Generation Investment Management LLP Top Holdings and 13F Report (2025) About Generation Investment Management LLPInvestment ActivityGeneration Investment Management LLP has $15.73 billion in total holdings as of June 30, 2025.Generation Investment Management LLP owns shares of 37 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 10.20% of the portfolio was purchased this quarter.About 24.66% of the portfolio was sold this quarter.This quarter, Generation Investment Management LLP has purchased 38 new stocks and bought additional shares in 7 stocks.Generation Investment Management LLP sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $2,506,234,615Charles Schwab $1,266,909,010MercadoLibre $1,202,719,349Danaher $980,913,714STERIS $761,669,640 Largest New Holdings this Quarter 45168D104 - IDEXX Laboratories $304,277,483 Holding955306105 - West Pharmaceutical Services $255,072,008 Holding615369105 - Moody's $135,968,008 Holding Largest Purchases this Quarter Danaher 1,787,522 shares (about $353.11M)IDEXX Laboratories 567,322 shares (about $304.28M)West Pharmaceutical Services 1,165,777 shares (about $255.07M)Visa 660,362 shares (about $234.46M)Moody's 271,074 shares (about $135.97M) Largest Sales this Quarter Amazon.com 3,309,515 shares (about $726.07M)Becton, Dickinson and Company 2,537,140 shares (about $437.02M)Gartner 1,021,501 shares (about $412.91M)Nutanix 3,990,699 shares (about $305.05M)Workday 850,961 shares (about $204.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGeneration Investment Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,506,234,615$78,654,946 ▼-3.0%5,038,56915.9%Computer and TechnologySCHWCharles Schwab$1,266,909,010$40,337,478 ▼-3.1%13,885,4568.1%FinanceMELIMercadoLibre$1,202,719,349$183,978,644 ▼-13.3%460,1727.6%Retail/WholesaleDHRDanaher$980,913,714$353,107,097 ▲56.2%4,965,6466.2%MedicalSTESTERIS$761,669,640$44,159,162 ▼-5.5%3,170,7174.8%MedicalTRMBTrimble$685,313,997$110,118,954 ▲19.1%9,019,6634.4%IndustrialsAAgilent Technologies$681,609,241$93,499,795 ▲15.9%5,775,8604.3%MedicalEFXEquifax$667,382,874$59,196,793 ▼-8.1%2,573,0924.2%Business ServicesGOOGLAlphabet$649,759,131$34,325,903 ▼-5.0%3,686,9954.1%Computer and TechnologyADIAnalog Devices$515,740,786$24,530,579 ▼-4.5%2,166,7963.3%Computer and TechnologyNTNXNutanix$508,779,367$305,049,032 ▼-37.5%6,655,9313.2%Computer and TechnologyWDAYWorkday$492,673,442$204,230,641 ▼-29.3%2,052,8063.1%Computer and TechnologyACNAccenture$490,098,901$97,075,886 ▲24.7%1,639,7303.1%Computer and TechnologyVVisa$487,655,851$234,461,529 ▲92.6%1,373,4853.1%Business ServicesBDXBecton, Dickinson and Company$475,290,632$437,022,366 ▼-47.9%2,759,3073.0%MedicalJLLJones Lang LaSalle$447,552,847$20,727,900 ▼-4.4%1,749,7572.8%FinanceTMOThermo Fisher Scientific$400,975,614$81,749,251 ▼-16.9%988,9402.5%MedicalAMZNAmazon.com$377,804,280$726,074,498 ▼-65.8%1,722,0672.4%Retail/WholesaleIDXXIDEXX Laboratories$304,277,483$304,277,483 ▲New Holding567,3221.9%MedicalSNPSSynopsys$277,011,771$10,489,946 ▼-3.6%540,3211.8%Computer and TechnologyNKENIKE$258,280,839$16,816,518 ▲7.0%3,635,7101.6%Consumer DiscretionaryWSTWest Pharmaceutical Services$255,072,008$255,072,008 ▲New Holding1,165,7771.6%MedicalSERVICETITAN INC$194,206,409$22,672,536 ▼-10.5%1,811,9651.2%SHS CL AVEEVVeeva Systems$166,308,451$65,518,618 ▼-28.3%577,5001.1%MedicalREMITLY GLOBAL INC$144,384,8460.0%7,692,3200.9%COMMCOMoody's$135,968,008$135,968,008 ▲New Holding271,0740.9%FinanceITGartner$129,286,129$412,911,134 ▼-76.2%319,8410.8%Business ServicesTSMTaiwan Semiconductor Manufacturing$67,287,461$3,667,553 ▲5.8%297,0880.4%Computer and TechnologyHTHTH World Group$50,466,617$126,388,023 ▼-71.5%1,487,8130.3%Consumer DiscretionaryTOSTToast$40,428,7090.0%912,8180.3%Computer and TechnologyCTSHCognizant Technology Solutions$33,224,706$2,360,095 ▼-6.6%425,7940.2%Computer and TechnologySOPHSOPHiA GENETICS$21,047,6360.0%6,789,5600.1%MedicalTXNTexas Instruments$13,896,214$18,155,538 ▼-56.6%66,9310.1%Computer and TechnologyMCHPMicrochip Technology$13,818,909$12,369,568 ▼-47.2%196,3750.1%Computer and TechnologyCPNGCoupang$10,118,151$45,539 ▼-0.4%337,7220.1%Retail/WholesaleTYGOTigo Energy$9,806,3070.0%7,691,2210.1%EnergyFRSHFreshworks$6,984,992$806,840 ▼-10.4%468,4770.0%Computer and TechnologyMAMastercard$0$348,603,772 ▼-100.0%00.0%Business ServicesWATWaters$0$278,390,136 ▼-100.0%00.0%MedicalCOOPER COS INC$0$242,369,266 ▼-100.0%00.0%COMFBINFortune Brands Innovations$0$98,156,885 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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