GENERATION INVESTMENT MANAGEMENT LLP
Institutional investor · Portfolio as of Q3 2022
Top Holdings45 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 11.6M | $1.3B | 7.8% | $110.88 | +3.54% | 7 qtrssince 2021-Q1 | Increased 63 |
SCHWAB (CHARLES) CORP | 14.5M | $1B | 6.2% | $43.22 | +57.20% | 15 qtrssince 2019-Q1 | Increased 72 |
MICROSOFT CORP | 3.9M | $896.8M | 5.3% | $235.35 | -1.72% | 15 qtrssince 2019-Q1 | Decreased 0 |
HENRY SCHEIN INC | 12.9M | $847.6M | 5.0% | $58.91 | +12.97% | 15 qtrssince 2019-Q1 | Decreased 0 |
INGERSOLL-RAND PLC | 5.7M | $831M | 4.9% | $125.70 | +11.93% | 11 qtrssince 2020-Q1 | Increased 65 |
EQUIFAX INC | 4.8M | $825.8M | 4.9% | $196.21 | -16.79% | 15 qtrssince 2019-Q1 | Increased 61 |
BECTON DICKINSON AND CO | 3.2M | $708.7M | 4.2% | $166.20 | +1.04% | 15 qtrssince 2019-Q1 | Decreased 0 |
ANALOG DEVICES INC | 5M | $694.4M | 4.1% | $119.16 | +12.61% | 15 qtrssince 2019-Q1 | Increased 66 |
JONES LANG LASALLE INC | 4.6M | $692.5M | 4.1% | $153.11 | -2.92% | 15 qtrssince 2019-Q1 | Decreased 0 |
BAXTER INTERNATIONAL INC | 11.9M | $639.6M | 3.8% | $73.65 | -30.74% | 12 qtrssince 2019-Q4 | Decreased 0 |
GARTNER INC | 2.2M | $619.3M | 3.7% | $114.57 | +143.23% | 11 qtrssince 2020-Q1 | Decreased 0 |
MERCADOLIBRE INC | 683,206 | $565.5M | 3.4% | $1,057.76 | -21.56% | 15 qtrssince 2019-Q1 | Increased 75 |
MASTERCARD INC - A | 2M | $565.4M | 3.4% | $315.50 | -10.97% | 2 qtrssince 2022-Q2 | Decreased 0 |
APPLIED MATERIALS INC | 6.7M | $549.1M | 3.3% | $60.67 | +35.11% | 14 qtrssince 2019-Q2 | Increased 64 |
SALESFORCE.COM INC | 3.3M | $470.8M | 2.8% | $180.72 | -19.74% | 15 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 891,561 | $452.2M | 2.7% | $366.07 | +39.80% | 15 qtrssince 2019-Q1 | Decreased 0 |
NUTANIX INC - A | 21.1M | $438.7M | 2.6% | $25.66 | -17.71% | 14 qtrssince 2019-Q2 | Decreased 0 |
CLARIVATE PLC | 46.1M | $432.7M | 2.6% | $20.63 | -55.46% | 5 qtrssince 2021-Q3 | Decreased 0 |
CBRE GROUP INC - A | 5.5M | $373.4M | 2.2% | $43.53 | +55.75% | 12 qtrssince 2019-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 4.5M | $360.7M | 2.1% | $189.92 | -60.47% | 8 qtrssince 2020-Q4 | Decreased 0 |
GENERATION INVESTMENT MANAGEMENT LLP manages $16.9B across 45 positions as of Q3 2022. Top holdings: AMZN (7.8%), SCHW (6.2%), MSFT (5.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Added 1 new position, exited 2, increased 12, trimmed 26. Top move: MELI (INCREASED, conviction 75). Portfolio: $16.9B across 45 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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