13F HOLDINGS REPORT
GENERATION INVESTMENT MANAGEMENT LLP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002407
Total Value
$16.56B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 5,196,698 | $1.95B | 11.78% |
| 2 | BECTON DICKINSON & CO | BDX | 5,296,447 | $1.21B | 7.33% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 14,327,559 | $1.12B | 6.77% |
| 4 | MERCADOLIBRE INC | MELI | 530,564 | $1.04B | 6.25% |
| 5 | AMAZON COM INC | AMZN | 5,031,582 | $957.3M | 5.78% |
| 6 | STERIS PLC | STE | 3,354,545 | $760.3M | 4.59% |
| 7 | NUTANIX INC | NTNX | 10,646,630 | $743.2M | 4.49% |
| 8 | EQUIFAX INC | EFX | 2,801,325 | $682.3M | 4.12% |
| 9 | WORKDAY INC | WDAY | 2,903,767 | $678.1M | 4.10% |
| 10 | DANAHER CORPORATION | 235851102 | 3,178,124 | $651.5M | 3.93% |
| 11 | ALPHABET INC | GOOG | 3,881,774 | $600.3M | 3.63% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 1,190,561 | $592.4M | 3.58% |
| 13 | AGILENT TECHNOLOGIES INC | A | 4,983,556 | $583.0M | 3.52% |
| 14 | GARTNER INC | IT | 1,341,342 | $563.0M | 3.40% |
| 15 | TRIMBLE INC | TRMB | 7,570,348 | $497.0M | 3.00% |
| 16 | ANALOG DEVICES INC | ADI | 2,269,857 | $457.8M | 2.76% |
| 17 | JONES LANG LASALLE INC | JLL | 1,830,795 | $453.9M | 2.74% |
| 18 | ACCENTURE PLC IRELAND | ACN | 1,314,942 | $410.3M | 2.48% |
| 19 | MASTERCARD INCORPORATED | MA | 635,999 | $348.6M | 2.11% |
| 20 | WATERS CORP | 941848103 | 755,325 | $278.4M | 1.68% |
| 21 | VISA INC | V | 713,123 | $249.9M | 1.51% |
| 22 | COOPER COS INC | 216648501 | 2,873,376 | $242.4M | 1.46% |
| 23 | SYNOPSYS INC | SNPS | 560,782 | $240.5M | 1.45% |
| 24 | NIKE INC | NKE | 3,398,991 | $215.8M | 1.30% |
| 25 | H WORLD GROUP LTD | HWLDF | 5,213,875 | $193.0M | 1.17% |
| 26 | SERVICETITAN INC | TTAN | 2,023,502 | $192.5M | 1.16% |
| 27 | VEEVA SYS INC | VEEV | 805,011 | $186.5M | 1.13% |
| 28 | REMITLY GLOBAL INC | RELY | 7,692,320 | $160.0M | 0.97% |
| 29 | FORTUNE BRANDS INNOVATIONS I | FBIN | 1,612,301 | $98.2M | 0.59% |
| 30 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 280,895 | $46.6M | 0.28% |
| 31 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 456,040 | $34.9M | 0.21% |
| 32 | TOAST INC | TOST | 912,818 | $30.3M | 0.18% |
| 33 | TEXAS INSTRS INC | 882508104 | 154,377 | $27.7M | 0.17% |
| 34 | SOPHIA GENETICS SA | SOPH | 6,789,560 | $22.5M | 0.14% |
| 35 | MICROCHIP TECHNOLOGY INC. | MCHPP | 372,154 | $18.0M | 0.11% |
| 36 | COUPANG INC | CPNG | 339,242 | $7.4M | 0.04% |
| 37 | FRESHWORKS INC | FRSH | 522,591 | $7.4M | 0.04% |
| 38 | TIGO ENERGY INC | TYGO | 7,691,221 | $6.5M | 0.04% |