Longview Partners (Guernsey) LTD Portfolio Holdings

Longview Partners (Guernsey) LTD

  • $11.5 Billion
  • Q2 2025

Longview Partners (Guernsey) LTD has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $11.5 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Oracle Corp with a value of $721M, Booking Holdings Inc. with a value of $719M, Microsoft Corp with a value of $637M, Moodys Corp with a value of $626M, and Hca Healthcare, Inc. with a value of $599M.

Examining the 13F form we can see an decrease of $678M in the current position value, from $12.2B to 11.5B.

Longview Partners (Guernsey) LTD is based out at St Peter Port, Y7

Below you can find more details about Longview Partners (Guernsey) LTD portfolio as well as his latest detailed transactions.

Portfolio value $11.5 Billion
Technology: $3.49 Billion
Financial Services: $3.28 Billion
Healthcare: $2.04 Billion
Consumer Cyclical: $1.7 Billion
Communication Services: $535 Million
Consumer Defensive: $424 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.5B
$626 Million 5.45% of portfolio
1,247,668
Q2 2025 Reduced 5.76%
$112B
$599 Million 5.21% of portfolio
1,562,478
Q2 2025 Reduced 5.79%
$155B
$580 Million 5.06% of portfolio
4,699,577
Q2 2025 Reduced 6.19%
$182B
$559 Million 4.87% of portfolio
1,059,805
Q2 2025 Reduced 5.69%
$43.6B
$555 Million 4.83% of portfolio
6,817,224
Q2 2025 Reduced 5.8%
$101B
$496 Million 4.32% of portfolio
2,269,216
Q2 2025 Reduced 5.67%
$75.3B
$467 Million 4.06% of portfolio
1,307,961
Q2 2025 Reduced 5.31%
$40.9B
$424 Million 3.7% of portfolio
5,601,384
Q2 2025 Reduced 5.55%
$22.2B
$405 Million 3.53% of portfolio
2,267,149
Q2 2025 Reduced 5.9%
$94.4B
$406 Million 3.53% of portfolio
5,708,722
Q2 2025 Added 24.64%
$157B
$395 Million 3.44% of portfolio
1,020,335
Q2 2025 Reduced 5.04%
$34.5B
$361 Million 3.14% of portfolio
2,288,714
Q2 2025 Added 12.84%
$187B
$352 Million 3.07% of portfolio
868,585
Q2 2025 Reduced 4.99%
$55.6B
$349 Million 3.04% of portfolio
2,027,729
Q2 2025 Added 8.82%
$79.5B
$332 Million 2.9% of portfolio
2,655,318
Q2 2025 Reduced 5.68%
$44B
$13.1 Million 0.11% of portfolio
22,727
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $11.5 Billion
  • Prior Value $12.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Longview Partners (Guernsey) LTD Portfolio

Follow Longview Partners (Guernsey) LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Longview Partners (Guernsey) LTD, based on Form 13F filings with the SEC.

News

Stay updated on Longview Partners (Guernsey) LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email