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Free — 5 of 34

Data as of Q4 2025

All position changes for GENERATION INVESTMENT MANAGEMENT LLP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	MSFT Microsoft Corp	Decreased	4.1M	-13.0%	$2B	13.8%	0
2025-Q4	DHR Danaher Corp	Increased	7.6M	+14.1%	$1.7B	12.1%	72
2025-Q4	MELI MercadoLibre Inc	Increased	458,751	+2.5%	$924M	6.4%	64
2025-Q4	GOOGL Alphabet Inc	Decreased	2.8M	-12.1%	$885M	6.1%	0
2025-Q4	WDAY Workday Inc	Increased	4.1M	+33.4%	$884.5M	6.1%	80
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