Generation Investment Management LLP Top Holdings and 13F Report (2025) About Generation Investment Management LLPInvestment ActivityGeneration Investment Management LLP has $16.56 billion in total holdings as of March 31, 2025.Generation Investment Management LLP owns shares of 38 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 10.05% of the portfolio was purchased this quarter.About 21.26% of the portfolio was sold this quarter.This quarter, Generation Investment Management LLP has purchased 38 new stocks and bought additional shares in 11 stocks.Generation Investment Management LLP sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $1,950,788,465Becton, Dickinson and Company $1,213,204,152Charles Schwab $1,121,561,320MercadoLibre $1,035,061,392Amazon.com $957,308,793 Largest New Holdings this Quarter 871607107 - Synopsys $240,491,361 Holding654106103 - NIKE $215,767,949 Holding34964C106 - Fortune Brands Innovations $98,156,885 Holding Largest Purchases this Quarter Equifax 1,087,446 shares (about $264.86M)Synopsys 560,782 shares (about $240.49M)NIKE 3,398,991 shares (about $215.77M)Workday 778,301 shares (about $181.76M)Danaher 791,662 shares (about $162.29M) Largest Sales this Quarter Amazon.com 4,421,680 shares (about $841.27M)Accenture 1,175,159 shares (about $366.70M)Texas Instruments 1,612,716 shares (about $289.81M)Waters 774,794 shares (about $285.57M)Thermo Fisher Scientific 381,173 shares (about $189.67M) 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$1,950,788,465$59,747,823 ▲3.2%5,196,69811.8%Computer and TechnologyBDXBecton, Dickinson and Company$1,213,204,152$118,866,793 ▼-8.9%5,296,4477.3%MedicalSCHWCharles Schwab$1,121,561,320$65,254,365 ▲6.2%14,327,5596.8%FinanceMELIMercadoLibre$1,035,061,392$32,926,784 ▲3.3%530,5646.3%Retail/WholesaleAMZNAmazon.com$957,308,793$841,268,838 ▼-46.8%5,031,5825.8%Retail/WholesaleSTESTERIS$760,307,625$38,619,347 ▲5.4%3,354,5454.6%MedicalNTNXNutanix$743,241,242$76,081,661 ▼-9.3%10,646,6304.5%Computer and TechnologyEFXEquifax$682,290,718$264,858,348 ▲63.4%2,801,3254.1%Business ServicesWDAYWorkday$678,116,709$181,756,633 ▲36.6%2,903,7674.1%Computer and TechnologyDHRDanaher$651,515,421$162,290,710 ▲33.2%3,178,1243.9%MedicalGOOGLAlphabet$600,277,532$113,294,058 ▲23.3%3,881,7743.6%Computer and TechnologyTMOThermo Fisher Scientific$592,423,155$189,671,685 ▼-24.3%1,190,5613.6%MedicalAAgilent Technologies$582,976,382$96,419,946 ▲19.8%4,983,5563.5%MedicalITGartner$563,014,892$79,546,606 ▲16.5%1,341,3423.4%Business ServicesTRMBTrimble$496,993,347$118,052,552 ▼-19.2%7,570,3483.0%IndustrialsADIAnalog Devices$457,762,062$46,244,343 ▼-9.2%2,269,8572.8%Computer and TechnologyJLLJones Lang LaSalle$453,872,389$45,409,179 ▼-9.1%1,830,7952.7%FinanceACNAccenture$410,314,502$366,696,615 ▼-47.2%1,314,9422.5%Computer and TechnologyMAMastercard$348,603,772$172,126,672 ▼-33.1%635,9992.1%Business ServicesWATWaters$278,390,136$285,565,825 ▼-50.6%755,3251.7%MedicalVVisa$249,921,087$25,491,409 ▼-9.3%713,1231.5%Business ServicesCOOPER COS INC$242,369,266$89,411,169 ▼-26.9%2,873,3761.5%COMSNPSSynopsys$240,491,361$240,491,361 ▲New Holding560,7821.5%Computer and TechnologyNKENIKE$215,767,949$215,767,949 ▲New Holding3,398,9911.3%Consumer DiscretionaryHTHTH World Group$192,965,514$14,620,504 ▲8.2%5,213,8751.2%Consumer DiscretionarySERVICETITAN INC$192,455,275$1,280,466 ▼-0.7%2,023,5021.2%SHS CL AVEEVVeeva Systems$186,464,698$18,634,634 ▼-9.1%805,0111.1%MedicalREMITLY GLOBAL INC$160,000,2560.0%7,692,3201.0%COMFBINFortune Brands Innovations$98,156,885$98,156,885 ▲New Holding1,612,3010.6%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$46,628,570$11,431,590 ▼-19.7%280,8950.3%Computer and TechnologyCTSHCognizant Technology Solutions$34,887,060$8,055,680 ▼-18.8%456,0400.2%Computer and TechnologyTOSTToast$30,278,1730.0%912,8180.2%Computer and TechnologyTXNTexas Instruments$27,741,547$289,805,066 ▼-91.3%154,3770.2%Computer and TechnologySOPHSOPHiA GENETICS$22,541,3390.0%6,789,5600.1%MedicalMCHPMicrochip Technology$18,015,975$9,048,846 ▼-33.4%372,1540.1%Computer and TechnologyCPNGCoupang$7,439,577$207,458 ▼-2.7%339,2420.0%Retail/WholesaleFRSHFreshworks$7,373,759$991,891 ▼-11.9%522,5910.0%Computer and TechnologyTYGOTigo Energy$6,460,6260.0%7,691,2210.0%EnergyCBRECBRE Group$0$419,189,146 ▼-100.0%00.0%FinanceTWLOTwilio$0$196,002,972 ▼-100.0%00.0%Computer and TechnologyHSICHenry Schein$0$189,878,503 ▼-100.0%00.0%MedicalShowing 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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