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GENERATION INVESTMENT MANAGEMENT LLP
Q2 2026 13F filing
Updated 31 days ago28 disclosed positions worth $10.3B
Portfolio value
$10.3B
Total holdings
28
New positions
1
Closed positions
2
Increased
11
Decreased
15
Turnover
10.7%
Filed
2026-08-10
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DHR DANAHER CORP DEL | $1.3B | 6.76M | 12.52% | Trimmed(-7.0%) |
| 2 | A AMZN AMAZON COM INC | $1.2B | 5.19M | 12.03% | Trimmed(-3.9%) |
| 3 | M MSFT MICROSOFT CORP | $1.2B | 3.11M | 11.29% | Trimmed(-30.3%) |
| 4 | M MELI MERCADOLIBRE INC | $802.4M | 472.7K | 7.80% | Added(+3.3%) |
| 5 | W WST WEST PHARMACEUTICAL SVSC INC | $728.2M | 2.03M | 7.08% | Trimmed(-9.6%) |
| 6 | G GOOGN ALPHABET INC | $713.8M | 2.00M | 6.94% | Trimmed(-1.8%) |
| 7 | V V VISA INC | $523.9M | 1.53M | 5.09% | Added(+0.8%) |
| 8 | S STE STERIS PLC | $480.2M | 2.28M | 4.67% | Trimmed(-1.2%) |
| 9 | T TRMB TRIMBLE INC | $368M | 7.19M | 3.58% | Trimmed(-7.6%) |
| 10 | C COO COOPER COS INC | $356.3M | 4.97M | 3.46% | Added(+8.0%) |
| 11 | N NTNX NUTANIX INC | $341.9M | 6.71M | 3.32% | Trimmed(-10.6%) |
| 12 | M MSCI MSCI INC | $301.5M | 538.3K | 2.93% | Added(+7.2%) |
| 13 | E EFX EQUIFAX INC | $290.9M | 1.83M | 2.83% | Added(+3.2%) |
| 14 | I INTU INTUIT | $285.9M | 1.10M | 2.78% | Added(+33.0%) |
| 15 | W WDAY WORKDAY INC | $282.9M | 2.31M | 2.75% | Trimmed(-44.7%) |
| 16 | M MCO MOODYS CORP | $243.9M | 538.5K | 2.37% | Added(+47.0%) |
| 17 | S SPOT SPOTIFY TECHNOLOGY S A | $173.8M | 378.6K | 1.69% | Added(+15.4%) |
| 18 | S SYK STRYKER CORPORATION | $161.3M | 512.3K | 1.57% | — |
| 19 | S SCHW-PJ SCHWAB CHARLES CORP | $148.7M | 1.61M | 1.45% | Trimmed(-41.3%) |
| 20 | R RELY REMITLY GLOBAL INC | $109.6M | 4.89M | 1.07% | Trimmed(-36.4%) |
| 21 | T TTAN SERVICETITAN INC | $83.5M | 1.18M | 0.81% | Trimmed(-32.6%) |
| 22 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $67.7M | 141.7K | 0.66% | Added(+2.0%) |
| 23 | H HWLDF H WORLD GROUP LTD | $48M | 1.15M | 0.47% | Added(+7.3%) |
| 24 | S SOPH SOPHIA GENETICS SA | $39.2M | 6.79M | 0.38% | Unchanged |
| 25 | S SE SEA LTD | $16.2M | 168.8K | 0.16% | Added(+80.9%) |
| 26 | C CTSH COGNIZANT TECHNOLOGY SOLUTIO | $15.4M | 396.5K | 0.15% | Trimmed(-7.3%) |
| 27 | C CPNG COUPANG INC | $12.9M | 745.0K | 0.13% | Trimmed(-13.0%) |
| 28 | F FRSH FRESHWORKS INC | $6.4M | 631.6K | 0.06% | Trimmed(-10.2%) |