Generation Investment Management LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Generation Investment Management LLP reported 42 stock positions worth $21.4 billion. Its top holding was Microsoft (MSFT) at 10.5% of the portfolio, followed by Amazon.com (AMZN, 9.9%) and Becton Dickinson and (BDX, 6.7%). Compared with Q2 2024, it opened 2 new positions, sold out of 3, added to 7 and reduced 29. The biggest buy was a new position in Agilent Technologies (A) and the biggest sale an exit from Carlisle Cos (CSL).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001375534
- Portfolio Value
- $21.4B (Q3 2024)
- SEC Filing
- 0001172661-24-004888 ↗ filed Nov 14, 2024
Holdings Value
Holdings 42 stocks · $21.4B
| MSFT Microsoft Corp. | 10.49% | 5,217,200 | $2.2B | Reduce -4.0% |
| AMZN Amazon.com Inc. | 9.88% | 11,349,614 | $2.1B | Reduce -4.0% |
| BDX Becton Dickinson and Co. | 6.71% | 5,954,632 | $1.4B | Add +10.1% |
| MELI MercadoLibre Inc. | 4.60% | 479,757 | $984.4M | Reduce -4.0% |
| TMO Thermo Fisher Scientific Inc. | 4.59% | 1,587,174 | $981.8M | Reduce -4.1% |
| ACN Accenture PLC Class A | 4.34% | 2,627,125 | $928.6M | Reduce -4.1% |
| CBRE CBRE Group Inc. Class A | 4.32% | 7,432,696 | $925.2M | Reduce -16.9% |
| SCHW Schwab (charles) Corp. | 3.69% | 12,179,766 | $789.4M | Add +42.0% |
| TRMB Trimble Inc. | 3.45% | 11,896,252 | $738.6M | Add +7.3% |
| NTNX Nutanix Inc. Class A | 3.43% | 12,376,211 | $733.3M | Add +22.5% |
| JLL Jones Lang Lasalle Inc. | 3.36% | 2,664,932 | $719.0M | Reduce -13.7% |
| STE Steris PLC | 3.20% | 2,823,626 | $684.8M | Reduce -4.0% |
| WAT Waters Corp. | 3.04% | 1,805,875 | $649.9M | Reduce -0.3% |
| DHR Danaher Corp. | 2.88% | 2,215,955 | $616.1M | Reduce -4.2% |
| IT Gartner Inc. | 2.88% | 1,214,869 | $615.6M | Reduce -4.3% |
| ADI Analog Devices Inc. | 2.83% | 2,634,826 | $606.5M | Reduce -4.2% |
| EFX Equifax Inc. | 2.83% | 2,062,956 | $606.2M | Reduce -43.0% |
| MA Mastercard Inc. Class A | 2.63% | 1,142,104 | $564.0M | Reduce -4.3% |
| TXN Texas Instruments Inc. | 2.53% | 2,626,725 | $542.6M | Reduce -32.1% |
| COO The Cooper Cos Inc. | 2.14% | 4,147,675 | $457.7M | Reduce -4.2% |
| A Agilent Technologies Inc. | 2.10% | 3,034,247 | $450.5M | New |
| CRM Salesforce Inc. | 1.82% | 1,421,407 | $389.1M | Reduce -19.2% |
| WDAY Workday Inc. Class A | 1.68% | 1,471,667 | $359.7M | Add +311.5% |
| AMAT Applied Materials Inc. | 1.61% | 1,710,890 | $345.7M | Reduce -17.2% |
| HSIC Henry Schein Inc. | 1.50% | 4,403,570 | $321.0M | Reduce -52.4% |
| TT Trane Technologies PLC | 1.46% | 802,668 | $312.0M | Reduce -23.9% |
| TWLO Twilio Inc. Class A | 1.35% | 4,438,868 | $289.5M | Reduce -25.5% |
| V Visa Inc. Class A | 1.07% | 829,255 | $228.0M | New |
| VEEV Veeva Systems Inc. Class A | 0.92% | 933,364 | $195.9M | Reduce -3.2% |
| CLVT Clarivate PLC | 0.71% | 21,326,920 | $151.4M | Reduce -12.2% |
| RELY Remitly Global Inc. | 0.48% | 7,692,320 | $103.0M | No change |
| HTHT H World Group Ltd.-ADR | 0.28% | 1,634,862 | $60.8M | Add +8.9% |
| TOST Toast Inc. Class A | 0.24% | 1,825,636 | $51.7M | Reduce -60.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 293,431 | $51.0M | Add +98.9% |
| CTSH Cognizant Tech Solutions-A | 0.22% | 609,396 | $47.0M | Reduce -10.7% |
| MCHP Microchip Technology Inc. | 0.21% | 553,516 | $44.4M | Reduce -12.6% |
| SOPH Sophia Genetics SA | 0.12% | 6,789,560 | $24.8M | No change |
| TYGO Tigo Energy Inc. | 0.06% | 7,691,221 | $13.1M | No change |
| ASAN Asana Inc. Class A | 0.05% | 1,000,000 | $11.6M | No change |
| CPNG Coupang Inc. | 0.04% | 377,510 | $9.3M | Reduce -10.4% |
| FRSH Freshworks Inc. Class A | 0.03% | 644,153 | $7.4M | Reduce -11.8% |
| GGR Gogoro Inc. | 0.01% | 2,820,877 | $1.5M | Reduce -66.8% |
Portfolio Sells Q2 2024 → Q3 2024
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −1.40 |
| EFX Equifax Inc. | Reduce -43.0% | 2.83% | −1.39 |
| HSIC Henry Schein Inc. | Reduce -52.4% | 1.50% | −1.35 |
| MSFT Microsoft Corp. | Reduce -4.0% | 10.49% | −1.21 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 9.88% | −1.12 |
| TXN Texas Instruments Inc. | Reduce -32.1% | 2.53% | −1.09 |
| AMAT Applied Materials Inc. | Reduce -17.2% | 1.61% | −0.73 |
| CRM Salesforce Inc. | Reduce -19.2% | 1.82% | −0.36 |
| TOST Toast Inc. Class A | Reduce -60.1% | 0.24% | −0.33 |
| TWLO Twilio Inc. Class A | Reduce -25.5% | 1.35% | −0.28 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.27 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.25 |
| TT Trane Technologies PLC | Reduce -23.9% | 1.46% | −0.21 |
| ADI Analog Devices Inc. | Reduce -4.2% | 2.83% | −0.19 |
| MCHP Microchip Technology Inc. | Reduce -12.6% | 0.21% | −0.07 |
| GGR Gogoro Inc. | Reduce -66.8% | 0.01% | −0.06 |
| FRSH Freshworks Inc. Class A | Reduce -11.8% | 0.03% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Reduce -10.7% | 0.22% | −0.00 |
| CPNG Coupang Inc. | Reduce -10.4% | 0.04% | +0.00 |
| CLVT Clarivate PLC | Reduce -12.2% | 0.71% | +0.04 |
| VEEV Veeva Systems Inc. Class A | Reduce -3.2% | 0.92% | +0.07 |
| STE Steris PLC | Reduce -4.0% | 3.20% | +0.09 |
| DHR Danaher Corp. | Reduce -4.2% | 2.88% | +0.09 |
| MA Mastercard Inc. Class A | Reduce -4.3% | 2.63% | +0.10 |
| IT Gartner Inc. | Reduce -4.3% | 2.88% | +0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.1% | 4.59% | +0.18 |
| JLL Jones Lang Lasalle Inc. | Reduce -13.7% | 3.36% | +0.31 |
| COO The Cooper Cos Inc. | Reduce -4.2% | 2.14% | +0.32 |
| ACN Accenture PLC Class A | Reduce -4.1% | 4.34% | +0.34 |
| CBRE CBRE Group Inc. Class A | Reduce -16.9% | 4.32% | +0.49 |
| WAT Waters Corp. | Reduce -0.3% | 3.04% | +0.51 |
| MELI MercadoLibre Inc. | Reduce -4.0% | 4.60% | +0.64 |
Portfolio Buys Q2 2024 → Q3 2024
| A Agilent Technologies Inc. | New | 2.10% | +2.10 |
| WDAY Workday Inc. Class A | Add +311.5% | 1.68% | +1.30 |
| V Visa Inc. Class A | New | 1.07% | +1.07 |
| NTNX Nutanix Inc. Class A | Add +22.5% | 3.43% | +0.66 |
| SCHW Schwab (charles) Corp. | Add +42.0% | 3.69% | +0.65 |
| BDX Becton Dickinson and Co. | Add +10.1% | 6.71% | +0.62 |
| TRMB Trimble Inc. | Add +7.3% | 3.45% | +0.47 |
| TSM Taiwan Semiconductor-SP ADR | Add +98.9% | 0.24% | +0.11 |
| HTHT H World Group Ltd.-ADR | Add +8.9% | 0.28% | +0.04 |
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 |