Holders — by stockHoldings — by fund
GENERATION INVESTMENT MANAGEMENT LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001375534
$10.29B
disclosed book value
28
positions
12.5%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DHRDANAHER CORP DEL | 6.8M | $1.29B | 12.5% |
| 2 | AMZNAMAZON COM INC | 5.2M | $1.24B | 12% |
| 3 | MSFTMICROSOFT CORP | 3.1M | $1.16B | 11.3% |
| 4 | MELIMERCADOLIBRE INC | 472,716 | $802.4M | 7.8% |
| 5 | WSTWEST PHARMACEUTICAL SVSC INC | 2.0M | $728.2M | 7.1% |
| 6 | GOOGLALPHABET INC | 2.0M | $713.8M | 6.9% |
| 7 | VVISA INC | 1.5M | $523.9M | 5.1% |
| 8 | STERIS PLC | 2.3M | $480.2M | 4.7% |
| 9 | TRMBTRIMBLE INC | 7.2M | $368.0M | 3.6% |
| 10 | COOCOOPER COS INC | 5.0M | $356.3M | 3.5% |
| 11 | NTNXNUTANIX INC | 6.7M | $341.9M | 3.3% |
| 12 | MSCIMSCI INC | 538,342 | $301.5M | 2.9% |
| 13 | EFXEQUIFAX INC | 1.8M | $290.9M | 2.8% |
| 14 | INTUINTUIT | 1.1M | $285.9M | 2.8% |
| 15 | WDAYWORKDAY INC | 2.3M | $282.9M | 2.7% |
| 16 | MCOMOODYS CORP | 538,516 | $243.9M | 2.4% |
| 17 | SPOTIFY TECHNOLOGY S A | 378,559 | $173.8M | 1.7% |
| 18 | SYKSTRYKER CORPORATION | 512,346 | $161.3M | 1.6% |
| 19 | SCHWSCHWAB CHARLES CORP | 1.6M | $148.7M | 1.4% |
| 20 | RELYREMITLY GLOBAL INC | 4.9M | $109.6M | 1.1% |
| 21 | TTANSERVICETITAN INC | 1.2M | $83.5M | 0.8% |
| 22 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 141,665 | $67.7M | 0.7% |
| 23 | HTHTH WORLD GROUP LTD | 1.2M | $48.0M | 0.5% |
| 24 | SOPHIA GENETICS SA | 6.8M | $39.2M | 0.4% |
| 25 | SESEA LTD | 168,830 | $16.2M | 0.2% |
| 26 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 396,547 | $15.4M | 0.1% |
| 27 | CPNGCOUPANG INC | 745,027 | $12.9M | 0.1% |
| 28 | FRSHFRESHWORKS INC | 631,598 | $6.4M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.