Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
GENERATION INVESTMENT MANAGEMENT LLP manages $14.4B across 33 positions as of Q4 2025. Top holdings: MSFT (13.8%), DHR (12.1%), MELI (6.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Added 4 new positions, exited 4, increased 8, trimmed 18. Top move: CRM (INCREASED, conviction 87). Portfolio: $14.4B across 33 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile