Generation Investment Management LLP
Generation Investment Management LLP reported 28 holdings worth US$10.3B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Generation Investment Management LLP reported 28 holdings worth US$10.3B as of Jun 30, 2026. Largest: Danaher Corporation, Amazon.com, Inc. and Microsoft Corp. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$10.3B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Danaher Corporation | 6.76M | US$1.29B | 12.5% |
| Amazon.com, Inc. | 5.19M | US$1.24B | 12.0% |
| Microsoft Corp. | 3.11M | US$1.16B | 11.3% |
| Mercadolibre, Inc. | 473K | US$802M | 7.8% |
| West Pharmaceutical Services, Inc. | 2.03M | US$728M | 7.1% |
| Alphabet Inc (google) Class C | 2M | US$714M | 6.9% |
| Visa Inc. | 1.53M | US$524M | 5.1% |
| Trimble Inc. | 7.19M | US$368M | 3.6% |
| The Cooper Companies, Inc. | 4.97M | US$356M | 3.5% |
| Nutanix, Inc. | 6.71M | US$342M | 3.3% |
| Msci Inc. | 538K | US$301M | 2.9% |
| Equifax, Inc. | 1.83M | US$291M | 2.8% |
| Intuit Inc. | 1.1M | US$286M | 2.8% |
| Workday, Inc. | 2.31M | US$283M | 2.7% |
| Moody's Corporation | 539K | US$244M | 2.4% |
| Stryker Corporation | 512K | US$161M | 1.6% |
| Charles Schwab Corporation (the) | 1.61M | US$149M | 1.4% |
| Remitly Global, Inc. | 4.89M | US$110M | 1.1% |
| Servicetitan, Inc. | 1.18M | US$83.5M | 0.81% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 142K | US$67.7M | 0.66% |
| H World Group Limited | 1.15M | US$48M | 0.47% |
| Cognizant Technology Solutions Corporation | 397K | US$15.4M | 0.15% |
| Coupang, Inc. | 745K | US$12.9M | 0.13% |
| Freshworks Inc. | 632K | US$6.39M | 0.06% |
| Thermo Fisher Scientific Inc | 0 | US$0 | 0.00% |