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CIK: 0001375534
Total reported value
$10.3B
$10.3B
42 檔
70.8%
As reported in its official Q1 2024 Form 13F filing, Generation Investment Management LLP's tracked investment portfolio stood at $10.3B with 42 total positions.
During Q1 2024, Generation Investment Management LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.03% | +1.95% | -7.08% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.96% | -3.54% | -0.44% | |
| 3 | AMAT | Applied Materials Inc | Stock-Tech | 4.82% | — | -30.49% | |
| 4 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.39% | -3.41% | EXIT | |
| 5 | EFX | Equifax Inc | Stock-Industrials | 4.05% | -0.04% | -14.08% | |
| 6 | ADI | Analog Devices Inc | Stock-Tech | 3.65% | — | -7.03% | |
| 7 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.61% | — | +71.87% | |
| 8 | NTNX | Nutanix Inc - A | Stock-Tech | 3.56% | +0.76% | -26.77% | |
| 9 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.51% | — | +2.72% | |
| 10 | HSIC | Henry Schein Inc | Stock-Healthcare | 3.49% | — | -15.30% | |
| 11 | TRMB | Trimble Inc | Stock-Tech | 3.36% | -0.97% | -6.83% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 3.21% | +0.16% | -6.97% | |
| 13 | IT | Gartner Inc | Stock-Tech | 3.16% | — | -29.00% | |
| 14 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 3.15% | — | -15.85% | |
| 15 | TT | Trane Technologies plc | Stock-Industrials | 3.14% | — | -24.38% | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 3.10% | — | -7.33% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.80% | -0.86% | +6.37% | |
| 18 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.75% | +0.71% | -6.91% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 2.70% | — | -7.05% | |
| 20 | ACN | Accenture plc | Stock-Tech | 2.41% | -0.92% | EXIT | |
| 21 | WAT | Waters CORP | Stock-Healthcare | 2.40% | — | -7.25% | |
| 22 | TWLO | Twilio Inc - A | Stock-Tech | 2.21% | — | -7.05% | |
| 23 | STE | STERIS plc | Stock-Healthcare | 2.20% | +0.10% | +88.55% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.93% | — | -30.57% | |
| 25 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.92% | +0.51% | — | |
| 26 | BAX | Baxter International Inc | Stock-Healthcare | 1.75% | — | +7.86% | |
| 27 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.51% | — | -37.40% | |
| 28 | XRAY | Dentsply Sirona Inc | Stock-Healthcare | 0.93% | — | -6.93% | |
| 29 | CLVT | Clarivate Plc | Stock-Other | 0.92% | — | -7.87% | |
| 30 | RELY | Remitly Global Inc | Stock-Other | 0.73% | -0.01% | — | |
| 31 | TOST | Toast Inc-class A | Stock-Tech | 0.65% | — | -36.42% | |
| 32 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.49% | — | -8.00% | |
| 33 | MCHP | Microchip Technology Inc | Stock-Tech | 0.35% | — | -21.48% | |
| 34 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.25% | -0.09% | -3.15% | |
| 35 | HTHT | H World Group Ltd-adr | Stock-Other | 0.25% | -0.01% | +13.92% | |
| 36 | TXG | 10x Genomics Inc-class A | Stock-Other | 0.24% | — | -7.66% | |
| 37 | SOPH | SOPHiA GENETICS SA | Stock-Other | 0.15% | +0.08% | — | |
| 38 | ✓ | Gogoro Inc | Stock-Other | 0.07% | — | — | |
| 39 | ASAN | Asana Inc - Cl A | Stock-Other | 0.07% | — | — | |
| 40 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.05% | +0.01% | -3.16% | |
| 41 | TYGO | Tigo Energy Inc | Stock-Other | 0.04% | — | — | |
| 42 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.04% | -0.01% | -3.15% |
According to official SEC Form 13F filings, Generation Investment Management LLP reported a total U.S. public equity portfolio value of $10.3B across 42 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, AMAT) accounted for 70.8% of total reported equity market value during Q1 2024.
During Q1 2024, Generation Investment Management LLP's top holdings by market value included AMZN (10.0%)、MSFT (10.0%)、AMAT (4.8%). The largest single position, AMZN, represented 10.0% of total portfolio value.
In Q1 2024, Generation Investment Management LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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