Longview Partners (Guernsey) LTD

报告期 2026-03-31 · CIK 0001426092

持仓数

前50大市值合计

$7.06B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 25 项增持 3减持 21清仓 1

方向

标的

Δ市值

现股数(环比)

清仓

— WILLIS TOWERS WATSON PLC LTD

-$598.2M

0 -100%

增持

MRSH MARSH & MCLENNAN COS INC

+$432.0M

4,765,627 +131%

增持

TJX TJX COS INC NEW

+$222.6M

9,796,864 +56%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

FIS FIDELITY NATL INFORMATION SV

减持

GWW GRAINGER W W INC

-$206.2M

1,763,529 -14%

减持

IQV IQVIA HLDGS INC

-$185.2M

3,503,494 -17%

减持

AXP AMERICAN EXPRESS CO

-$183.3M

4,665,370 -20%

增持

ZBH ZIMMER BIOMET HOLDINGS INC

+$170.1M

2,426,348 +111%

减持

GOOGL ALPHABET INC

-$169.7M

292,051 -25%

减持

UNH UNITEDHEALTH GROUP INC

-$150.2M

1,896,164 -15%

减持

ORCL ORACLE CORP

-$148.6M

9,131,198 -25%

减持

HCA HCA HEALTHCARE INC

-$144.0M

3,383,973 -28%

减持

BNY BANK NEW YORK MELLON CORP

-$134.7M

15,457,867 -15%

减持

CHTR CHARTER COMMUNICATIONS INC N

-$128.2M

1,093,292 -15%

减持

BDX BECTON DICKINSON & CO

-$118.9M

3,060,238 -15%

减持

— MEDTRONIC PLC

-$111.8M

5,676,486 -14%

减持

LHX L3HARRIS TECHNOLOGIES INC

-$111.5M

3,309,521 -15%

减持

SYY SYSCO CORP

-$110.2M

8,672,259 -15%

减持

STT STATE STR CORP

-$103.6M

9,125,860 -14%

减持

USFD US FOODS HLDG CORP

-$102.9M

9,735,360 -15%

减持

FISV FISERV INC

-$102.3M

6,221,828 -14%

减持

HSIC HENRY SCHEIN INC

-$99.6M

9,425,483 -14%

减持

ARW ARROW ELECTRS INC

-$38.0M

1,833,397 -14%

减持

FTDR FRONTDOOR INC

-$29.5M

1,798,343 -15%

减持

— AON PLC

+$14.0M

2,953,887 -15%