We are live on ! Find out more
LP

Longview Partners Portfolio holdings

AUM $7.06B
1-Year Est. Return 3.43%
This Fund
S&P 500
This Quarter Est. Return
+1.1%
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
$9.57B
AUM Growth
-$2.04B
Cap. Flow
-$2B
Cap. Flow %
-20.91%
Top 10 Hldgs %
50.31%
Holding
25
New
1
Increased
10
Reduced
12
Closed
2

Top Buys

1
MSCI icon
MSCI
MSCI
+$389M
2
WST icon
West Pharmaceutical
WST
+$85.6M
3
FISV
Fiserv Inc
FISV
+$83.3M
4
ADBE icon
Adobe
ADBE
+$59.6M
5
CDW icon
CDW
CDW
+$54.4M

Top Sells

1
ORCL icon
Oracle
ORCL
+$721M
2
TJX icon
TJX Companies
TJX
+$580M
3
HCA icon
HCA Healthcare
HCA
+$499M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$153M
5
BKNG icon
Booking.com
BKNG
+$133M

Sector Composition

1 Financials 31.93%
2 Technology 27.43%
3 Healthcare 20.64%
4 Consumer Discretionary 9.84%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.23T
$561M 5.86%
2,306,834
-730,820
-24% -$153M
BKNG icon
2
Booking.com
BKNG
$141B
$542M 5.66%
2,508,575
-595,550
-19% -$133M
MSFT icon
3
Microsoft
MSFT
$2.93T
$540M 5.64%
1,042,072
-239,287
-19% -$122M
MCO icon
4
Moody's
MCO
$89.2B
$485M 5.07%
1,018,194
-229,474
-18% -$116M
AXP icon
5
American Express
AXP
$242B
$458M 4.79%
1,379,190
-314,768
-19% -$100M
UNH icon
6
UnitedHealth
UNH
$387B
$456M 4.77%
1,321,875
+105,793
+9% +$32M
V icon
7
Visa
V
$682B
$456M 4.76%
1,334,592
-304,134
-19% -$105M
IQV icon
8
IQVIA
IQV
$34.4B
$446M 4.66%
2,346,605
+57,891
+3% +$10.5M
TMO icon
9
Thermo Fisher Scientific
TMO
$198B
$438M 4.58%
903,566
+34,981
+4% +$16.3M
FIS icon
10
Fidelity National Information Services
FIS
$21.7B
$432M 4.52%
6,552,749
-264,475
-4% -$19.3M
BDX icon
11
Becton Dickinson
BDX
$43.6B
$425M 4.44%
2,271,483
+243,754
+12% +$45.3M
MRSH
12
Marsh
MRSH
$87.8B
$421M 4.4%
2,088,995
-180,221
-8% -$37.1M
SPGI icon
13
S&P Global
SPGI
$133B
$420M 4.39%
862,635
-197,170
-19% -$106M
ADBE icon
14
Adobe
ADBE
$94.3B
$419M 4.37%
1,186,585
+166,250
+16% +$59.6M
FISV
15
Fiserv Inc
FISV
$27B
$417M 4.36%
3,236,820
+581,502
+22% +$83.3M
AON icon
16
Aon
AON
$78.4B
$412M 4.31%
1,156,754
-151,207
-12% -$54.7M
CDW icon
17
CDW
CDW
$17B
$412M 4.31%
2,587,357
+320,208
+14% +$54.4M
SYY icon
18
Sysco
SYY
$39.1B
$411M 4.3%
4,993,237
-608,147
-11% -$48.6M
CRM icon
19
Salesforce
CRM
$140B
$404M 4.23%
1,706,319
+63,602
+4% +$16M
MSCI icon
20
MSCI
MSCI
$45.8B
$403M 4.21%
710,493
+687,766
+3,026% +$389M
NKE icon
21
Nike
NKE
$64.9B
$400M 4.18%
5,736,975
+28,253
+0.5% +$2.11M
HCA icon
22
HCA Healthcare
HCA
$82.3B
$117M 1.22%
274,609
-1,287,869
-82% -$499M
WST icon
23
West Pharmaceutical
WST
$25.3B
$92.4M 0.97%
+352,139
New +$85.6M
ORCL icon
24
Oracle
ORCL
$364B
– –
-3,298,941
Closed -$721M
TJX icon
25
TJX Companies
TJX
$171B
– –
-4,699,577
Closed -$580M

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 Q3 2025 Portfolio in Review

As of Q3 2025, Longview Partners held 25 positions worth $9.57B, down 18% from $11.6B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Longview Partners withdrew a net $2B in Q3 2025, closing 2 positions and reducing 12 holdings. Its most notable exit was Oracle, an estimated $721M position sold in full.

By sector, the portfolio is most concentrated in Financials at 32% of assets, up from 28% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Longview Partners opened a new position in West Pharmaceutical worth $92.4M.

  • Longview Partners's largest Q3 2025 buy was West Pharmaceutical: 352,139 shares worth $92.4M.
  • Longview Partners added most to MSCI in Q3 2025, an estimated $389M increase.
  • Longview Partners's biggest Q3 2025 reduction was HCA Healthcare, cutting an estimated $499M.
  • Longview Partners fully exited Oracle in Q3 2025, selling an estimated $721M.
  • Longview Partners's ten largest holdings make up 50% of its $9.57B portfolio in Q3 2025.
  • Longview Partners opened 1 new position and closed 2 in Q3 2025.
  • Longview Partners's portfolio value fell 18% quarter-over-quarter to $9.57B.

Based on Longview Partners's 13F filing for Q3 2025, filed 13 Nov 2025.