Generation Investment Management LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Generation Investment Management LLP reported 43 stock positions worth $20.8 billion. Its top holding was Microsoft (MSFT) at 11.7% of the portfolio, followed by Amazon.com (AMZN, 11.0%) and Becton Dickinson and (BDX, 6.1%). Compared with Q1 2024, it opened 2 new positions, sold out of 1, added to 15 and reduced 21. The biggest buy was Becton Dickinson and (BDX, shares +69%) and the biggest sale Applied Materials (AMAT, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001375534
- Portfolio Value
- $20.8B (Q2 2024)
- SEC Filing
- 0001172661-24-003310 ↗ filed Aug 13, 2024
Holdings Value
Holdings 43 stocks · $20.8B
| MSFT Microsoft Corp. | 11.70% | 5,436,675 | $2.4B | Add +4.9% |
| AMZN Amazon.com Inc. | 11.00% | 11,827,328 | $2.3B | Reduce -2.9% |
| BDX Becton Dickinson and Co. | 6.08% | 5,407,473 | $1.3B | Add +69.0% |
| TMO Thermo Fisher Scientific Inc. | 4.40% | 1,654,719 | $915.1M | Reduce -0.0% |
| EFX Equifax Inc. | 4.22% | 3,618,509 | $877.3M | Add +9.2% |
| ACN Accenture PLC Class A | 4.00% | 2,740,606 | $831.5M | Add +79.7% |
| MELI MercadoLibre Inc. | 3.96% | 500,006 | $821.7M | Add +25.4% |
| CBRE CBRE Group Inc. Class A | 3.83% | 8,940,818 | $796.7M | Add +13.1% |
| TXN Texas Instruments Inc. | 3.62% | 3,865,964 | $752.0M | Reduce -1.0% |
| STE Steris PLC | 3.11% | 2,940,108 | $645.5M | Add +37.3% |
| JLL Jones Lang Lasalle Inc. | 3.05% | 3,086,991 | $633.7M | Reduce -12.8% |
| SCHW Schwab (charles) Corp. | 3.04% | 8,573,998 | $631.8M | Add +1.0% |
| ADI Analog Devices Inc. | 3.02% | 2,749,057 | $627.5M | Reduce -32.1% |
| TRMB Trimble Inc. | 2.98% | 11,086,811 | $620.0M | Reduce -3.0% |
| HSIC Henry Schein Inc. | 2.85% | 9,249,503 | $592.9M | Reduce -8.7% |
| DHR Danaher Corp. | 2.78% | 2,314,157 | $578.2M | Reduce -17.8% |
| NTNX Nutanix Inc. Class A | 2.76% | 10,099,772 | $574.2M | Reduce -20.1% |
| IT Gartner Inc. | 2.74% | 1,269,128 | $569.9M | Reduce -12.6% |
| MA Mastercard Inc. Class A | 2.53% | 1,192,836 | $526.2M | Reduce -2.8% |
| WAT Waters Corp. | 2.53% | 1,811,490 | $525.5M | Add +18.6% |
| AMAT Applied Materials Inc. | 2.35% | 2,065,565 | $487.5M | Reduce -59.6% |
| CRM Salesforce Inc. | 2.18% | 1,758,810 | $452.2M | Add +25.3% |
| COO The Cooper Cos Inc. | 1.82% | 4,329,853 | $378.0M | Add +4.4% |
| TT Trane Technologies PLC | 1.67% | 1,055,412 | $347.2M | Reduce -53.9% |
| TWLO Twilio Inc. Class A | 1.63% | 5,959,378 | $338.6M | Reduce -24.6% |
| CSL Carlisle Cos Inc. | 1.40% | 718,923 | $291.3M | Reduce -14.9% |
| VEEV Veeva Systems Inc. Class A | 0.85% | 964,078 | $176.4M | Add +109.7% |
| CLVT Clarivate PLC | 0.66% | 24,277,327 | $138.1M | Reduce -10.2% |
| TOST Toast Inc. Class A | 0.57% | 4,576,884 | $117.9M | Reduce -20.5% |
| RELY Remitly Global Inc. | 0.45% | 7,692,320 | $93.2M | No change |
| WDAY Workday Inc. Class A | 0.38% | 357,627 | $80.0M | New |
| MCHP Microchip Technology Inc. | 0.28% | 633,076 | $57.9M | Reduce -26.8% |
| TXG 10X Genomics Inc. Class A | 0.27% | 2,884,661 | $56.1M | Add +104.0% |
| BAX Baxter International Inc. | 0.25% | 1,549,614 | $51.8M | Reduce -82.8% |
| HTHT H World Group Ltd.-ADR | 0.24% | 1,501,640 | $50.0M | Add +7.8% |
| CTSH Cognizant Tech Solutions-A | 0.22% | 682,529 | $46.4M | Reduce -8.6% |
| SOPH Sophia Genetics SA | 0.15% | 6,789,560 | $31.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 147,503 | $25.6M | New |
| ASAN Asana Inc. Class A | 0.07% | 1,000,000 | $14.0M | No change |
| GGR Gogoro Inc. | 0.06% | 8,502,476 | $13.1M | No change |
| TYGO Tigo Energy Inc. | 0.06% | 7,691,221 | $11.8M | No change |
| FRSH Freshworks Inc. Class A | 0.04% | 729,951 | $9.3M | Add +18.1% |
| CPNG Coupang Inc. | 0.04% | 421,218 | $8.8M | Reduce -8.5% |
Portfolio Sells Q1 2024 → Q2 2024
| AMAT Applied Materials Inc. | Reduce -59.6% | 2.35% | −2.47 |
| BAX Baxter International Inc. | Reduce -82.8% | 0.25% | −1.50 |
| TT Trane Technologies PLC | Reduce -53.9% | 1.67% | −1.47 |
| XRAY Dentsply Sirona Inc. | Sold out | 0.00% | −0.93 |
| NTNX Nutanix Inc. Class A | Reduce -20.1% | 2.76% | −0.80 |
| HSIC Henry Schein Inc. | Reduce -8.7% | 2.85% | −0.64 |
| ADI Analog Devices Inc. | Reduce -32.1% | 3.02% | −0.63 |
| TWLO Twilio Inc. Class A | Reduce -24.6% | 1.63% | −0.58 |
| DHR Danaher Corp. | Reduce -17.8% | 2.78% | −0.43 |
| IT Gartner Inc. | Reduce -12.6% | 2.74% | −0.42 |
| TRMB Trimble Inc. | Reduce -3.0% | 2.98% | −0.37 |
| CLVT Clarivate PLC | Reduce -10.2% | 0.66% | −0.25 |
| MA Mastercard Inc. Class A | Reduce -2.8% | 2.53% | −0.17 |
| CSL Carlisle Cos Inc. | Reduce -14.9% | 1.40% | −0.11 |
| JLL Jones Lang Lasalle Inc. | Reduce -12.8% | 3.05% | −0.10 |
| TOST Toast Inc. Class A | Reduce -20.5% | 0.57% | −0.09 |
| MCHP Microchip Technology Inc. | Reduce -26.8% | 0.28% | −0.08 |
| CTSH Cognizant Tech Solutions-A | Reduce -8.6% | 0.22% | −0.03 |
| CPNG Coupang Inc. | Reduce -8.5% | 0.04% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.0% | 4.40% | +0.01 |
| TXN Texas Instruments Inc. | Reduce -1.0% | 3.62% | +0.52 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 11.00% | +0.97 |
Portfolio Buys Q1 2024 → Q2 2024
| BDX Becton Dickinson and Co. | Add +69.0% | 6.08% | +2.47 |
| MSFT Microsoft Corp. | Add +4.9% | 11.70% | +1.74 |
| ACN Accenture PLC Class A | Add +79.7% | 4.00% | +1.59 |
| MELI MercadoLibre Inc. | Add +25.4% | 3.96% | +1.20 |
| STE Steris PLC | Add +37.3% | 3.11% | +0.91 |
| WDAY Workday Inc. Class A | New | 0.38% | +0.38 |
| VEEV Veeva Systems Inc. Class A | Add +109.7% | 0.85% | +0.36 |
| CBRE CBRE Group Inc. Class A | Add +13.1% | 3.83% | +0.32 |
| CRM Salesforce Inc. | Add +25.3% | 2.18% | +0.25 |
| SCHW Schwab (charles) Corp. | Add +1.0% | 3.04% | +0.24 |
| EFX Equifax Inc. | Add +9.2% | 4.22% | +0.18 |
| WAT Waters Corp. | Add +18.6% | 2.53% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.12% | +0.12 |
| TXG 10X Genomics Inc. Class A | Add +104.0% | 0.27% | +0.03 |
| HTHT H World Group Ltd.-ADR | Add +7.8% | 0.24% | −0.01 |
| FRSH Freshworks Inc. Class A | Add +18.1% | 0.04% | −0.01 |
| COO The Cooper Cos Inc. | Add +4.4% | 1.82% | −0.10 |
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 |