Generation Investment Management LLP Top Holdings and 13F Report (2025) About Generation Investment Management LLPInvestment ActivityGeneration Investment Management LLP has $19.17 billion in total holdings as of December 31, 2024.Generation Investment Management LLP owns shares of 38 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.88% of the portfolio was purchased this quarter.About 19.42% of the portfolio was sold this quarter.This quarter, Generation Investment Management LLP has purchased 42 new stocks and bought additional shares in 9 stocks.Generation Investment Management LLP sold shares of 24 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $2,123,321,427Amazon.com $2,073,951,153Becton, Dickinson and Company $1,319,335,262Charles Schwab $998,687,759Accenture $875,992,632 Largest New Holdings this Quarter Alphabet $596,132,771 HoldingSERVICETITAN INC $209,542,590 Holding Largest Purchases this Quarter Alphabet 3,149,143 shares (about $596.13M)SERVICETITAN INC 2,036,965 shares (about $209.54M)Workday 653,799 shares (about $168.70M)Agilent Technologies 1,125,066 shares (about $151.14M)H World Group 3,183,971 shares (about $105.17M) Largest Sales this Quarter CBRE Group 4,239,847 shares (about $556.65M)Amazon.com 1,896,352 shares (about $416.04M)Twilio 2,625,369 shares (about $283.75M)Trimble 2,527,693 shares (about $178.61M)Jones Lang LaSalle 650,969 shares (about $164.79M) 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 PortfolioSectorMSFTMicrosoft$2,123,321,427$75,728,376 ▼-3.4%5,037,53611.1%Computer and TechnologyAMZNAmazon.com$2,073,951,153$416,040,666 ▼-16.7%9,453,26210.8%Retail/WholesaleBDXBecton, Dickinson and Company$1,319,335,262$31,592,101 ▼-2.3%5,815,3806.9%MedicalSCHWCharles Schwab$998,687,759$97,263,276 ▲10.8%13,493,9575.2%FinanceACNAccenture$875,992,632$48,203,673 ▼-5.2%2,490,1014.6%Computer and TechnologyMELIMercadoLibre$873,492,223$57,694,229 ▲7.1%513,6864.6%Retail/WholesaleTMOThermo Fisher Scientific$817,663,180$8,032,351 ▼-1.0%1,571,7344.3%MedicalNTNXNutanix$718,037,174$39,139,416 ▼-5.2%11,736,4693.7%Computer and TechnologyTRMBTrimble$661,982,380$178,606,788 ▼-21.2%9,368,5593.5%Industrial ProductsSTESTERIS$654,534,491$74,109,930 ▲12.8%3,184,1533.4%MedicalGOOGLAlphabet$596,132,771$596,132,771 ▲New Holding3,149,1433.1%Computer and TechnologyWATWaters$567,643,547$102,299,961 ▼-15.3%1,530,1193.0%MedicalAAgilent Technologies$558,762,109$151,141,367 ▲37.1%4,159,3132.9%MedicalITGartner$558,026,112$30,541,473 ▼-5.2%1,151,8282.9%Business ServicesWDAYWorkday$548,433,993$168,699,756 ▲44.4%2,125,4662.9%Computer and TechnologyDHRDanaher$547,812,353$39,139,882 ▲7.7%2,386,4622.9%MedicalADIAnalog Devices$530,972,384$28,822,749 ▼-5.1%2,499,1642.8%Computer and TechnologyJLLJones Lang LaSalle$509,814,594$164,786,293 ▼-24.4%2,013,9632.7%FinanceMAMastercard$500,257,298$101,140,406 ▼-16.8%950,0302.6%Business ServicesEFXEquifax$436,782,064$88,962,274 ▼-16.9%1,713,8792.3%Business ServicesCBRECBRE Group$419,189,146$556,649,514 ▼-57.0%3,192,8492.2%FinanceCOOPER COS INC$361,595,440$19,700,323 ▼-5.2%3,933,3781.9%COMTXNTexas Instruments$331,347,609$161,189,597 ▼-32.7%1,767,0931.7%Computer and TechnologyVVisa$248,363,195$13,714,556 ▼-5.2%785,8601.3%Business ServicesSERVICETITAN INC$209,542,590$209,542,590 ▲New Holding2,036,9651.1%SHS CL ATWLOTwilio$196,002,972$283,749,882 ▼-59.1%1,813,4991.0%Computer and TechnologyHSICHenry Schein$189,878,503$114,848,541 ▼-37.7%2,743,9091.0%MedicalVEEVVeeva Systems$186,168,175$10,071,606 ▼-5.1%885,4611.0%MedicalREMITLY GLOBAL INC$173,615,6620.0%7,692,3200.9%COMHTHTH World Group$159,166,054$105,166,562 ▲194.8%4,818,8330.8%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$69,074,102$11,124,414 ▲19.2%349,7600.4%Computer and TechnologyCTSHCognizant Technology Solutions$43,167,277$3,695,276 ▼-7.9%561,3430.2%Computer and TechnologyTOSTToast$33,272,216$33,272,216 ▼-50.0%912,8180.2%Computer and TechnologyMCHPMicrochip Technology$32,062,951$318,809 ▲1.0%559,0750.2%Computer and TechnologySOPHSOPHiA GENETICS$20,843,9490.0%6,789,5600.1%MedicalFRSHFreshworks$9,586,999$828,955 ▼-8.0%592,8880.1%Computer and TechnologyCPNGCoupang$7,664,470$633,200 ▼-7.6%348,7020.0%Retail/WholesaleTYGOTigo Energy$7,575,0840.0%7,691,2210.0%Oils/EnergyCRMSalesforce$0$389,053,311 ▼-100.0%00.0%Computer and TechnologyAMATApplied Materials$0$345,685,325 ▼-100.0%00.0%Computer and TechnologyTTTrane Technologies$0$312,021,132 ▼-100.0%00.0%ConstructionCLVTClarivate$0$151,421,132 ▼-100.0%00.0%Computer and TechnologyASANAsana$0$11,590,000 ▼-100.0%00.0%Computer and TechnologyGGRGogoro$0$1,495,065 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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