GENERATION INVESTMENT MANAGEMENT LLP
Institutional investor · Portfolio as of Q4 2024
Top Holdings38 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5M | $2.1B | 11.1% | $256.73 | +64.26% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 9.5M | $2.1B | 10.8% | $110.37 | +100.52% | 16 qtrssince 2021-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 5.8M | $1.3B | 6.9% | $177.29 | -1.69% | 24 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB (CHARLES) CORP | 13.5M | $998.7M | 5.2% | $52.76 | +37.22% | 24 qtrssince 2019-Q1 | Increased 70 |
ACCENTURE PLC-CL A | 2.5M | $876M | 4.6% | $313.81 | +8.29% | 5 qtrssince 2023-Q4 | Decreased 0 |
MERCADOLIBRE INC | 513,686 | $873.5M | 4.6% | $1,207.00 | +42.65% | 24 qtrssince 2019-Q1 | Increased 64 |
THERMO FISHER SCIENTIFIC INC | 1.6M | $817.7M | 4.3% | $455.57 | +13.49% | 24 qtrssince 2019-Q1 | Decreased 0 |
NUTANIX INC - A | 11.7M | $718M | 3.7% | $32.36 | +90.26% | 23 qtrssince 2019-Q2 | Decreased 0 |
TRIMBLE INC | 9.4M | $662M | 3.5% | $54.10 | +30.19% | 6 qtrssince 2023-Q3 | Decreased 0 |
STERIS PLC | 3.2M | $654.5M | 3.4% | $203.56 | -0.26% | 18 qtrssince 2020-Q3 | Increased 66 |
ALPHABET INC-CL A | 3.1M | $596.1M | 3.1% | $190.49 | 0.00% | 1 qtr | New 88 |
WATERS CORP | 1.5M | $567.6M | 3.0% | $267.66 | +38.58% | 7 qtrssince 2023-Q2 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 4.2M | $558.8M | 2.9% | $142.78 | -6.78% | 2 qtrssince 2024-Q3 | Increased 71 |
GARTNER INC | 1.2M | $558M | 2.9% | $120.10 | +304.19% | 20 qtrssince 2020-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 2.1M | $548.4M | 2.9% | $245.90 | +6.55% | 3 qtrssince 2024-Q2 | Increased 74 |
DANAHER CORP | 2.4M | $547.8M | 2.9% | $216.88 | +5.23% | 8 qtrssince 2023-Q1 | Increased 59 |
ANALOG DEVICES INC | 2.5M | $531M | 2.8% | $121.40 | +72.24% | 24 qtrssince 2019-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 2M | $509.8M | 2.7% | $153.11 | +64.71% | 24 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 950,030 | $500.3M | 2.6% | $315.50 | +65.38% | 11 qtrssince 2022-Q2 | Decreased 0 |
EQUIFAX INC | 1.7M | $436.8M | 2.3% | $203.28 | +24.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
GENERATION INVESTMENT MANAGEMENT LLP manages $19.2B across 38 positions as of Q4 2024. Top holdings: MSFT (11.1%), AMZN (10.8%), BDX (6.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 2 new positions, 6 exits, 9 increased. Top move: GOOGL (NEW, conviction 88). Portfolio: $19.2B across 38 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer