Longview Partners (Guernsey) LTD 13F 持仓 · 2026年Q2
Longview Partners (Guernsey) 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 61.57 亿美元。前几大持仓：WST（6.03%）、UNH（5.69%）、TSM（5.48%）。本季前 25 大持仓中：新建仓 1 只、增持 3 只、减持 19 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WST | WEST PHARMACEUTICAL SVSC INC | $371.1M | 6.03% | 1.0M | 减持 |
| 2 | UNH | UNITEDHEALTH GROUP INC | $350.2M | 5.69% | 842,497 | 减持 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $337.2M | 5.48% | 706,120 | 减持 |
| 4 | TXN | TEXAS INSTRS INC | $322.3M | 5.23% | 1.1M | 减持 |
| 5 | GOOGL | ALPHABET INC | $295.6M | 4.80% | 827,249 | 减持 |
| 6 | IQV | IQVIA HLDGS INC | $290.0M | 4.71% | 1.5M | 减持 |
| 7 | AXP | AMERICAN EXPRESS CO | $287.3M | 4.67% | 849,396 | 减持 |
| 8 | COO | COOPER COS INC | $282.5M | 4.59% | 3.9M | 增持 |
| 9 | V | VISA INC | $280.5M | 4.56% | 817,595 | 减持 |
| 10 | PGR | PROGRESSIVE CORP | $266.4M | 4.33% | 1.2M | 新建仓 |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $265.6M | 4.31% | 529,776 | 减持 |
| 12 | CDW | CDW CORP | $262.7M | 4.27% | 1.9M | 减持 |
| 13 | BKNG | BOOKING HOLDINGS INC | $262.6M | 4.26% | 1.5M | 增持 |
| 14 | MSCI | MSCI INC | $259.7M | 4.22% | 463,710 | 减持 |
| 15 | SYY | SYSCO CORP | $257.9M | 4.19% | 3.1M | 减持 |
| 16 | BDX | BECTON DICKINSON & CO | $255.8M | 4.15% | 1.7M | 减持 |
| 17 | AON | AON PLC | $255.1M | 4.14% | 768,975 | 减持 |
| 18 | MCO | MOODYS CORP | $253.1M | 4.11% | 558,785 | 减持 |
| 19 | FIS | FIDELITY NATL INFORMATION SV | $244.3M | 3.97% | 6.3M | 增持 |
| 20 | MSFT | MICROSOFT CORP | $240.7M | 3.91% | 645,228 | 减持 |
| 21 | CME | CME GROUP INC | $221.2M | 3.59% | 1.0M | 减持 |
| 22 | CRM | SALESFORCE INC | $186.9M | 3.03% | 1.2M | 减持 |
| 23 | SPGI | S&P GLOBAL INC | $108.9M | 1.77% | 267,319 | 减持 |
| 24 | FISV | FISERV INC | $0 | 0.00% | 0 | 清仓 |
| 25 | MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR