Longview Partners (Guernsey) LTD
CIK 0001426092 · ST PETER PORT, Y7 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.16B
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
WST
WEST PHARMACEUTICAL SVSC INC
6.0%
UNH
UNITEDHEALTH GROUP INC
5.7%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.5%
TXN
TEXAS INSTRS INC
5.2%
GOOGL
ALPHABET INC
4.8%
IQV
IQVIA HLDGS INC
4.7%
AXP
AMERICAN EXPRESS CO
4.7%
COO
COOPER COS INC
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.