GENERATION INVESTMENT MANAGEMENT LLP
Institutional investor · Portfolio as of Q1 2024
Top Holdings42 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 12.2M | $2.2B | 10.0% | $110.37 | +63.44% | 13 qtrssince 2021-Q1 | Decreased 0 |
MICROSOFT CORP | 5.2M | $2.2B | 10.0% | $247.72 | +67.65% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 5.1M | $1.1B | 4.8% | $74.36 | +172.92% | 20 qtrssince 2019-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.7M | $962.2M | 4.4% | $455.57 | +26.87% | 21 qtrssince 2019-Q1 | Decreased 0 |
EQUIFAX INC | 3.3M | $886.4M | 4.0% | $199.90 | +32.18% | 21 qtrssince 2019-Q1 | Decreased 0 |
ANALOG DEVICES INC | 4M | $800.3M | 3.7% | $121.40 | +58.35% | 21 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 3.2M | $791.9M | 3.6% | $175.32 | +7.23% | 21 qtrssince 2019-Q1 | Increased 88 |
NUTANIX INC - A | 12.6M | $780M | 3.6% | $26.22 | +135.40% | 20 qtrssince 2019-Q2 | Decreased 0 |
CBRE GROUP INC - A | 7.9M | $769M | 3.5% | $55.95 | +73.80% | 18 qtrssince 2019-Q4 | Increased 61 |
HENRY SCHEIN INC | 10.1M | $765.3M | 3.5% | $58.91 | +28.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
TRIMBLE INC | 11.4M | $735.8M | 3.4% | $53.55 | +20.19% | 3 qtrssince 2023-Q3 | Decreased 0 |
DANAHER CORP | 2.8M | $703M | 3.2% | $216.00 | +14.52% | 5 qtrssince 2023-Q1 | Decreased 0 |
GARTNER INC | 1.5M | $692M | 3.2% | $120.10 | +296.88% | 17 qtrssince 2020-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 3.5M | $690.3M | 3.2% | $153.11 | +27.42% | 21 qtrssince 2019-Q1 | Decreased 0 |
INGERSOLL-RAND PLC | 2.3M | $687.3M | 3.1% | $125.70 | +135.43% | 17 qtrssince 2020-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 3.9M | $680.1M | 3.1% | $148.91 | +9.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB (CHARLES) CORP | 8.5M | $613.9M | 2.8% | $45.10 | +55.25% | 21 qtrssince 2019-Q1 | Increased 59 |
MERCADOLIBRE INC | 398,809 | $603M | 2.8% | $1,050.62 | +43.91% | 21 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.2M | $591.1M | 2.7% | $315.50 | +50.90% | 8 qtrssince 2022-Q2 | Decreased 0 |
ACCENTURE PLC-CL A | 1.5M | $528.6M | 2.4% | $332.28 | -0.46% | 2 qtrssince 2023-Q4 | Increased 85 |
GENERATION INVESTMENT MANAGEMENT LLP manages $21.9B across 42 positions as of Q1 2024. Top holdings: AMZN (10.0%), MSFT (10.0%), AMAT (4.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Exited 2, increased 8, trimmed 29. Top move: BDX (INCREASED, conviction 88). Portfolio: $21.9B across 42 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
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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