GENERATION INVESTMENT MANAGEMENT LLP
Institutional investor · Portfolio as of Q3 2024
Top Holdings42 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.2M | $2.2B | 10.5% | $256.73 | +65.17% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 11.3M | $2.1B | 9.9% | $110.37 | +70.32% | 15 qtrssince 2021-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 6M | $1.4B | 6.7% | $177.29 | +4.33% | 23 qtrssince 2019-Q1 | Increased 69 |
MERCADOLIBRE INC | 479,757 | $984.4M | 4.6% | $1,170.60 | +76.38% | 23 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.6M | $981.8M | 4.6% | $455.57 | +34.29% | 23 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 2.6M | $928.6M | 4.3% | $320.28 | +7.21% | 4 qtrssince 2023-Q4 | Decreased 0 |
CBRE GROUP INC - A | 7.4M | $925.2M | 4.3% | $59.78 | +106.04% | 20 qtrssince 2019-Q4 | Decreased 0 |
SCHWAB (CHARLES) CORP | 12.2M | $789.4M | 3.7% | $50.64 | +24.77% | 23 qtrssince 2019-Q1 | Increased 79 |
TRIMBLE INC | 11.9M | $738.6M | 3.5% | $54.10 | +13.96% | 5 qtrssince 2023-Q3 | Increased 63 |
NUTANIX INC - A | 12.4M | $733.3M | 3.4% | $32.36 | +84.20% | 22 qtrssince 2019-Q2 | Increased 71 |
JONES LANG LASALLE INC | 2.7M | $719M | 3.4% | $153.11 | +73.80% | 23 qtrssince 2019-Q1 | Decreased 0 |
STERIS PLC | 2.8M | $684.8M | 3.2% | $203.63 | +15.91% | 17 qtrssince 2020-Q3 | Decreased 0 |
WATERS CORP | 1.8M | $649.9M | 3.0% | $267.66 | +33.50% | 6 qtrssince 2023-Q2 | Decreased 0 |
DANAHER CORP | 2.2M | $616.1M | 2.9% | $216.00 | +26.57% | 7 qtrssince 2023-Q1 | Decreased 0 |
GARTNER INC | 1.2M | $615.6M | 2.9% | $120.10 | +323.75% | 19 qtrssince 2020-Q1 | Decreased 0 |
ANALOG DEVICES INC | 2.6M | $606.5M | 2.8% | $121.40 | +87.24% | 23 qtrssince 2019-Q1 | Decreased 0 |
EQUIFAX INC | 2.1M | $606.2M | 2.8% | $203.28 | +41.51% | 23 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $564M | 2.6% | $315.50 | +55.13% | 10 qtrssince 2022-Q2 | Decreased 0 |
TEXAS INSTRUMENTS INC | 2.6M | $542.6M | 2.5% | $148.91 | +31.27% | 23 qtrssince 2019-Q1 | Decreased 0 |
COOPER COS INC/THE | 4.1M | $457.7M | 2.1% | $94.42 | +16.26% | 23 qtrssince 2019-Q1 | Decreased 0 |
GENERATION INVESTMENT MANAGEMENT LLP manages $21.4B across 42 positions as of Q3 2024. Top holdings: MSFT (10.5%), AMZN (9.9%), BDX (6.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 2 new positions, exited 3, increased 7, trimmed 29. Top move: SCHW (INCREASED, conviction 79). Portfolio: $21.4B 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
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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