Generation Investment Management

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

Portfolio Holdings for Generation Investment Management

Companies in the Generation Investment Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Alphabet Inc Class C cs 8.25 1.00M -5% 1162.81
Charles Schwab Corporation (SCHW) 7.73 32.39M +8% 33.62
Baxter International (BAX) 5.86 10.16M +49% 81.19
Cognizant Technology Solutions (CTSH) 5.28 16.01M +7% 46.47
Dentsply Sirona 5.12 18.59M +14% 38.83
Henry Schein (HSIC) 4.75 13.24M +28% 50.52
Thermo Fisher Scientific (TMO) 3.85 1.91M -7% 283.60
Cooper Companies (COO) 3.54 1.81M +18% 275.67
Jones Lang LaSalle Incorporated (JLL) 3.44 4.79M 100.98
Texas Instruments Incorporated (TXN) 3.38 4.77M -3% 99.93
Te Connectivity Ltd for 3.37 7.54M +39% 62.98
Illumina (ILMN) 3.25 1.68M +186% 273.12
Palo Alto Networks 2.91 2.50M NEW 163.96
Gartner (IT) 2.81 3.98M NEW 99.57
Becton, Dickinson and (BDX) 2.80 1.72M +365% 229.77
Trimble Navigation (TRMB) 2.56 11.32M NEW 31.83
Sensata Technolo 2.51 12.20M +4% 28.93
Delphi Automotive Inc international stock 2.38 6.81M +15% 49.24
Cerner Corporation (CERN) 2.33 5.21M +16% 62.99
MercadoLibre (MELI) 2.30 662106 -5% 488.58
salesforce (CRM) 1.94 1.90M -14% 143.98
Equifax (EFX) 1.88 2.21M -7% 119.45
Analog Devices (ADI) 1.76 2.76M 89.65
Cbre Group Inc Cl A 1.65 6.17M +13755% 37.71
Nutanix Inc cl a 1.57 14.02M -3% 15.80
Twilio Inc cl a 1.45 2.28M -32% 89.49
Applied Materials (AMAT) 1.35 4.15M 45.82
Varian Medical Systems (VAR) 1.31 1.80M NEW 102.66
Trane Technologies Plc Shs stock 1.20 2.05M NEW 82.59
Microsoft Corporation (MSFT) 1.18 1.05M -61% 157.71
Acuity Brands (AYI) 1.17 1.92M 85.66
Stericycle (SRCL) 1.12 3.24M -6% 48.58
A. O. Smith Corporation (AOS) 1.11 4.15M NEW 37.81
Workday Inc cl a 1.05 1.13M NEW 130.22
Penumbra 0.83 721333 +74% 161.33
Waters Corporation (WAT) 0.41 316430 182.05
Huazhu Group Ltd Sponsored Adr 0.26 1.28M +3% 28.73
Microchip Technology (MCHP) 0.23 481386 67.80
SPDR S&P; 500 ETF (SPY) 0.08 43980 -69% 257.75
NVIDIA Corporation (NVDA) 0.03 17803 -58% 263.61
Taiwan Semiconductor Mfg (TSM) 0.02 67752 -42% 47.79

Past Filings by Generation Investment Management

View past SEC 13F filings by Generation Investment Management

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