Generation Investment Management

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

  • Top 5 stock holdings are DHR, AMZN, MSFT, MELI, WST, and represent 50.71% of Generation Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: SYK (+$161M), MCO (+$78M), INTU (+$71M), COO (+$27M), MELI (+$26M), SPOT (+$23M), MSCI (+$20M), EFX (+$9.0M), SE (+$7.2M), V.
  • Started 1 new stock position in SYK.
  • Reduced shares in these 10 stocks: MSFT (-$506M), TMO (-$380M), WDAY (-$229M), SCHW (-$105M), , DHR (-$98M), WST (-$77M), RELY (-$63M), AMZN (-$50M), NTNX (-$41M).
  • Sold out of its positions in TMO, ACN.
  • Generation Investment Management was a net seller of stock by $-1.3B.
  • Generation Investment Management has $10B in assets under management (AUM), dropping by -7.79%.
  • Central Index Key (CIK): 0001375534

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Portfolio Holdings for Generation Investment Management

Generation Investment Management holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Danaher Corporation (DHR) 12.5 $1.3B -7% 6.8M 190.48
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Amazon (AMZN) 12.0 $1.2B -3% 5.2M 238.34
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Microsoft Corporation (MSFT) 11.3 $1.2B -30% 3.1M 373.02
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MercadoLibre (MELI) 7.8 $802M +3% 473k 1697.39
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West Pharmaceutical Services (WST) 7.1 $728M -9% 2.0M 359.00
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Alphabet Cap Stk Cl A (GOOGL) 6.9 $714M 2.0M 357.37
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Visa Com Cl A (V) 5.1 $524M 1.5M 343.09
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Steris Shs Usd (STE) 4.7 $480M 2.3M 210.57
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Trimble Navigation (TRMB) 3.6 $368M -7% 7.2M 51.18
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Cooper Cos (COO) 3.5 $356M +8% 5.0M 71.71
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Nutanix Cl A (NTNX) 3.3 $342M -10% 6.7M 50.96
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Msci (MSCI) 2.9 $302M +7% 538k 560.04
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Equifax (EFX) 2.8 $291M +3% 1.8M 158.72
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Intuit (INTU) 2.8 $286M +32% 1.1M 261.00
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Workday Cl A (WDAY) 2.7 $283M -44% 2.3M 122.42
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Moody's Corporation (MCO) 2.4 $244M +46% 539k 452.92
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Spotify Technology S A SHS (SPOT) 1.7 $174M +15% 379k 459.13
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Stryker Corporation (SYK) 1.6 $161M NEW 512k 314.84
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Charles Schwab Corporation (SCHW) 1.4 $149M -41% 1.6M 92.27
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Remitly Global (RELY) 1.1 $110M -36% 4.9M 22.41
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Servicetitan Shs Cl A (TTAN) 0.8 $84M -32% 1.2M 70.71
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.7 $68M 142k 477.57
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H World Group Sponsored Ads (HTHT) 0.5 $48M +7% 1.2M 41.72
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Sophia Genetics Sa Ordinary Shares (SOPH) 0.4 $39M 6.8M 5.77
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Sea Sponsord Ads (SE) 0.2 $16M +80% 169k 95.83
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $15M -7% 397k 38.73
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Coupang Cl A (CPNG) 0.1 $13M -12% 745k 17.37
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Freshworks Class A Com (FRSH) 0.1 $6.4M -10% 632k 10.12
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Past Filings by Generation Investment Management

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

View all past filings