Longview Partners as of June 30, 2024
Portfolio Holdings for Longview Partners
Longview Partners holds 24 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $679M | 1.5M | 446.95 | |
| Adobe Systems Incorporated (ADBE) | 4.9 | $664M | 1.2M | 555.54 | |
| Booking Holdings (BKNG) | 4.9 | $657M | 166k | 3961.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $657M | 3.6M | 182.15 | |
| Oracle Corporation (ORCL) | 4.8 | $651M | 4.6M | 141.20 | |
| TJX Companies (TJX) | 4.8 | $648M | 5.9M | 110.10 | |
| Moody's Corporation (MCO) | 4.6 | $619M | 1.5M | 420.93 | |
| Fiserv (FI) | 4.5 | $608M | 4.1M | 149.04 | |
| American Express Company (AXP) | 4.5 | $603M | 2.6M | 231.55 | |
| Fidelity National Information Services (FIS) | 4.5 | $602M | 8.0M | 75.36 | |
| Cdw (CDW) | 4.4 | $595M | 2.7M | 223.84 | |
| Hca Holdings (HCA) | 4.4 | $589M | 1.8M | 321.28 | |
| Marsh & McLennan Companies (MMC) | 4.2 | $559M | 2.7M | 210.72 | |
| Thermo Fisher Scientific (TMO) | 4.1 | $555M | 1.0M | 553.00 | |
| S&p Global (SPGI) | 4.1 | $551M | 1.2M | 446.00 | |
| Visa Com Cl A (V) | 4.0 | $545M | 2.1M | 262.47 | |
| UnitedHealth (UNH) | 3.9 | $525M | 1.0M | 509.26 | |
| Becton, Dickinson and (BDX) | 3.5 | $478M | 2.0M | 233.71 | |
| Dollar General (DG) | 3.5 | $472M | 3.6M | 132.23 | |
| Iqvia Holdings (IQV) | 3.5 | $471M | 2.2M | 211.44 | |
| SYSCO Corporation (SYY) | 3.4 | $464M | 6.5M | 71.39 | |
| Medtronic SHS (MDT) | 3.4 | $463M | 5.9M | 78.71 | |
| Aon Shs Cl A (AON) | 3.3 | $446M | 1.5M | 293.58 | |
| Nike CL B (NKE) | 2.8 | $377M | 5.0M | 75.37 |
