Generation Investment Management Llp

Investment Portfolio & 13F Holdings Analysis

About

GENERATION INVESTMENT MANAGEMENT LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 38 holdings worth $16.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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MICROSOFT CORP

MSFT|594918104

5196698(+3.1%)

Value:

$2.0T(-8.1%)

BECTON DICKINSON & CO

BDX|075887109

5296447(-8.9%)

Value:

$1.2T(-8.0%)

SCHWAB CHARLES CORP

SCHW|808513105

14327559(+6.2%)

Value:

$1.1T(+12.3%)

MERCADOLIBRE INC

MELI|58733R102

530564(+3.3%)

Value:

$1.0T(+18.5%)

AMAZON COM INC

AMZN|023135106

5031582(-46.8%)

Value:

$957.3B(-53.8%)

STERIS plc

STE|G8473T100

3354545(+5.3%)

Value:

$760.3B(+16.2%)

Nutanix, Inc.

NTNX|67059N108

10646630(-9.3%)

Value:

$743.2B(+3.5%)

EQUIFAX INC

EFX|294429105

2801325(+63.4%)

Value:

$682.3B(+56.2%)

Workday, Inc.

WDAY|98138H101

2903767(+36.6%)

Value:

$678.1B(+23.6%)

DANAHER CORP /DE/

DHR|235851102

3178124(+33.2%)

Value:

$651.5B(+18.9%)

Alphabet Inc.

GOOGL|02079K305

3881774(+23.3%)

Value:

$600.3B(+0.7%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

1190561(-24.3%)

Value:

$592.4B(-27.5%)

AGILENT TECHNOLOGIES, INC.

A|00846U101

4983556(+19.8%)

Value:

$583.0B(+4.3%)

GARTNER INC

IT|366651107

1341342(+16.4%)

Value:

$563.0B(+0.9%)

TRIMBLE INC.

TRMB|896239100

7570348(-19.2%)

Value:

$497.0B(-24.9%)

ANALOG DEVICES INC

ADI|032654105

2269857(-9.2%)

Value:

$457.8B(-13.8%)

JONES LANG LASALLE INC

JLL|48020Q107

1830795(-9.1%)

Value:

$453.9B(-11.0%)

Accenture plc

ACN|G1151C101

1314942(-47.2%)

Value:

$410.3B(-53.2%)

Mastercard Inc

MA|57636Q104

635999(-33.0%)

Value:

$348.6B(-30.3%)

WATERS CORP /DE/

WAT|941848103

755325(-50.6%)

Value:

$278.4B(-51.0%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	5.2M	QoQ +3.15% (-159.2K) YoY +0.23% (-12.1K)	All Managers (Combined)	$2.0B	QoQ -8.12% (-$172.5M) YoY -10.56% (-$230.5M)
Becton Dickinson & Co(BDXcusip075887109)	5.3M	QoQ -8.92% (-518.9K) YoY +65.49% (+2.1M)	All Managers (Combined)	$1.2B	QoQ -8.04% (-$106.1M) YoY +53.19% (+$421.3M)
Schwab Charles Corp(SCHWcusip808513105)	14.3M	QoQ +6.17% (+833.6K) YoY +68.81% (+5.8M)	All Managers (Combined)	$1.1B	QoQ +12.30% (+$122.9M) YoY +82.68% (+$507.6M)
Mercadolibre Inc(MELIcusip58733R102)	530.6K	QoQ +3.28% (+16.9K) YoY +33.03% (+131.8K)	All Managers (Combined)	$1.0B	QoQ +18.49% (+$161.6M) YoY +71.65% (+$432.1M)
Amazon Com Inc(AMZNcusip023135106)	5.0M	QoQ -46.77% (-4.4M) YoY -58.68% (-7.1M)	All Managers (Combined)	$957.3M	QoQ -53.84% (-$1116.6M) YoY -56.42% (-$1239.7M)
Steris Plc(STEcusipG8473T100)	3.4M	QoQ +5.35% (+170.4K) YoY +56.69% (+1.2M)	All Managers (Combined)	$760.3M	QoQ +16.16% (+$105.8M) YoY +57.97% (+$279.0M)
Nutanix, Inc.(NTNXcusip67059N108)	10.6M	QoQ -9.28% (-1.1M) YoY -15.76% (-2.0M)	All Managers (Combined)	$743.2M	QoQ +3.51% (-$25.2M) YoY -4.71% (-$36.8M)
Equifax Inc(EFXcusip294429105)	2.8M	QoQ +63.44% (+1.1M) YoY -15.45% (-511.9K)	All Managers (Combined)	$682.3M	QoQ +56.20% (+$245.5M) YoY -23.02% (-$204.1M)
Workday, Inc.(WDAYcusip98138H101)	2.9M	QoQ +36.61% (+778.3K) YoY NEW(+2.9M)	All Managers (Combined)	$678.1M	QoQ +23.64% (+$129.7M) YoY NEW(+$678.1M)
Danaher Corp /De/(DHRcusip235851102)	3.2M	QoQ +33.17% (+791.7K) YoY +12.88% (-362.8K)	All Managers (Combined)	$651.5M	QoQ +18.93% (+$103.7M) YoY -7.32% (-$51.5M)
Alphabet Inc.(GOOGLcusip02079K305)	3.9M	QoQ +23.26% (+732.6K) YoY NEW(+3.9M)	All Managers (Combined)	$600.3M	QoQ +0.69% (+$4.1M) YoY NEW(+$600.3M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	1.2M	QoQ -24.25% (-381.2K) YoY -28.08% (-464.9K)	All Managers (Combined)	$592.4M	QoQ -27.54% (-$225.2M) YoY -38.42% (-$369.7M)
Agilent Technologies, Inc.(Acusip00846U101)	5.0M	QoQ +19.81% (+824.2K) YoY NEW(+5.0M)	All Managers (Combined)	$583.0M	QoQ +4.33% (+$24.2M) YoY NEW(+$583.0M)
Gartner Inc(ITcusip366651107)	1.3M	QoQ +16.45% (+189.5K) YoY -7.61% (-110.5K)	All Managers (Combined)	$563.0M	QoQ +0.89% (+$5.0M) YoY -18.64% (-$129.0M)
Trimble Inc.(TRMBcusip896239100)	7.6M	QoQ -19.19% (-1.8M) YoY -33.78% (-3.9M)	All Managers (Combined)	$497.0M	QoQ -24.92% (-$165.0M) YoY -32.45% (-$238.8M)
Analog Devices Inc(ADIcusip032654105)	2.3M	QoQ -9.17% (-229.3K) YoY -43.90% (-1.8M)	All Managers (Combined)	$457.8M	QoQ -13.78% (-$73.2M) YoY -42.80% (-$342.6M)
Jones Lang Lasalle Inc(JLLcusip48020Q107)	1.8M	QoQ -9.09% (-183.2K) YoY -48.25% (-1.7M)	All Managers (Combined)	$453.9M	QoQ -10.97% (-$55.9M) YoY -34.24% (-$236.4M)
Accenture Plc(ACNcusipG1151C101)	1.3M	QoQ -47.19% (-1.2M) YoY -13.77% (-210.0K)	All Managers (Combined)	$410.3M	QoQ -53.16% (-$465.7M) YoY -22.37% (-$118.3M)
Mastercard Inc(MAcusip57636Q104)	636.0K	QoQ -33.05% (-314.0K) YoY -48.18% (-591.4K)	All Managers (Combined)	$348.6M	QoQ -30.31% (-$151.7M) YoY -41.02% (-$242.5M)
Waters Corp /De/(WATcusip941848103)	755.3K	QoQ -50.63% (-774.8K) YoY -50.55% (-772.3K)	All Managers (Combined)	$278.4M	QoQ -50.95% (-$289.3M) YoY -47.05% (-$247.5M)