13F HOLDINGS REPORT
GENERATION INVESTMENT MANAGEMENT LLP
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001172661-25-004665
Total Value
$15.10B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,744,228 | $2.46B | 16.28% |
| 2 | DANAHER CORPORATION | 235851102 | 6,654,666 | $1.32B | 8.74% |
| 3 | MERCADOLIBRE INC | MELI | 447,488 | $1.05B | 6.93% |
| 4 | SCHWAB CHARLES CORP | SCHW-PJ | 10,726,323 | $1.02B | 6.78% |
| 5 | AGILENT TECHNOLOGIES INC | A | 6,357,953 | $816.0M | 5.41% |
| 6 | ALPHABET INC | GOOG | 3,215,729 | $781.7M | 5.18% |
| 7 | WORKDAY INC | WDAY | 3,087,395 | $743.2M | 4.92% |
| 8 | STERIS PLC | STE | 2,984,939 | $738.6M | 4.89% |
| 9 | EQUIFAX INC | EFX | 2,736,467 | $702.0M | 4.65% |
| 10 | TRIMBLE INC | TRMB | 8,358,112 | $682.4M | 4.52% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 1,284,924 | $623.2M | 4.13% |
| 12 | NUTANIX INC | NTNX | 6,443,573 | $479.3M | 3.18% |
| 13 | VISA INC | V | 1,333,279 | $455.2M | 3.02% |
| 14 | SALESFORCE INC | CRM | 1,819,228 | $431.2M | 2.86% |
| 15 | ACCENTURE PLC IRELAND | ACN | 1,722,474 | $424.8M | 2.81% |
| 16 | AMAZON COM INC | AMZN | 1,776,958 | $390.2M | 2.58% |
| 17 | BECTON DICKINSON & CO | BDX | 1,984,672 | $371.5M | 2.46% |
| 18 | ANALOG DEVICES INC | ADI | 1,316,607 | $323.5M | 2.14% |
| 19 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 976,014 | $256.0M | 1.70% |
| 20 | SYNOPSYS INC | SNPS | 416,295 | $205.4M | 1.36% |
| 21 | SERVICETITAN INC | TTAN | 1,751,224 | $176.6M | 1.17% |
| 22 | IDEXX LABS INC | 45168D104 | 260,394 | $166.4M | 1.10% |
| 23 | REMITLY GLOBAL INC | RELY | 7,692,320 | $125.4M | 0.83% |
| 24 | MOODYS CORP | MCO | 254,169 | $121.1M | 0.80% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 242,970 | $67.9M | 0.45% |
| 26 | H WORLD GROUP LTD | HWLDF | 1,492,241 | $58.4M | 0.39% |
| 27 | SOPHIA GENETICS SA | SOPH | 6,789,560 | $32.3M | 0.21% |
| 28 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 423,434 | $28.4M | 0.19% |
| 29 | TIGO ENERGY INC | TYGO | 7,069,700 | $17.7M | 0.12% |
| 30 | COUPANG INC | CPNG | 316,156 | $10.2M | 0.07% |
| 31 | FRESHWORKS INC | FRSH | 798,709 | $9.4M | 0.06% |
| 32 | TEXAS INSTRS INC | 882508104 | 30,907 | $5.7M | 0.04% |
| 33 | MICROCHIP TECHNOLOGY INC. | MCHPP | 86,147 | $5.5M | 0.04% |