GENERATION INVESTMENT MANAGEMENT LLP
Institutional investor · Portfolio as of Q1 2023
Top Holdings41 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.2M | $1.5B | 8.0% | $244.76 | +13.63% | 17 qtrssince 2019-Q1 | Increased 78 |
AMAZON.COM INC | 12.7M | $1.3B | 7.0% | $109.39 | -6.76% | 9 qtrssince 2021-Q1 | Increased 66 |
HENRY SCHEIN INC | 12.4M | $1B | 5.4% | $58.91 | +36.01% | 17 qtrssince 2019-Q1 | Decreased 0 |
ANALOG DEVICES INC | 5.1M | $1B | 5.3% | $120.08 | +54.25% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 7.5M | $919.7M | 4.9% | $65.95 | +80.65% | 16 qtrssince 2019-Q2 | Increased 64 |
INGERSOLL-RAND PLC | 4.7M | $871.9M | 4.6% | $125.70 | +41.36% | 13 qtrssince 2020-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.5M | $854.8M | 4.6% | $443.49 | +25.89% | 17 qtrssince 2019-Q1 | Increased 87 |
EQUIFAX INC | 4.2M | $847.8M | 4.5% | $196.21 | -0.19% | 17 qtrssince 2019-Q1 | Decreased 0 |
MERCADOLIBRE INC | 618,027 | $814.6M | 4.3% | $1,050.62 | +20.58% | 17 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 4.3M | $804.4M | 4.3% | $148.91 | +12.96% | 17 qtrssince 2019-Q1 | Increased 85 |
GARTNER INC | 2M | $663.8M | 3.5% | $114.57 | +179.04% | 13 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.8M | $652.5M | 3.5% | $315.50 | +11.90% | 4 qtrssince 2022-Q2 | Decreased 0 |
JONES LANG LASALLE INC | 4.4M | $637.6M | 3.4% | $153.11 | -7.76% | 17 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB (CHARLES) CORP | 11.7M | $610.3M | 3.2% | $43.51 | +14.47% | 17 qtrssince 2019-Q1 | Decreased 0 |
| 1.6M | $607.6M | 3.2% | — | — | — | — | |
NUTANIX INC - A | 20.2M | $524.9M | 2.8% | $25.68 | -1.64% | 16 qtrssince 2019-Q2 | Decreased 0 |
PALO ALTO NETWORKS INC | 2.6M | $517.7M | 2.8% | $79.97 | +21.04% | 13 qtrssince 2020-Q1 | Increased 65 |
TWILIO INC - A | 7.6M | $503.5M | 2.7% | $99.37 | -36.23% | 15 qtrssince 2019-Q3 | Increased 57 |
BECTON DICKINSON AND CO | 1.9M | $476.4M | 2.5% | $166.20 | +10.38% | 17 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 2.4M | $473.9M | 2.5% | $180.72 | +7.48% | 17 qtrssince 2019-Q1 | Decreased 0 |
GENERATION INVESTMENT MANAGEMENT LLP manages $18.8B across 41 positions as of Q1 2023. Top holdings: MSFT (8.0%), AMZN (7.0%), HSIC (5.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Added 2 new positions, exited 2, increased 9, trimmed 26. Top move: TMO (INCREASED, conviction 87). Portfolio: $18.8B across 41 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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