GENERATION INVESTMENT MANAGEMENT LLP — 13F Holdings & Portfolio

CIK 1375534 · latest 13F-HR filed 2026-05-14

GENERATION INVESTMENT MANAGEMENT LLP manages $11.16B in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (14.83%), DHR (12.36%), AMZN (10.08%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 6, added to 10, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$11.16B

Long-equity book

Holdings

29

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+2 / −6 / ↑10 / ↓16

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMAZON COM INC$529.5M +88.9%
  • MSCI INC$140.3M +107.6%
  • WEST PHARMACEUTICAL SVSC INC$132.7M +30.9%
  • NUTANIX INC$107.9M +60.9%
  • COOPER COS INC$95.3M +40.8%
Show all 10

Top Trims

  • ACCENTURE PLC IRELAND-$541.6M -84.0%
  • SCHWAB CHARLES CORP-$526.2M -67.1%
  • DANAHER CORP DEL-$358.2M -20.6%
  • MICROSOFT CORP-$342.2M -17.1%
  • WORKDAY INC-$341.2M -38.6%
Show all 16

New Positions

  • INTUIT$356.3M
  • SEA LTD$7.7M
Show all 2

Exited Positions

  • SALESFORCE INC$734.6M
  • AGILENT TECHNOLOGIES INC$568.8M
  • SYNOPSYS INC$234.8M
  • CARLISLE COS INC$109.2M
  • TEXAS INSTRS INC$4.9M
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $1.65B 14.83% 4,469,019 SH
2 DANAHER CORP DEL DHR 235851102 $1.38B 12.36% 7,274,395 SH
3 AMAZON COM INC AMZN 023135106 $1.13B 10.08% 5,401,711 SH
4 MERCADOLIBRE INC MELI 58733R102 $791.2M 7.09% 457,626 SH
5 ALPHABET INC GOOGL 02079K305 $584.7M 5.24% 2,033,464 SH
6 WEST PHARMACEUTICAL SVSC INC WST 955306105 $562.4M 5.04% 2,243,976 SH
7 WORKDAY INC WDAY 98138H101 $543.3M 4.87% 4,181,886 SH
8 STERIS PLC STE G8473T100 $510.5M 4.57% 2,308,459 SH
9 TRIMBLE INC TRMB 896239100 $507.5M 4.55% 7,780,490 SH
10 VISA INC V 92826C839 $457.8M 4.10% 1,514,669 SH
11 THERMO FISHER SCIENTIFIC INC TMO 883556102 $380.2M 3.41% 773,600 SH
12 INTUIT INTU 461202103 $356.3M 3.19% 823,962 SH
13 COOPER COS INC COO 216648501 $328.9M 2.95% 4,599,389 SH
14 EQUIFAX INC EFX 294429105 $319.7M 2.87% 1,775,609 SH
15 NUTANIX INC NTNX 67059N108 $285.2M 2.56% 7,503,821 SH
16 MSCI INC MSCI 55354G100 $270.7M 2.43% 502,166 SH
17 SCHWAB CHARLES CORP SCHW 808513105 $257.9M 2.31% 2,743,703 SH
18 MOODYS CORP MCO 615369105 $159.8M 1.43% 366,361 SH
19 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $159.1M 1.43% 328,010 SH
20 REMITLY GLOBAL INC RELY 75960P104 $120.5M 1.08% 7,692,320 SH
21 SERVICETITAN INC TTAN 81764X103 $111.1M 1.00% 1,751,224 SH
22 ACCENTURE PLC IRELAND ACN G1151C101 $102.8M 0.92% 518,390 SH
23 H WORLD GROUP LTD HTHT 44332N106 $54.0M 0.48% 1,072,779 SH
24 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $47.0M 0.42% 138,944 SH
25 SOPHIA GENETICS SA SOPH H82027105 $33.6M 0.30% 6,789,560 SH
26 COGNIZANT TECHNOLOGY SOLUTIO CTSH 192446102 $26.3M 0.24% 428,010 SH
27 COUPANG INC CPNG 22266T109 $16.2M 0.14% 856,309 SH
28 SEA LTD SE 81141R100 $7.7M 0.07% 93,325 SH
29 FRESHWORKS INC FRSH 358054104 $5.6M 0.05% 703,407 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $11.16B 29 0001752724-26-000018
2025-12-31 2026-02-12 $14.42B 33 0001172661-26-000690
2025-09-30 2025-11-10 $15.10B 33 0001172661-25-004665