Generation Investment Management LLP 13F Holdings · Q2 2026
Generation Investment Management LLP reported 28 securities worth $10.29B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DHR (12.52%), AMZN (12.03%), MSFT (11.29%). Among its top 25 positions this quarter: 1 new, 11 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORP DEL | $1.29B | 12.52% | 6.8M | Trimmed |
| 2 | AMZN | AMAZON COM INC | $1.24B | 12.03% | 5.2M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $1.16B | 11.29% | 3.1M | Trimmed |
| 4 | MELI | MERCADOLIBRE INC | $802.4M | 7.80% | 472,716 | Added |
| 5 | WST | WEST PHARMACEUTICAL SVSC INC | $728.2M | 7.08% | 2.0M | Trimmed |
| 6 | GOOGL | ALPHABET INC | $713.8M | 6.94% | 2.0M | Trimmed |
| 7 | V | VISA INC | $523.9M | 5.09% | 1.5M | Added |
| 8 | STE | STERIS PLC | $480.2M | 4.67% | 2.3M | Trimmed |
| 9 | TRMB | TRIMBLE INC | $368.0M | 3.58% | 7.2M | Trimmed |
| 10 | COO | COOPER COS INC | $356.3M | 3.46% | 5.0M | Added |
| 11 | NTNX | NUTANIX INC | $341.9M | 3.32% | 6.7M | Trimmed |
| 12 | MSCI | MSCI INC | $301.5M | 2.93% | 538,342 | Added |
| 13 | EFX | EQUIFAX INC | $290.9M | 2.83% | 1.8M | Added |
| 14 | INTU | INTUIT | $285.9M | 2.78% | 1.1M | Added |
| 15 | WDAY | WORKDAY INC | $282.9M | 2.75% | 2.3M | Trimmed |
| 16 | MCO | MOODYS CORP | $243.9M | 2.37% | 538,516 | Added |
| 17 | SPOT | SPOTIFY TECHNOLOGY S A | $173.8M | 1.69% | 378,559 | Added |
| 18 | SYK | STRYKER CORPORATION | $161.3M | 1.57% | 512,346 | New |
| 19 | SCHW | SCHWAB CHARLES CORP | $148.7M | 1.45% | 1.6M | Trimmed |
| 20 | RELY | REMITLY GLOBAL INC | $109.6M | 1.07% | 4.9M | Trimmed |
| 21 | TTAN | SERVICETITAN INC | $83.5M | 0.81% | 1.2M | Trimmed |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.7M | 0.66% | 141,665 | Added |
| 23 | HTHT | H WORLD GROUP LTD | $48.0M | 0.47% | 1.2M | Added |
| 24 | SOPH | SOPHIA GENETICS SA | $39.2M | 0.38% | 6.8M | Hold |
| 25 | SE | SEA LTD | $16.2M | 0.16% | 168,830 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR