Longview Partners (Guernsey) LTD
CIK 1426092 · Holdings on Jun 30, 2025 · First reported Aug 13, 2025
Top ten holdings
Q2 2025- ORCL6.21%
- BKNG6.19%
- MSFT5.49%
- MCO5.39%
- HCA5.16%
- V5.01%
- TJX5.00%
- SPGI4.81%
- FIS4.78%
- AXP4.66%
Share classes counted separately52.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ORCLWeight increased · +1.77 pp4.44% → 6.21%Shares -647.42K (-16.41%)
- MSFTWeight increased · +1.38 pp4.11% → 5.49%Shares -80.90K (-5.94%)
- BKNGWeight increased · +1.24 pp4.95% → 6.19%Shares -9.32K (-6.98%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ORCLORACLE CORP View history and evidence | $721.25M | 6.21% | 3.30M shares | 4.44% → 6.21%+1.77 pp -647.42K (-16.41%) | Reduced | ↗▾ |
| 02 | BKNGBOOKING HOLDINGS INC View history and evidence | $718.82M | 6.19% | 124.17K shares | 4.95% → 6.19%+1.24 pp -9.32K (-6.98%) | Reduced | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $637.36M | 5.49% | 1.28M shares | 4.11% → 5.49%+1.38 pp -80.90K (-5.94%) | Reduced | ↗▾ |
| 04 | MCOMOODY'S CORP View history and evidence | $625.82M | 5.39% | 1.25M shares | 4.96% → 5.39%+0.43 pp -76.25K (-5.76%) | Reduced | ↗▾ |
| 05 | HCAHCA HEALTHCARE INC View history and evidence | $598.59M | 5.16% | 1.56M shares | 4.61% → 5.16%+0.55 pp -96.00K (-5.79%) | Reduced | ↗▾ |
| 06 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $581.83M | 5.01% | 1.64M shares | 4.90% → 5.01%+0.11 pp -100.40K (-5.77%) | Reduced | ↗▾ |
| 07 | TJXTJX COMPANIES INC View history and evidence | $580.35M | 5.00% | 4.70M shares | 4.91% → 5.00%+0.09 pp -310.30K (-6.19%) | Reduced | ↗▾ |
| 08 | SPGIS&P GLOBAL INC View history and evidence | $558.82M | 4.81% | 1.06M shares | 4.59% → 4.81%+0.22 pp -63.90K (-5.69%) | Reduced | ↗▾ |
| 09 | FISFIDELITY NATIONAL INFO SERV View history and evidence | $554.99M | 4.78% | 6.82M shares | 4.35% → 4.78%+0.43 pp -420.10K (-5.80%) | Reduced | ↗▾ |
| 10 | AXPAMERICAN EXPRESS CO View history and evidence | $540.34M | 4.66% | 1.69M shares | 3.90% → 4.66%+0.76 pp -106.10K (-5.89%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MDT MEDTRONIC PLC | Non-derivative | -5,197,530 | -$467.05M | SEC filing ↗ | SEC filing ↗ |
| DG DOLLAR GENERAL CORP | Non-derivative | -3,254,829 | -$286.20M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1426092 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 11606071163
}Take these holdings further.
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