GENERATION INVESTMENT MANAGEMENT LLP
29 holdingsFiling period: 2026-03-31Current AUM: $12.80Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 4.47M | $1.65B | $2.08B | 16.23% | +340.7K | 2026-03-31 |
| 2 | DHR | DANAHER CORP DEL | 7.27M | $1.38B | $1.42B | 11.08% | -315,266 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 5.40M | $1.13B | $1.47B | 11.46% | +2.82M | 2026-03-31 |
| 4 | MELI | MERCADOLIBRE INC | 457.6K | $791.2M | $859.4M | 6.71% | -1,125 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 2.03M | $584.7M | $724.2M | 5.66% | -793,979 | 2026-03-31 |
| 6 | WST | WEST PHARMACEUTICAL SVSC INC | 2.24M | $562.4M | $765.1M | 5.98% | +682.1K | 2026-03-31 |
| 7 | WDAY | WORKDAY INC | 4.18M | $543.3M | $670.5M | 5.24% | +63.9K | 2026-03-31 |
| 8 | — | STERIS PLC | 2.31M | $510.5M | $510.5M | 3.99% | +220.0K | 2026-03-31 |
| 9 | TRMB | TRIMBLE INC | 7.78M | $507.5M | $440.2M | 3.44% | +186.5K | 2026-03-31 |
| 10 | V | VISA INC | 1.51M | $457.8M | $554.6M | 4.33% | +302.2K | 2026-03-31 |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | 773.6K | $380.2M | $444.3M | 3.47% | -337,727 | 2026-03-31 |
| 12 | INTU | INTUIT | 824.0K | $356.3M | $260.4M | 2.03% | -- | 2026-03-31 |
| 13 | COO | COOPER COS INC | 4.60M | $328.9M | $332.6M | 2.60% | +1.75M | 2026-03-31 |
| 14 | EFX | EQUIFAX INC | 1.78M | $319.7M | $306.5M | 2.39% | +203.9K | 2026-03-31 |
| 15 | NTNX | NUTANIX INC | 7.50M | $285.2M | $442.8M | 3.46% | +4.07M | 2026-03-31 |
| 16 | MSCI | MSCI INC | 502.2K | $270.7M | $287.4M | 2.25% | +274.9K | 2026-03-31 |
| 17 | SCHW | SCHWAB CHARLES CORP | 2.74M | $257.9M | $288.7M | 2.26% | -5,104,014 | 2026-03-31 |
| 18 | MCO | MOODYS CORP | 366.4K | $159.8M | $175.3M | 1.37% | +140.5K | 2026-03-31 |
| 19 | — | SPOTIFY TECHNOLOGY S A | 328.0K | $159.1M | $159.1M | 1.24% | -4,923 | 2026-03-31 |
| 20 | RELY | REMITLY GLOBAL INC | 7.69M | $120.5M | $175.2M | 1.37% | -- | 2026-03-31 |
| 21 | TTAN | SERVICETITAN INC | 1.75M | $111.1M | $145.5M | 1.14% | -- | 2026-03-31 |
| 22 | — | ACCENTURE PLC IRELAND | 518.4K | $102.8M | $102.8M | 0.80% | -1,883,301 | 2026-03-31 |
| 23 | HTHT | H WORLD GROUP LTD | 1.07M | $54.0M | $45.8M | 0.36% | -282,652 | 2026-03-31 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 138.9K | $47.0M | $56.2M | 0.44% | -53,248 | 2026-03-31 |
| 25 | — | SOPHIA GENETICS SA | 6.79M | $33.6M | $33.6M | 0.26% | -- | 2026-03-31 |
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