GENERATION INVESTMENT MANAGEMENT LLP
Institutional investor · Portfolio as of Q1 2021
Top Holdings40 positions
BAXTER INTL INC | 21M | $1.8B | 7.4% | $73.54 | +4.91% | 6 qtrssince 2019-Q4 | Increased 75 |
EQUIFAX INC | 6.9M | $1.2B | 5.2% | $162.82 | +6.61% | 9 qtrssince 2019-Q1 | Increased 75 |
Cisco Systems, Inc. | 23.3M | $1.2B | 5.0% | $34.26 | +30.74% | 3 qtrssince 2020-Q3 | Decreased 0 |
SCHWAB CHARLES CORP | 17.7M | $1.2B | 4.8% | $37.63 | +61.21% | 9 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 500,417 | $1B | 4.3% | $58.05 | +76.50% | 9 qtrssince 2019-Q1 | Decreased 0 |
COGNIZANT TECHNOLOGY SOLUTIO | 12.7M | $995.1M | 4.2% | $55.00 | +29.53% | 8 qtrssince 2019-Q2 | Decreased 0 |
Amazon.com, Inc. | 302,175 | $935M | 3.9% | $154.70 | 0.00% | 1 qtr | New 89 |
BECTON DICKINSON & CO | 3.8M | $932.6M | 3.9% | $161.49 | +7.80% | 9 qtrssince 2019-Q1 | Decreased 0 |
HENRY SCHEIN INC | 13.3M | $924.3M | 3.9% | $58.49 | +17.92% | 9 qtrssince 2019-Q1 | Decreased 0 |
DENTSPLY SIRONA INC | 14.3M | $909.9M | 3.8% | $42.50 | +34.12% | 9 qtrssince 2019-Q1 | Decreased 0 |
GARTNER INC | 4.9M | $898M | 3.8% | $111.76 | +62.60% | 5 qtrssince 2020-Q1 | Decreased 0 |
Analog Devices Inc. | 5.5M | $851.3M | 3.6% | $100.18 | +40.19% | 9 qtrssince 2019-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 4.7M | $842M | 3.5% | $150.50 | +19.02% | 9 qtrssince 2019-Q1 | Decreased 0 |
| 2.2M | $829.9M | 3.5% | — | — | — | Decreased 0 | |
TE CONNECTIVITY LTD | 6.1M | $792.5M | 3.3% | $70.16 | +68.74% | 9 qtrssince 2019-Q1 | Decreased 0 |
CBRE GROUP INC | 9.8M | $779M | 3.3% | $42.85 | +84.62% | 6 qtrssince 2019-Q4 | Decreased 0 |
Palo Alto Networks Inc | 2.2M | $719M | 3.0% | $30.08 | +78.42% | 5 qtrssince 2020-Q1 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 3M | $679.6M | 2.8% | $222.19 | -2.01% | 2 qtrssince 2020-Q4 | Increased 87 |
SENSATA TECHNOLOGIES HLDNG P | 11.6M | $669.6M | 2.8% | $41.80 | +30.82% | 9 qtrssince 2019-Q1 | Decreased 0 |
Steris PLC | 3.2M | $600.8M | 2.5% | $179.37 | +1.36% | 3 qtrssince 2020-Q3 | Increased 88 |
GENERATION INVESTMENT MANAGEMENT LLP manages $23.9B across 40 positions as of Q1 2021. Top holdings: BAX (7.4%), EFX (5.2%), CSCO (5.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.
Added 3 new positions, exited 4, increased 7, trimmed 30. Top move: AMZN (NEW, conviction 89). Portfolio: $23.9B across 40 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR