Filed: 5/14/2026ACC: 0001752724-26-000018
📋 What this filing means
GENERATION INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $11.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$11.16B
Total AUM (reported)
77.13M
Total Shares
Allocation by class
COM$8.21B73.6%
CL A$870.96M7.8%
CAP STK CL A$584.74M5.2%
SHS USD$510.47M4.6%
COM CL A$457.79M4.1%
SHS$159.06M1.4%
SHS CL A$111.13M1.0%
Portfolio Concentration
Top 3$4.16B37.3%
4–10$3.96B35.5%
11–25$2.99B26.8%
Rest$55.80M0.5%
Top 3 weight
37.3%
Top 10 weight
72.7%
Voting Authority Distribution
Total shares with voting rights: 77.13M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
76.04M
shares
% of voting shares98.6%
None
No voting authority
1.09M
shares
% of voting shares1.4%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeShared · 98.6% of voting shares
Institutional Holdings29
Rows:
MICROSOFT CORP
SOLEShares4.47M
TypeSH
Market value$1.65B
14.83%
Sole
0.00
Shared
4.38M
None
84.07K
DANAHER CORP DEL
SOLEShares7.27M
TypeSH
Market value$1.38B
12.36%
Sole
0.00
Shared
7.14M
None
136.50K
AMAZON COM INC
SOLEShares5.40M
TypeSH
Market value$1.13B
10.08%
Sole
0.00
Shared
5.30M
None
101.09K
MERCADOLIBRE INC
SOLEShares457.63K
TypeSH
Market value$791.24M
7.09%
Sole
0.00
Shared
449.05K
None
8.58K
ALPHABET INC
SOLEShares2.03M
TypeSH
Market value$584.74M
5.24%
Sole
0.00
Shared
1.99M
None
38.77K
WEST PHARMACEUTICAL SVSC INC
SOLEShares2.24M
TypeSH
Market value$562.43M
5.04%
Sole
0.00
Shared
2.20M
None
43.03K
WORKDAY INC
SOLEShares4.18M
TypeSH
Market value$543.31M
4.87%
Sole
0.00
Shared
4.10M
None
77.76K
STERIS PLC
SOLEShares2.31M
TypeSH
Market value$510.47M
4.57%
Sole
0.00
Shared
2.27M
None
43.40K
TRIMBLE INC
SOLEShares7.78M
TypeSH
Market value$507.52M
4.55%
Sole
0.00
Shared
7.63M
None
149.89K
VISA INC
SOLEShares1.51M
TypeSH
Market value$457.79M
4.10%
Sole
0.00
Shared
1.49M
None
28.34K
THERMO FISHER SCIENTIFIC INC
SOLEShares773.60K
TypeSH
Market value$380.25M
3.41%
Sole
0.00
Shared
759.24K
None
14.36K
INTUIT
SOLEShares823.96K
TypeSH
Market value$356.26M
3.19%
Sole
0.00
Shared
808.23K
None
15.73K
COOPER COS INC
SOLEShares4.60M
TypeSH
Market value$328.86M
2.95%
Sole
0.00
Shared
4.51M
None
88.56K
EQUIFAX INC
SOLEShares1.78M
TypeSH
Market value$319.73M
2.87%
Sole
0.00
Shared
1.74M
None
33.06K
NUTANIX INC
SOLEShares7.50M
TypeSH
Market value$285.22M
2.56%
Sole
0.00
Shared
7.36M
None
139.52K
MSCI INC
SOLEShares502.17K
TypeSH
Market value$270.67M
2.43%
Sole
0.00
Shared
492.62K
None
9.54K
SCHWAB CHARLES CORP
SOLEShares2.74M
TypeSH
Market value$257.85M
2.31%
Sole
0.00
Shared
2.69M
None
51.96K
MOODYS CORP
SOLEShares366.36K
TypeSH
Market value$159.82M
1.43%
Sole
0.00
Shared
359.05K
None
7.31K
SPOTIFY TECHNOLOGY S A
SOLEShares328.01K
TypeSH
Market value$159.06M
1.43%
Sole
0.00
Shared
321.85K
None
6.16K
REMITLY GLOBAL INC
SOLEShares7.69M
TypeSH
Market value$120.54M
1.08%
Sole
0.00
Shared
7.69M
None
0.00
SERVICETITAN INC
SOLEShares1.75M
TypeSH
Market value$111.13M
1.00%
Sole
0.00
Shared
1.75M
None
0.00
ACCENTURE PLC IRELAND
SOLEShares518.39K
TypeSH
Market value$102.79M
0.92%
Sole
0.00
Shared
508.66K
None
9.73K
H WORLD GROUP LTD
SOLEShares1.07M
TypeSH
Market value$53.95M
0.48%
Sole
0.00
Shared
1.07M
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares138.94K
TypeSH
Market value$46.96M
0.42%
Sole
0.00
Shared
138.94K
None
0.00
SOPHIA GENETICS SA
SOLEShares6.79M
TypeSH
Market value$33.61M
0.30%
Sole
0.00
Shared
6.79M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 4.47M | SH | $1.65B 14.83% | 0.00 | 4.38M | 84.07K |
DANAHER CORP DELSOLE | COM | 7.27M | SH | $1.38B 12.36% | 0.00 | 7.14M | 136.50K |
AMAZON COM INCSOLE | COM | 5.40M | SH | $1.13B 10.08% | 0.00 | 5.30M | 101.09K |
MERCADOLIBRE INCSOLE | COM | 457.63K | SH | $791.24M 7.09% | 0.00 | 449.05K | 8.58K |
ALPHABET INCSOLE | CAP STK CL A | 2.03M | SH | $584.74M 5.24% | 0.00 | 1.99M | 38.77K |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 2.24M | SH | $562.43M 5.04% | 0.00 | 2.20M | 43.03K |
WORKDAY INCSOLE | CL A | 4.18M | SH | $543.31M 4.87% | 0.00 | 4.10M | 77.76K |
STERIS PLCSOLE | SHS USD | 2.31M | SH | $510.47M 4.57% | 0.00 | 2.27M | 43.40K |
TRIMBLE INCSOLE | COM | 7.78M | SH | $507.52M 4.55% | 0.00 | 7.63M | 149.89K |
VISA INCSOLE | COM CL A | 1.51M | SH | $457.79M 4.10% | 0.00 | 1.49M | 28.34K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 773.60K | SH | $380.25M 3.41% | 0.00 | 759.24K | 14.36K |
INTUITSOLE | COM | 823.96K | SH | $356.26M 3.19% | 0.00 | 808.23K | 15.73K |
COOPER COS INCSOLE | COM | 4.60M | SH | $328.86M 2.95% | 0.00 | 4.51M | 88.56K |
EQUIFAX INCSOLE | COM | 1.78M | SH | $319.73M 2.87% | 0.00 | 1.74M | 33.06K |
NUTANIX INCSOLE | CL A | 7.50M | SH | $285.22M 2.56% | 0.00 | 7.36M | 139.52K |
MSCI INCSOLE | COM | 502.17K | SH | $270.67M 2.43% | 0.00 | 492.62K | 9.54K |
SCHWAB CHARLES CORPSOLE | COM | 2.74M | SH | $257.85M 2.31% | 0.00 | 2.69M | 51.96K |
MOODYS CORPSOLE | COM | 366.36K | SH | $159.82M 1.43% | 0.00 | 359.05K | 7.31K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 328.01K | SH | $159.06M 1.43% | 0.00 | 321.85K | 6.16K |
REMITLY GLOBAL INCSOLE | COM | 7.69M | SH | $120.54M 1.08% | 0.00 | 7.69M | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.75M | SH | $111.13M 1.00% | 0.00 | 1.75M | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 518.39K | SH | $102.79M 0.92% | 0.00 | 508.66K | 9.73K |
H WORLD GROUP LTDSOLE | SPONSORED ADS | 1.07M | SH | $53.95M 0.48% | 0.00 | 1.07M | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 138.94K | SH | $46.96M 0.42% | 0.00 | 138.94K | 0.00 |
SOPHIA GENETICS SASOLE | ORDINARY SHARES | 6.79M | SH | $33.61M 0.30% | 0.00 | 6.79M | 0.00 |
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