Generation Investment Management LLP Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Generation Investment Management LLPInvestment ActivityGeneration Investment Management LLP has $21.91 billion in total holdings as of March 31, 2024.Generation Investment Management LLP owns shares of 42 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.00% of the portfolio was purchased this quarter.About 15.83% of the portfolio was sold this quarter.This quarter, Generation Investment Management LLP has purchased 44 new stocks and bought additional shares in 7 stocks.Generation Investment Management LLP sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings Amazon.com $2,197,006,395Microsoft $2,181,249,346Applied Materials $1,055,072,680Thermo Fisher Scientific $962,156,539Equifax $886,352,882 Largest New Holdings this Quarter COOPER COS INC $420,695,570 Holding Largest Purchases this Quarter COOPER COS INC 4,146,418 shares (about $420.70M)Becton, Dickinson and Company 1,338,273 shares (about $331.16M)Accenture 709,341 shares (about $245.86M)STERIS 1,005,397 shares (about $226.03M)Charles Schwab 508,147 shares (about $36.76M) Largest Sales this Quarter Applied Materials 2,243,623 shares (about $462.70M)Nutanix 4,619,101 shares (about $285.09M)Gartner 592,872 shares (about $282.60M)Trane Technologies 738,063 shares (about $221.57M)Carlisle Companies 504,797 shares (about $197.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGeneration Investment Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$2,197,006,395$167,297,399 ▼-7.1%12,179,87810.0%Retail/WholesaleMSFTMicrosoft$2,181,249,346$9,577,691 ▼-0.4%5,184,56310.0%Computer and TechnologyAMATApplied Materials$1,055,072,680$462,702,371 ▼-30.5%5,116,0004.8%Computer and TechnologyTMOThermo Fisher Scientific$962,156,539$73,115,056 ▼-7.1%1,655,4374.4%MedicalEFXEquifax$886,352,882$145,270,583 ▼-14.1%3,313,2214.0%Business ServicesADIAnalog Devices$800,334,094$60,531,849 ▼-7.0%4,046,3833.7%Computer and TechnologyBDXBecton, Dickinson and Company$791,925,618$331,155,654 ▲71.9%3,200,3463.6%MedicalNTNXNutanix$780,047,418$285,090,914 ▼-26.8%12,638,4873.6%Computer and TechnologyCBRECBRE Group$769,001,148$20,369,641 ▲2.7%7,908,2803.5%FinanceHSICHenry Schein$765,322,475$138,291,847 ▼-15.3%10,134,0373.5%MedicalTRMBTrimble$735,814,429$53,911,090 ▼-6.8%11,432,7913.4%Computer and TechnologyDHRDanaher$703,032,221$52,633,734 ▼-7.0%2,815,2823.2%Multi-Sector ConglomeratesITGartner$692,049,050$282,604,296 ▼-29.0%1,451,8413.2%Business ServicesJLLJones Lang LaSalle$690,292,020$129,978,322 ▼-15.8%3,538,3263.2%FinanceTTTrane Technologies$687,299,495$221,566,513 ▼-24.4%2,289,4723.1%Business ServicesTXNTexas Instruments$680,090,057$53,756,328 ▼-7.3%3,903,8523.1%Computer and TechnologySCHWCharles Schwab$613,942,274$36,759,354 ▲6.4%8,486,8992.8%FinanceMELIMercadoLibre$602,983,256$44,785,767 ▼-6.9%398,8092.8%Retail/WholesaleMAMastercard$591,085,760$44,865,951 ▼-7.1%1,227,4142.7%Business ServicesACNAccenture$528,577,131$245,864,684 ▲87.0%1,524,9912.4%Business ServicesWATWaters$525,844,027$41,097,964 ▼-7.2%1,527,5952.4%MedicalTWLOTwilio$483,340,240$36,674,040 ▼-7.1%7,904,1742.2%Computer and TechnologySTESTERIS$481,285,663$226,033,353 ▲88.6%2,140,7602.2%MedicalCRMSalesforce$422,651,315$186,103,640 ▼-30.6%1,403,3181.9%Computer and TechnologyCOOPER COS INC$420,695,570$420,695,570 ▲New Holding4,146,4181.9%COMBAXBaxter International$383,836,657$27,978,202 ▲7.9%8,980,7361.8%MedicalCSLCarlisle Companies$331,069,363$197,804,705 ▼-37.4%844,8881.5%Multi-Sector ConglomeratesXRAYDENTSPLY SIRONA$203,828,154$15,166,469 ▼-6.9%6,141,2520.9%MedicalCLVTClarivate$200,908,114$17,169,474 ▼-7.9%27,040,1230.9%Computer and TechnologyRELYRemitly Global$159,538,7170.0%7,692,3200.7%Business ServicesTOSTToast$143,428,755$82,164,854 ▼-36.4%5,755,5680.7%Computer and TechnologyVEEVVeeva Systems$106,515,075$9,257,174 ▼-8.0%459,7310.5%Computer and TechnologyMCHPMicrochip Technology$77,539,583$21,214,352 ▼-21.5%864,3360.4%Computer and TechnologyCTSHCognizant Technology Solutions$54,744,918$1,778,235 ▼-3.1%746,9630.2%Computer and TechnologyHTHTH World Group$53,887,351$6,586,005 ▲13.9%1,392,4380.2%Consumer DiscretionaryTXG10x Genomics$53,072,074$4,401,068 ▼-7.7%1,414,1240.2%MedicalSOPHSOPHiA GENETICS$33,472,5310.0%6,789,5600.2%MedicalGGRGogoro$15,644,5560.0%8,502,4760.1%Business ServicesASANAsana$15,490,0000.0%1,000,0000.1%Computer and TechnologyFRSHFreshworks$11,256,894$367,478 ▼-3.2%618,1710.1%Computer and TechnologyTYGOTigo Energy$8,229,6060.0%7,691,2210.0%Oils/EnergyCPNGCoupang$8,192,420$266,121 ▼-3.1%460,5070.0%Retail/WholesaleCOOPER COS INC$0$423,136,036 ▼-100.0%00.0%COM NEWPANWPalo Alto Networks$0$132,410,556 ▼-100.0%00.0%Computer and TechnologyVERALTO CORP$0$74,144,475 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. 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