Generation Investment Management Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$11.16B
Q ending 2026-03-31
Prior quarter
$14.42B
Q ending 2025-12-31
Change
-22.6% QoQ · -32.6% YoY
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $1.65B | 4.5M |
| Danaher Corp Del | DHR | Shares | $1.38B | 7.3M |
| Amazon Com Inc | AMZN | Shares | $1.13B | 5.4M |
| Mercadolibre Inc | MELI | Shares | $791.2M | 458K |
| Alphabet Inc | GOOGL | Shares | $584.7M | 2.0M |
| West Pharmaceutical Svsc Inc | WST | Shares | $562.4M | 2.2M |
| Workday Inc | WDAY | Shares | $543.3M | 4.2M |
| Steris Plc | Shares | $510.5M | 2.3M | |
| Trimble Inc | TRMB | Shares | $507.5M | 7.8M |
| Visa Inc | V | Shares | $457.8M | 1.5M |
| Thermo Fisher Scientific Inc | TMO | Shares | $380.2M | 774K |
| Intuit | INTU | Shares | $356.3M | 824K |
| Cooper Cos Inc | COO | Shares | $328.9M | 4.6M |
| Equifax Inc | EFX | Shares | $319.7M | 1.8M |
| Nutanix Inc | NTNX | Shares | $285.2M | 7.5M |
| Msci Inc | MSCI | Shares | $270.7M | 502K |
| Schwab Charles Corp | SCHW | Shares | $257.9M | 2.7M |
| Moodys Corp | MCO | Shares | $159.8M | 366K |
| Spotify Technology S A | Shares | $159.1M | 328K | |
| Remitly Global Inc | RELY | Shares | $120.5M | 7.7M |
| Servicetitan Inc | TTAN | Shares | $111.1M | 1.8M |
| Accenture Plc Ireland | Shares | $102.8M | 518K | |
| H World Group Ltd | HTHT | Shares | $54.0M | 1.1M |
| Taiwan Semiconductor Manufac | TSM | Shares | $47.0M | 139K |
| Sophia Genetics Sa | Shares | $33.6M | 6.8M | |
| Cognizant Technology Solutio | CTSH | Shares | $26.3M | 428K |
| Coupang Inc | CPNG | Shares | $16.2M | 856K |
| Sea Ltd | SE | Shares | $7.7M | 93K |
| Freshworks Inc | FRSH | Shares | $5.6M | 703K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.