§ 13F · FUND PROFILE
Longview Partners (Guernsey) LTD.
AUM · $6.2B (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$266M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WST | WEST PHARMACEUTICAL SVSC INC | 1.03M | $371M | 6.0% | −21% |
| 2 | UNH | UNITEDHEALTH GROUP INC | 842K | $350M | 5.7% | −25% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 706K | $337M | 5.5% | −17% |
| 4 | TXN | TEXAS INSTRS INC | 1.08M | $322M | 5.2% | −29% |
| 5 | GOOGL | ALPHABET INC | 827K | $296M | 4.8% | −21% |
| 6 | IQV | IQVIA HLDGS INC | 1.50M | $290M | 4.7% | −21% |
| 7 | AXP | AMERICAN EXPRESS CO | 849K | $287M | 4.7% | −21% |
| 8 | COO | COOPER COS INC | 3.94M | $283M | 4.6% | +3% |
| 9 | V | VISA INC | 818K | $281M | 4.6% | −21% |
| 10 | PGR | PROGRESSIVE CORP | 1.22M | $266M | 4.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONGVIEW SIGNAL
AC read
Longview Partners (Guernsey) LTD is a Other fund managing $6.2 billion in assets. The fund runs a focused portfolio of just 23 positions.
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