Institutions / Generation Investment Management LLP
Generation Investment Management LLP
CIK 1375534 · Institution · as of Mar 31, 2026
Portfolio value
$11.16B
Positions
29
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$11.16B-22.6%Positions
29-12.1%Top holdings
Mar 31, 2026View all 29 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $1.65B | 14.8% |
| Danaher Corp /De | $1.38B | 12.4% |
| Amazon.com Inc | $1.13B | 10.1% |
| MercadoLibre, Inc. | $791.24M | 7.1% |
| Alphabet Inc. | $584.74M | 5.2% |
| West Pharmaceutical Services Inc | $562.43M | 5.0% |
| Workday Inc | $543.31M | 4.9% |
| STERIS plc | $510.47M | 4.6% |
| Trimble Inc. | $507.52M | 4.5% |
| Visa Inc | $457.79M | 4.1% |
| Thermo Fisher Scientific Inc. | $380.25M | 3.4% |
| Intuit Inc. | $356.26M | 3.2% |
| Cooper Companies, Inc. | $328.86M | 2.9% |
| Equifax Inc | $319.73M | 2.9% |
| Nutanix, Inc. | $285.22M | 2.6% |
| MSCI Inc. | $270.67M | 2.4% |
| Schwab Charles Corp | $257.85M | 2.3% |
| Moody's Corp | $159.82M | 1.4% |
| Spotify Technology S a | $159.06M | 1.4% |
| Remitly Global, Inc. | $120.54M | 1.1% |
| ServiceTitan, Inc. | $111.13M | 1.0% |
| Accenture plc | $102.79M | 0.9% |
| H World Group LtdHTHT | $53.95M | 0.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $46.96M | 0.4% |
| Sophia Genetics SA | $33.61M | 0.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Salesforce Inc | $-734.56M | -2.8M -100.00% | — | high |
| Q1 2026 as of | Add | Amazon.com Inc | $587.70M | +2.8M +109.38% | 5,401,711 10.08% of portfolio | high |
| Q1 2026 as of | Exit | Agilent Technologies Inc | $-568.81M | -4.2M -100.00% | — | high |
| Q1 2026 as of | Trim | Schwab Charles Corp | $-479.68M | -5.1M -65.04% | 2,743,703 2.31% of portfolio | high |
| Q1 2026 as of | Trim | Accenture plc | $-373.44M | -1.9M -78.42% | 518,390 0.92% of portfolio | high |
| Q1 2026 as of | New | Intuit Inc. | $356.26M | +824K | 823,962 3.19% of portfolio | high |
| Q1 2026 as of | Exit | Synopsys Inc | $-234.83M | -500K -100.00% | — | high |
| Q1 2026 as of | Trim | Alphabet Inc. | $-228.32M | -794K -28.08% | 2,033,464 5.24% of portfolio | high |
| Q1 2026 as of | Add | West Pharmaceutical Services Inc | $170.96M | +682K +43.67% | 2,243,976 5.04% of portfolio | high |
| Q1 2026 as of | Trim | Thermo Fisher Scientific Inc. | $-166.00M | -338K -30.39% | 773,600 3.41% of portfolio | high |