Institutional Manager · CIK 0001375534
GENERATION INVESTMENT MANAGEMENT LLP
London, X0 · File #028-12114
Latest AUM
$14.42B
Positions
33
Top-10 Concentration
68.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202533 pos · $14.42B
- 13F HOLDINGS REPORTQ/E Sep 202533 pos · $15.10B
- 13F HOLDINGS REPORTQ/E Jun 202537 pos · $15.73B
- 13F HOLDINGS REPORTQ/E Mar 202538 pos · $16.56B
- 13F HOLDINGS REPORTQ/E Dec 202438 pos · $19.17B
- 13F HOLDINGS REPORTQ/E Sep 202442 pos · $21.41B
- 13F HOLDINGS REPORTQ/E Jun 202443 pos · $20.78B
- 13F HOLDINGS REPORTQ/E Mar 202442 pos · $21.91B
- 13F HOLDINGS REPORTQ/E Dec 202343 pos · $19.00B
- 13F HOLDINGS REPORTQ/E Sep 202344 pos · $20.65B
- 13F HOLDINGS REPORTQ/E Jun 202341 pos · $18.78B
- 13F HOLDINGS REPORTQ/E Mar 202341 pos · $17.32B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |