Q4 2024 · 13F-HR
GENERATION INVESTMENT MANAGEMENT LLPholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001001
$19.17B
Reported value
38
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $2.12B | 11.1% | 5,037,536 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $2.07B | 10.8% | 9,453,262 | Common | SHARED |
| 075887109 | BDX | BECTON DICKINSON & CO | $1.32B | 6.88% | 5,815,380 | Common | SHARED |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $998.7M | 5.21% | 13,493,957 | Common | SHARED |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $876.0M | 4.57% | 2,490,101 | Common | SHARED |
| 58733R102 | MELI | MERCADOLIBRE INC | $873.5M | 4.56% | 513,686 | Common | SHARED |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $817.7M | 4.27% | 1,571,734 | Common | SHARED |
| 67059N108 | NTNX | NUTANIX INC | $718.0M | 3.75% | 11,736,469 | Common | SHARED |
| 896239100 | TRMB | TRIMBLE INC | $662.0M | 3.45% | 9,368,559 | Common | SHARED |
| G8473T100 | STE | STERIS PLC | $654.5M | 3.41% | 3,184,153 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $596.1M | 3.11% | 3,149,143 | Common | SHARED |
| 941848103 | WAT | WATERS CORP | $567.6M | 2.96% | 1,530,119 | Common | SHARED |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $558.8M | 2.91% | 4,159,313 | Common | SHARED |
| 366651107 | IT | GARTNER INC | $558.0M | 2.91% | 1,151,828 | Common | SHARED |
| 98138H101 | WDAY | WORKDAY INC | $548.4M | 2.86% | 2,125,466 | Common | SHARED |
| 235851102 | DHR | DANAHER CORPORATION | $547.8M | 2.86% | 2,386,462 | Common | SHARED |
| 032654105 | ADI | ANALOG DEVICES INC | $531.0M | 2.77% | 2,499,164 | Common | SHARED |
| 48020Q107 | JLL | JONES LANG LASALLE INC | $509.8M | 2.66% | 2,013,963 | Common | SHARED |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $500.3M | 2.61% | 950,030 | Common | SHARED |
| 294429105 | EFX | EQUIFAX INC | $436.8M | 2.28% | 1,713,879 | Common | SHARED |
| 12504L109 | CBRE | CBRE GROUP INC | $419.2M | 2.19% | 3,192,849 | Common | SHARED |
| 216648501 | COO | COOPER COS INC | $361.6M | 1.89% | 3,933,378 | Common | SHARED |
| 882508104 | TXN | TEXAS INSTRS INC | $331.3M | 1.73% | 1,767,093 | Common | SHARED |
| 92826C839 | V | VISA INC | $248.4M | 1.30% | 785,860 | Common | SHARED |
| 81764X103 | TTAN | SERVICETITAN INC | $209.5M | 1.09% | 2,036,965 | Common | SHARED |
| 90138F102 | TWLO | TWILIO INC | $196.0M | 1.02% | 1,813,499 | Common | SHARED |
| 806407102 | HSIC | HENRY SCHEIN INC | $189.9M | 0.99% | 2,743,909 | Common | SHARED |
| 922475108 | VEEV | VEEVA SYS INC | $186.2M | 0.97% | 885,461 | Common | SHARED |
| 75960P104 | RELY | REMITLY GLOBAL INC | $173.6M | 0.91% | 7,692,320 | Common | SHARED |
| 44332N106 | HTHT | H WORLD GROUP LTD | $159.2M | 0.83% | 4,818,833 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $69.1M | 0.36% | 349,760 | Common | SHARED |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $43.2M | 0.23% | 561,343 | Common | SHARED |
| 888787108 | TOST | TOAST INC | $33.3M | 0.17% | 912,818 | Common | SHARED |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $32.1M | 0.17% | 559,075 | Common | SHARED |
| H82027105 | SOPH | SOPHIA GENETICS SA | $20.8M | 0.11% | 6,789,560 | Common | SHARED |
| 358054104 | FRSH | FRESHWORKS INC | $9.6M | 0.05% | 592,888 | Common | SHARED |
| 22266T109 | CPNG | COUPANG INC | $7.7M | 0.04% | 348,702 | Common | SHARED |
| 88675P103 | TYGO | TIGO ENERGY INC | $7.6M | 0.04% | 7,691,221 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.