Generation Investment Management LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Generation Investment Management LLP reported 42 stock positions worth $21.9 billion. Its top holding was Amazon.com (AMZN) at 10.0% of the portfolio, followed by Microsoft (MSFT, 10.0%) and Applied Materials (AMAT, 4.8%). Compared with Q4 2023, it sold out of 2, added to 7 and reduced 30. The biggest buy was Becton Dickinson and (BDX, shares +72%) and the biggest sale Gartner (IT, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001375534
- Portfolio Value
- $21.9B (Q1 2024)
- SEC Filing
- 0001172661-24-002253 ↗ filed May 14, 2024
Holdings Value
Holdings 42 stocks · $21.9B
| AMZN Amazon.com Inc. | 10.03% | 12,179,878 | $2.2B | Reduce -7.1% |
| MSFT Microsoft Corp. | 9.96% | 5,184,563 | $2.2B | Reduce -0.4% |
| AMAT Applied Materials Inc. | 4.82% | 5,116,000 | $1.1B | Reduce -30.5% |
| TMO Thermo Fisher Scientific Inc. | 4.39% | 1,655,437 | $962.2M | Reduce -7.1% |
| EFX Equifax Inc. | 4.05% | 3,313,221 | $886.4M | Reduce -14.1% |
| ADI Analog Devices Inc. | 3.65% | 4,046,383 | $800.3M | Reduce -7.0% |
| BDX Becton Dickinson and Co. | 3.61% | 3,200,346 | $791.9M | Add +71.9% |
| NTNX Nutanix Inc. Class A | 3.56% | 12,638,487 | $780.0M | Reduce -26.8% |
| CBRE CBRE Group Inc. Class A | 3.51% | 7,908,280 | $769.0M | Add +2.7% |
| HSIC Henry Schein Inc. | 3.49% | 10,134,037 | $765.3M | Reduce -15.3% |
| TRMB Trimble Inc. | 3.36% | 11,432,791 | $735.8M | Reduce -6.8% |
| DHR Danaher Corp. | 3.21% | 2,815,282 | $703.0M | Reduce -7.0% |
| IT Gartner Inc. | 3.16% | 1,451,841 | $692.0M | Reduce -29.0% |
| JLL Jones Lang Lasalle Inc. | 3.15% | 3,538,326 | $690.3M | Reduce -15.8% |
| TT Trane Technologies PLC | 3.14% | 2,289,472 | $687.3M | Reduce -24.4% |
| TXN Texas Instruments Inc. | 3.10% | 3,903,852 | $680.1M | Reduce -7.3% |
| SCHW Schwab (charles) Corp. | 2.80% | 8,486,899 | $613.9M | Add +6.4% |
| MELI MercadoLibre Inc. | 2.75% | 398,809 | $603.0M | Reduce -6.9% |
| MA Mastercard Inc. Class A | 2.70% | 1,227,414 | $591.1M | Reduce -7.0% |
| ACN Accenture PLC Class A | 2.41% | 1,524,991 | $528.6M | Add +87.0% |
| WAT Waters Corp. | 2.40% | 1,527,595 | $525.8M | Reduce -7.3% |
| TWLO Twilio Inc. Class A | 2.21% | 7,904,174 | $483.3M | Reduce -7.0% |
| STE Steris PLC | 2.20% | 2,140,760 | $481.3M | Add +88.5% |
| CRM Salesforce Inc. | 1.93% | 1,403,318 | $422.7M | Reduce -30.6% |
| COO The Cooper Cos Inc. | 1.92% | 4,146,418 | $420.7M | Reduce -7.3% |
| BAX Baxter International Inc. | 1.75% | 8,980,736 | $383.8M | Add +7.9% |
| CSL Carlisle Cos Inc. | 1.51% | 844,888 | $331.1M | Reduce -37.4% |
| XRAY Dentsply Sirona Inc. | 0.93% | 6,141,252 | $203.8M | Reduce -6.9% |
| CLVT Clarivate PLC | 0.92% | 27,040,123 | $200.9M | Reduce -7.9% |
| RELY Remitly Global Inc. | 0.73% | 7,692,320 | $159.5M | No change |
| TOST Toast Inc. Class A | 0.65% | 5,755,568 | $143.4M | Reduce -36.4% |
| VEEV Veeva Systems Inc. Class A | 0.49% | 459,731 | $106.5M | Reduce -8.0% |
| MCHP Microchip Technology Inc. | 0.35% | 864,336 | $77.5M | Reduce -21.5% |
| CTSH Cognizant Tech Solutions-A | 0.25% | 746,963 | $54.7M | Reduce -3.1% |
| HTHT H World Group Ltd.-ADR | 0.25% | 1,392,438 | $53.9M | Add +13.9% |
| TXG 10X Genomics Inc. Class A | 0.24% | 1,414,124 | $53.1M | Reduce -7.7% |
| SOPH Sophia Genetics SA | 0.15% | 6,789,560 | $33.5M | No change |
| GGR Gogoro Inc. | 0.07% | 8,502,476 | $15.6M | No change |
| ASAN Asana Inc. Class A | 0.07% | 1,000,000 | $15.5M | No change |
| FRSH Freshworks Inc. Class A | 0.05% | 618,171 | $11.3M | Reduce -3.2% |
| TYGO Tigo Energy Inc. | 0.04% | 7,691,221 | $8.2M | No change |
| CPNG Coupang Inc. | 0.04% | 460,507 | $8.2M | Reduce -3.1% |
Portfolio Sells Q4 2023 → Q1 2024
| IT Gartner Inc. | Reduce -29.0% | 3.16% | −1.02 |
| TWLO Twilio Inc. Class A | Reduce -7.0% | 2.21% | −0.72 |
| HSIC Henry Schein Inc. | Reduce -15.3% | 3.49% | −0.61 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.60 |
| AMAT Applied Materials Inc. | Reduce -30.5% | 4.82% | −0.59 |
| CRM Salesforce Inc. | Reduce -30.6% | 1.93% | −0.48 |
| JLL Jones Lang Lasalle Inc. | Reduce -15.8% | 3.15% | −0.45 |
| CSL Carlisle Cos Inc. | Reduce -37.4% | 1.51% | −0.40 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.34 |
| CLVT Clarivate PLC | Reduce -7.9% | 0.92% | −0.32 |
| MELI MercadoLibre Inc. | Reduce -6.9% | 2.75% | −0.30 |
| EFX Equifax Inc. | Reduce -14.1% | 4.05% | −0.28 |
| ADI Analog Devices Inc. | Reduce -7.0% | 3.65% | −0.26 |
| TT Trane Technologies PLC | Reduce -24.4% | 3.14% | −0.21 |
| NTNX Nutanix Inc. Class A | Reduce -26.8% | 3.56% | −0.17 |
| TXN Texas Instruments Inc. | Reduce -7.3% | 3.10% | −0.15 |
| TXG 10X Genomics Inc. Class A | Reduce -7.7% | 0.24% | −0.15 |
| XRAY Dentsply Sirona Inc. | Reduce -6.9% | 0.93% | −0.13 |
| MCHP Microchip Technology Inc. | Reduce -21.5% | 0.35% | −0.10 |
| TOST Toast Inc. Class A | Reduce -36.4% | 0.65% | −0.09 |
| WAT Waters Corp. | Reduce -7.3% | 2.40% | −0.06 |
| FRSH Freshworks Inc. Class A | Reduce -3.2% | 0.05% | −0.02 |
| CTSH Cognizant Tech Solutions-A | Reduce -3.1% | 0.25% | −0.01 |
| COO The Cooper Cos Inc. | Reduce -7.3% | 1.92% | +0.00 |
| CPNG Coupang Inc. | Reduce -3.1% | 0.04% | +0.00 |
| DHR Danaher Corp. | Reduce -7.0% | 3.21% | +0.04 |
| VEEV Veeva Systems Inc. Class A | Reduce -8.0% | 0.49% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.1% | 4.39% | +0.11 |
| MA Mastercard Inc. Class A | Reduce -7.0% | 2.70% | +0.14 |
| TRMB Trimble Inc. | Reduce -6.8% | 3.36% | +0.40 |
| AMZN Amazon.com Inc. | Reduce -7.1% | 10.03% | +1.00 |
| MSFT Microsoft Corp. | Reduce -0.4% | 9.96% | +1.08 |
Portfolio Buys Q4 2023 → Q1 2024
| BDX Becton Dickinson and Co. | Add +71.9% | 3.61% | +1.56 |
| ACN Accenture PLC Class A | Add +87.0% | 2.41% | +1.12 |
| STE Steris PLC | Add +88.5% | 2.20% | +1.07 |
| SCHW Schwab (charles) Corp. | Add +6.4% | 2.80% | +0.31 |
| BAX Baxter International Inc. | Add +7.9% | 1.75% | +0.29 |
| CBRE CBRE Group Inc. Class A | Add +2.7% | 3.51% | +0.26 |
| HTHT H World Group Ltd.-ADR | Add +13.9% | 0.25% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $10.3B | DHR, AMZN, MSFT, MELI, WST |
| Q1 2026 | 29 | $11.2B | MSFT, DHR, AMZN, MELI, GOOGL |
| Q4 2025 | 33 | $14.4B | MSFT, DHR, MELI, GOOGL, WDAY |
| Q3 2025 | 33 | $15.1B | MSFT, DHR, MELI, SCHW, A |
| Q2 2025 | 37 | $15.7B | MSFT, SCHW, MELI, DHR, STE |
| Q1 2025 | 38 | $16.6B | MSFT, BDX, SCHW, MELI, AMZN |
| Q4 2024 | 38 | $19.2B | MSFT, AMZN, BDX, SCHW, ACN |
| Q3 2024 | 42 | $21.4B | MSFT, AMZN, BDX, MELI, TMO |
| Q2 2024 | 43 | $20.8B | MSFT, AMZN, BDX, TMO, EFX |
| Q1 2024 | 42 | $21.9B | AMZN, MSFT, AMAT, TMO, EFX |