Generation Investment Management LLP Top Holdings and 13F Report (2026) About Generation Investment Management LLPInvestment ActivityGeneration Investment Management LLP has $10.29 billion in total holdings as of June 30, 2026.Generation Investment Management LLP owns shares of 28 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.19% of the portfolio was purchased this quarter.About 16.94% of the portfolio was sold this quarter.This quarter, Generation Investment Management LLP has purchased 29 new stocks and bought additional shares in 11 stocks.Generation Investment Management LLP sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Danaher $1,287,948,806Amazon.com $1,237,820,220Microsoft $1,161,417,540MercadoLibre $802,383,411West Pharmaceutical Services $728,167,598 Largest New Holdings this Quarter 863667101 - Stryker $161,307,015 Holding Largest Purchases this Quarter Stryker 512,346 shares (about $161.31M)Moody's 172,155 shares (about $77.97M)Intuit 271,526 shares (about $70.87M)COOPER COS INC 369,284 shares (about $26.48M)MercadoLibre 15,090 shares (about $25.61M) Largest Sales this Quarter Microsoft 1,355,466 shares (about $505.62M)Workday 1,870,802 shares (about $229.02M)Charles Schwab 1,132,148 shares (about $104.46M)Danaher 512,799 shares (about $97.68M)West Pharmaceutical Services 215,654 shares (about $77.42M) 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 PortfolioSectorDHRDanaher$1,287,948,806$97,677,954 â–¼-7.0%6,761,59612.5%HealthcareAMZNAmazon.com$1,237,820,220$49,623,580 â–¼-3.9%5,193,50612.0%Consumer DiscretionaryMSFTMicrosoft$1,161,417,540$505,615,927 â–¼-30.3%3,113,55311.3%TechnologyMELIMercadoLibre$802,383,411$25,613,615 â–²3.3%472,7167.8%Consumer DiscretionaryWSTWest Pharmaceutical Services$728,167,598$77,419,786 â–¼-9.6%2,028,3227.1%HealthcareGOOGLAlphabet$713,805,477$12,893,552 â–¼-1.8%1,997,3856.9%Communication ServicesVVisa$523,895,685$4,227,898 â–²0.8%1,526,9925.1%FinanceSTESTERIS$480,246,578$5,845,634 â–¼-1.2%2,280,6984.7%HealthcareTRMBTrimble$367,994,282$30,211,196 â–¼-7.6%7,190,1973.6%TechnologyCOOPER COS INC$356,303,541$26,481,356 â–²8.0%4,968,6733.5%COMNTNXNutanix$341,898,794$40,495,925 â–¼-10.6%6,709,1603.3%TechnologyMSCIMSCI$301,493,054$20,260,007 â–²7.2%538,3422.9%FinanceEFXEquifax$290,867,574$9,042,913 â–²3.2%1,832,5832.8%IndustrialsINTUIntuit$285,922,368$70,868,286 â–²33.0%1,095,4882.8%TechnologyWDAYWorkday$282,922,903$229,023,581 â–¼-44.7%2,311,0842.7%TechnologyMCOMoody's$243,904,667$77,972,443 â–²47.0%538,5162.4%FinanceSPOTSpotify Technology$173,807,794$23,208,562 â–²15.4%378,5591.7%Communication ServicesSYKStryker$161,307,015$161,307,015 â–²New Holding512,3461.6%HealthcareSCHWCharles Schwab$148,698,180$104,463,296 â–¼-41.3%1,611,5551.4%FinanceREMITLY GLOBAL INC$109,636,891$62,748,000 â–¼-36.4%4,892,3201.1%COMSERVICETITAN INC$83,492,954$40,336,095 â–¼-32.6%1,180,7800.8%SHS CL ATSMTaiwan Semiconductor Manufacturing$67,654,954$1,299,468 â–²2.0%141,6650.7%TechnologyHTHTH World Group$48,024,643$3,268,303 â–²7.3%1,151,1180.5%Consumer DiscretionarySOPHSOPHiA GENETICS$39,175,7610.0%6,789,5600.4%HealthcareSESEA$16,178,979$7,235,644 â–²80.9%168,8300.2%Consumer DiscretionaryCTSHCognizant Technology Solutions$15,358,265$1,218,562 â–¼-7.4%396,5470.1%TechnologyCPNGCoupang$12,941,119$1,932,968 â–¼-13.0%745,0270.1%Consumer DiscretionaryFRSHFreshworks$6,391,772$726,707 â–¼-10.2%631,5980.1%TechnologyTMOThermo Fisher Scientific$0$380,247,608 â–¼-100.0%00.0%HealthcareACNAccenture$0$102,791,553 â–¼-100.0%00.0%TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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