Longview Partners (Guernsey) LTD — 13F holdings

Longview Partners (Guernsey) LTD reported 23 holdings worth $6.16B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. WST WEST PHARMACEUTICAL SVSC INC — $371M (6.0%)
2. UNH UNITEDHEALTH GROUP INC — $350M (5.7%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $337M (5.5%)
4. TXN TEXAS INSTRS INC — $322M (5.2%)
5. GOOGL ALPHABET INC — $296M (4.8%)
6. IQV IQVIA HLDGS INC — $290M (4.7%)
7. AXP AMERICAN EXPRESS CO — $287M (4.7%)
8. COO COOPER COS INC — $283M (4.6%)
9. V VISA INC — $281M (4.6%)
10. PGR PROGRESSIVE CORP — $266M (4.3%)