Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GENERATION INVESTMENT MANAGEMENT LLP (CIK 1375534) reported $11.16B across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($1.65B, 14.83%), DHR ($1.38B, 12.36%), AMZN ($1.13B, 10.08%), MELI ($791.2M, 7.09%), GOOGL ($584.7M, 5.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $1.65B | 14.83% | 4.5M | Added |
| 2 | DHR | DANAHER CORP DEL | $1.38B | 12.36% | 7.3M | Trimmed |
| 3 | AMZN | AMAZON COM INC | $1.13B | 10.08% | 5.4M | Added |
| 4 | MELI | MERCADOLIBRE INC | $791.2M | 7.09% | 457,626 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $584.7M | 5.24% | 2.0M | Trimmed |
| 6 | WST | WEST PHARMACEUTICAL SVSC INC | $562.4M | 5.04% | 2.2M | Added |
| 7 | WDAY | WORKDAY INC | $543.3M | 4.87% | 4.2M | Added |
| 8 | STE | STERIS PLC | $510.5M | 4.57% | 2.3M | Added |
| 9 | TRMB | TRIMBLE INC | $507.5M | 4.55% | 7.8M | Added |
| 10 | V | VISA INC | $457.8M | 4.10% | 1.5M | Added |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $380.2M | 3.41% | 773,600 | Trimmed |
| 12 | INTU | INTUIT | $356.3M | 3.19% | 823,962 | New |
| 13 | COO | COOPER COS INC | $328.9M | 2.95% | 4.6M | Added |
| 14 | EFX | EQUIFAX INC | $319.7M | 2.87% | 1.8M | Added |
| 15 | NTNX | NUTANIX INC | $285.2M | 2.56% | 7.5M | Added |
| 16 | MSCI | MSCI INC | $270.7M | 2.43% | 502,166 | Added |
| 17 | SCHW | SCHWAB CHARLES CORP | $257.9M | 2.31% | 2.7M | Trimmed |
| 18 | MCO | MOODYS CORP | $159.8M | 1.43% | 366,361 | Added |
| 19 | SPOT | SPOTIFY TECHNOLOGY S A | $159.1M | 1.43% | 328,010 | Trimmed |
| 20 | RELY | REMITLY GLOBAL INC | $120.5M | 1.08% | 7.7M | Hold |
| 21 | TTAN | SERVICETITAN INC | $111.1M | 1.00% | 1.8M | Hold |
| 22 | ACN | ACCENTURE PLC IRELAND | $102.8M | 0.92% | 518,390 | Trimmed |
| 23 | HTHT | H WORLD GROUP LTD | $54.0M | 0.48% | 1.1M | Trimmed |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.0M | 0.42% | 138,944 | Trimmed |
| 25 | SOPH | SOPHIA GENETICS SA | $33.6M | 0.30% | 6.8M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31