Longview Partners (Guernsey) LTD
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Longview Partners (Guernsey) LTD
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | WST | WEST PHARMACEUTICAL SVSC INC | 4.67% | 329.693 M $ | 1315403 | 2025/09/30 | -27.710 M $ | -8.90 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 4.62% | 325.800 M $ | 662828 | 2023/12/31 | -74.756 M $ | -15.17 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 4.61% | 325.329 M $ | 1075538 | 2019/12/31 | -88.026 M $ | -18.24 % |
| 2026/03/31 | IQV | IQVIA HLDGS INC | 4.58% | 323.595 M $ | 1897474 | 2020/03/31 | -121.835 M $ | -24.34 % |
| 2026/03/31 | MSCI | MSCI INC | 4.48% | 316.541 M $ | 587264 | 2025/06/30 | -25.131 M $ | -6.05 % |
| 2026/03/31 | AON | AON PLC | 4.46% | 315.118 M $ | 976263 | 2020/06/30 | -33.284 M $ | -8.53 % |
| 2026/03/31 | BKNG | BOOKING HOLDINGS INC | 4.44% | 313.374 M $ | 74430 | 2022/09/30 | -472.368 M $ | -96.86 % |
| 2026/03/31 | V | VISA INC | 4.44% | 313.364 M $ | 1036806 | 2023/03/31 | -61.322 M $ | -13.82 % |
| 2026/03/31 | MCO | MOODYS CORP | 4.39% | 309.578 M $ | 709634 | 2022/03/31 | -72.098 M $ | -14.60 % |
| 2026/03/31 | BDX | BECTON DICKINSON & CO | 4.32% | 304.906 M $ | 1939236 | 2021/03/31 | 12.834 M $ | 3.06 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 4.30% | 303.510 M $ | 1121661 | 2014/03/31 | -74.683 M $ | -18.03 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 4.29% | 303.127 M $ | 818886 | 2022/06/30 | -112.151 M $ | -23.46 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 4.27% | 301.368 M $ | 1048019 | 2020/06/30 | -40.926 M $ | -8.13 % |
| 2026/03/31 | CME | CME GROUP INC | 4.26% | 300.356 M $ | 1016950 | 2025/12/31 | 30.883 M $ | 8.16 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 4.18% | 294.826 M $ | 1518628 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.07% | 287.170 M $ | 849740 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CRM | SALESFORCE INC | 4.00% | 282.510 M $ | 1513417 | 2025/03/31 | -131.761 M $ | -29.53 % |
| 2026/03/31 | SYY | SYSCO CORP | 3.96% | 279.202 M $ | 3914224 | 2019/09/30 | -11.584 M $ | -3.20 % |
| 2026/03/31 | CDW | CDW CORP | 3.95% | 278.647 M $ | 2302486 | 2021/12/31 | -38.874 M $ | -11.15 % |
| 2026/03/31 | COO | COOPER COS INC | 3.87% | 273.349 M $ | 3823062 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NKE | NIKE INC | 3.79% | 267.669 M $ | 5067578 | 2024/03/31 | -61.252 M $ | -17.09 % |
| 2026/03/31 | FIS | FIDELITY NATL INFORMATION SV | 3.72% | 262.564 M $ | 5597178 | 2023/06/30 | -121.595 M $ | -29.42 % |
| 2026/03/31 | FISERV INC | 2.29% | 161.961 M $ | 2902523 | 2013/06/30 | -32.231 M $ | -14.78 % | |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 2.04% | 143.943 M $ | 338418 | 2022/09/30 | -80.647 M $ | -18.61 % |
| 2026/03/31 | MARSH & MCLENNAN COS INC | 1.99% | 140.548 M $ | 810308 | 2021/06/30 | -24.348 M $ | -6.51 % | |
| 2026/03/31 | ADBE | ADOBE INC | 0.00% | 0.000 $ | 0 | 2024/06/30 | 0.000 $ | 0.00 % |