Generation Investment Management as of Dec. 31, 2024
Portfolio Holdings for Generation Investment Management
Generation Investment Management holds 38 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.1 | $2.1B | 5.0M | 421.50 | |
| Amazon (AMZN) | 10.8 | $2.1B | 9.5M | 219.39 | |
| Becton, Dickinson and (BDX) | 6.9 | $1.3B | 5.8M | 226.87 | |
| Charles Schwab Corporation (SCHW) | 5.2 | $999M | 14M | 74.01 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.6 | $876M | 2.5M | 351.79 | |
| MercadoLibre (MELI) | 4.6 | $874M | 514k | 1700.44 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $818M | 1.6M | 520.23 | |
| Nutanix Cl A (NTNX) | 3.7 | $718M | 12M | 61.18 | |
| Trimble Navigation (TRMB) | 3.5 | $662M | 9.4M | 70.66 | |
| Steris Shs Usd (STE) | 3.4 | $655M | 3.2M | 205.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $596M | 3.1M | 189.30 | |
| Waters Corporation (WAT) | 3.0 | $568M | 1.5M | 370.98 | |
| Agilent Technologies Inc C ommon (A) | 2.9 | $559M | 4.2M | 134.34 | |
| Gartner (IT) | 2.9 | $558M | 1.2M | 484.47 | |
| Workday Cl A (WDAY) | 2.9 | $548M | 2.1M | 258.03 | |
| Danaher Corporation (DHR) | 2.9 | $548M | 2.4M | 229.55 | |
| Analog Devices (ADI) | 2.8 | $531M | 2.5M | 212.46 | |
| Jones Lang LaSalle Incorporated (JLL) | 2.7 | $510M | 2.0M | 253.14 | |
| Mastercard Incorporated Cl A (MA) | 2.6 | $500M | 950k | 526.57 | |
| Equifax (EFX) | 2.3 | $437M | 1.7M | 254.85 | |
| Cbre Group Cl A (CBRE) | 2.2 | $419M | 3.2M | 131.29 | |
| Cooper Cos (COO) | 1.9 | $362M | 3.9M | 91.93 | |
| Texas Instruments Incorporated (TXN) | 1.7 | $331M | 1.8M | 187.51 | |
| Visa Com Cl A (V) | 1.3 | $248M | 786k | 316.04 | |
| Servicetitan Shs Cl A (TTAN) | 1.1 | $210M | 2.0M | 102.87 | |
| Twilio Cl A (TWLO) | 1.0 | $196M | 1.8M | 108.08 | |
| Henry Schein (HSIC) | 1.0 | $190M | 2.7M | 69.20 | |
| Veeva Sys Cl A Com (VEEV) | 1.0 | $186M | 886k | 210.25 | |
| Remitly Global (RELY) | 0.9 | $174M | 7.7M | 22.57 | |
| H World Group Sponsored Ads (HTHT) | 0.8 | $159M | 4.8M | 33.03 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $69M | 350k | 197.49 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $43M | 561k | 76.90 | |
| Toast Cl A (TOST) | 0.2 | $33M | 913k | 36.45 | |
| Microchip Technology (MCHP) | 0.2 | $32M | 559k | 57.35 | |
| Sophia Genetics Sa Ordinary Shares (SOPH) | 0.1 | $21M | 6.8M | 3.07 | |
| Freshworks Class A Com (FRSH) | 0.1 | $9.6M | 593k | 16.17 | |
| Coupang Cl A (CPNG) | 0.0 | $7.7M | 349k | 21.98 | |
| Tigo Energy (TYGO) | 0.0 | $7.6M | 7.7M | 0.98 |
