13F HOLDINGS REPORT
GENERATION INVESTMENT MANAGEMENT LLP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001001
Total Value
$19.17B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 5,037,536 | $2.12B | 11.08% |
| 2 | AMAZON COM INC | AMZN | 9,453,262 | $2.07B | 10.82% |
| 3 | BECTON DICKINSON & CO | BDX | 5,815,380 | $1.32B | 6.88% |
| 4 | SCHWAB CHARLES CORP | SCHW-PJ | 13,493,957 | $998.7M | 5.21% |
| 5 | ACCENTURE PLC IRELAND | ACN | 2,490,101 | $876.0M | 4.57% |
| 6 | MERCADOLIBRE INC | MELI | 513,686 | $873.5M | 4.56% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 1,571,734 | $817.7M | 4.27% |
| 8 | NUTANIX INC | NTNX | 11,736,469 | $718.0M | 3.75% |
| 9 | TRIMBLE INC | TRMB | 9,368,559 | $662.0M | 3.45% |
| 10 | STERIS PLC | STE | 3,184,153 | $654.5M | 3.41% |
| 11 | ALPHABET INC | GOOG | 3,149,143 | $596.1M | 3.11% |
| 12 | WATERS CORP | 941848103 | 1,530,119 | $567.6M | 2.96% |
| 13 | AGILENT TECHNOLOGIES INC | A | 4,159,313 | $558.8M | 2.91% |
| 14 | GARTNER INC | IT | 1,151,828 | $558.0M | 2.91% |
| 15 | WORKDAY INC | WDAY | 2,125,466 | $548.4M | 2.86% |
| 16 | DANAHER CORPORATION | 235851102 | 2,386,462 | $547.8M | 2.86% |
| 17 | ANALOG DEVICES INC | ADI | 2,499,164 | $531.0M | 2.77% |
| 18 | JONES LANG LASALLE INC | JLL | 2,013,963 | $509.8M | 2.66% |
| 19 | MASTERCARD INCORPORATED | MA | 950,030 | $500.3M | 2.61% |
| 20 | EQUIFAX INC | EFX | 1,713,879 | $436.8M | 2.28% |
| 21 | CBRE GROUP INC | CBRE | 3,192,849 | $419.2M | 2.19% |
| 22 | COOPER COS INC | 216648501 | 3,933,378 | $361.6M | 1.89% |
| 23 | TEXAS INSTRS INC | 882508104 | 1,767,093 | $331.3M | 1.73% |
| 24 | VISA INC | V | 785,860 | $248.4M | 1.30% |
| 25 | SERVICETITAN INC | TTAN | 2,036,965 | $209.5M | 1.09% |
| 26 | TWILIO INC | TWLO | 1,813,499 | $196.0M | 1.02% |
| 27 | HENRY SCHEIN INC | HSIC | 2,743,909 | $189.9M | 0.99% |
| 28 | VEEVA SYS INC | VEEV | 885,461 | $186.2M | 0.97% |
| 29 | REMITLY GLOBAL INC | RELY | 7,692,320 | $173.6M | 0.91% |
| 30 | H WORLD GROUP LTD | HWLDF | 4,818,833 | $159.2M | 0.83% |
| 31 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 349,760 | $69.1M | 0.36% |
| 32 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 561,343 | $43.2M | 0.23% |
| 33 | TOAST INC | TOST | 912,818 | $33.3M | 0.17% |
| 34 | MICROCHIP TECHNOLOGY INC. | MCHPP | 559,075 | $32.1M | 0.17% |
| 35 | SOPHIA GENETICS SA | SOPH | 6,789,560 | $20.8M | 0.11% |
| 36 | FRESHWORKS INC | FRSH | 592,888 | $9.6M | 0.05% |
| 37 | COUPANG INC | CPNG | 348,702 | $7.7M | 0.04% |
| 38 | TIGO ENERGY INC | TYGO | 7,691,221 | $7.6M | 0.04% |