Generation Investment Management LLP Top Holdings and 13F Report (2024) About Generation Investment Management LLPInvestment ActivityGeneration Investment Management LLP has $21.41 billion in total holdings as of September 30, 2024.Generation Investment Management LLP owns shares of 42 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.16% of the portfolio was purchased this quarter.About 12.68% of the portfolio was sold this quarter.This quarter, Generation Investment Management LLP has purchased 43 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 Microsoft $2,244,961,165Amazon.com $2,114,773,581Becton, Dickinson and Company $1,435,661,778MercadoLibre $984,442,176Thermo Fisher Scientific $981,778,223 Largest New Holdings this Quarter Agilent Technologies $450,524,996 HoldingVisa $228,003,663 Holding Largest Purchases this Quarter Agilent Technologies 3,034,247 shares (about $450.52M)Workday 1,114,040 shares (about $272.28M)Charles Schwab 3,605,768 shares (about $233.69M)Visa 829,255 shares (about $228.00M)Nutanix 2,276,439 shares (about $134.88M) Largest Sales this Quarter Equifax 1,555,553 shares (about $457.11M)Henry Schein 4,845,933 shares (about $353.27M)Texas Instruments 1,239,239 shares (about $255.99M)CBRE Group 1,508,122 shares (about $187.73M)Jones Lang LaSalle 422,059 shares (about $113.88M) 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$2,244,961,165$94,440,093 ▼-4.0%5,217,20010.5%Computer and TechnologyAMZNAmazon.com$2,114,773,581$89,012,450 ▼-4.0%11,349,6149.9%Retail/WholesaleBDXBecton, Dickinson and Company$1,435,661,778$131,920,035 ▲10.1%5,954,6326.7%MedicalMELIMercadoLibre$984,442,176$41,550,138 ▼-4.0%479,7574.6%Retail/WholesaleTMOThermo Fisher Scientific$981,778,223$41,781,311 ▼-4.1%1,587,1744.6%MedicalACNAccenture$928,636,147$40,113,264 ▼-4.1%2,627,1254.3%Computer and TechnologyCBRECBRE Group$925,222,000$187,731,027 ▼-16.9%7,432,6964.3%FinanceSCHWCharles Schwab$789,370,636$233,689,825 ▲42.1%12,179,7663.7%FinanceTRMBTrimble$738,638,288$50,258,192 ▲7.3%11,896,2523.5%Industrial ProductsNTNXNutanix$733,290,503$134,879,011 ▲22.5%12,376,2113.4%Computer and TechnologyJLLJones Lang LaSalle$719,025,305$113,875,739 ▼-13.7%2,664,9323.4%FinanceSTESTERIS$684,842,252$28,251,544 ▼-4.0%2,823,6263.2%MedicalWATWaters$649,916,355$2,020,782 ▼-0.3%1,805,8753.0%MedicalDHRDanaher$616,079,811$27,302,120 ▼-4.2%2,215,9552.9%Multi-Sector ConglomeratesITGartner$615,647,016$27,496,291 ▼-4.3%1,214,8692.9%Business ServicesADIAnalog Devices$606,457,902$26,292,549 ▼-4.2%2,634,8262.8%Computer and TechnologyEFXEquifax$606,220,252$457,114,806 ▼-43.0%2,062,9562.8%Business ServicesMAMastercard$563,970,956$25,051,462 ▼-4.3%1,142,1042.6%Business ServicesTXNTexas Instruments$542,602,584$255,989,601 ▼-32.1%2,626,7252.5%Computer and TechnologyCOOPER COS INC$457,654,461$20,101,521 ▼-4.2%4,147,6752.1%COMAAgilent Technologies$450,524,996$450,524,996 ▲New Holding3,034,2472.1%Computer and TechnologyCRMSalesforce$389,053,311$92,350,575 ▼-19.2%1,421,4071.8%Computer and TechnologyWDAYWorkday$359,690,132$272,282,517 ▲311.5%1,471,6671.7%Computer and TechnologyAMATApplied Materials$345,685,325$71,662,084 ▼-17.2%1,710,8901.6%Computer and TechnologyHSICHenry Schein$321,020,254$353,268,517 ▼-52.4%4,403,5701.5%MedicalTTTrane Technologies$312,021,132$98,249,175 ▼-23.9%802,6681.5%ConstructionTWLOTwilio$289,502,972$99,167,663 ▼-25.5%4,438,8681.4%Computer and TechnologyVVisa$228,003,663$228,003,663 ▲New Holding829,2551.1%Business ServicesVEEVVeeva Systems$195,885,103$6,445,947 ▼-3.2%933,3640.9%Computer and TechnologyCLVTClarivate$151,421,132$20,947,890 ▼-12.2%21,326,9200.7%Computer and TechnologyREMITLY GLOBAL INC$103,000,1650.0%7,692,3200.5%COMHTHTH World Group$60,816,866$4,955,858 ▲8.9%1,634,8620.3%Consumer DiscretionaryTOSTToast$51,683,755$77,887,831 ▼-60.1%1,825,6360.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$50,960,162$25,343,316 ▲98.9%293,4310.2%Computer and TechnologyCTSHCognizant Technology Solutions$47,033,183$5,644,405 ▼-10.7%609,3960.2%Computer and TechnologyMCHPMicrochip Technology$44,441,800$6,387,872 ▼-12.6%553,5160.2%Computer and TechnologySOPHSOPHiA GENETICS$24,781,8940.0%6,789,5600.1%MedicalTYGOTigo Energy$13,075,0760.0%7,691,2210.1%Oils/EnergyASANAsana$11,590,0000.0%1,000,0000.1%Computer and TechnologyCPNGCoupang$9,267,871$1,073,031 ▼-10.4%377,5100.0%Retail/WholesaleFRSHFreshworks$7,394,876$984,961 ▼-11.8%644,1530.0%Computer and TechnologyGGRGogoro$1,495,065$3,011,248 ▼-66.8%2,820,8770.0%Business ServicesCSLCarlisle Companies$0$291,314,789 ▼-100.0%00.0%Multi-Sector ConglomeratesTXG10x Genomics$0$56,106,656 ▼-100.0%00.0%MedicalBAXBaxter International$0$51,834,588 ▼-100.0%00.0%MedicalShowing 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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