Generation Investment Management LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Generation Investment Management LLP reported 38 stock positions worth $19.2 billion. Its top holding was Microsoft (MSFT) at 11.1% of the portfolio, followed by Amazon.com (AMZN, 10.8%) and Becton Dickinson and (BDX, 6.9%). Compared with Q3 2024, it opened 2 new positions, sold out of 6, added to 9 and reduced 24. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale CBRE Class A (CBRE, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001375534
- Portfolio Value
- $19.2B (Q4 2024)
- SEC Filing
- 0001172661-25-001001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 38 stocks · $19.2B
| MSFT Microsoft Corp. | 11.08% | 5,037,536 | $2.1B | Reduce -3.4% |
| AMZN Amazon.com Inc. | 10.82% | 9,453,262 | $2.1B | Reduce -16.7% |
| BDX Becton Dickinson and Co. | 6.88% | 5,815,380 | $1.3B | Reduce -2.3% |
| SCHW Schwab (charles) Corp. | 5.21% | 13,493,957 | $998.7M | Add +10.8% |
| ACN Accenture PLC Class A | 4.57% | 2,490,101 | $876.0M | Reduce -5.2% |
| MELI MercadoLibre Inc. | 4.56% | 513,686 | $873.5M | Add +7.1% |
| TMO Thermo Fisher Scientific Inc. | 4.27% | 1,571,734 | $817.7M | Reduce -1.0% |
| NTNX Nutanix Inc. Class A | 3.75% | 11,736,469 | $718.0M | Reduce -5.2% |
| TRMB Trimble Inc. | 3.45% | 9,368,559 | $662.0M | Reduce -21.3% |
| STE Steris PLC | 3.41% | 3,184,153 | $654.5M | Add +12.8% |
| GOOGL Alphabet Inc. Class A | 3.11% | 3,149,143 | $596.1M | New |
| WAT Waters Corp. | 2.96% | 1,530,119 | $567.6M | Reduce -15.3% |
| A Agilent Technologies Inc. | 2.91% | 4,159,313 | $558.8M | Add +37.1% |
| IT Gartner Inc. | 2.91% | 1,151,828 | $558.0M | Reduce -5.2% |
| WDAY Workday Inc. Class A | 2.86% | 2,125,466 | $548.4M | Add +44.4% |
| DHR Danaher Corp. | 2.86% | 2,386,462 | $547.8M | Add +7.7% |
| ADI Analog Devices Inc. | 2.77% | 2,499,164 | $531.0M | Reduce -5.2% |
| JLL Jones Lang Lasalle Inc. | 2.66% | 2,013,963 | $509.8M | Reduce -24.4% |
| MA Mastercard Inc. Class A | 2.61% | 950,030 | $500.3M | Reduce -16.8% |
| EFX Equifax Inc. | 2.28% | 1,713,879 | $436.8M | Reduce -16.9% |
| CBRE CBRE Group Inc. Class A | 2.19% | 3,192,849 | $419.2M | Reduce -57.0% |
| COO The Cooper Cos Inc. | 1.89% | 3,933,378 | $361.6M | Reduce -5.2% |
| TXN Texas Instruments Inc. | 1.73% | 1,767,093 | $331.3M | Reduce -32.7% |
| V Visa Inc. Class A | 1.30% | 785,860 | $248.4M | Reduce -5.2% |
| TTAN Servicetitan Inc. Class A | 1.09% | 2,036,965 | $209.5M | New |
| TWLO Twilio Inc. Class A | 1.02% | 1,813,499 | $196.0M | Reduce -59.1% |
| HSIC Henry Schein Inc. | 0.99% | 2,743,909 | $189.9M | Reduce -37.7% |
| VEEV Veeva Systems Inc. Class A | 0.97% | 885,461 | $186.2M | Reduce -5.1% |
| RELY Remitly Global Inc. | 0.91% | 7,692,320 | $173.6M | No change |
| HTHT H World Group Ltd.-ADR | 0.83% | 4,818,833 | $159.2M | Add +194.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 349,760 | $69.1M | Add +19.2% |
| CTSH Cognizant Tech Solutions-A | 0.23% | 561,343 | $43.2M | Reduce -7.9% |
| TOST Toast Inc. Class A | 0.17% | 912,818 | $33.3M | Reduce -50.0% |
| MCHP Microchip Technology Inc. | 0.17% | 559,075 | $32.1M | Add +1.0% |
| SOPH Sophia Genetics SA | 0.11% | 6,789,560 | $20.8M | No change |
| FRSH Freshworks Inc. Class A | 0.05% | 592,888 | $9.6M | Reduce -8.0% |
| CPNG Coupang Inc. | 0.04% | 348,702 | $7.7M | Reduce -7.6% |
| TYGO Tigo Energy Inc. | 0.04% | 7,691,221 | $7.6M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CBRE CBRE Group Inc. Class A | Reduce -57.0% | 2.19% | −2.14 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.82 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −1.61 |
| TT Trane Technologies PLC | Sold out | 0.00% | −1.46 |
| TXN Texas Instruments Inc. | Reduce -32.7% | 1.73% | −0.81 |
| CLVT Clarivate PLC | Sold out | 0.00% | −0.71 |
| JLL Jones Lang Lasalle Inc. | Reduce -24.4% | 2.66% | −0.70 |
| EFX Equifax Inc. | Reduce -16.9% | 2.28% | −0.55 |
| HSIC Henry Schein Inc. | Reduce -37.7% | 0.99% | −0.51 |
| TWLO Twilio Inc. Class A | Reduce -59.1% | 1.02% | −0.33 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.0% | 4.27% | −0.32 |
| COO The Cooper Cos Inc. | Reduce -5.2% | 1.89% | −0.25 |
| WAT Waters Corp. | Reduce -15.3% | 2.96% | −0.07 |
| TOST Toast Inc. Class A | Reduce -50.0% | 0.17% | −0.07 |
| ADI Analog Devices Inc. | Reduce -5.2% | 2.77% | −0.06 |
| ASAN Asana Inc. Class A | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -16.8% | 2.61% | −0.02 |
| GGR Gogoro Inc. | Sold out | 0.00% | −0.01 |
| CPNG Coupang Inc. | Reduce -7.6% | 0.04% | −0.00 |
| TRMB Trimble Inc. | Reduce -21.3% | 3.45% | +0.00 |
| CTSH Cognizant Tech Solutions-A | Reduce -7.9% | 0.23% | +0.01 |
| FRSH Freshworks Inc. Class A | Reduce -8.0% | 0.05% | +0.02 |
| IT Gartner Inc. | Reduce -5.2% | 2.91% | +0.04 |
| VEEV Veeva Systems Inc. Class A | Reduce -5.1% | 0.97% | +0.06 |
| BDX Becton Dickinson and Co. | Reduce -2.3% | 6.88% | +0.18 |
| V Visa Inc. Class A | Reduce -5.2% | 1.30% | +0.23 |
| ACN Accenture PLC Class A | Reduce -5.2% | 4.57% | +0.23 |
| NTNX Nutanix Inc. Class A | Reduce -5.2% | 3.75% | +0.32 |
| MSFT Microsoft Corp. | Reduce -3.4% | 11.08% | +0.59 |
| AMZN Amazon.com Inc. | Reduce -16.7% | 10.82% | +0.94 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | New | 3.11% | +3.11 |
| SCHW Schwab (charles) Corp. | Add +10.8% | 5.21% | +1.52 |
| WDAY Workday Inc. Class A | Add +44.4% | 2.86% | +1.18 |
| TTAN Servicetitan Inc. Class A | New | 1.09% | +1.09 |
| A Agilent Technologies Inc. | Add +37.1% | 2.91% | +0.81 |
| HTHT H World Group Ltd.-ADR | Add +194.8% | 0.83% | +0.55 |
| STE Steris PLC | Add +12.8% | 3.41% | +0.22 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.2% | 0.36% | +0.12 |
| DHR Danaher Corp. | Add +7.7% | 2.86% | −0.02 |
| MCHP Microchip Technology Inc. | Add +1.0% | 0.17% | −0.04 |
| MELI MercadoLibre Inc. | Add +7.1% | 4.56% | −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 |