GENERATION INVESTMENT MANAGEMENT LLP

PrivateCIK: 1375534
28
Positions
$10.29B
Total AUM (reported)
67.16M
Total Shares

Allocation by class

TOTAL AUM$10.29B28 positions
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 335.8%4–1038.6%11–2525.2%Rest0.3%TOP 1074.4%0%100%
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

SOLE
COM
Shares6.76M
TypeSH
Market value$1.29B
12.52%
Sole
0.00
Shared
6.64M
None
123.14K

AMAZON COM INC

SOLE
COM
Shares5.19M
TypeSH
Market value$1.24B
12.03%
Sole
0.00
Shared
5.10M
None
94.66K

MICROSOFT CORP

SOLE
COM
Shares3.11M
TypeSH
Market value$1.16B
11.29%
Sole
0.00
Shared
3.06M
None
56.72K

MERCADOLIBRE INC

SOLE
COM
Shares472.72K
TypeSH
Market value$802.38M
7.80%
Sole
0.00
Shared
463.74K
None
8.97K

WEST PHARMACEUTICAL SVSC INC

SOLE
COM
Shares2.03M
TypeSH
Market value$728.17M
7.08%
Sole
0.00
Shared
1.99M
None
40.14K

ALPHABET INC

SOLE
CAP STK CL A
Shares2M
TypeSH
Market value$713.81M
6.94%
Sole
0.00
Shared
1.96M
None
36.44K

VISA INC

SOLE
COM CL A
Shares1.53M
TypeSH
Market value$523.90M
5.09%
Sole
0.00
Shared
1.50M
None
27.82K

STERIS PLC

SOLE
SHS USD
Shares2.28M
TypeSH
Market value$480.25M
4.67%
Sole
0.00
Shared
2.24M
None
45.11K

TRIMBLE INC

SOLE
COM
Shares7.19M
TypeSH
Market value$367.99M
3.58%
Sole
0.00
Shared
7.06M
None
131.15K

COOPER COS INC

SOLE
COM
Shares4.97M
TypeSH
Market value$356.30M
3.46%
Sole
0.00
Shared
4.87M
None
94.53K

NUTANIX INC

SOLE
CL A
Shares6.71M
TypeSH
Market value$341.90M
3.32%
Sole
0.00
Shared
6.59M
None
122.41K

MSCI INC

SOLE
COM
Shares538.34K
TypeSH
Market value$301.49M
2.93%
Sole
0.00
Shared
528.52K
None
9.82K

EQUIFAX INC

SOLE
COM
Shares1.83M
TypeSH
Market value$290.87M
2.83%
Sole
0.00
Shared
1.80M
None
33.42K

INTUIT

SOLE
COM
Shares1.10M
TypeSH
Market value$285.92M
2.78%
Sole
0.00
Shared
1.08M
None
19.98K

WORKDAY INC

SOLE
CL A
Shares2.31M
TypeSH
Market value$282.92M
2.75%
Sole
0.00
Shared
2.27M
None
42.06K

MOODYS CORP

SOLE
COM
Shares538.52K
TypeSH
Market value$243.90M
2.37%
Sole
0.00
Shared
528.70K
None
9.82K

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares378.56K
TypeSH
Market value$173.81M
1.69%
Sole
0.00
Shared
371.69K
None
6.87K

STRYKER CORPORATION

SOLE
COM
Shares512.35K
TypeSH
Market value$161.31M
1.57%
Sole
0.00
Shared
502.59K
None
9.75K

SCHWAB CHARLES CORP

SOLE
COM
Shares1.61M
TypeSH
Market value$148.70M
1.45%
Sole
0.00
Shared
1.58M
None
29.41K

REMITLY GLOBAL INC

SOLE
COM
Shares4.89M
TypeSH
Market value$109.64M
1.07%
Sole
0.00
Shared
4.89M
None
0.00

SERVICETITAN INC

SOLE
SHS CL A
Shares1.18M
TypeSH
Market value$83.49M
0.81%
Sole
0.00
Shared
1.18M
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares141.66K
TypeSH
Market value$67.65M
0.66%
Sole
0.00
Shared
141.66K
None
0.00

H WORLD GROUP LTD

SOLE
SPONSORED ADS
Shares1.15M
TypeSH
Market value$48.02M
0.47%
Sole
0.00
Shared
1.15M
None
0.00

SOPHIA GENETICS SA

SOLE
ORDINARY SHARES
Shares6.79M
TypeSH
Market value$39.18M
0.38%
Sole
0.00
Shared
6.79M
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares168.83K
TypeSH
Market value$16.18M
0.16%
Sole
0.00
Shared
168.83K
None
0.00
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