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GENERATION INVESTMENT MANAGEMENT LLP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1375534
Institutional-grade research for retail investors

Sector Allocation

  • Technology32.7%$3.4B
  • Healthcare29.3%$3.0B
  • Consumer Discretionary20.4%$2.1B
  • Financials14.7%$1.5B
  • Communication Services1.7%$173.8M
  • Industrials1.2%$125.8M

AUM History

13fpro.ai/research/fund/generation-investment-management-llp-1375534

Conviction and streaks

Concentrating · top 10 = 74.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

DHR$DHRConviction hold12.5% weight · held 10 quartersAMZN$AMZNConviction hold12.0% weight · held 10 quartersMSFT$MSFTConviction hold11.3% weight · held 10 quartersMELI$MELIConviction hold7.8% weight · held 10 quartersWST$WSTConviction hold7.1% weight · held 5 quartersV$VAccumulating+26% shares · 2 quarters runningCOO$COOAccumulating+74% shares · 2 quarters runningMSCI$MSCIAccumulating+137% shares · 2 quarters runningEFX$EFXAccumulating+17% shares · 2 quarters runningMCO$MCOAccumulating+138% shares · 2 quarters runningGOOG$GOOGTrimming-49% shares · 5 quarters runningSCHW$SCHWTrimming-89% shares · 5 quarters runningFRSH$FRSHTrimming-21% shares · 3 quarters runningDHR$DHRTrimming-11% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/generation-investment-management-llp-1375534

GENERATION INVESTMENT MANAGEMENT LLP 13F holdings — Q2 2026

$10.3B portfolio (-7.8% QoQ) · 28 holdings · Q2 2026 13F · top 10 are 74% of the stock portfolio

All holdings — GENERATION INVESTMENT MANAGEMENT LLP (Q2 2026)

28 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
NTNX$NTNXNutanix, Inc.$341.9M-11%
MSCI$MSCIMSCI Inc.$301.5M+7%
EFX$EFXEQUIFAX INC$290.9M+3%
INTU$INTUINTUIT INC.$285.9M+33%
WDAY$WDAYWorkday, Inc.$282.9M-45%
MCO$MCOMOODYS CORP /DE/$243.9M+47%
SPOT$SPOTSpotify Technology S.A.$173.8M+15%
SYK$SYKSTRYKER CORP$161.3MNew
SCHW$SCHWSCHWAB CHARLES CORP$148.7M-41%
RELY$RELYRemitly Global, Inc.$109.6M-36%
TTAN$TTANServiceTitan, Inc.$83.5M-33%
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr$67.7M+2%
HTHT$HTHTH World Group Ltdadr$48.0M+7%
SOPH$SOPHSOPHiA GENETICS SA$39.2M—
SE$SESea Ltdadr$16.2M+81%

What changed in Q2 2026

Against the previous quarter's 13F: 1 new, 11 added to, 15 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (1)

  • SYK$SYKSTRYKER CORP$161.3M

    first bought this quarter

Added to (11)

  • MCO$MCOMOODYS CORP /DE/+47%

    now $243.9M · held 5 qtrs, 2 adds in a row

  • INTU$INTUINTUIT INC.+33%

    now $285.9M · held 2 qtrs, 2 adds in a row

  • COO$COOCOOPER COMPANIES, INC.+8%

    now $356.3M · held 3 qtrs, 3 adds in a row

  • MELI$MELIMERCADOLIBRE INC+3%

    now $802.4M · held 11+ qtrs

  • SPOT$SPOTSpotify Technology S.A.+15%

    now $173.8M · held 3 qtrs

  • MSCI$MSCIMSCI Inc.+7%

    now $301.5M · held 3 qtrs, 3 adds in a row

+5 more in the Excel export

Trimmed (15)

  • MSFT$MSFTMICROSOFT CORP-30%

    now $1.2B · held 11+ qtrs

  • WDAY$WDAYWorkday, Inc.-45%

    now $282.9M · held 9 qtrs

  • SCHW$SCHWSCHWAB CHARLES CORP-41%

    now $148.7M · held 11+ qtrs, 5 trims in a row

  • DHR$DHRDANAHER CORP /DE/-7%

    now $1.3B · held 10 qtrs, 2 trims in a row

  • WST$WSTWEST PHARMACEUTICAL SERVICES INC-10%

    now $728.2M · held 5 qtrs

  • RELY$RELYRemitly Global, Inc.-36%

    now $109.6M · held 11+ qtrs

+9 more in the Excel export

Sold out (2)

  • TMO$TMOTHERMO FISHER SCIENTIFIC INC.was $380.2M

    held 9 qtrs

  • ACN$ACNAccenture plcwas $102.8M

    held 9 qtrs

Share

Holdings by quarter

Every 13F GENERATION INVESTMENT MANAGEMENT LLP has filed, 40 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of GENERATION INVESTMENT MANAGEMENT LLP's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+0.2%

Value-weighted move of the 10 largest stock positions

Turnover

4%

Last quarter; 41% over the last 4

Top 10 weight

74%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

87%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

GENERATION INVESTMENT MANAGEMENT LLP disclosed 28 positions worth $10.3B in its Form 13F-HR for Q2 2026, led by $DHR (DANAHER CORP /DE/) at 12.5% of the equity portfolio, followed by $AMZN and $MSFT. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $SYK and a full exit from $TMO. The portfolio is most concentrated in Technology (32.7% of disclosed assets). All figures are sourced directly from GENERATION INVESTMENT MANAGEMENT LLP’s Form 13F-HR filing with the SEC under CIK 1375534.

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AI-Powered Hedge Fund Analysis: GENERATION INVESTMENT MANAGEMENT LLP

13F Pro is an AI hedge fund tracker and stock research platform. For GENERATION INVESTMENT MANAGEMENT LLP (SEC CIK: 1375534), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in GENERATION INVESTMENT MANAGEMENT LLP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.