GENERATION INVESTMENT MANAGEMENT LLP

CIK

1375534

Location

London, X0

Portfolio Value

Large $11,158,557,333

Diversification

Diversified

Filing Date

Global Rank

#286 / 8,232 ▼ 27

Top Industry

Software - Infrastructure 18.5%

3Y Alpha vs SPY

-14.4%

Period ended 2 months ago

Filed May 14, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.8%

SPY

+76.5%

Annualised alpha

-14.4%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.8%

+1.0 pts

Top 5

49.6%

+5.0 pts

Top 10

72.7%

+4.6 pts

HHI

724

Diversified+75

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.7%	$3,759,939,456	11
Healthcare	28.6%	$3,194,837,217	6
Consumer Cyclical	17.9%	$1,994,104,266	5
Financial Services	10.3%	$1,146,144,246	4
Communication Services	6.7%	$743,798,236	2
Industrials	2.9%	$319,733,912	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
NTNX	Nutanix, Inc.	+4,073,899	7,503,821	$285,220,236
AMZN	Amazon Com Inc	+2,821,825	5,401,711	$1,125,014,349
COO	Cooper Companies, Inc.	+1,749,961	4,599,389	$328,856,313
WST	West Pharmaceutical Services Inc	+682,107	2,243,976	$562,430,144
CPNG	Coupang, Inc.	+551,368	856,309	$16,167,113
MSFT	Microsoft Corp	+340,719	4,469,019	$1,654,296,763
V	Visa Inc.	+302,223	1,514,669	$457,793,558
MSCI	MSCI Inc.	+274,917	502,166	$270,672,495
STE	STERIS plc	+219,976	2,308,459	$510,469,538
EFX	Equifax Inc	+203,935	1,775,609	$319,733,912
TRMB	Trimble Inc.	+186,509	7,780,490	$507,521,362
MCO	Moodys Corp /De/	+140,452	366,361	$159,824,986
WDAY	Workday, Inc.	+63,875	4,181,886	$543,310,629
CTSH	Cognizant Technology Solutions Corp	+15,281	428,010	$26,258,413
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
SCHW	Schwab Charles Corp	−5,104,014	2,743,703	$257,853,207
ACN	Accenture plc	−1,883,301	518,390	$102,791,553
GOOGL	Alphabet Inc.	−793,979	2,033,464	$584,742,907
TMO	Thermo Fisher Scientific Inc.	−337,727	773,600	$380,247,608
DHR	Danaher Corp /De/	−315,266	7,274,395	$1,379,225,292
HTHT	H World Group Ltd	−282,652	1,072,779	$53,950,055
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−53,248	138,944	$46,956,124
FRSH	Freshworks Inc.	−17,917	703,407	$5,648,358
SPOT	Spotify Technology S.A.	−4,923	328,010	$159,055,329
MELI	Mercadolibre Inc	−1,125	457,626	$791,244,506
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	823,962	$356,264,689
SE	Sea Ltd	93,325	$7,728,243
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	2,772,875	$734,562,316
A	Agilent Technologies, Inc.	4,180,266	$568,808,794
SNPS	Synopsys Inc	499,931	$234,827,589
CSL	Carlisle Companies Inc	341,452	$109,216,836
TXN	Texas Instruments Inc	28,109	$4,876,630
TYGO	Tigo Energy, Inc.	1,658,857	$2,289,222
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $11,158,557,333 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	4,469,019	+340,719	$1,654,296,763	−17.1%	14.83%
DHR	Danaher Corp /De/ Healthcare	Reduced	7,274,395	-315,266	$1,379,225,292	−20.6%	12.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,401,711	+2,821,825	$1,125,014,349	+88.9%	10.08%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	457,626	-1,125	$791,244,506	−14.4%	7.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,033,464	-793,979	$584,742,907	−33.9%	5.24%
WST	West Pharmaceutical Services Inc Healthcare	Added	2,243,976	+682,107	$562,430,144	+30.9%	5.04%
WDAY	Workday, Inc. Technology	Added	4,181,886	+63,875	$543,310,629	−38.6%	4.87%
STE	STERIS plc Healthcare	Added	2,308,459	+219,976	$510,469,538	−3.6%	4.57%
TRMB	Trimble Inc. Technology	Added	7,780,490	+186,509	$507,521,362	−14.7%	4.55%
V	Visa Inc. Financial Services	Added	1,514,669	+302,223	$457,793,558	+7.7%	4.10%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	773,600	-337,727	$380,247,608	−41.0%	3.41%
INTU	Intuit Inc. Technology	NEW	823,962	NEW	$356,264,689	NEW	3.19%
COO	Cooper Companies, Inc. Healthcare	Added	4,599,389	+1,749,961	$328,856,313	+40.8%	2.95%
EFX	Equifax Inc Industrials	Added	1,775,609	+203,935	$319,733,912	−6.2%	2.87%
NTNX	Nutanix, Inc. Technology	Added	7,503,821	+4,073,899	$285,220,236	+60.9%	2.56%
MSCI	MSCI Inc. Financial Services	Added	502,166	+274,917	$270,672,495	+107.6%	2.43%
SCHW	Schwab Charles Corp Financial Services	Reduced	2,743,703	-5,104,014	$257,853,207	−67.1%	2.31%
MCO	Moodys Corp /De/ Financial Services	Added	366,361	+140,452	$159,824,986	+38.5%	1.43%
SPOT	Spotify Technology S.A. Communication Services	Reduced	328,010	-4,923	$159,055,329	−17.7%	1.43%
RELY	Remitly Global, Inc. Technology	Held	7,692,320	0	$120,538,654	+13.6%	1.08%
TTAN	ServiceTitan, Inc. Technology	Held	1,751,224	0	$111,132,675	−40.4%	1.00%
ACN	Accenture plc Technology	Reduced	518,390	-1,883,301	$102,791,553	−84.0%	0.92%
HTHT	H World Group Ltd Consumer Cyclical	Reduced	1,072,779	-282,652	$53,950,055	−15.4%	0.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	138,944	-53,248	$46,956,124	−19.6%	0.42%
SOPH	SOPHiA GENETICS SA Healthcare	Held	6,789,560	0	$33,608,322	+6.0%	0.30%
CTSH	Cognizant Technology Solutions Corp Technology	Added	428,010	+15,281	$26,258,413	−23.3%	0.24%
CPNG	Coupang, Inc. Consumer Cyclical	Added	856,309	+551,368	$16,167,113	+124.7%	0.14%
SE	Sea Ltd Consumer Cyclical	NEW	93,325	NEW	$7,728,243	NEW	0.07%
FRSH	Freshworks Inc. Technology	Reduced	703,407	-17,917	$5,648,358	−36.1%	0.05%