Generation Investment Management

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

  • Top 5 stock holdings are MSFT, DHR, AMZN, MELI, GOOGL, and represent 49.60% of Generation Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: AMZN (+$588M), INTU (+$356M), WST (+$171M), NTNX (+$155M), MSCI (+$148M), MSFT (+$126M), COO (+$125M), V (+$91M), MCO (+$61M), STE (+$49M).
  • Started 2 new stock positions in INTU, SE.
  • Reduced shares in these 10 stocks: , , SCHW (-$480M), ACN (-$373M), SNPS (-$235M), GOOGL (-$228M), TMO (-$166M), CSL (-$109M), DHR (-$60M), TSM (-$18M).
  • Sold out of its positions in A, CSL, CRM, SNPS, TXN, TYGO.
  • Generation Investment Management was a net seller of stock by $-1.1B.
  • Generation Investment Management has $11B in assets under management (AUM), dropping by -22.60%.
  • Central Index Key (CIK): 0001375534

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Portfolio Holdings for Generation Investment Management

Generation Investment Management holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.8 $1.7B +8% 4.5M 370.17
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Danaher Corporation (DHR) 12.4 $1.4B -4% 7.3M 189.60
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Amazon (AMZN) 10.1 $1.1B +109% 5.4M 208.27
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MercadoLibre (MELI) 7.1 $791M 458k 1729.02
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Alphabet Cap Stk Cl A (GOOGL) 5.2 $585M -28% 2.0M 287.56
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West Pharmaceutical Services (WST) 5.0 $562M +43% 2.2M 250.64
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Workday Cl A (WDAY) 4.9 $543M 4.2M 129.92
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Steris Shs Usd (STE) 4.6 $511M +10% 2.3M 221.13
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Trimble Navigation (TRMB) 4.5 $508M +2% 7.8M 65.23
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Visa Com Cl A (V) 4.1 $458M +24% 1.5M 302.24
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Thermo Fisher Scientific (TMO) 3.4 $380M -30% 774k 491.53
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Intuit (INTU) 3.2 $356M NEW 824k 432.38
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Cooper Cos (COO) 2.9 $329M +61% 4.6M 71.50
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Equifax (EFX) 2.9 $320M +12% 1.8M 180.07
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Nutanix Cl A (NTNX) 2.6 $285M +118% 7.5M 38.01
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Msci (MSCI) 2.4 $271M +120% 502k 539.01
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Charles Schwab Corporation (SCHW) 2.3 $258M -65% 2.7M 93.98
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Moody's Corporation (MCO) 1.4 $160M +62% 366k 436.25
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Spotify Technology S A SHS (SPOT) 1.4 $159M 328k 484.91
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Remitly Global (RELY) 1.1 $121M 7.7M 15.67
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Servicetitan Shs Cl A (TTAN) 1.0 $111M 1.8M 63.46
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Accenture Plc Ireland Shs Class A (ACN) 0.9 $103M -78% 518k 198.29
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H World Group Sponsored Ads (HTHT) 0.5 $54M -20% 1.1M 50.29
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $47M -27% 139k 337.95
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Sophia Genetics Sa Ordinary Shares (SOPH) 0.3 $34M 6.8M 4.95
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Cognizant Technology Solutio Cl A (CTSH) 0.2 $26M +3% 428k 61.35
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Coupang Cl A (CPNG) 0.1 $16M +180% 856k 18.88
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Sea Sponsord Ads (SE) 0.1 $7.7M NEW 93k 82.81
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Freshworks Class A Com (FRSH) 0.1 $5.6M -2% 703k 8.03
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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