Generation Investment Management Llp
CIK Number: 0001375534
16.56B
Market Value
38
# of Holdings
17 months
Avg. Holding Period
39.53%
Win Rate
14.88%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 5.04M | -3.44% | 2.12B | 256.8 | 11.08% |
| 2 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 9.45M | -16.71% | 2.07B | 141.82 | 10.82% |
| 3 | BDX | Becton, Dickins... | 172.18 | -0.02% | 5.82M | -2.34% | 1.32B | 233.06 | 6.88% |
| 4 | SCHW | The Charles Sch... | 88.92 | +1.79% | 13.49M | +10.79% | 998.69M | 55.23 | 5.21% |
| 5 | ACN | Accenture plc | 313.78 | +0.66% | 2.49M | -5.22% | 875.99M | 326.42 | 4.57% |
| 6 | MELI | MercadoLibre, I... | 2452.77 | +3.41% | 513.69K | +7.07% | 873.49M | 1172.3 | 4.56% |
| 7 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 1.57M | -0.97% | 817.66M | 430.06 | 4.27% |
| 8 | NTNX | Nutanix, Inc. | 72.40 | +0.37% | 11.74M | -5.17% | 718.04M | 32.59 | 3.75% |
| 9 | TRMB | Trimble Inc. | 72.83 | +2.46% | 9.37M | -21.25% | 661.98M | 54.13 | 3.45% |
| 10 | STE | STERIS plc | 240.88 | -0.19% | 3.18M | +12.77% | 654.53M | 207.53 | 3.41% |
| 11 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 3.15M | +100.00% | 596.13M | 189.3 | 3.11% |
| 12 | WAT | Waters Corporat... | 347.88 | +1.63% | 1.53M | -15.27% | 567.64M | 269.89 | 2.96% |
| 13 | A | Agilent Technol... | 119.07 | +1.70% | 4.16M | +37.08% | 558.76M | 144.66 | 2.91% |
| 14 | IT | Gartner, Inc. | 408.75 | +0.93% | 1.15M | -5.19% | 558.03M | 115.11 | 2.91% |
| 15 | WDAY | Workday, Inc. | 245.28 | +0.30% | 2.13M | +44.43% | 548.43M | 245.29 | 2.86% |
| 16 | DHR | Danaher Corpora... | 200.98 | +0.15% | 2.39M | +7.69% | 547.81M | 219.94 | 2.86% |
| 17 | ADI | Analog Devices,... | 231.43 | +2.84% | 2.5M | -5.15% | 530.97M | 127.76 | 2.77% |
| 18 | JLL | Jones Lang LaSa... | 240.59 | +1.52% | 2.01M | -24.43% | 509.81M | 116.14 | 2.66% |
| 19 | MA | Mastercard Inco... | 568.14 | +1.09% | 950.03K | -16.82% | 500.26M | 315.48 | 2.61% |
| 20 | EFX | Equifax Inc. | 267.19 | +1.10% | 1.71M | -16.92% | 436.78M | 208.11 | 2.28% |
| 21 | CBRE | CBRE Group, Inc... | 133.88 | +0.68% | 3.19M | -57.04% | 419.19M | 58.42 | 2.19% |
| 22 | COO | The Cooper Comp... | 69.66 | -0.06% | 3.93M | -5.17% | 361.6M | 98.7 | 1.89% |
| 23 | TXN | Texas Instrumen... | 199.09 | +2.10% | 1.77M | -32.73% | 331.35M | 165.38 | 1.73% |
| 24 | V | Visa Inc. | 355.07 | +0.63% | 785.86K | -5.23% | 248.36M | 274.95 | 1.30% |
| 25 | TTAN | ServiceTitan, I... | 106.40 | +6.20% | 2.04M | +100.00% | 209.54M | 102.87 | 1.09% |
| 26 | TWLO | Twilio Inc. | 116.60 | +2.83% | 1.81M | -59.15% | 196M | 92.4 | 1.02% |
| 27 | HSIC | Henry Schein, I... | 70.73 | +0.77% | 2.74M | -37.69% | 189.88M | 53.62 | 0.99% |
| 28 | VEEV | Veeva Systems I... | 283.66 | +0.39% | 885.46K | -5.13% | 186.17M | 189.33 | 0.97% |
| 29 | RELY | Remitly Global,... | 19.51 | +0.83% | 7.69M | 0.00% | 173.62M | 36.7 | 0.91% |
| 30 | HTHT | H World Group L... | 34.02 | +2.15% | 4.82M | +194.75% | 159.17M | 35.63 | 0.83% |
| 31 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 349.76K | +19.20% | 69.07M | 176.94 | 0.36% |
| 32 | CTSH | Cognizant Techn... | 80.07 | +1.42% | 561.34K | -7.89% | 43.17M | 62.29 | 0.23% |
| 33 | TOST | Toast, Inc. | 42.60 | +2.56% | 912.82K | -50% | 33.27M | 20.64 | 0.17% |
| 34 | MCHP | Microchip Techn... | 68.17 | +3.71% | 559.08K | +1.00% | 32.06M | 60.7 | 0.17% |
| 35 | SOPH | SOPHiA GENETICS... | 2.91 | +1.39% | 6.79M | 0.00% | 20.84M | 17.53 | 0.11% |
| 36 | FRSH | Freshworks Inc. | 15.46 | +3.45% | 592.89K | -7.96% | 9.59M | 13.33 | 0.05% |
| 37 | CPNG | Coupang, Inc. | 28.34 | +0.85% | 348.7K | -7.63% | 7.66M | 16.01 | 0.04% |
| 38 | TYGO | Tigo Energy, In... | 1.25 | +6.41% | 7.69M | 0.00% | 7.58M | 18.55 | 0.04% |