13F HOLDINGS REPORT
GENERATION INVESTMENT MANAGEMENT LLP
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001172661-25-002959
Total Value
$15.73B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 5,038,569 | $2.51B | 15.93% |
| 2 | SCHWAB CHARLES CORP | SCHW-PJ | 13,885,456 | $1.27B | 8.05% |
| 3 | MERCADOLIBRE INC | MELI | 460,172 | $1.20B | 7.65% |
| 4 | DANAHER CORPORATION | 235851102 | 4,965,646 | $980.9M | 6.24% |
| 5 | STERIS PLC | STE | 3,170,717 | $761.7M | 4.84% |
| 6 | TRIMBLE INC | TRMB | 9,019,663 | $685.3M | 4.36% |
| 7 | AGILENT TECHNOLOGIES INC | A | 5,775,860 | $681.6M | 4.33% |
| 8 | EQUIFAX INC | EFX | 2,573,092 | $667.4M | 4.24% |
| 9 | ALPHABET INC | GOOG | 3,686,995 | $649.8M | 4.13% |
| 10 | ANALOG DEVICES INC | ADI | 2,166,796 | $515.7M | 3.28% |
| 11 | NUTANIX INC | NTNX | 6,655,931 | $508.8M | 3.23% |
| 12 | WORKDAY INC | WDAY | 2,052,806 | $492.7M | 3.13% |
| 13 | ACCENTURE PLC IRELAND | ACN | 1,639,730 | $490.1M | 3.12% |
| 14 | VISA INC | V | 1,373,485 | $487.7M | 3.10% |
| 15 | BECTON DICKINSON & CO | BDX | 2,759,307 | $475.3M | 3.02% |
| 16 | JONES LANG LASALLE INC | JLL | 1,749,757 | $447.6M | 2.85% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 988,940 | $401.0M | 2.55% |
| 18 | AMAZON COM INC | AMZN | 1,722,067 | $377.8M | 2.40% |
| 19 | IDEXX LABS INC | 45168D104 | 567,322 | $304.3M | 1.93% |
| 20 | SYNOPSYS INC | SNPS | 540,321 | $277.0M | 1.76% |
| 21 | NIKE INC | NKE | 3,635,710 | $258.3M | 1.64% |
| 22 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,165,777 | $255.1M | 1.62% |
| 23 | SERVICETITAN INC | TTAN | 1,811,965 | $194.2M | 1.23% |
| 24 | VEEVA SYS INC | VEEV | 577,500 | $166.3M | 1.06% |
| 25 | REMITLY GLOBAL INC | RELY | 7,692,320 | $144.4M | 0.92% |
| 26 | MOODYS CORP | MCO | 271,074 | $136.0M | 0.86% |
| 27 | GARTNER INC | IT | 319,841 | $129.3M | 0.82% |
| 28 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 297,088 | $67.3M | 0.43% |
| 29 | H WORLD GROUP LTD | HWLDF | 1,487,813 | $50.5M | 0.32% |
| 30 | TOAST INC | TOST | 912,818 | $40.4M | 0.26% |
| 31 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 425,794 | $33.2M | 0.21% |
| 32 | SOPHIA GENETICS SA | SOPH | 6,789,560 | $21.0M | 0.13% |
| 33 | TEXAS INSTRS INC | 882508104 | 66,931 | $13.9M | 0.09% |
| 34 | MICROCHIP TECHNOLOGY INC. | MCHPP | 196,375 | $13.8M | 0.09% |
| 35 | COUPANG INC | CPNG | 337,722 | $10.1M | 0.06% |
| 36 | TIGO ENERGY INC | TYGO | 7,691,221 | $9.8M | 0.06% |
| 37 | FRESHWORKS INC | FRSH | 468,477 | $7.0M | 0.04% |