GENERATION INVESTMENT MANAGEMENT LLP

GENERATION INVESTMENT MANAGEMENT LLP is an institution, managing $15.1B across 33 long positions as of Q3 2025 with 40% Technology concentration, 68% concentrated in top 10 holdings, and 16% allocation to MSFT.

Portfolio Value: $15.1B
Positions: 33
Top Holding: MSFT at 16.28%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in GENERATION INVESTMENT MANAGEMENT LLP's portfolio (68.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$2.5B	16.28%	-$152.5M Sold	0.06% 4.7M shares	Q2 2014 Held for 11y 5m
2 Danaher DHR	Medical - Diagnostics & Research Healthcare	$1.3B	8.74%	+$334.9M Bought	0.93% 6.7M shares	Q1 2023 Held for 2y 8m
3 Mercado Libre MELI	Specialty Retail Consumer Cyclical	$1.0B	6.93%	-$29.6M Sold	0.88% 447.5K shares	Q4 2017 Held for 7y 11m
4 Charles Schwab Corporation SCHW	Financial - Capital Markets Financial Services	$1.0B	6.78%	-$301.6M Sold	0.59% 10.7M shares	Q1 2016 Held for 9y 8m
5 Agilent Technologies A	Medical - Diagnostics & Research Healthcare	$816.0M	5.41%	+$74.7M Bought	2.24% 6.4M shares	Q3 2024 Held for 1y 2m
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$781.7M	5.18%	-$114.6M Sold	0.03% 3.2M shares	Q4 2024 Held for 11 months
7 Workday, Inc. WDAY	Software - Application Technology	$743.2M	4.92%	+$249.1M Bought	1.16% 3.1M shares	Q2 2024 Held for 1y 5m
8 STERIS STE	Medical - Devices Healthcare	$738.6M	4.89%	-$46.0M Sold	3.03% 3.0M shares	Q3 2020 Held for 5y 2m
9 Equifax EFX	Consulting Services Industrials	$702.0M	4.65%	+$41.9M Bought	2.22% 2.7M shares	Q1 2019 Held for 6y 8m
10 Trimble Inc. TRMB	Hardware, Equipment & Parts Technology	$682.4M	4.52%	-$54.0M Sold	3.51% 8.4M shares	Q3 2023 Held for 2y 2m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GENERATION INVESTMENT MANAGEMENT LLP's latest filing

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GthenC

Market Value

$15.1B

Prior: $15.7B

Q/Q Change

-4.04%

-$635.5M

Net Flows % of MV

-10.57%

Turnover Ratio

12.55%

New Purchases

0 stocks

Added To

9 stocks

+$880.6M

Sold Out Of

5 stocks

$1.0B

Reduced Holdings

21 stocks

-$1.4B

Increased Positions

Position	Shares Δ	Change
1 Freshworks, Inc. FRSH	+70.49%	468.5K → 798.7K +$3.9M
2 Workday, Inc. WDAY	+50.4%	2.1M → 3.1M +$249.1M
3 Danaher DHR	+34.01%	5.0M → 6.7M +$334.9M
4 Thermo Fisher Scientific TMO	+29.93%	988.9K → 1.3M +$143.6M
5 Agilent Technologies A	+10.08%	5.8M → 6.4M +$74.7M

Decreased Positions

Position	Shares Δ	Change
1 Jones Lang LaSalle JLL	Sold	1.7M → 0 −$447.6M
2 Nike NKE	Sold	3.6M → 0 −$258.3M
3 Veeva Systems VEEV	Sold	577.5K → 0 −$166.3M
4 Gartner IT	Sold	319.8K → 0 −$129.3M
5 Toast TOST	Sold	912.8K → 0 −$40.4M