Generation Investment Management LLP Top Holdings and 13F Report (2026) About Generation Investment Management LLPInvestment ActivityGeneration Investment Management LLP has $11.16 billion in total holdings as of March 31, 2026.Generation Investment Management LLP owns shares of 29 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 17.45% of the portfolio was purchased this quarter.About 26.87% of the portfolio was sold this quarter.This quarter, Generation Investment Management LLP has purchased 33 new stocks and bought additional shares in 14 stocks.Generation Investment Management LLP sold shares of 10 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $1,654,296,763Danaher $1,379,225,292Amazon.com $1,125,014,350MercadoLibre $791,244,507Alphabet $584,742,908 Largest New Holdings this Quarter 461202103 - Intuit $356,264,690 Holding81141R100 - SEA $7,728,243 Holding Largest Purchases this Quarter Amazon.com 2,821,825 shares (about $587.70M)Intuit 823,962 shares (about $356.26M)West Pharmaceutical Services 682,107 shares (about $170.96M)Nutanix 4,073,899 shares (about $154.85M)MSCI 274,917 shares (about $148.18M) Largest Sales this Quarter Charles Schwab 5,104,014 shares (about $479.68M)Accenture 1,883,301 shares (about $373.44M)Alphabet 793,979 shares (about $228.32M)Thermo Fisher Scientific 337,727 shares (about $166.00M)Danaher 315,266 shares (about $59.77M) 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$1,654,296,763$126,123,952 â–²8.3%4,469,01914.8%Computer and TechnologyDHRDanaher$1,379,225,292$59,774,434 â–¼-4.2%7,274,39512.4%MedicalAMZNAmazon.com$1,125,014,350$587,701,493 â–²109.4%5,401,71110.1%Retail/WholesaleMELIMercadoLibre$791,244,507$1,945,148 â–¼-0.2%457,6267.1%Retail/WholesaleGOOGLAlphabet$584,742,908$228,316,601 â–¼-28.1%2,033,4645.2%Computer and TechnologyWSTWest Pharmaceutical Services$562,430,145$170,963,299 â–²43.7%2,243,9765.0%MedicalWDAYWorkday$543,310,629$8,298,640 â–²1.6%4,181,8864.9%Computer and TechnologySTESTERIS$510,469,539$48,643,293 â–²10.5%2,308,4594.6%MedicalTRMBTrimble$507,521,363$12,165,982 â–²2.5%7,780,4904.5%IndustrialsVVisa$457,793,559$91,343,880 â–²24.9%1,514,6694.1%Business ServicesTMOThermo Fisher Scientific$380,247,608$166,002,952 â–¼-30.4%773,6003.4%MedicalINTUIntuit$356,264,690$356,264,690 â–²New Holding823,9623.2%Computer and TechnologyCOOPER COS INC$328,856,314$125,122,212 â–²61.4%4,599,3892.9%COMEFXEquifax$319,733,913$36,722,575 â–²13.0%1,775,6092.9%Business ServicesNTNXNutanix$285,220,236$154,848,901 â–²118.8%7,503,8212.6%Computer and TechnologyMSCIMSCI$270,672,496$148,183,012 â–²121.0%502,1662.4%FinanceSCHWCharles Schwab$257,853,208$479,675,236 â–¼-65.0%2,743,7032.3%FinanceMCOMoody's$159,824,986$61,272,185 â–²62.2%366,3611.4%FinanceSPOTSpotify Technology$159,055,329$2,387,212 â–¼-1.5%328,0101.4%Computer and TechnologyREMITLY GLOBAL INC$120,538,6540.0%7,692,3201.1%COMSERVICETITAN INC$111,132,6750.0%1,751,2241.0%SHS CL AACNAccenture$102,791,553$373,439,755 â–¼-78.4%518,3900.9%Computer and TechnologyHTHTH World Group$53,950,056$14,214,569 â–¼-20.9%1,072,7790.5%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$46,956,125$17,995,162 â–¼-27.7%138,9440.4%Computer and TechnologySOPHSOPHiA GENETICS$33,608,3220.0%6,789,5600.3%MedicalCTSHCognizant Technology Solutions$26,258,414$937,489 â–²3.7%428,0100.2%Computer and TechnologyCPNGCoupang$16,167,114$10,409,828 â–²180.8%856,3090.1%Retail/WholesaleSESEA$7,728,243$7,728,243 â–²New Holding93,3250.1%Computer and TechnologyFRSHFreshworks$5,648,358$143,874 â–¼-2.5%703,4070.1%Computer and TechnologyCRMSalesforce$0$734,562,315 â–¼-100.0%00.0%Computer and TechnologyAAgilent Technologies$0$568,808,794 â–¼-100.0%00.0%MedicalSNPSSynopsys$0$234,827,589 â–¼-100.0%00.0%Computer and TechnologyCSLCarlisle Companies$0$109,216,837 â–¼-100.0%00.0%Multi-Sector ConglomeratesTXNTexas Instruments$0$4,876,630 â–¼-100.0%00.0%Computer and TechnologyTYGOTigo Energy$0$2,289,223 â–¼-100.0%00.0%EnergyShowing 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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