13F HOLDINGS REPORT
GENERATION INVESTMENT MANAGEMENT LLP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001172661-24-003310
Total Value
$20.78B
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 5,436,675 | $2.43B | 11.70% |
| 2 | AMAZON COM INC | AMZN | 11,827,328 | $2.29B | 11.00% |
| 3 | BECTON DICKINSON & CO | BDX | 5,407,473 | $1.26B | 6.08% |
| 4 | THERMO FISHER SCIENTIFIC INC | TMO | 1,654,719 | $915.1M | 4.40% |
| 5 | EQUIFAX INC | EFX | 3,618,509 | $877.3M | 4.22% |
| 6 | ACCENTURE PLC IRELAND | ACN | 2,740,606 | $831.5M | 4.00% |
| 7 | MERCADOLIBRE INC | MELI | 500,006 | $821.7M | 3.96% |
| 8 | CBRE GROUP INC | CBRE | 8,940,818 | $796.7M | 3.83% |
| 9 | TEXAS INSTRS INC | 882508104 | 3,865,964 | $752.0M | 3.62% |
| 10 | STERIS PLC | STE | 2,940,108 | $645.5M | 3.11% |
| 11 | JONES LANG LASALLE INC | JLL | 3,086,991 | $633.7M | 3.05% |
| 12 | SCHWAB CHARLES CORP | SCHW-PJ | 8,573,998 | $631.8M | 3.04% |
| 13 | ANALOG DEVICES INC | ADI | 2,749,057 | $627.5M | 3.02% |
| 14 | TRIMBLE INC | TRMB | 11,086,811 | $620.0M | 2.98% |
| 15 | HENRY SCHEIN INC | HSIC | 9,249,503 | $592.9M | 2.85% |
| 16 | DANAHER CORPORATION | 235851102 | 2,314,157 | $578.2M | 2.78% |
| 17 | NUTANIX INC | NTNX | 10,099,772 | $574.2M | 2.76% |
| 18 | GARTNER INC | IT | 1,269,128 | $569.9M | 2.74% |
| 19 | MASTERCARD INCORPORATED | MA | 1,192,836 | $526.2M | 2.53% |
| 20 | WATERS CORP | 941848103 | 1,811,490 | $525.5M | 2.53% |
| 21 | APPLIED MATLS INC | 038222105 | 2,065,565 | $487.5M | 2.35% |
| 22 | SALESFORCE INC | CRM | 1,758,810 | $452.2M | 2.18% |
| 23 | COOPER COS INC | 216648501 | 4,329,853 | $378.0M | 1.82% |
| 24 | TRANE TECHNOLOGIES PLC | TT | 1,055,412 | $347.2M | 1.67% |
| 25 | TWILIO INC | TWLO | 5,959,378 | $338.6M | 1.63% |
| 26 | CARLISLE COS INC | 142339100 | 718,923 | $291.3M | 1.40% |
| 27 | VEEVA SYS INC | VEEV | 964,078 | $176.4M | 0.85% |
| 28 | CLARIVATE PLC | CLVT | 24,277,327 | $138.1M | 0.66% |
| 29 | TOAST INC | TOST | 4,576,884 | $117.9M | 0.57% |
| 30 | REMITLY GLOBAL INC | RELY | 7,692,320 | $93.2M | 0.45% |
| 31 | WORKDAY INC | WDAY | 357,627 | $80.0M | 0.38% |
| 32 | MICROCHIP TECHNOLOGY INC. | MCHPP | 633,076 | $57.9M | 0.28% |
| 33 | 10X GENOMICS INC | TXG | 2,884,661 | $56.1M | 0.27% |
| 34 | BAXTER INTL INC | 071813109 | 1,549,614 | $51.8M | 0.25% |
| 35 | H WORLD GROUP LTD | HWLDF | 1,501,640 | $50.0M | 0.24% |
| 36 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 682,529 | $46.4M | 0.22% |
| 37 | SOPHIA GENETICS SA | SOPH | 6,789,560 | $31.1M | 0.15% |
| 38 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 147,503 | $25.6M | 0.12% |
| 39 | ASANA INC | ASAN | 1,000,000 | $14.0M | 0.07% |
| 40 | GOGORO INC | GGROW | 8,502,476 | $13.1M | 0.06% |
| 41 | TIGO ENERGY INC | TYGO | 7,691,221 | $11.8M | 0.06% |
| 42 | FRESHWORKS INC | FRSH | 729,951 | $9.3M | 0.04% |
| 43 | COUPANG INC | CPNG | 421,218 | $8.8M | 0.04% |