LP

Longview Partners Portfolio holdings

AUM $6.16B Turnover 15.38%
1-Year Est. Return 3.55%
This Fund
S&P 500
This Quarter Est. Return
-12.46%
1 Year Est. Return
+3.55%
3 Year Est. Return
+35.76%
5 Year Est. Return
+55.83%
10 Year Est. Return
+255.17%
AUM
$7.06B
AUM Growth
-$2.52B
Cap. Flow
-$1.22B
Cap. Flow %
-17.23%
Top 10 Hldgs %
45.02%
Holding
26
New
3
Increased
1
Reduced
21
Closed
1
Avg Time Held
4.1 years
Top 10 Avg Time Held
0.8 years
Top 20 Avg Time Held
1.5 years

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$307M
2
COO icon
Cooper Companies
COO
+$302M
3
TSM icon
TSMC
TSM
+$292M
4
WST icon
West Pharmaceutical
WST
+$45.9M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$411M
2
SPGI icon
S&P Global
SPGI
+$228M
3
MRSH icon
Marsh
MRSH
+$217M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$176M
5
MCO icon
Moody's
MCO
+$121M

Sector Composition

Rank Sector Weight
1 Financials 30.67%
2 Technology 26.51%
3 Healthcare 26.36%
4 Consumer Discretionary 8.23%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
WST icon
1
West Pharmaceutical
WST
$26.4B
$330M 4.67%
1,315,403
+184,377
+16% +$45.9M
2025 Q3
2 quarters
TMO icon
2
Thermo Fisher Scientific
TMO
$249B
$326M 4.62%
662,828
-187,448
-22% -$102M
2023 Q4
9 quarters
AXP icon
3
American Express
AXP
$207B
$325M 4.61%
1,075,538
-229,127
-18% -$76.8M
2019 Q4
25 quarters
IQV icon
4
IQVIA
IQV
$43.1B
$324M 4.58%
1,897,474
-322,950
-15% -$63M
2020 Q1
24 quarters
MSCI icon
5
MSCI
MSCI
$40.7B
$317M 4.48%
587,264
-136,548
-19% -$77M
2025 Q2
3 quarters
AON icon
6
Aon
AON
$58.4B
$315M 4.46%
976,263
-129,521
-12% -$43M
2013 Q2
51 quarters
BKNG icon
7
Booking.com
BKNG
$121B
$313M 4.44%
1,860,750
-415,975
-18% -$76.5M
2022 Q3
14 quarters
V icon
8
Visa
V
$735B
$313M 4.44%
1,036,806
-228,345
-18% -$73.4M
2023 Q1
12 quarters
MCO icon
9
Moody's
MCO
$80.1B
$310M 4.39%
709,634
-256,833
-27% -$121M
2022 Q1
16 quarters
BDX icon
10
Becton Dickinson
BDX
$51.5B
$305M 4.32%
1,939,236
-221,365
-10% -$40.6M
2021 Q1
20 quarters
UNH icon
11
UnitedHealth
UNH
$355B
$304M 4.3%
1,121,661
-133,088
-11% -$39.6M
2014 Q1
48 quarters
MSFT icon
12
Microsoft
MSFT
$3.96T
$303M 4.29%
818,886
-169,661
-17% -$71M
2022 Q2
15 quarters
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.25T
$301M 4.27%
1,048,019
-560,725
-35% -$176M
2020 Q2
23 quarters
CME icon
14
CME Group
CME
$103B
$300M 4.26%
1,016,950
-369,818
-27% -$110M
2025 Q4
1 quarter
TXN icon
15
Texas Instruments
TXN
$256B
$295M 4.18%
+1,518,628
New +$307M
2026 Q1
0 quarters
TSM icon
16
TSMC
TSM
$2.23T
$287M 4.07%
+849,740
New +$292M
2026 Q1
0 quarters
CRM icon
17
Salesforce
CRM
$194B
$283M 4%
1,513,417
-170,642
-10% -$35.4M
2025 Q1
4 quarters
SYY icon
18
Sysco
SYY
$39.8B
$279M 3.96%
3,914,224
-994,383
-20% -$82.2M
2019 Q3
26 quarters
CDW icon
19
CDW
CDW
$18.8B
$279M 3.95%
2,302,486
-258,379
-10% -$32.6M
2021 Q4
17 quarters
COO icon
20
Cooper Companies
COO
$10.4B
$273M 3.87%
+3,823,062
New +$302M
2026 Q1
0 quarters
NKE icon
21
Nike
NKE
$52.4B
$268M 3.79%
5,067,578
-557,017
-10% -$33.8M
2024 Q1
8 quarters
FIS icon
22
Fidelity National Information Services
FIS
$18.3B
$263M 3.72%
5,597,178
-622,521
-10% -$33.5M
2023 Q2
11 quarters
FISV icon
23
Fiserv Inc
FISV
$24.5B
$162M 2.29%
2,902,523
-343,287
-11% -$21.2M
2013 Q2
51 quarters
SPGI icon
24
S&P Global
SPGI
$120B
$144M 2.04%
338,418
-490,862
-59% -$228M
2022 Q3
14 quarters
MRSH icon
25
Marsh
MRSH
$85.1B
$141M 1.99%
810,308
-1,206,887
-60% -$217M
2021 Q2
19 quarters
1
2

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MSU
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Longview Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Longview Partners held 26 positions worth $7.06B, down 26% from $9.58B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Longview Partners withdrew a net $1.22B in Q1 2026, closing 1 position and reducing 21 holdings. Its most notable exit was Adobe, an estimated $411M position sold in full.

By sector, the portfolio is most concentrated in Financials at 31% of assets, down from 36% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Longview Partners opened a new position in Texas Instruments worth $295M.

  • Longview Partners's largest Q1 2026 buy was Texas Instruments: 1,518,628 shares worth $295M.
  • Longview Partners added most to West Pharmaceutical in Q1 2026, an estimated $45.9M increase.
  • Longview Partners's biggest Q1 2026 reduction was S&P Global, cutting an estimated $228M.
  • Longview Partners fully exited Adobe in Q1 2026, selling an estimated $411M.
  • Longview Partners's ten largest holdings make up 45% of its $7.06B portfolio in Q1 2026.
  • Longview Partners opened 3 new positions and closed 1 in Q1 2026.
  • Longview Partners's portfolio value fell 26% quarter-over-quarter to $7.06B.

Based on Longview Partners's 13F filing for Q1 2026, filed 15 May 2026.