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CIK: 0001375534
Total reported value
$10.3B
$10.3B
43 檔
75.5%
In Q2 2024, Generation Investment Management LLP's U.S. equity holdings reached a combined market value of $10.3B, distributed across 43 disclosed stock positions.
During Q2 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 | MSFT | Microsoft CORP | Stock-Tech | 11.70% | -3.54% | +4.86% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.00% | +1.95% | -2.89% | |
| 3 | BDX | Becton Dickinson And Co | Stock-Healthcare | 6.08% | — | +68.97% | |
| 4 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.40% | -3.41% | EXIT | |
| 5 | EFX | Equifax Inc | Stock-Industrials | 4.22% | -0.04% | +9.21% | |
| 6 | ACN | Accenture plc | Stock-Tech | 4.00% | -0.92% | EXIT | |
| 7 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.96% | +0.71% | +25.37% | |
| 8 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.83% | — | +13.06% | |
| 9 | TXN | Texas Instruments Inc | Stock-Tech | 3.62% | — | -0.97% | |
| 10 | STE | STERIS plc | Stock-Healthcare | 3.11% | +0.10% | +37.34% | |
| 11 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 3.05% | — | -12.76% | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.04% | -0.86% | +1.03% | |
| 13 | ADI | Analog Devices Inc | Stock-Tech | 3.02% | — | -32.06% | |
| 14 | TRMB | Trimble Inc | Stock-Tech | 2.98% | -0.97% | -3.03% | |
| 15 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.85% | — | -8.73% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.78% | +0.16% | -17.80% | |
| 17 | NTNX | Nutanix Inc - A | Stock-Tech | 2.76% | +0.76% | -20.09% | |
| 18 | IT | Gartner Inc | Stock-Tech | 2.74% | — | -12.58% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 2.53% | — | -2.82% | |
| 20 | WAT | Waters CORP | Stock-Healthcare | 2.53% | — | +18.58% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 2.35% | — | -59.63% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 2.18% | — | +25.33% | |
| 23 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.82% | +0.51% | +4.42% | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 1.67% | — | -53.90% | |
| 25 | TWLO | Twilio Inc - A | Stock-Tech | 1.63% | — | -24.60% | |
| 26 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.40% | — | -14.91% | |
| 27 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.85% | — | +109.70% | |
| 28 | CLVT | Clarivate Plc | Stock-Other | 0.66% | — | -10.22% | |
| 29 | TOST | Toast Inc-class A | Stock-Tech | 0.57% | — | -20.48% | |
| 30 | RELY | Remitly Global Inc | Stock-Other | 0.45% | -0.01% | — | |
| 31 | WDAY | Workday Inc-class A | Stock-Tech | 0.38% | -2.12% | — | |
| 32 | MCHP | Microchip Technology Inc | Stock-Tech | 0.28% | — | -26.76% | |
| 33 | TXG | 10x Genomics Inc-class A | Stock-Other | 0.27% | — | +103.99% | |
| 34 | BAX | Baxter International Inc | Stock-Healthcare | 0.25% | — | -82.75% | |
| 35 | HTHT | H World Group Ltd-adr | Stock-Other | 0.24% | -0.01% | +7.84% | |
| 36 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.22% | -0.09% | -8.63% | |
| 37 | SOPH | SOPHiA GENETICS SA | Stock-Other | 0.15% | +0.08% | — | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.12% | +0.24% | — | |
| 39 | ASAN | Asana Inc - Cl A | Stock-Other | 0.07% | — | — | |
| 40 | ✓ | Gogoro Inc | Stock-Other | 0.06% | — | — | |
| 41 | TYGO | Tigo Energy Inc | Stock-Other | 0.06% | — | — | |
| 42 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.04% | +0.01% | +18.08% | |
| 43 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.04% | -0.01% | -8.53% |
According to official SEC Form 13F filings, Generation Investment Management LLP reported a total U.S. public equity portfolio value of $10.3B across 43 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, BDX) accounted for 75.5% of total reported equity market value during Q2 2024.
During Q2 2024, Generation Investment Management LLP's top holdings by market value included MSFT (11.7%)、AMZN (11.0%)、BDX (6.1%). The largest single position, MSFT, represented 11.7% of total portfolio value.
In Q2 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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