Longview Partners as of June 30, 2025
Portfolio Holdings for Longview Partners
Longview Partners holds 24 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corporation (ORCL) | 6.2 | $721M | 3.3M | 218.63 | |
| Booking Holdings (BKNG) | 6.2 | $719M | 124k | 5789.24 | |
| Microsoft Corporation (MSFT) | 5.5 | $637M | 1.3M | 497.41 | |
| Moody's Corporation (MCO) | 5.4 | $626M | 1.2M | 501.59 | |
| Hca Holdings (HCA) | 5.2 | $599M | 1.6M | 383.10 | |
| Visa Com Cl A (V) | 5.0 | $582M | 1.6M | 355.05 | |
| TJX Companies (TJX) | 5.0 | $580M | 4.7M | 123.49 | |
| S&p Global (SPGI) | 4.8 | $559M | 1.1M | 527.29 | |
| Fidelity National Information Services (FIS) | 4.8 | $555M | 6.8M | 81.41 | |
| American Express Company (AXP) | 4.7 | $540M | 1.7M | 318.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $535M | 3.0M | 176.23 | |
| Marsh & McLennan Companies (MMC) | 4.3 | $496M | 2.3M | 218.64 | |
| Aon Shs Cl A (AON) | 4.0 | $467M | 1.3M | 356.76 | |
| Fiserv (FI) | 3.9 | $458M | 2.7M | 172.41 | |
| salesforce (CRM) | 3.9 | $448M | 1.6M | 272.69 | |
| SYSCO Corporation (SYY) | 3.7 | $424M | 5.6M | 75.74 | |
| Nike CL B (NKE) | 3.5 | $406M | 5.7M | 71.04 | |
| Cdw (CDW) | 3.5 | $405M | 2.3M | 178.59 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $395M | 1.0M | 386.88 | |
| UnitedHealth (UNH) | 3.3 | $379M | 1.2M | 311.97 | |
| Iqvia Holdings (IQV) | 3.1 | $361M | 2.3M | 157.59 | |
| Thermo Fisher Scientific (TMO) | 3.0 | $352M | 869k | 405.46 | |
| Becton, Dickinson and (BDX) | 3.0 | $349M | 2.0M | 172.25 | |
| Msci (MSCI) | 0.1 | $13M | 23k | 576.74 |
