13F HOLDINGS REPORT
GENERATION INVESTMENT MANAGEMENT LLP
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001172661-26-000690
Total Value
$14.42B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,128,300 | $2.00B | 13.85% |
| 2 | DANAHER CORPORATION | 235851102 | 7,589,661 | $1.74B | 12.05% |
| 3 | MERCADOLIBRE INC | MELI | 458,751 | $924.0M | 6.41% |
| 4 | ALPHABET INC | GOOG | 2,827,443 | $885.0M | 6.14% |
| 5 | WORKDAY INC | WDAY | 4,118,011 | $884.5M | 6.13% |
| 6 | SCHWAB CHARLES CORP | SCHW-PJ | 7,847,717 | $784.1M | 5.44% |
| 7 | SALESFORCE INC | CRM | 2,772,875 | $734.6M | 5.10% |
| 8 | ACCENTURE PLC IRELAND | ACN | 2,401,691 | $644.4M | 4.47% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 1,111,327 | $644.0M | 4.47% |
| 10 | AMAZON COM INC | AMZN | 2,579,886 | $595.5M | 4.13% |
| 11 | TRIMBLE INC | TRMB | 7,593,981 | $595.0M | 4.13% |
| 12 | AGILENT TECHNOLOGIES INC | A | 4,180,266 | $568.8M | 3.95% |
| 13 | STERIS PLC | STE | 2,088,483 | $529.5M | 3.67% |
| 14 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,561,869 | $429.7M | 2.98% |
| 15 | VISA INC | V | 1,212,446 | $425.2M | 2.95% |
| 16 | EQUIFAX INC | EFX | 1,571,674 | $341.0M | 2.37% |
| 17 | SYNOPSYS INC | SNPS | 499,931 | $234.8M | 1.63% |
| 18 | COOPER COS INC | 216648501 | 2,849,428 | $233.5M | 1.62% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 332,933 | $193.3M | 1.34% |
| 20 | SERVICETITAN INC | TTAN | 1,751,224 | $186.5M | 1.29% |
| 21 | NUTANIX INC | NTNX | 3,429,922 | $177.3M | 1.23% |
| 22 | MSCI INC | MSCI | 227,249 | $130.4M | 0.90% |
| 23 | MOODYS CORP | MCO | 225,909 | $115.4M | 0.80% |
| 24 | CARLISLE COS INC | 142339100 | 341,452 | $109.2M | 0.76% |
| 25 | REMITLY GLOBAL INC | RELY | 7,692,320 | $106.2M | 0.74% |
| 26 | H WORLD GROUP LTD | HWLDF | 1,355,431 | $63.8M | 0.44% |
| 27 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 192,192 | $58.4M | 0.41% |
| 28 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 412,729 | $34.3M | 0.24% |
| 29 | SOPHIA GENETICS SA | SOPH | 6,789,560 | $31.7M | 0.22% |
| 30 | FRESHWORKS INC | FRSH | 721,324 | $8.8M | 0.06% |
| 31 | COUPANG INC | CPNG | 304,941 | $7.2M | 0.05% |
| 32 | TEXAS INSTRS INC | 882508104 | 28,109 | $4.9M | 0.03% |
| 33 | TIGO ENERGY INC | TYGO | 1,658,857 | $2.3M | 0.02% |