GENERATION INVESTMENT MANAGEMENT LLP 13F Holdings

CIK 0001375534 · London, X0

As of Sep 30, 2025, GENERATION INVESTMENT MANAGEMENT LLP reported 33 positions worth 5.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology4,744,228$2.5B16.28%
DANAHER CORPDHRHealthcare6,654,666 .3B8.74%
MERCADOLIBRE INCMELIConsumer Cyclical447,488 .0B6.93%
SCHWAB CHARLES CORPSCHWEquity10,726,323 .0B6.78%
AGILENT TECHNOLOGIES INCAHealthcare6,357,953$816.0M5.41%
ALPHABET INCGOOGLEquity3,215,729$781.7M5.18%
WORKDAY INCWDAYTechnology3,087,395$743.2M4.92%
STERIS PLCSTEHealthcare2,984,939$738.6M4.89%
EQUIFAX INCEFXIndustrials2,736,467$702.0M4.65%
TRIMBLE INCTRMBTechnology8,358,112$682.4M4.52%
THERMO FISHER SCIENTIFIC INCTMOHealthcare1,284,924$623.2M4.13%
NUTANIX INCNTNXTechnology6,443,573$479.3M3.18%
VISA INC-CLASS A SHARESVFinancial Services1,333,279$455.2M3.02%
SALESFORCE INCCRMTechnology1,819,228$431.2M2.86%
ACCENTURE PLCACNTechnology1,722,474$424.8M2.81%
AMAZON.COM INCAMZNEquity1,776,958$390.2M2.58%
BECTON DICKINSON & COBDXHealthcare1,984,672$371.5M2.46%
ANALOG DEVICES INCADITechnology1,316,607$323.5M2.14%
WEST PHARMACEUTICAL SERVICES INCWSTHealthcare976,014$256.0M1.70%
SYNOPSYS INCSNPSTechnology416,295$205.4M1.36%
SERVICETITAN INCTTANTechnology1,751,224 76.6M1.17%
IDEXX LABORATORIES INCIDXXHealthcare260,394 66.4M1.10%
REMITLY GLOBAL INCRELYTechnology7,692,320 25.4M0.83%
MOODYS CORPMCOFinancial Services254,169 21.1M0.80%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology242,970$67.9M0.45%