Generation Investment Management LLP
28 holdingsFiling period: 2026-06-30Current AUM: $11.60Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DHR | Danaher Corp Del | 6.76M | $1.29B | $1.57B | 13.54% | -512,799 | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 5.19M | $1.24B | $1.25B | 10.76% | -208,205 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 3.11M | $1.16B | $1.62B | 14.01% | -1,355,466 | 2026-06-30 |
| 4 | MELI | Mercadolibre Inc | 472.7K | $802.4M | $767.9M | 6.62% | +15.1K | 2026-06-30 |
| 5 | WST | West Pharmaceutical Svsc Inc | 2.03M | $728.2M | $836.9M | 7.22% | -215,654 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 2.00M | $713.8M | $558.9M | 4.82% | -36,079 | 2026-06-30 |
| 7 | V | Visa Inc | 1.53M | $523.9M | $631.5M | 5.45% | +12.3K | 2026-06-30 |
| 8 | — | Steris PLC | 2.28M | $480.2M | $480.2M | 4.14% | -27,761 | 2026-06-30 |
| 9 | TRMB | Trimble Inc | 7.19M | $368.0M | $466.9M | 4.03% | -590,293 | 2026-06-30 |
| 10 | COO | Cooper Cos Inc | 4.97M | $356.3M | $295.9M | 2.55% | +369.3K | 2026-06-30 |
| 11 | NTNX | Nutanix Inc | 6.71M | $341.9M | $450.9M | 3.89% | -794,661 | 2026-06-30 |
| 12 | MSCI | Msci Inc | 538.3K | $301.5M | $335.6M | 2.89% | +36.2K | 2026-06-30 |
| 13 | EFX | Equifax Inc | 1.83M | $290.9M | $338.3M | 2.92% | +57.0K | 2026-06-30 |
| 14 | INTU | Intuit | 1.10M | $285.9M | $373.7M | 3.22% | +271.5K | 2026-06-30 |
| 15 | WDAY | Workday Inc | 2.31M | $282.9M | $457.2M | 3.94% | -1,870,802 | 2026-06-30 |
| 16 | MCO | Moodys Corp | 538.5K | $243.9M | $266.0M | 2.29% | +172.2K | 2026-06-30 |
| 17 | — | Spotify Technology S A | 378.6K | $173.8M | $173.8M | 1.50% | +50.5K | 2026-06-30 |
| 18 | SYK | Stryker Corporation | 512.3K | $161.3M | $149.5M | 1.29% | -- | 2026-06-30 |
| 19 | SCHW | Schwab Charles Corp | 1.61M | $148.7M | $141.9M | 1.22% | -1,132,148 | 2026-06-30 |
| 20 | RELY | Remitly Global Inc | 4.89M | $109.6M | $118.1M | 1.02% | -2,800,000 | 2026-06-30 |
| 21 | TTAN | Servicetitan Inc | 1.18M | $83.5M | $99.5M | 0.86% | -570,444 | 2026-06-30 |
| 22 | TSM | Taiwan Semiconductor Manufac | 141.7K | $67.7M | $57.5M | 0.50% | +2.7K | 2026-06-30 |
| 23 | HTHT | H World Group Ltd | 1.15M | $48.0M | $54.9M | 0.47% | +78.3K | 2026-06-30 |
| 24 | — | Sophia Genetics SA | 6.79M | $39.2M | $39.2M | 0.34% | -- | 2026-06-30 |
| 25 | SE | Sea Ltd | 168.8K | $16.2M | $12.5M | 0.11% | +75.5K | 2026-06-30 |
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