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LP

Longview Partners Portfolio holdings

AUM $7.06B
1-Year Est. Return 3.43%
This Fund
S&P 500
This Quarter Est. Return
+6.36%
1 Year Est. Return
-3.43%
3 Year Est. Return
+28.48%
5 Year Est. Return
+46.59%
10 Year Est. Return
+218.87%
AUM
$11.6B
AUM Growth
-$822M
Cap. Flow
-$1.16B
Cap. Flow %
-9.96%
Top 10 Hldgs %
52.72%
Holding
26
New
1
Increased
4
Reduced
19
Closed
2

Top Buys

1
UNH icon
UnitedHealth
UNH
+$106M
2
NKE icon
Nike
NKE
+$67.7M
3
IQV icon
IQVIA
IQV
+$39.2M
4
BDX icon
Becton Dickinson
BDX
+$30.1M
5
MSCI icon
MSCI
MSCI
+$12.6M

Top Sells

1
MDT icon
Medtronic
MDT
+$467M
2
DG icon
Dollar General
DG
+$286M
3
ORCL icon
Oracle
ORCL
+$105M
4
BKNG icon
Booking.com
BKNG
+$47.7M
5
TJX icon
TJX Companies
TJX
+$39.4M

Sector Composition

1 Technology 31.18%
2 Financials 28.28%
3 Healthcare 17.58%
4 Consumer Discretionary 14.69%
5 Communication Services 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
1
Oracle
ORCL
$364B
$721M 6.21%
3,298,941
-647,420
-16% -$105M
BKNG icon
2
Booking.com
BKNG
$141B
$719M 6.19%
3,104,125
-232,900
-7% -$47.7M
MSFT icon
3
Microsoft
MSFT
$2.93T
$637M 5.49%
1,281,359
-80,900
-6% -$35.1M
MCO icon
4
Moody's
MCO
$89.2B
$626M 5.39%
1,247,668
-76,250
-6% -$35.3M
HCA icon
5
HCA Healthcare
HCA
$82.3B
$599M 5.16%
1,562,478
-96,000
-6% -$34.6M
V icon
6
Visa
V
$682B
$582M 5.01%
1,638,726
-100,400
-6% -$35M
TJX icon
7
TJX Companies
TJX
$171B
$580M 5%
4,699,577
-310,300
-6% -$39.4M
SPGI icon
8
S&P Global
SPGI
$133B
$559M 4.81%
1,059,805
-63,900
-6% -$31.9M
FIS icon
9
Fidelity National Information Services
FIS
$21.7B
$555M 4.78%
6,817,224
-420,100
-6% -$32.7M
AXP icon
10
American Express
AXP
$242B
$540M 4.66%
1,693,958
-106,100
-6% -$29.9M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.23T
$535M 4.61%
3,037,654
-192,300
-6% -$31.5M
MRSH
12
Marsh
MRSH
$87.8B
$496M 4.27%
2,269,216
-136,400
-6% -$30.8M
AON icon
13
Aon
AON
$78.4B
$467M 4.02%
1,307,961
-73,380
-5% -$26.6M
FISV
14
Fiserv Inc
FISV
$27B
$458M 3.94%
2,655,318
-159,900
-6% -$29M
CRM icon
15
Salesforce
CRM
$140B
$448M 3.86%
1,642,717
-101,000
-6% -$27M
SYY icon
16
Sysco
SYY
$39.1B
$424M 3.66%
5,601,384
-329,000
-6% -$23.9M
NKE icon
17
Nike
NKE
$64.9B
$406M 3.49%
5,708,722
+1,128,500
+25% +$67.7M
CDW icon
18
CDW
CDW
$17B
$405M 3.49%
2,267,149
-142,100
-6% -$24.1M
ADBE icon
19
Adobe
ADBE
$94.3B
$395M 3.4%
1,020,335
-54,150
-5% -$20.9M
UNH icon
20
UnitedHealth
UNH
$387B
$379M 3.27%
1,216,082
+278,350
+30% +$106M
IQV icon
21
IQVIA
IQV
$34.4B
$361M 3.11%
2,288,714
+260,438
+13% +$39.2M
TMO icon
22
Thermo Fisher Scientific
TMO
$198B
$352M 3.03%
868,585
-45,600
-5% -$19.1M
BDX icon
23
Becton Dickinson
BDX
$43.6B
$349M 3.01%
2,027,729
+164,400
+9% +$30.1M
MSCI icon
24
MSCI
MSCI
$45.8B
$13.1M 0.11%
+22,727
New +$12.6M
DG icon
25
Dollar General
DG
$27.7B
– –
-3,254,829
Closed -$286M
1
2

Similar funds

IGAM
iA Global Asset Management Quebec, Quebec, Canada $7.06B AUM 28.93% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
RPI
Railway Pension Investments London, United Kingdom $7.03B AUM 18.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
CWM
Circle Wealth Management Summit, New Jersey $7.02B AUM 19.32% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Longview Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Longview Partners held 26 positions worth $11.6B, down 6.6% from $12.4B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Longview Partners withdrew a net $1.16B in Q2 2025, closing 2 positions and reducing 19 holdings. Its most notable exit was Medtronic, an estimated $467M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Longview Partners opened a new position in MSCI worth $13.1M.

  • Longview Partners's largest Q2 2025 buy was MSCI: 22,727 shares worth $13.1M.
  • Longview Partners added most to UnitedHealth in Q2 2025, an estimated $106M increase.
  • Longview Partners's biggest Q2 2025 reduction was Oracle, cutting an estimated $105M.
  • Longview Partners fully exited Medtronic in Q2 2025, selling an estimated $467M.
  • Longview Partners's ten largest holdings make up 53% of its $11.6B portfolio in Q2 2025.
  • Longview Partners opened 1 new position and closed 2 in Q2 2025.
  • Longview Partners's portfolio value fell 6.6% quarter-over-quarter to $11.6B.

Based on Longview Partners's 13F filing for Q2 2025, filed 13 Aug 2025.