Longview Partners 13F, Q2 2025
Longview Partners · quarter ending 30 June 2025 · filed 13 August 2025 · SEC CIK 1426092
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| ORACLE CORP | ORCL | $721.25M | 6.2% | -16% shares |
| BOOKING HOLDINGS INC | BKNG | $718.82M | 6.2% | -7% shares |
| MICROSOFT CORP | MSFT | $637.36M | 5.5% | -6% shares |
| MOODYS CORP | MCO | $625.82M | 5.4% | -6% shares |
| HCA HEALTHCARE INC | HCA | $598.59M | 5.2% | -6% shares |
| VISA INC | V | $581.83M | 5.0% | -6% shares |
| TJX COS INC NEW | TJX | $580.35M | 5.0% | -6% shares |
| S&P GLOBAL INC | SPGI | $558.82M | 4.8% | -6% shares |
| FIDELITY NATL INFORMATION SV | FIS | $554.99M | 4.8% | -6% shares |
| AMERICAN EXPRESS CO | AXP | $540.34M | 4.7% | -6% shares |
| ALPHABET INC | GOOGL | $535.33M | 4.6% | -6% shares |
| MARSH & MCLENNAN COS INC | MRSH | $496.14M | 4.3% | -6% shares |
| AON PLC | $466.63M | 4.0% | -5% shares | |
| FISERV INC | FISV | $457.80M | 3.9% | -6% shares |
| SALESFORCE INC | CRM | $447.95M | 3.9% | -6% shares |
| SYSCO CORP | SYY | $424.25M | 3.7% | -6% shares |
| NIKE INC | NKE | $405.55M | 3.5% | +25% shares |
| CDW CORP | CDW | $404.89M | 3.5% | -6% shares |
| ADOBE INC | ADBE | $394.75M | 3.4% | -5% shares |
| UNITEDHEALTH GROUP INC | UNH | $379.38M | 3.3% | +30% shares |
| IQVIA HLDGS INC | IQV | $360.68M | 3.1% | +13% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $352.18M | 3.0% | -5% shares |
| BECTON DICKINSON & CO | BDX | $349.28M | 3.0% | +9% shares |
| MSCI INC | MSCI | $13.11M | 0.1% | new |
What changed since Q1 2025
Against the Q1 2025 filing, Longview Partners opened 1 new position, added to 4, trimmed 19, left 0 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001085146-25-005026, filed by Longview Partners (Guernsey) LTD. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.