GENERATION INVESTMENT MANAGEMENT LLP
28 holdingsFiling period: 2026-06-30Current AUM: $11.27Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORP DEL | 6.76M | $1.29B | $1.42B | 12.56% | -512,799 | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 5.19M | $1.24B | $1.29B | 11.44% | -208,205 | 2026-06-30 |
| 3 | MSFT | MICROSOFT CORP | 3.11M | $1.16B | $1.55B | 13.73% | -1,355,466 | 2026-06-30 |
| 4 | MELI | MERCADOLIBRE INC | 472.7K | $802.4M | $864.6M | 7.67% | +15.1K | 2026-06-30 |
| 5 | WST | WEST PHARMACEUTICAL SVSC INC | 2.03M | $728.2M | $740.3M | 6.57% | -215,654 | 2026-06-30 |
| 6 | GOOGL | ALPHABET INC | 2.00M | $713.8M | $689.1M | 6.11% | -36,079 | 2026-06-30 |
| 7 | V | VISA INC | 1.53M | $523.9M | $573.6M | 5.09% | +12.3K | 2026-06-30 |
| 8 | — | STERIS PLC | 2.28M | $480.2M | $480.2M | 4.26% | -27,761 | 2026-06-30 |
| 9 | TRMB | TRIMBLE INC | 7.19M | $368.0M | $422.8M | 3.75% | -590,293 | 2026-06-30 |
| 10 | COO | COOPER COS INC | 4.97M | $356.3M | $264.7M | 2.35% | +369.3K | 2026-06-30 |
| 11 | NTNX | NUTANIX INC | 6.71M | $341.9M | $456.2M | 4.05% | -794,661 | 2026-06-30 |
| 12 | MSCI | MSCI INC | 538.3K | $301.5M | $293.2M | 2.60% | +36.2K | 2026-06-30 |
| 13 | EFX | EQUIFAX INC | 1.83M | $290.9M | $306.2M | 2.72% | +57.0K | 2026-06-30 |
| 14 | INTU | INTUIT | 1.10M | $285.9M | $360.7M | 3.20% | +271.5K | 2026-06-30 |
| 15 | WDAY | WORKDAY INC | 2.31M | $282.9M | $440.7M | 3.91% | -1,870,802 | 2026-06-30 |
| 16 | MCO | MOODYS CORP | 538.5K | $243.9M | $251.6M | 2.23% | +172.2K | 2026-06-30 |
| 17 | — | SPOTIFY TECHNOLOGY S A | 378.6K | $173.8M | $173.8M | 1.54% | +50.5K | 2026-06-30 |
| 18 | SYK | STRYKER CORPORATION | 512.3K | $161.3M | $144.2M | 1.28% | -- | 2026-06-30 |
| 19 | SCHW | SCHWAB CHARLES CORP | 1.61M | $148.7M | $173.7M | 1.54% | -1,132,148 | 2026-06-30 |
| 20 | RELY | REMITLY GLOBAL INC | 4.89M | $109.6M | $106.8M | 0.95% | -2,800,000 | 2026-06-30 |
| 21 | TTAN | SERVICETITAN INC | 1.18M | $83.5M | $69.2M | 0.61% | -570,444 | 2026-06-30 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 141.7K | $67.7M | $58.6M | 0.52% | +2.7K | 2026-06-30 |
| 23 | HTHT | H WORLD GROUP LTD | 1.15M | $48.0M | $49.9M | 0.44% | +78.3K | 2026-06-30 |
| 24 | — | SOPHIA GENETICS SA | 6.79M | $39.2M | $39.2M | 0.35% | -- | 2026-06-30 |
| 25 | SE | SEA LTD | 168.8K | $16.2M | $17.3M | 0.15% | +75.5K | 2026-06-30 |
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