Q1 2025 · 13F-HR
GENERATION INVESTMENT MANAGEMENT LLPholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002407
$16.56B
Reported value
38
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $1.95B | 11.8% | 5,196,698 | Common | SHARED |
| 075887109 | BDX | BECTON DICKINSON & CO | $1.21B | 7.33% | 5,296,447 | Common | SHARED |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $1.12B | 6.77% | 14,327,559 | Common | SHARED |
| 58733R102 | MELI | MERCADOLIBRE INC | $1.04B | 6.25% | 530,564 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $957.3M | 5.78% | 5,031,582 | Common | SHARED |
| G8473T100 | STE | STERIS PLC | $760.3M | 4.59% | 3,354,545 | Common | SHARED |
| 67059N108 | NTNX | NUTANIX INC | $743.2M | 4.49% | 10,646,630 | Common | SHARED |
| 294429105 | EFX | EQUIFAX INC | $682.3M | 4.12% | 2,801,325 | Common | SHARED |
| 98138H101 | WDAY | WORKDAY INC | $678.1M | 4.10% | 2,903,767 | Common | SHARED |
| 235851102 | DHR | DANAHER CORPORATION | $651.5M | 3.93% | 3,178,124 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $600.3M | 3.63% | 3,881,774 | Common | SHARED |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $592.4M | 3.58% | 1,190,561 | Common | SHARED |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $583.0M | 3.52% | 4,983,556 | Common | SHARED |
| 366651107 | IT | GARTNER INC | $563.0M | 3.40% | 1,341,342 | Common | SHARED |
| 896239100 | TRMB | TRIMBLE INC | $497.0M | 3.00% | 7,570,348 | Common | SHARED |
| 032654105 | ADI | ANALOG DEVICES INC | $457.8M | 2.76% | 2,269,857 | Common | SHARED |
| 48020Q107 | JLL | JONES LANG LASALLE INC | $453.9M | 2.74% | 1,830,795 | Common | SHARED |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $410.3M | 2.48% | 1,314,942 | Common | SHARED |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $348.6M | 2.11% | 635,999 | Common | SHARED |
| 941848103 | WAT | WATERS CORP | $278.4M | 1.68% | 755,325 | Common | SHARED |
| 92826C839 | V | VISA INC | $249.9M | 1.51% | 713,123 | Common | SHARED |
| 216648501 | COO | COOPER COS INC | $242.4M | 1.46% | 2,873,376 | Common | SHARED |
| 871607107 | SNPS | SYNOPSYS INC | $240.5M | 1.45% | 560,782 | Common | SHARED |
| 654106103 | NKE | NIKE INC | $215.8M | 1.30% | 3,398,991 | Common | SHARED |
| 44332N106 | HTHT | H WORLD GROUP LTD | $193.0M | 1.17% | 5,213,875 | Common | SHARED |
| 81764X103 | TTAN | SERVICETITAN INC | $192.5M | 1.16% | 2,023,502 | Common | SHARED |
| 922475108 | VEEV | VEEVA SYS INC | $186.5M | 1.13% | 805,011 | Common | SHARED |
| 75960P104 | RELY | REMITLY GLOBAL INC | $160.0M | 0.97% | 7,692,320 | Common | SHARED |
| 34964C106 | FBIN | FORTUNE BRANDS INNOVATIONS I | $98.2M | 0.59% | 1,612,301 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $46.6M | 0.28% | 280,895 | Common | SHARED |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $34.9M | 0.21% | 456,040 | Common | SHARED |
| 888787108 | TOST | TOAST INC | $30.3M | 0.18% | 912,818 | Common | SHARED |
| 882508104 | TXN | TEXAS INSTRS INC | $27.7M | 0.17% | 154,377 | Common | SHARED |
| H82027105 | SOPH | SOPHIA GENETICS SA | $22.5M | 0.14% | 6,789,560 | Common | SHARED |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $18.0M | 0.11% | 372,154 | Common | SHARED |
| 22266T109 | CPNG | COUPANG INC | $7.4M | 0.04% | 339,242 | Common | SHARED |
| 358054104 | FRSH | FRESHWORKS INC | $7.4M | 0.04% | 522,591 | Common | SHARED |
| 88675P103 | TYGO | TIGO ENERGY INC | $6.5M | 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.