Filed: 8/10/2026ACC: 0001752724-26-000044
📋 What this filing means
GENERATION INVESTMENT MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $10.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$10.29B
Total AUM (reported)
67.16M
Total Shares
Allocation by class
COM$7.48B72.7%
CAP STK CL A$713.81M6.9%
CL A$653.12M6.3%
COM CL A$523.90M5.1%
SHS USD$480.25M4.7%
SHS$173.81M1.7%
SPONSORED ADS$115.68M1.1%
Portfolio Concentration
Top 3$3.69B35.8%
4–10$3.97B38.6%
11–25$2.59B25.2%
Rest$34.69M0.3%
Top 3 weight
35.8%
Top 10 weight
74.4%
Voting Authority Distribution
Total shares with voting rights: 67.16M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
66.22M
shares
% of voting shares98.6%
None
No voting authority
942.24K
shares
% of voting shares1.4%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeShared · 98.6% of voting shares
Institutional Holdings28
Rows:
DANAHER CORP DEL
SOLEShares6.76M
TypeSH
Market value$1.29B
12.52%
Sole
0.00
Shared
6.64M
None
123.14K
AMAZON COM INC
SOLEShares5.19M
TypeSH
Market value$1.24B
12.03%
Sole
0.00
Shared
5.10M
None
94.66K
MICROSOFT CORP
SOLEShares3.11M
TypeSH
Market value$1.16B
11.29%
Sole
0.00
Shared
3.06M
None
56.72K
MERCADOLIBRE INC
SOLEShares472.72K
TypeSH
Market value$802.38M
7.80%
Sole
0.00
Shared
463.74K
None
8.97K
WEST PHARMACEUTICAL SVSC INC
SOLEShares2.03M
TypeSH
Market value$728.17M
7.08%
Sole
0.00
Shared
1.99M
None
40.14K
ALPHABET INC
SOLEShares2M
TypeSH
Market value$713.81M
6.94%
Sole
0.00
Shared
1.96M
None
36.44K
VISA INC
SOLEShares1.53M
TypeSH
Market value$523.90M
5.09%
Sole
0.00
Shared
1.50M
None
27.82K
STERIS PLC
SOLEShares2.28M
TypeSH
Market value$480.25M
4.67%
Sole
0.00
Shared
2.24M
None
45.11K
TRIMBLE INC
SOLEShares7.19M
TypeSH
Market value$367.99M
3.58%
Sole
0.00
Shared
7.06M
None
131.15K
COOPER COS INC
SOLEShares4.97M
TypeSH
Market value$356.30M
3.46%
Sole
0.00
Shared
4.87M
None
94.53K
NUTANIX INC
SOLEShares6.71M
TypeSH
Market value$341.90M
3.32%
Sole
0.00
Shared
6.59M
None
122.41K
MSCI INC
SOLEShares538.34K
TypeSH
Market value$301.49M
2.93%
Sole
0.00
Shared
528.52K
None
9.82K
EQUIFAX INC
SOLEShares1.83M
TypeSH
Market value$290.87M
2.83%
Sole
0.00
Shared
1.80M
None
33.42K
INTUIT
SOLEShares1.10M
TypeSH
Market value$285.92M
2.78%
Sole
0.00
Shared
1.08M
None
19.98K
WORKDAY INC
SOLEShares2.31M
TypeSH
Market value$282.92M
2.75%
Sole
0.00
Shared
2.27M
None
42.06K
MOODYS CORP
SOLEShares538.52K
TypeSH
Market value$243.90M
2.37%
Sole
0.00
Shared
528.70K
None
9.82K
SPOTIFY TECHNOLOGY S A
SOLEShares378.56K
TypeSH
Market value$173.81M
1.69%
Sole
0.00
Shared
371.69K
None
6.87K
STRYKER CORPORATION
SOLEShares512.35K
TypeSH
Market value$161.31M
1.57%
Sole
0.00
Shared
502.59K
None
9.75K
SCHWAB CHARLES CORP
SOLEShares1.61M
TypeSH
Market value$148.70M
1.45%
Sole
0.00
Shared
1.58M
None
29.41K
REMITLY GLOBAL INC
SOLEShares4.89M
TypeSH
Market value$109.64M
1.07%
Sole
0.00
Shared
4.89M
None
0.00
SERVICETITAN INC
SOLEShares1.18M
TypeSH
Market value$83.49M
0.81%
Sole
0.00
Shared
1.18M
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares141.66K
TypeSH
Market value$67.65M
0.66%
Sole
0.00
Shared
141.66K
None
0.00
H WORLD GROUP LTD
SOLEShares1.15M
TypeSH
Market value$48.02M
0.47%
Sole
0.00
Shared
1.15M
None
0.00
SOPHIA GENETICS SA
SOLEShares6.79M
TypeSH
Market value$39.18M
0.38%
Sole
0.00
Shared
6.79M
None
0.00
SEA LTD
SOLEShares168.83K
TypeSH
Market value$16.18M
0.16%
Sole
0.00
Shared
168.83K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DANAHER CORP DELSOLE | COM | 6.76M | SH | $1.29B 12.52% | 0.00 | 6.64M | 123.14K |
AMAZON COM INCSOLE | COM | 5.19M | SH | $1.24B 12.03% | 0.00 | 5.10M | 94.66K |
MICROSOFT CORPSOLE | COM | 3.11M | SH | $1.16B 11.29% | 0.00 | 3.06M | 56.72K |
MERCADOLIBRE INCSOLE | COM | 472.72K | SH | $802.38M 7.80% | 0.00 | 463.74K | 8.97K |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 2.03M | SH | $728.17M 7.08% | 0.00 | 1.99M | 40.14K |
ALPHABET INCSOLE | CAP STK CL A | 2M | SH | $713.81M 6.94% | 0.00 | 1.96M | 36.44K |
VISA INCSOLE | COM CL A | 1.53M | SH | $523.90M 5.09% | 0.00 | 1.50M | 27.82K |
STERIS PLCSOLE | SHS USD | 2.28M | SH | $480.25M 4.67% | 0.00 | 2.24M | 45.11K |
TRIMBLE INCSOLE | COM | 7.19M | SH | $367.99M 3.58% | 0.00 | 7.06M | 131.15K |
COOPER COS INCSOLE | COM | 4.97M | SH | $356.30M 3.46% | 0.00 | 4.87M | 94.53K |
NUTANIX INCSOLE | CL A | 6.71M | SH | $341.90M 3.32% | 0.00 | 6.59M | 122.41K |
MSCI INCSOLE | COM | 538.34K | SH | $301.49M 2.93% | 0.00 | 528.52K | 9.82K |
EQUIFAX INCSOLE | COM | 1.83M | SH | $290.87M 2.83% | 0.00 | 1.80M | 33.42K |
INTUITSOLE | COM | 1.10M | SH | $285.92M 2.78% | 0.00 | 1.08M | 19.98K |
WORKDAY INCSOLE | CL A | 2.31M | SH | $282.92M 2.75% | 0.00 | 2.27M | 42.06K |
MOODYS CORPSOLE | COM | 538.52K | SH | $243.90M 2.37% | 0.00 | 528.70K | 9.82K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 378.56K | SH | $173.81M 1.69% | 0.00 | 371.69K | 6.87K |
STRYKER CORPORATIONSOLE | COM | 512.35K | SH | $161.31M 1.57% | 0.00 | 502.59K | 9.75K |
SCHWAB CHARLES CORPSOLE | COM | 1.61M | SH | $148.70M 1.45% | 0.00 | 1.58M | 29.41K |
REMITLY GLOBAL INCSOLE | COM | 4.89M | SH | $109.64M 1.07% | 0.00 | 4.89M | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.18M | SH | $83.49M 0.81% | 0.00 | 1.18M | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 141.66K | SH | $67.65M 0.66% | 0.00 | 141.66K | 0.00 |
H WORLD GROUP LTDSOLE | SPONSORED ADS | 1.15M | SH | $48.02M 0.47% | 0.00 | 1.15M | 0.00 |
SOPHIA GENETICS SASOLE | ORDINARY SHARES | 6.79M | SH | $39.18M 0.38% | 0.00 | 6.79M | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 168.83K | SH | $16.18M 0.16% | 0.00 | 168.83K | 0.00 |
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