GENERATION INVESTMENT MANAGEMENT LLP

CIK
1375534
City
London
State / Country
X0

Top Portfolio Positions

29 positions · $11,158,557,333 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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 TMO

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $380,247,608 773,600
2025-12-31 $643,958,430 1,111,327
2025-09-30 $623,213,838 1,284,924
2025-06-30 $400,975,612 988,940
2025-03-31 $592,423,153 1,190,561
2024-12-31 $817,663,178 1,571,734
2024-09-30 $981,778,221 1,587,174
2024-06-30 $915,059,607 1,654,719
2024-03-31 $962,156,538 1,655,437
2023-12-31 $945,461,725 1,781,235
2023-09-30 $842,273,460 1,664,013
2023-06-30 $838,342,160 1,606,789
2023-03-31 $854,820,687 1,483,111
2022-12-31 $487,833,142 885,858
2022-09-30 $452,190,823 891,561
2022-06-30 $486,718,032 895,888
2022-03-31 $519,493,803 879,529
2021-12-31 $803,120,089 1,203,645
2021-09-30 $962,403,099 1,684,496
2021-06-30 $860,891,675 1,706,527
2021-03-31 $464,826,681 1,018,508
2020-12-31 $475,722,539 1,021,346
2020-09-30 $522,651,507 1,183,755
2020-06-30 $595,859,796 1,644,477
2020-03-31 $542,252,842 1,912,034