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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 27 项建仓 2增持 1减持 24

方向

标的

Δ市值

现股数(环比)

建仓

SPGI S&P GLOBAL INC

+$469.0M

1,536,036

建仓

BKNG BOOKING HOLDINGS INC

+$452.2M

275,165

减持

CHTR CHARTER COMMUNICATIONS INC N

-$183.3M

936,600 -6%

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。

减持

SYY SYSCO CORP

-$170.7M

6,242,130 -14%

减持

MRSH MARSH & MCLENNAN COS INC

-$135.6M

3,166,389 -19%

减持

— AON PLC

-$132.3M

1,756,789 -21%

减持

UNH UNITEDHEALTH GROUP INC

-$131.6M

950,782 -20%

减持

HSIC HENRY SCHEIN INC

-$121.9M

7,095,411 -7%

减持

LHX L3HARRIS TECHNOLOGIES INC

-$120.5M

2,189,431 -8%

减持

ORCL ORACLE CORP

-$113.9M

7,224,196 -9%

减持

BDX BECTON DICKINSON & CO

-$111.3M

2,125,068 -10%

减持

GWW GRAINGER W W INC

-$104.6M

976,799 -24%

增持

GOOGL ALPHABET INC

-$102.1M

4,797,831 +1764%

减持

FIS FIDELITY NATL INFORMATION SV

-$89.5M

4,109,967 -6%

减持

MCO MOODYS CORP

-$84.5M

1,832,466 -6%

减持

MSFT MICROSOFT CORP

-$83.5M

2,045,823 -6%

减持

BNY BANK NEW YORK MELLON CORP

-$71.8M

12,180,825 -6%

减持

— MEDTRONIC PLC

-$71.8M

4,875,325 -6%

减持

CDW CDW CORP

-$71.1M

3,083,404 -12%

减持

AXP AMERICAN EXPRESS CO

-$62.7M

3,473,774 -9%

减持

USFD US FOODS HLDG CORP

-$51.4M

8,307,729 -6%

减持

HCA HCA HEALTHCARE INC

-$39.8M

2,556,853 -16%

减持

STT STATE STR CORP

-$39.2M

7,757,324 -6%

减持

FISV FISERV INC

-$30.1M

5,060,864 -11%

减持

TJX TJX COS INC NEW

-$19.2M

7,724,407 -14%

减持

ZBH ZIMMER BIOMET HOLDINGS INC

-$14.8M

2,084,531 -6%