Generation Investment Management

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

Companies in the Generation Investment Management portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Alphabet Inc Class C cs 9.07 1.06M -7% 1337.02
Charles Schwab Corporation (SCHW) 9.05 29.74M +9% 47.56
Cognizant Technology Solutions (CTSH) 5.93 14.95M +14% 62.02
Dentsply Sirona 5.87 16.22M -2% 56.59
Jones Lang LaSalle Incorporated (JLL) 5.32 4.78M 174.09
Henry Schein (HSIC) 4.40 10.31M +3% 66.72
Thermo Fisher Scientific (TMO) 4.30 2.07M -3% 324.87
Texas Instruments Incorporated (TXN) 4.04 4.93M -10% 128.29
Sensata Technolo 4.03 11.71M 53.87
Baxter International (BAX) 3.65 6.82M NEW 83.62
Delphi Automotive Inc international stock 3.59 5.90M +4% 94.97
Te Connectivity Ltd for 3.30 5.39M +17% 95.84
Cooper Companies (COO) 3.14 1.53M 321.29
Nutanix Inc cl a 2.90 14.53M 31.26
Microsoft Corporation (MSFT) 2.76 2.74M -25% 157.70
MercadoLibre (MELI) 2.55 697783 571.94
salesforce (CRM) 2.29 2.21M 162.64
Equifax (EFX) 2.15 2.39M +7% 140.12
Ingersoll-rand Co Ltd-cl A 2.13 2.51M -11% 132.92
Cerner Corporation (CERN) 2.11 4.49M +47% 73.39
Twilio Inc cl a 2.11 3.36M +260% 98.28
Analog Devices (ADI) 2.10 2.76M -40% 118.84
Credicorp Ltd Com 1.86 1.36M 213.13
Acuity Brands (AYI) 1.71 1.94M -26% 138.00
Applied Materials (AMAT) 1.65 4.23M -8% 61.04
Automatic Data Processing (ADP) 1.55 1.42M -34% 170.50
Stericycle (SRCL) 1.41 3.46M +15% 63.81
Illumina (ILMN) 1.24 585247 NEW 331.74
Deere & Company (DE) 0.66 599414 -85% 173.26
Becton, Dickinson and (BDX) 0.64 368075 271.97
Amazon (AMZN) 0.52 43736 -39% 1847.84
Waters Corporation (WAT) 0.47 316104 233.65
Penumbra 0.43 412309 NEW 164.27
Microchip Technology (MCHP) 0.32 480848 104.72
Huazhu Group Ltd Sponsored Adr 0.32 1.23M +46% 40.07
SPDR S&P; 500 ETF (SPY) 0.30 144250 +37% 321.86
NVIDIA Corporation (NVDA) 0.06 42498 -68% 235.31
Taiwan Semiconductor Mfg (TSM) 0.04 118534 -26% 58.10
Cbre Group Inc Cl A 0.02 44506 NEW 61.30

Past 13F-HR SEC Filings by Generation Investment Management

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