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 WDAY
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,310,629 | 4,181,886 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $884,466,402 | 4,118,011 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $743,228,598 | 3,087,395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $492,673,440 | 2,052,806 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $678,116,707 | 2,903,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $548,433,991 | 2,125,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $359,690,131 | 1,471,667 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $79,951,092 | 357,627 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $119,330,572 | 498,020 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $107,541,981 | 499,893 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $215,118,320 | 1,148,155 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $147,718,963 | 1,134,380 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||