Generation-Investment-Management-Llp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "A",
  "JLL",
  "GOOGL",
  "TTAN",
  "SOPH",
  "FBIN",
  "FRSH",
  "TYGO",
  "MA",
  "MSFT",
  "RELY",
  "SNPS",
  "TXN",
  "TMO",
  "SCHW",
  "TOST",
  "NTNX",
  "TSM",
  "IT",
  "EFX",
  "HTHT",
  "AMZN",
  "VEEV",
  "V",
  "WAT",
  "WDAY",
  "TRMB",
  "MELI",
  "STE",
  "BDX",
  "CTSH",
  "COO",
  "CPNG",
  "DHR",
  "ADI",
  "NKE",
  "MCHP"
]

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: generation-investment-management-llp
Manager Name: Generation-Investment-Management-Llp

Data Enrichment

100% identified

38 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $16.6B total value

SEC FilingSEC DataHachi Filing

Manager:

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VISA INC.

V|92826C839

Shares:713.1K

Value:$249.9M

% of Portfolio:1.5% ($249.9M/$16.6B)

COOPER COMPANIES, INC.

COO|216648501

Shares:2.9M

Value:$242.4M

% of Portfolio:1.5% ($242.4M/$16.6B)

SYNOPSYS INC

SNPS|871607107

Shares:560.8K

Value:$240.5M

% of Portfolio:1.5% ($240.5M/$16.6B)

NIKE, Inc.

NKE|654106103

Shares:3.4M

Value:$215.8M

% of Portfolio:1.3% ($215.8M/$16.6B)

H World Group Ltd

HTHT|44332N106

Shares:5.2M

Value:$193.0M

% of Portfolio:1.2% ($193.0M/$16.6B)

ServiceTitan, Inc.

TTAN|81764X103

Shares:2.0M

Value:$192.5M

% of Portfolio:1.2% ($192.5M/$16.6B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:805.0K

Value:$186.5M

% of Portfolio:1.1% ($186.5M/$16.6B)

Remitly Global, Inc.

RELY|75960P104

Shares:7.7M

Value:$160.0M

% of Portfolio:1.0% ($160.0M/$16.6B)

Fortune Brands Innovations, Inc.

FBIN|34964C106

Shares:1.6M

Value:$98.2M

% of Portfolio:0.6% ($98.2M/$16.6B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:280.9K

Value:$46.6M

% of Portfolio:0.3% ($46.6M/$16.6B)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:456.0K

Value:$34.9M

% of Portfolio:0.2% ($34.9M/$16.6B)

Toast, Inc.

TOST|888787108

Shares:912.8K

Value:$30.3M

% of Portfolio:0.2% ($30.3M/$16.6B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:154.4K

Value:$27.7M

% of Portfolio:0.2% ($27.7M/$16.6B)

SOPHiA GENETICS SA

SOPH|H82027105

Shares:6.8M

Value:$22.5M

% of Portfolio:0.1% ($22.5M/$16.6B)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:372.2K

Value:$18.0M

% of Portfolio:0.1% ($18.0M/$16.6B)

Coupang, Inc.

CPNG|22266T109

Shares:339.2K

Value:$7.4M

% of Portfolio:0.0% ($7.4M/$16.6B)

Freshworks Inc.

FRSH|358054104

Shares:522.6K

Value:$7.4M

% of Portfolio:0.0% ($7.4M/$16.6B)

TIGO ENERGY, INC.

TYGO|88675P103

Shares:7.7M

Value:$6.5M

% of Portfolio:0.0% ($6.5M/$16.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	713.1K	QoQ -9.25% (-72.7K) YoY NEW(+713.1K)	All Managers (Combined)	$249.9M	1.5% ($249.9M/$16.6B)	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	1.5% ($242.4M/$16.6B)	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	1.5% ($240.5M/$16.6B)	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	1.3% ($215.8M/$16.6B)	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	1.2% ($193.0M/$16.6B)	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	1.2% ($192.5M/$16.6B)	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	1.1% ($186.5M/$16.6B)	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	1.0% ($160.0M/$16.6B)	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	0.6% ($98.2M/$16.6B)	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	0.3% ($46.6M/$16.6B)	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	0.2% ($34.9M/$16.6B)	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	0.2% ($30.3M/$16.6B)	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	0.2% ($27.7M/$16.6B)	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	0.1% ($22.5M/$16.6B)	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	0.1% ($18.0M/$16.6B)	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	0.0% ($7.4M/$16.6B)	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	0.0% ($7.4M/$16.6B)	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	0.0% ($6.5M/$16.6B)	QoQ -14.71% (-$1.1M) YoY -21.49% (-$1.8M)