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, SCHW, A, and represent 44.14% of Generation Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: CRM (+$431M), DHR (+$335M), WDAY (+$249M), TMO (+$144M), A (+$75M), EFX (+$42M), ACN (+$20M), AMZN (+$12M), FRSH, HTHT.
  • Started 1 new stock position in CRM.
  • Reduced shares in these 10 stocks: , SCHW (-$302M), NKE (-$258M), ADI (-$209M), IDXX (-$196M), VEEV (-$166M), MSFT (-$153M), BDX (-$145M), IT (-$129M), GOOGL (-$115M).
  • Sold out of its positions in IT, JLL, NKE, TOST, VEEV.
  • Generation Investment Management was a net seller of stock by $-1.2B.
  • Generation Investment Management has $15B in assets under management (AUM), dropping by -4.04%.
  • 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 September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 16.3 $2.5B -5% 4.7M 517.95
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Danaher Corporation (DHR) 8.7 $1.3B +34% 6.7M 198.26
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MercadoLibre (MELI) 6.9 $1.0B -2% 448k 2336.94
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Charles Schwab Corporation (SCHW) 6.8 $1.0B -22% 11M 95.47
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Agilent Technologies Inc C ommon (A) 5.4 $816M +10% 6.4M 128.35
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Alphabet Cap Stk Cl A (GOOGL) 5.2 $782M -12% 3.2M 243.10
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Workday Cl A (WDAY) 4.9 $743M +50% 3.1M 240.73
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Steris Shs Usd (STE) 4.9 $739M -5% 3.0M 247.44
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Equifax (EFX) 4.7 $702M +6% 2.7M 256.53
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Trimble Navigation (TRMB) 4.5 $682M -7% 8.4M 81.65
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Thermo Fisher Scientific (TMO) 4.1 $623M +29% 1.3M 485.02
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Nutanix Cl A (NTNX) 3.2 $479M -3% 6.4M 74.39
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Visa Com Cl A (V) 3.0 $455M -2% 1.3M 341.38
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salesforce (CRM) 2.9 $431M NEW 1.8M 237.00
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Accenture Plc Ireland Shs Class A (ACN) 2.8 $425M +5% 1.7M 246.60
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Amazon (AMZN) 2.6 $390M +3% 1.8M 219.57
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Becton, Dickinson and (BDX) 2.5 $372M -28% 2.0M 187.17
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Analog Devices (ADI) 2.1 $324M -39% 1.3M 245.70
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West Pharmaceutical Services (WST) 1.7 $256M -16% 976k 262.33
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Synopsys (SNPS) 1.4 $205M -22% 416k 493.39
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Servicetitan Shs Cl A (TTAN) 1.2 $177M -3% 1.8M 100.83
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IDEXX Laboratories (IDXX) 1.1 $166M -54% 260k 638.89
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Remitly Global (RELY) 0.8 $125M 7.7M 16.30
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Moody's Corporation (MCO) 0.8 $121M -6% 254k 476.48
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $68M -18% 243k 279.29
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H World Group Sponsored Ads (HTHT) 0.4 $58M 1.5M 39.11
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Sophia Genetics Sa Ordinary Shares (SOPH) 0.2 $32M 6.8M 4.76
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Cognizant Technology Solutio Cl A (CTSH) 0.2 $28M 423k 67.07
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Tigo Energy (TYGO) 0.1 $18M -8% 7.1M 2.50
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Coupang Cl A (CPNG) 0.1 $10M -6% 316k 32.20
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Freshworks Class A Com (FRSH) 0.1 $9.4M +70% 799k 11.77
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Texas Instruments Incorporated (TXN) 0.0 $5.7M -53% 31k 183.73
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Microchip Technology (MCHP) 0.0 $5.5M -56% 86k 64.22
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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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