA INC
DFNDShares1.04M
TypeSH
Market value$313.36M
4.44%
Sole
660.17K
Shared
0.00
None
376.64K
MOODYS CORP
DFNDShares709.63K
TypeSH
Market value$309.58M
4.39%
Sole
454.89K
Shared
0.00
None
254.74K
BECTON DICKINSON & CO
DFNDShares1.94M
TypeSH
Market value$304.91M
4.32%
Sole
1.23M
Shared
0.00
None
704.53K
UNITEDHEALTH GROUP INC
DFNDShares1.12M
TypeSH
Market value$303.51M
4.30%
Sole
713.30K
Shared
0.00
None
408.36K
MICROSOFT CORP
DFNDShares818.89K
TypeSH
Market value$303.13M
4.29%
Sole
522.79K
Shared
0.00
None
296.10K
ALPHABET INC
DFNDShares1.05M
TypeSH
Market value$301.37M
4.27%
Sole
668.30K
Shared
0.00
None
379.72K
CME GROUP INC
DFNDShares1.02M
TypeSH
Market value$300.36M
4.26%
Sole
646.35K
Shared
0.00
None
370.60K
TEXAS INSTRS INC
DFNDShares1.52M
TypeSH
Market value$294.83M
4.18%
Sole
970.09K
Shared
0.00
None
548.54K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares849.74K
TypeSH
Market value$287.17M
4.07%
Sole
525.92K
Shared
0.00
None
323.82K
SALESFORCE INC
DFNDShares1.51M
TypeSH
Market value$282.51M
4.00%
Sole
975.86K
Shared
0.00
None
537.56K
SYSCO CORP
DFNDShares3.91M
TypeSH
Market value$279.20M
3.96%
Sole
2.51M
Shared
0.00
None
1.40M
CDW CORP
DFNDShares2.30M
TypeSH
Market value$278.65M
3.95%
Sole
1.46M
Shared
0.00
None
843.83K
COOPER COS INC
DFNDShares3.82M
TypeSH
Market value$273.35M
3.87%
Sole
2.44M
Shared
0.00
None
1.38M
NIKE INC
DFNDShares5.07M
TypeSH
Market value$267.67M
3.79%
Sole
3.26M
Shared
0.00
None
1.81M
FIDELITY NATL INFORMATION SV
DFNDShares5.60M
TypeSH
Market value$262.56M
3.72%
Sole
3.57M
Shared
0.00
None
2.02M
FISERV INC
DFNDShares2.90M
TypeSH
Market value$161.96M
2.29%
Sole
1.85M
Shared
0.00
None
1.05M
S&P GLOBAL INC
DFNDShares338.42K
TypeSH
Market value$143.94M
2.04%
Sole
215.74K
Shared
0.00
None
122.68K
MARSH & MCLENNAN COS INC
DFNDShares810.31K
TypeSH
Market value$140.55M
1.99%
Sole
516.89K
Shared
0.00
None
293.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WEST PHARMACEUTICAL SVSC INCDFND | COM | 1.32M | SH | $329.69M 4.67% | 838.65K | 0.00 | 476.75K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 662.83K | SH | $325.80M 4.62% | 425.80K | 0.00 | 237.03K |
AMERICAN EXPRESS CODFND | COM | 1.08M | SH | $325.33M 4.61% | 685.66K | 0.00 | 389.88K |
IQVIA HLDGS INCDFND | COM | 1.90M | SH | $323.60M 4.58% | 1.20M | 0.00 | 695.56K |
MSCI INCDFND | COM | 587.26K | SH | $316.54M 4.48% | 373.62K | 0.00 | 213.64K |
AON PLCDFND | SHS CL A | 976.26K | SH | $315.12M 4.46% | 624.77K | 0.00 | 351.49K |
BOOKING HOLDINGS INCDFND | COM | 74.43K | SH | $313.37M 4.44% | 46.99K | 0.00 | 27.43K |
VISA INCDFND | COM CL A | 1.04M | SH | $313.36M 4.44% | 660.17K | 0.00 | 376.64K |
MOODYS CORPDFND | COM | 709.63K | SH | $309.58M 4.39% | 454.89K | 0.00 | 254.74K |
BECTON DICKINSON & CODFND | COM | 1.94M | SH | $304.91M 4.32% | 1.23M | 0.00 | 704.53K |
UNITEDHEALTH GROUP INCDFND | COM | 1.12M | SH | $303.51M 4.30% | 713.30K | 0.00 | 408.36K |
MICROSOFT CORPDFND | COM | 818.89K | SH | $303.13M 4.29% | 522.79K | 0.00 | 296.10K |
ALPHABET INCDFND | CAP STK CL A | 1.05M | SH | $301.37M 4.27% | 668.30K | 0.00 | 379.72K |
CME GROUP INCDFND | COM | 1.02M | SH | $300.36M 4.26% | 646.35K | 0.00 | 370.60K |
TEXAS INSTRS INCDFND | COM | 1.52M | SH | $294.83M 4.18% | 970.09K | 0.00 | 548.54K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 849.74K | SH | $287.17M 4.07% | 525.92K | 0.00 | 323.82K |
SALESFORCE INCDFND | COM | 1.51M | SH | $282.51M 4.00% | 975.86K | 0.00 | 537.56K |
SYSCO CORPDFND | COM | 3.91M | SH | $279.20M 3.96% | 2.51M | 0.00 | 1.40M |
CDW CORPDFND | COM | 2.30M | SH | $278.65M 3.95% | 1.46M | 0.00 | 843.83K |
COOPER COS INCDFND | COM | 3.82M | SH | $273.35M 3.87% | 2.44M | 0.00 | 1.38M |
NIKE INCDFND | CL B | 5.07M | SH | $267.67M 3.79% | 3.26M | 0.00 | 1.81M |
FIDELITY NATL INFORMATION SVDFND | COM | 5.60M | SH | $262.56M 3.72% | 3.57M | 0.00 | 2.02M |
FISERV INCDFND | COM | 2.90M | SH | $161.96M 2.29% | 1.85M | 0.00 | 1.05M |
S&P GLOBAL INCDFND | COM | 338.42K | SH | $143.94M 2.04% | 215.74K | 0.00 | 122.68K |
MARSH & MCLENNAN COS INCDFND | COM | 810.31K | SH | $140.55M 1.99% | 516.89K | 0.00 | 293.42K |