Longview Partners (Guernsey) LTD
ST PETER PORT Y7 · SEC CIK 0001426092
$70.58亿2026Q1 申报市值
25持仓数
45.0%前十大占比 · 第一大 4.7%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TXN 新建仓+$2.95亿
TSM 新建仓+$2.87亿
COO 新建仓+$2.73亿
WST 加仓+$4,621.23万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$4.11亿
MRSH 减仓-$2.09亿
SPGI 减仓-$2.09亿
GOOGL 减仓-$1.61亿
MCO 减仓-$1.12亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,172,945 | -100.0% | -$4.11亿 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.41亿 | 1.99% | 810,308 | -1,206,887 | -59.8% | -$2.09亿 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.44亿 | 2.04% | 338,418 | -490,862 | -59.2% | -$2.09亿 | 减仓 |
| FISV | FISERV INC | $1.62亿 | 2.29% | 2,902,523 | -343,287 | -10.6% | -$1,915.54万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.63亿 | 3.72% | 5,597,178 | -622,521 | -10.0% | -$2,920.25万 | 减仓 |
| NKE | NIKE INC | $2.68亿 | 3.79% | 5,067,578 | -557,017 | -9.9% | -$2,942.16万 | 减仓 |
| COO | COOPER COS INC | $2.73亿 | 3.87% | 3,823,062 | 3,823,062 | — | $2.73亿 | 新建仓 |
| CDW | CDW CORP | $2.79亿 | 3.95% | 2,302,486 | -258,379 | -10.1% | -$3,126.90万 | 减仓 |
| SYY | SYSCO CORP | $2.79亿 | 3.96% | 3,914,224 | -994,383 | -20.3% | -$7,092.93万 | 减仓 |
| CRM | SALESFORCE INC | $2.83亿 | 4.00% | 1,513,417 | -170,642 | -10.1% | -$3,185.37万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.87亿 | 4.07% | 849,740 | 849,740 | — | $2.87亿 | 新建仓 |
| TXN | TEXAS INSTRS INC | $2.95亿 | 4.18% | 1,518,628 | 1,518,628 | — | $2.95亿 | 新建仓 |
| CME | CME GROUP INC | $3.00亿 | 4.26% | 1,016,950 | -369,818 | -26.7% | -$1.09亿 | 减仓 |
| GOOGL | ALPHABET INC | $3.01亿 | 4.27% | 1,048,019 | -560,725 | -34.9% | -$1.61亿 | 减仓 |
| MSFT | MICROSOFT CORP | $3.03亿 | 4.29% | 818,886 | -169,661 | -17.2% | -$6,280.34万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.04亿 | 4.30% | 1,121,661 | -133,088 | -10.6% | -$3,601.23万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $3.05亿 | 4.32% | 1,939,236 | -221,365 | -10.2% | -$3,480.52万 | 减仓 |
| MCO | MOODYS CORP | $3.10亿 | 4.39% | 709,634 | -256,833 | -26.6% | -$1.12亿 | 减仓 |
| V | VISA INC | $3.13亿 | 4.44% | 1,036,806 | -228,345 | -18.0% | -$6,901.50万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3.13亿 | 4.44% | 74,430 | -16,639 | -18.3% | -$7,005.55万 | 减仓 |
| AON | AON PLC | $3.15亿 | 4.46% | 976,263 | -129,521 | -11.7% | -$4,180.68万 | 减仓 |
| MSCI | MSCI INC | $3.17亿 | 4.48% | 587,264 | -136,548 | -18.9% | -$7,360.07万 | 减仓 |
| IQV | IQVIA HLDGS INC | $3.24亿 | 4.58% | 1,897,474 | -322,950 | -14.5% | -$5,507.59万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3.25亿 | 4.61% | 1,075,538 | -229,127 | -17.6% | -$6,930.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.26亿 | 4.62% | 662,828 | -187,448 | -22.0% | -$9,213.63万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3.30亿 | 4.67% | 1,315,403 | 184,377 | 16.3% | $4,621.23万 | 加仓 |