Generation Investment Management Llp

CIK Number: 0001375534

15.73B
Market Value
37
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
522.28
+0.33% 5.2M +3.16% 1.95B 260.43 11.78% Share
2 BDX Becton, Dickins...
195.03
-0.48% 5.3M -8.92% 1.21B 233.06 7.33% Share
3 SCHW The Charles Sch...
97.75
+2.26% 14.33M +6.18% 1.12B 56.58 6.77% Share
4 MELI MercadoLibre, I...
2319.80
-0.32% 530.56K +3.29% 1.04B 1197.07 6.25% Share
5 AMZN Amazon.com, Inc...
230.94
+2.84% 5.03M -46.77% 957.31M 141.82 5.78% Share
6 STE STERIS plc
246.24
-0.34% 3.35M +5.35% 760.31M 208.5 4.59% Share
7 NTNX Nutanix, Inc.
68.59
-2.28% 10.65M -9.29% 743.24M 32.59 4.49% Share
8 EFX Equifax Inc.
248.02
-2.08% 2.8M +63.45% 682.29M 221.87 4.12% Share
9 WDAY Workday, Inc.
221.94
-0.5% 2.9M +36.62% 678.12M 242.14 4.10% Share
10 DHR Danaher Corpora...
210.15
+0.48% 3.18M +33.17% 651.52M 216.22 3.93% Share
11 GOOGL Alphabet Inc.
202.88
+0.46% 3.88M +23.26% 600.28M 182.76 3.63% Share
12 TMO Thermo Fisher S...
485.13
+0.07% 1.19M -24.25% 592.42M 430.06 3.58% Share
13 A Agilent Technol...
118.84
-1.2% 4.98M +19.82% 582.98M 140.08 3.52% Share
14 IT Gartner, Inc.
242.94
+0.12% 1.34M +16.45% 563.01M 158.15 3.40% Share
15 TRMB Trimble Inc.
83.67
-0.95% 7.57M -19.19% 496.99M 54.13 3.00% Share
16 ADI Analog Devices,...
236.13
-0.63% 2.27M -9.18% 457.76M 127.76 2.76% Share
17 JLL Jones Lang LaSa...
293.63
-1.11% 1.83M -9.09% 453.87M 116.14 2.74% Share
18 ACN Accenture plc
246.13
+0.18% 1.31M -47.19% 410.31M 326.42 2.48% Share
19 MA Mastercard Inco...
583.65
+0.99% 636K -33.05% 348.6M 315.48 2.11% Share
20 WAT Waters Corporat...
293.44
-1.14% 755.33K -50.64% 278.39M 269.89 1.68% Share
21 V Visa Inc.
345.40
+0.83% 713.12K -9.26% 249.92M 274.95 1.51% Share
22 COO The Cooper Comp...
73.44
-1.12% 2.87M -26.95% 242.37M 98.7 1.46% Share
23 SNPS Synopsys, Inc.
616.36
-0.36% 560.78K +100.00% 240.49M 428.85 1.45% Share
24 NKE NIKE, Inc.
76.39
-1.04% 3.4M +100.00% 215.77M 63.48 1.30% Share
25 HTHT H World Group L...
33.21
+1.07% 5.21M +8.20% 192.97M 35.73 1.17% Share
26 TTAN ServiceTitan, I...
101.62
-0.85% 2.02M -0.66% 192.46M 102.87 1.16% Share
27 VEEV Veeva Systems I...
275.00
-1.5% 805.01K -9.09% 186.46M 189.33 1.13% Share
28 RELY Remitly Global,...
19.65
-1.6% 7.69M 0.00% 160M 36.7 0.97% Share
29 TSM Taiwan Semicond...
240.97
-0.19% 280.89K -19.69% 46.63M 176.94 0.28% Share
30 CTSH Cognizant Techn...
69.35
-1.52% 456.04K -18.76% 34.89M 62.29 0.21% Share
31 TOST Toast, Inc.
42.99
-3.02% 912.82K 0.00% 30.28M 20.64 0.18% Share
32 TXN Texas Instrumen...
193.71
+0.22% 154.38K -91.26% 27.74M 165.38 0.17% Share
33 SOPH SOPHiA GENETICS...
3.28
+5.47% 6.79M 0.00% 22.54M 17.53 0.14% Share
34 MCHP Microchip Techn...
65.95
+0.30% 372.15K -33.43% 18.02M 50.07 0.11% Share
35 CPNG Coupang, Inc.
28.34
-0.47% 339.24K -2.71% 7.44M 16.01 0.04% Share
36 FRSH Freshworks Inc.
12.96
-2.37% 522.59K -11.86% 7.37M 13.33 0.04% Share
37 TYGO Tigo Energy, In...
1.27
-2.31% 7.69M 0.00% 6.46M 18.55 0.04% Share