GENERATION INVESTMENT MANAGEMENT LLP
Top Portfolio Positions
29 positions ·
$11,158,557,333 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
4,469,019 | $1,654,296,763 | 14.83% | |
| DHR |
Danaher Corp /De/
Healthcare
|
7,274,395 | $1,379,225,292 | 12.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,401,711 | $1,125,014,349 | 10.08% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
457,626 | $791,244,506 | 7.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,033,464 | $584,742,907 | 5.24% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
2,243,976 | $562,430,144 | 5.04% | |
| WDAY |
Workday, Inc.
Technology
|
4,181,886 | $543,310,629 | 4.87% | |
| STE |
STERIS plc
Healthcare
|
2,308,459 | $510,469,538 | 4.57% | |
| TRMB |
Trimble Inc.
Technology
|
7,780,490 | $507,521,362 | 4.55% | |
| V |
Visa Inc.
Financial Services
|
1,514,669 | $457,793,558 | 4.10% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NTNX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,220,236 | 7,503,821 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $177,292,668 | 3,429,922 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $479,337,395 | 6,443,573 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $508,779,365 | 6,655,931 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $743,241,240 | 10,646,630 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $718,037,173 | 11,736,469 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $733,290,501 | 12,376,211 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $574,172,038 | 10,099,772 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $780,047,417 | 12,638,487 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $823,014,371 | 17,257,588 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $591,447,812 | 16,956,646 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $467,560,288 | 16,668,816 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $524,892,350 | 20,195,935 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $575,195,826 | 22,080,454 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $438,701,858 | 21,061,059 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $309,619,239 | 21,163,311 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $555,166,651 | 20,699,726 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $631,103,270 | 19,808,640 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $731,210,199 | 19,395,496 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $718,318,948 | 18,794,321 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $498,527,136 | 18,769,847 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $548,976,939 | 17,225,508 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $383,483,194 | 17,289,594 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $365,849,979 | 15,433,452 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $221,506,409 | 14,019,393 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||