Generation Investment Management

Latest statistics and disclosures from Generation Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, DHR, MELI, GOOGL, WDAY, and represent 44.58% of Generation Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: CRM (+$253M), COO (+$234M), WDAY (+$221M), DHR (+$214M), SPOT (+$193M), AMZN (+$185M), ACN (+$182M), WST (+$161M), MSCI (+$130M), CSL (+$109M).
  • Started 4 new stock positions in CSL, COO, MSCI, SPOT.
  • Reduced shares in these 10 stocks: BDX (-$372M), ADI (-$324M), MSFT (-$298M), A (-$296M), SCHW (-$288M), EFX (-$253M), STE (-$227M), , NTNX (-$156M), GOOGL (-$122M).
  • Sold out of its positions in ADI, BDX, IDXX, MCHP.
  • Generation Investment Management was a net seller of stock by $-810M.
  • Generation Investment Management has $14B in assets under management (AUM), dropping by -4.49%.
  • Central Index Key (CIK): 0001375534

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Portfolio Holdings for Generation Investment Management

Generation Investment Management holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 13.8 $2.0B -12% 4.1M 483.62
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Danaher Corporation (DHR) 12.1 $1.7B +14% 7.6M 228.92
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MercadoLibre (MELI) 6.4 $924M +2% 459k 2014.26
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Alphabet Cap Stk Cl A (GOOGL) 6.1 $885M -12% 2.8M 313.00
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Workday Cl A (WDAY) 6.1 $885M +33% 4.1M 214.78
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Charles Schwab Corporation (SCHW) 5.4 $784M -26% 7.8M 99.91
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salesforce (CRM) 5.1 $735M +52% 2.8M 264.91
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Accenture Plc Ireland Shs Class A (ACN) 4.5 $644M +39% 2.4M 268.30
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Thermo Fisher Scientific (TMO) 4.5 $644M -13% 1.1M 579.45
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Amazon (AMZN) 4.1 $596M +45% 2.6M 230.82
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Trimble Navigation (TRMB) 4.1 $595M -9% 7.6M 78.35
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Agilent Technologies Inc C ommon (A) 3.9 $569M -34% 4.2M 136.07
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Steris Shs Usd (STE) 3.7 $530M -30% 2.1M 253.52
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West Pharmaceutical Services (WST) 3.0 $430M +60% 1.6M 275.14
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Visa Com Cl A (V) 2.9 $425M -9% 1.2M 350.71
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Equifax (EFX) 2.4 $341M -42% 1.6M 216.98
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Synopsys (SNPS) 1.6 $235M +20% 500k 469.72
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Cooper Cos (COO) 1.6 $234M NEW 2.8M 81.96
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Spotify Technology S A SHS (SPOT) 1.3 $193M NEW 333k 580.71
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Servicetitan Shs Cl A (TTAN) 1.3 $187M 1.8M 106.50
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Nutanix Cl A (NTNX) 1.2 $177M -46% 3.4M 51.69
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Msci (MSCI) 0.9 $130M NEW 227k 573.73
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Moody's Corporation (MCO) 0.8 $115M -11% 226k 510.85
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Carlisle Companies (CSL) 0.8 $109M NEW 342k 319.86
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Remitly Global (RELY) 0.7 $106M 7.7M 13.80
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H World Group Sponsored Ads (HTHT) 0.4 $64M -9% 1.4M 47.05
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $58M -20% 192k 303.89
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Cognizant Technology Solutio Cl A (CTSH) 0.2 $34M -2% 413k 83.00
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Sophia Genetics Sa Ordinary Shares (SOPH) 0.2 $32M 6.8M 4.67
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Freshworks Class A Com (FRSH) 0.1 $8.8M -9% 721k 12.25
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Coupang Cl A (CPNG) 0.0 $7.2M -3% 305k 23.59
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Texas Instruments Incorporated (TXN) 0.0 $4.9M -9% 28k 173.49
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Tigo Energy (TYGO) 0.0 $2.3M -76% 1.7M 1.38
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Past Filings by Generation Investment Management

SEC 13F filings are viewable for Generation Investment Management going back to 2010

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