13F HOLDINGS REPORT
GENERATION INVESTMENT MANAGEMENT LLP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004888
Total Value
$21.41B
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 5,217,200 | $2.24B | 10.49% |
| 2 | AMAZON COM INC | AMZN | 11,349,614 | $2.11B | 9.88% |
| 3 | BECTON DICKINSON & CO | BDX | 5,954,632 | $1.44B | 6.71% |
| 4 | MERCADOLIBRE INC | MELI | 479,757 | $984.4M | 4.60% |
| 5 | THERMO FISHER SCIENTIFIC INC | TMO | 1,587,174 | $981.8M | 4.59% |
| 6 | ACCENTURE PLC IRELAND | ACN | 2,627,125 | $928.6M | 4.34% |
| 7 | CBRE GROUP INC | CBRE | 7,432,696 | $925.2M | 4.32% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 12,179,766 | $789.4M | 3.69% |
| 9 | TRIMBLE INC | TRMB | 11,896,252 | $738.6M | 3.45% |
| 10 | NUTANIX INC | NTNX | 12,376,211 | $733.3M | 3.43% |
| 11 | JONES LANG LASALLE INC | JLL | 2,664,932 | $719.0M | 3.36% |
| 12 | STERIS PLC | STE | 2,823,626 | $684.8M | 3.20% |
| 13 | WATERS CORP | 941848103 | 1,805,875 | $649.9M | 3.04% |
| 14 | DANAHER CORPORATION | 235851102 | 2,215,955 | $616.1M | 2.88% |
| 15 | GARTNER INC | IT | 1,214,869 | $615.6M | 2.88% |
| 16 | ANALOG DEVICES INC | ADI | 2,634,826 | $606.5M | 2.83% |
| 17 | EQUIFAX INC | EFX | 2,062,956 | $606.2M | 2.83% |
| 18 | MASTERCARD INCORPORATED | MA | 1,142,104 | $564.0M | 2.63% |
| 19 | TEXAS INSTRS INC | 882508104 | 2,626,725 | $542.6M | 2.53% |
| 20 | COOPER COS INC | 216648501 | 4,147,675 | $457.7M | 2.14% |
| 21 | AGILENT TECHNOLOGIES INC | A | 3,034,247 | $450.5M | 2.10% |
| 22 | SALESFORCE INC | CRM | 1,421,407 | $389.1M | 1.82% |
| 23 | WORKDAY INC | WDAY | 1,471,667 | $359.7M | 1.68% |
| 24 | APPLIED MATLS INC | 038222105 | 1,710,890 | $345.7M | 1.61% |
| 25 | HENRY SCHEIN INC | HSIC | 4,403,570 | $321.0M | 1.50% |
| 26 | TRANE TECHNOLOGIES PLC | TT | 802,668 | $312.0M | 1.46% |
| 27 | TWILIO INC | TWLO | 4,438,868 | $289.5M | 1.35% |
| 28 | VISA INC | V | 829,255 | $228.0M | 1.07% |
| 29 | VEEVA SYS INC | VEEV | 933,364 | $195.9M | 0.92% |
| 30 | CLARIVATE PLC | CLVT | 21,326,920 | $151.4M | 0.71% |
| 31 | REMITLY GLOBAL INC | RELY | 7,692,320 | $103.0M | 0.48% |
| 32 | H WORLD GROUP LTD | HWLDF | 1,634,862 | $60.8M | 0.28% |
| 33 | TOAST INC | TOST | 1,825,636 | $51.7M | 0.24% |
| 34 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 293,431 | $51.0M | 0.24% |
| 35 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 609,396 | $47.0M | 0.22% |
| 36 | MICROCHIP TECHNOLOGY INC. | MCHPP | 553,516 | $44.4M | 0.21% |
| 37 | SOPHIA GENETICS SA | SOPH | 6,789,560 | $24.8M | 0.12% |
| 38 | TIGO ENERGY INC | TYGO | 7,691,221 | $13.1M | 0.06% |
| 39 | ASANA INC | ASAN | 1,000,000 | $11.6M | 0.05% |
| 40 | COUPANG INC | CPNG | 377,510 | $9.3M | 0.04% |
| 41 | FRESHWORKS INC | FRSH | 644,153 | $7.4M | 0.03% |
| 42 | GOGORO INC | GGROW | 2,820,877 | $1.5M | 0.01% |