Longview Partners (Guernsey) LTD
ST PETER PORT Y7 · SEC CIK 0001426092
$61.57亿2026Q2 申报市值
23持仓数
50.1%前十大占比 · 第一大 6.0%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PGR 新建仓+$2.66亿
FIS 加仓+$2,671.48万
COO 加仓+$838.61万
2026Q2 卖出最多 按季末市值估算
NKE 清仓-$2.68亿
FISV 清仓-$1.62亿
MRSH 清仓-$1.41亿
TXN 减仓-$1.30亿
UNH 减仓-$1.16亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WST | WEST PHARMACEUTICAL SVSC INC | $3.71亿 | 6.03% | 1,033,826 | -281,577 | -21.4% | -$1.01亿 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.50亿 | 5.69% | 842,497 | -279,164 | -24.9% | -$1.16亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.37亿 | 5.48% | 706,120 | -143,620 | -16.9% | -$6,858.86万 | 减仓 |
| TXN | TEXAS INSTRS INC | $3.22亿 | 5.23% | 1,081,243 | -437,385 | -28.8% | -$1.30亿 | 减仓 |
| GOOGL | ALPHABET INC | $2.96亿 | 4.80% | 827,249 | -220,770 | -21.1% | -$7,889.66万 | 减仓 |
| IQV | IQVIA HLDGS INC | $2.90亿 | 4.71% | 1,500,760 | -396,714 | -20.9% | -$7,665.31万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2.87亿 | 4.67% | 849,396 | -226,142 | -21.0% | -$7,649.25万 | 减仓 |
| COO | COOPER COS INC | $2.83亿 | 4.59% | 3,940,007 | 116,945 | 3.1% | $838.61万 | 加仓 |
| V | VISA INC | $2.81亿 | 4.56% | 817,595 | -219,211 | -21.1% | -$7,520.91万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2.66亿 | 4.33% | 1,219,355 | 1,219,355 | — | $2.66亿 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.66亿 | 4.31% | 529,776 | -133,052 | -20.1% | -$6,670.70万 | 减仓 |
| CDW | CDW CORP | $2.63亿 | 4.27% | 1,867,736 | -434,750 | -18.9% | -$6,114.32万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2.63亿 | 4.26% | 1,473,080 | -387,670 | -20.8% | -$6,909.83万 | 减仓 |
| MSCI | MSCI INC | $2.60亿 | 4.22% | 463,710 | -123,554 | -21.0% | -$6,919.52万 | 减仓 |
| SYY | SYSCO CORP | $2.58亿 | 4.19% | 3,085,419 | -828,805 | -21.2% | -$6,927.15万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $2.56亿 | 4.15% | 1,690,093 | -249,143 | -12.8% | -$3,770.28万 | 减仓 |
| AON | AON PLC | $2.55亿 | 4.14% | 768,975 | -207,288 | -21.2% | -$6,875.54万 | 减仓 |
| MCO | MOODYS CORP | $2.53亿 | 4.11% | 558,785 | -150,849 | -21.3% | -$6,832.25万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.44亿 | 3.97% | 6,284,287 | 687,109 | 12.3% | $2,671.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.41亿 | 3.91% | 645,228 | -173,658 | -21.2% | -$6,477.79万 | 减仓 |
| CME | CME GROUP INC | $2.21亿 | 3.59% | 1,001,686 | -15,264 | -1.5% | -$337.07万 | 减仓 |
| CRM | SALESFORCE INC | $1.87亿 | 3.03% | 1,192,726 | -320,691 | -21.2% | -$5,023.95万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.09亿 | 1.77% | 267,319 | -71,099 | -21.0% | -$2,895.58万 | 减仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,067,578 | -100.0% | -$2.68亿 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -2,902,523 | -100.0% | -$1.62亿 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -810,308 | -100.0% | -$1.41亿 | 清仓 |