GENERATION INVESTMENT MANAGEMENT LLP
Institutional investor · Portfolio as of Q3 2023
Top Holdings43 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.4M | $1.7B | 8.9% | $247.72 | +25.33% | 19 qtrssince 2019-Q1 | Increased 66 |
AMAZON.COM INC | 13.3M | $1.7B | 8.9% | $110.37 | +15.18% | 11 qtrssince 2021-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 8.4M | $1.2B | 6.1% | $74.36 | +82.51% | 18 qtrssince 2019-Q2 | Decreased 0 |
HENRY SCHEIN INC | 12.2M | $903.5M | 4.8% | $58.91 | +26.05% | 19 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.7M | $842.3M | 4.4% | $450.51 | +11.58% | 19 qtrssince 2019-Q1 | Increased 61 |
INGERSOLL-RAND PLC | 4M | $805.8M | 4.2% | $125.70 | +58.12% | 15 qtrssince 2020-Q1 | Decreased 0 |
ANALOG DEVICES INC | 4.4M | $774.1M | 4.1% | $121.40 | +38.86% | 19 qtrssince 2019-Q1 | Decreased 0 |
GARTNER INC | 2.1M | $713.7M | 3.8% | $120.10 | +186.10% | 15 qtrssince 2020-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 4.3M | $681.5M | 3.6% | $148.91 | -2.01% | 19 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 2.7M | $672.9M | 3.5% | $214.51 | +1.23% | 3 qtrssince 2023-Q1 | Increased 65 |
EQUIFAX INC | 3.6M | $651.6M | 3.4% | $196.21 | -8.09% | 19 qtrssince 2019-Q1 | Decreased 0 |
MERCADOLIBRE INC | 480,480 | $609.2M | 3.2% | $1,050.62 | +20.68% | 19 qtrssince 2019-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 4.3M | $604.7M | 3.2% | $153.11 | -7.79% | 19 qtrssince 2019-Q1 | Decreased 0 |
NUTANIX INC - A | 17M | $591.4M | 3.1% | $25.84 | +34.99% | 18 qtrssince 2019-Q2 | Increased 60 |
CBRE GROUP INC - A | 7.9M | $580.9M | 3.1% | $54.83 | +34.72% | 16 qtrssince 2019-Q4 | Increased 59 |
MASTERCARD INC - A | 1.3M | $531.4M | 2.8% | $315.50 | +23.69% | 6 qtrssince 2022-Q2 | Decreased 0 |
SCHWAB (CHARLES) CORP | 9.2M | $507.1M | 2.7% | $43.51 | +21.07% | 19 qtrssince 2019-Q1 | Decreased 0 |
TWILIO INC - A | 8.6M | $505.6M | 2.7% | $94.61 | -38.14% | 17 qtrssince 2019-Q3 | Decreased 0 |
BECTON DICKINSON AND CO | 1.9M | $488.1M | 2.6% | $166.20 | +17.23% | 19 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 1.7M | $457.5M | 2.4% | $263.49 | +4.07% | 2 qtrssince 2023-Q2 | Increased 62 |
GENERATION INVESTMENT MANAGEMENT LLP manages $19B across 43 positions as of Q3 2023. Top holdings: MSFT (8.9%), AMZN (8.9%), AMAT (6.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Added 1 new position, exited 2, increased 7, trimmed 32. Top move: MSFT (INCREASED, conviction 66). Portfolio: $19.0B across 43 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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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