Holdings of GENERATION INVESTMENT MANAGEMENT LLP
25 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 77.1 % of the equity sleeve
Sector breakdown
- Technology 25.4 %
- Consumer discretionary 23.9 %
- Health care 17.0 %
- Financials 11.1 %
- Communication 5.6 %
- Industrials 3.1 %
- Consumer staples 0.1 %
- Unattributed 13.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.0 %
- CN 0.5 %
- TW 0.5 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 23 | 10.3B $ | 99.03 % |
| 2 | CN | 1 | 54M $ | 0.52 % |
| 3 | TW | 1 | 47M $ | 0.45 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Microsoft Corp | 4,469,019 | 1.7B $ | |
| 2 | Danaher Corp | 7,274,395 | 1.4B $ | |
| 3 | Amazon.com Inc | 5,401,711 | 1.1B $ | |
| 4 | MercadoLibre Inc | 457,626 | 791.2M $ | |
| 5 | Alphabet Inc | 2,033,464 | 584.7M $ | |
| 6 | West Pharmaceutical Services Inc | 2,243,976 | 562.4M $ | |
| 7 | Workday Inc | 4,181,886 | 543.3M $ | |
| 8 | Trimble Inc | 7,780,490 | 507.5M $ | |
| 9 | Visa Inc | 1,514,669 | 457.8M $ | |
| 10 | Thermo Fisher Scientific Inc | 773,600 | 380.2M $ | |
| 11 | Intuit Inc | 823,962 | 356.3M $ | |
| 12 | Cooper Cos Inc/The | 4,599,389 | 328.9M $ | |
| 13 | Equifax Inc | 1,775,609 | 319.7M $ | |
| 14 | Nutanix Inc | 7,503,821 | 285.2M $ | |
| 15 | MSCI Inc | 502,166 | 270.7M $ | |
| 16 | Charles Schwab Corp/The | 2,743,703 | 257.9M $ | |
| 17 | Moody's Corp | 366,361 | 159.8M $ | |
| 18 | Remitly Global Inc | 7,692,320 | 120.5M $ | |
| 19 | ServiceTitan Inc | 1,751,224 | 111.1M $ | |
| 20 | H World Group Ltd | 1,072,779 | 54M $ | |
| 21 | Taiwan Semiconductor Manufacturing Co Ltd | 138,944 | 47M $ | |
| 22 | Cognizant Technology Solutions Corp. | 428,010 | 26.3M $ | |
| 23 | Coupang Inc | 856,309 | 16.2M $ | |
| 24 | Sea Ltd | 93,325 | 7.7M $ | |
| 25 | Freshworks Inc | 703,407 | 5.6M $ |