Generation Investment Management LLP
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Exited | Salesforce Inc | $734.56M |
| Added | Amazon.com Inc | $587.70M |
| Exited | Agilent Technologies Inc | $568.81M |
| Trimmed | SCHWAB CHARLES CORP | $479.68M |
| Trimmed | Accenture plc | $373.44M |
| New | INTUIT INC. | $356.26M |
| Exited | SYNOPSYS INC | $234.83M |
| Trimmed | Alphabet Inc. | $228.32M |
| Added | West Pharmaceutical Services Inc | $170.96M |
| Trimmed | THERMO FISHER SCIENTIFIC INC. | $166.00M |
| Added | Nutanix, Inc. | $154.85M |
| Added | MSCI Inc. | $148.18M |
| Added | MICROSOFT CORP | $126.12M |
| Added | COOPER COMPANIES, INC. | $125.12M |
| Exited | CARLISLE COMPANIES INC | $109.22M |
| Added | Visa Inc | $91.34M |
| Added | Moody's Corp | $61.27M |
| Trimmed | DANAHER CORP /DE | $59.77M |
| Added | STERIS plc | $48.64M |
| Added | EQUIFAX INC | $36.72M |
| Trimmed | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $18.00M |
| Trimmed | H World Group LtdHTHT | $14.21M |
| Added | TRIMBLE INC. | $12.17M |
| Added | Coupang, Inc. | $10.41M |
| Added | Workday Inc | $8.30M |
| New | Sea Ltd | $7.73M |
| Exited | TEXAS INSTRUMENTS INC | $4.88M |
| Trimmed | L8681T102 | $2.39M |
| Exited | Tigo Energy, Inc. | $2.29M |
| Trimmed | MercadoLibre, Inc. | $1.95M |
| Added | Cognizant Technology Solutions Corp | $937.5K |
| Trimmed | Freshworks Inc. | $143.9K |