Generation Investment Management Llp

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 38
Total Value: 16557982923
Accession Number: 0001172661-25-002407
Form Type: 13F-HR
CIK: 0001375534
Manager Name: Generation Investment Management Llp

Data Enrichment

100% identified

38 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $16,557,982.923K total value

38 positions

Manager:

SEC FilingSEC DataHachi Filing

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VISA INC.

V|92826C839

713123(-9.3%)

Value:

$249.9B(+0.6%)

COOPER COMPANIES, INC.

COO|216648501

2873376(-26.9%)

Value:

$242.4B(-33.0%)

SYNOPSYS INC

SNPS|871607107

560782

Value:

$240.5B

NIKE, Inc.

NKE|654106103

3398991

Value:

$215.8B

H World Group Ltd

HTHT|44332N106

5213875(+8.2%)

Value:

$193.0B(+21.2%)

ServiceTitan, Inc.

TTAN|81764X103

2023502(-0.7%)

Value:

$192.5B(-8.2%)

VEEVA SYSTEMS INC

VEEV|922475108

805011(-9.1%)

Value:

$186.5B(+0.1%)

Remitly Global, Inc.

RELY|75960P104

7692320(+0.0%)

Value:

$160.0B(-7.8%)

Fortune Brands Innovations, Inc.

FBIN|34964C106

1612301

Value:

$98.2B

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

280895(-19.7%)

Value:

$46.6B(-32.5%)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

456040(-18.8%)

Value:

$34.9B(-19.2%)

Toast, Inc.

TOST|888787108

912818(+0.0%)

Value:

$30.3B(-9.0%)

TEXAS INSTRUMENTS INC

TXN|882508104

154377(-91.3%)

Value:

$27.7B(-91.6%)

SOPHiA GENETICS SA

SOPH|H82027105

6789560(+0.0%)

Value:

$22.5B(+8.1%)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

372154(-33.4%)

Value:

$18.0B(-43.8%)

Coupang, Inc.

CPNG|22266T109

339242(-2.7%)

Value:

$7.4B(-2.9%)

Freshworks Inc.

FRSH|358054104

522591(-11.8%)

Value:

$7.4B(-23.1%)

TIGO ENERGY, INC.

TYGO|88675P103

7691221(+0.0%)

Value:

$6.5B(-14.7%)

Instrument	Shares		Other Manager	Value
Visa Inc.(Vcusip92826C839)	713.1K	QoQ -9.25% (-72.7K) YoY NEW(+713.1K)	All Managers (Combined)	$249.9M	QoQ +0.62% (-$1.6M) YoY NEW(+$249.9M)
Cooper Companies, Inc.(COOcusip216648501)	2.9M	QoQ -26.94% (-1.1M) YoY -30.70% (-1.3M)	All Managers (Combined)	$242.4M	QoQ -32.97% (-$119.2M) YoY -42.38% (-$178.3M)
Synopsys Inc(SNPScusip871607107)	560.8K	QoQ NEW(+560.8K) YoY NEW(+560.8K)	All Managers (Combined)	$240.5M	QoQ NEW(+$240.5M) YoY NEW(+$240.5M)
Nike, Inc.(NKEcusip654106103)	3.4M	QoQ NEW(+3.4M) YoY NEW(+3.4M)	All Managers (Combined)	$215.8M	QoQ NEW(+$215.8M) YoY NEW(+$215.8M)
H World Group Ltd(HTHTcusip44332N106)	5.2M	QoQ +8.19% (+395.0K) YoY +274.44% (+3.8M)	All Managers (Combined)	$193.0M	QoQ +21.23% (+$33.8M) YoY +258.09% (+$139.1M)
Servicetitan, Inc.(TTANcusip81764X103)	2.0M	QoQ -0.66% (-13.5K) YoY NEW(+2.0M)	All Managers (Combined)	$192.5M	QoQ -8.15% (-$17.1M) YoY NEW(+$192.5M)
Veeva Systems Inc(VEEVcusip922475108)	805.0K	QoQ -9.08% (-80.5K) YoY +75.10% (+345.3K)	All Managers (Combined)	$186.5M	QoQ +0.15% (-$296.5K) YoY +75.05% (+$79.9M)
Remitly Global, Inc.(RELYcusip75960P104)	7.7M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$160.0M	QoQ -7.84% (-$13.6M) YoY +0.28% (+$461.5K)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	1.6M	QoQ NEW(+1.6M) YoY NEW(+1.6M)	All Managers (Combined)	$98.2M	QoQ NEW(+$98.2M) YoY NEW(+$98.2M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	280.9K	QoQ -19.68% (-68.9K) YoY NEW(+280.9K)	All Managers (Combined)	$46.6M	QoQ -32.49% (-$22.4M) YoY NEW(+$46.6M)
Cognizant Technology Solutions Corp(CTSHcusip192446102)	456.0K	QoQ -18.75% (-105.3K) YoY -38.94% (-290.9K)	All Managers (Combined)	$34.9M	QoQ -19.18% (-$8.3M) YoY -36.27% (-$19.9M)
Toast, Inc.(TOSTcusip888787108)	912.8K	QoQ 0.00% (-0) YoY -84.14% (-4.8M)	All Managers (Combined)	$30.3M	QoQ -8.99% (-$3.0M) YoY -78.88% (-$113.2M)
Texas Instruments Inc(TXNcusip882508104)	154.4K	QoQ -91.26% (-1.6M) YoY -96.04% (-3.7M)	All Managers (Combined)	$27.7M	QoQ -91.62% (-$303.6M) YoY -95.92% (-$652.3M)
Sophia Genetics Sa(SOPHcusipH82027105)	6.8M	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$22.5M	QoQ +8.14% (+$1.7M) YoY -32.65% (-$10.9M)
Microchip Technology Inc(MCHPcusip595017104)	372.2K	QoQ -33.43% (-186.9K) YoY -56.94% (-492.2K)	All Managers (Combined)	$18.0M	QoQ -43.81% (-$14.0M) YoY -76.76% (-$59.5M)
Coupang, Inc.(CPNGcusip22266T109)	339.2K	QoQ -2.71% (-9.5K) YoY -26.33% (-121.3K)	All Managers (Combined)	$7.4M	QoQ -2.93% (-$224.9K) YoY -9.18% (-$752.8K)
Freshworks Inc.(FRSHcusip358054104)	522.6K	QoQ -11.85% (-70.3K) YoY -15.46% (-95.6K)	All Managers (Combined)	$7.4M	QoQ -23.08% (-$2.2M) YoY -34.49% (-$3.9M)
Tigo Energy, Inc.(TYGOcusip88675P103)	7.7M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.5M	QoQ -14.71% (-$1.1M) YoY -21.49% (-$1.8M)