13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001375534
Total reported value
$10.3B
$10.3B
42 檔
75.4%
According to the latest 13F quarterly dataset, Generation Investment Management LLP managed an equity portfolio of $10.3B at the end of Q3 2024, spanning 42 distinct U.S. exchange-listed positions.
In Q3 2024, Generation Investment Management LLP adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.49% | -3.54% | -4.04% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.88% | +1.95% | -4.04% | |
| 3 | BDX | Becton Dickinson And Co | Stock-Healthcare | 6.71% | — | +10.12% | |
| 4 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.60% | +0.71% | -4.05% | |
| 5 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.59% | -3.41% | EXIT | |
| 6 | ACN | Accenture plc | Stock-Tech | 4.34% | -0.92% | EXIT | |
| 7 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 4.32% | — | -16.87% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.69% | -0.86% | +42.05% | |
| 9 | TRMB | Trimble Inc | Stock-Tech | 3.45% | -0.97% | +7.30% | |
| 10 | NTNX | Nutanix Inc - A | Stock-Tech | 3.43% | +0.76% | +22.54% | |
| 11 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 3.36% | — | -13.67% | |
| 12 | STE | STERIS plc | Stock-Healthcare | 3.20% | +0.10% | -3.96% | |
| 13 | WAT | Waters CORP | Stock-Healthcare | 3.04% | — | -0.31% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 2.88% | +0.16% | -4.24% | |
| 15 | IT | Gartner Inc | Stock-Tech | 2.88% | — | -4.28% | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 2.83% | — | -4.16% | |
| 17 | EFX | Equifax Inc | Stock-Industrials | 2.83% | -0.04% | -42.99% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 2.63% | — | -4.25% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 2.53% | — | -32.06% | |
| 20 | COO | Cooper Cos Inc/the | Stock-Healthcare | 2.14% | +0.51% | -4.21% | |
| 21 | A | Agilent Technologies Inc | Stock-Healthcare | 2.10% | — | — | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.82% | — | -19.18% | |
| 23 | WDAY | Workday Inc-class A | Stock-Tech | 1.68% | -2.12% | +311.51% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 1.61% | — | -17.17% | |
| 25 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.50% | — | -52.39% | |
| 26 | TT | Trane Technologies plc | Stock-Industrials | 1.46% | — | -23.95% | |
| 27 | TWLO | Twilio Inc - A | Stock-Tech | 1.35% | — | -25.51% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.99% | — | |
| 29 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.92% | — | -3.19% | |
| 30 | CLVT | Clarivate Plc | Stock-Other | 0.71% | — | -12.15% | |
| 31 | RELY | Remitly Global Inc | Stock-Other | 0.48% | -0.01% | — | |
| 32 | HTHT | H World Group Ltd-adr | Stock-Other | 0.28% | -0.01% | +8.87% | |
| 33 | TOST | Toast Inc-class A | Stock-Tech | 0.24% | — | -60.11% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.24% | +0.24% | +98.93% | |
| 35 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.22% | -0.09% | -10.71% | |
| 36 | MCHP | Microchip Technology Inc | Stock-Tech | 0.21% | — | -12.57% | |
| 37 | SOPH | SOPHiA GENETICS SA | Stock-Other | 0.12% | +0.08% | — | |
| 38 | TYGO | Tigo Energy Inc | Stock-Other | 0.06% | — | — | |
| 39 | ASAN | Asana Inc - Cl A | Stock-Other | 0.05% | — | — | |
| 40 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.04% | -0.01% | -10.38% | |
| 41 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.03% | +0.01% | -11.75% | |
| 42 | ✓ | Gogoro Inc | Stock-Other | 0.01% | — | -66.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | A | Agilent Technologies Inc | +2.1% | NEW | New buy |
| 2 | WDAY | Workday Inc-class A | +1.3% | +311.51% | Add |
| 3 | V | Visa Inc-class A Shares | +1.1% | NEW | New buy |
| 4 | NTNX | Nutanix Inc - A | +0.7% | +22.54% | Add |
| 5 | SCHW | Schwab (charles) CORP | +0.7% | +42.05% | Add |
| 6 | MELI | Mercadolibre Inc | +0.6% | -4.05% | Trim |
| 7 | BDX | Becton Dickinson And Co | +0.6% | +10.12% | Add |
| 8 | WAT | Waters CORP | +0.5% | -0.31% | Trim |
| 9 | CBRE | Cbre Group Inc - A | +0.5% | -16.87% | Trim |
| 10 | TRMB | Trimble Inc | +0.5% | +7.30% | Add |
| 11 | ACN | Accenture plc | +0.3% | -4.14% | Trim |
| 12 | COO | Cooper Cos Inc/the | +0.3% | -4.21% | Trim |
| 13 | JLL | Jones Lang Lasalle Inc | +0.3% | -13.67% | Trim |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.2% | -4.08% | Trim |
| 15 | IT | Gartner Inc | +0.1% | -4.28% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +98.93% | Add |
| 17 | DHR | Danaher CORP | +0.1% | -4.24% | Trim |
| 18 | MA | Mastercard Inc - A | +0.1% | -4.25% | Trim |
| 19 | STE | STERIS plc | +0.1% | -3.96% | Trim |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | -3.19% | Trim |
| 21 | CLVT | Clarivate Plc | +0.1% | -12.15% | Trim |
| 22 | HTHT | H World Group Ltd-adr | 0% | +8.87% | Add |
| 23 | RELY | Remitly Global Inc | 0% | — | Unchanged |
| 24 | TYGO | Tigo Energy Inc | — | — | Unchanged |
| 25 | CTSH | Cognizant Tech Solutions-a | — | -10.71% | Trim |
| 26 | CPNG | Coupang Inc | — | -10.38% | Trim |
| 27 | FRSH | Freshworks Inc-cl A | 0% | -11.75% | Trim |
| 28 | ASAN | Asana Inc - Cl A | 0% | — | Unchanged |
| 29 | SOPH | SOPHiA GENETICS SA | 0% | — | Unchanged |
| 30 | ✓ | Gogoro Inc | -0.1% | -66.82% | Trim |
| 31 | MCHP | Microchip Technology Inc | -0.1% | -12.57% | Trim |
| 32 | ADI | Analog Devices Inc | -0.2% | -4.16% | Trim |
| 33 | TT | Trane Technologies plc | -0.2% | -23.95% | Trim |
| 34 | BAX | Baxter International Inc | -0.3% | EXIT | Sold out |
| 35 | TXG | 10x Genomics Inc-class A | -0.3% | EXIT | Sold out |
| 36 | TWLO | Twilio Inc - A | -0.3% | -25.51% | Trim |
| 37 | TOST | Toast Inc-class A | -0.3% | -60.11% | Trim |
| 38 | CRM | Salesforce Inc | -0.4% | -19.18% | Trim |
| 39 | AMAT | Applied Materials Inc | -0.7% | -17.17% | Trim |
| 40 | TXN | Texas Instruments Inc | -1.1% | -32.06% | Trim |
| 41 | AMZN | Amazon.com Inc | -1.1% | -4.04% | Trim |
| 42 | MSFT | Microsoft CORP | -1.2% | -4.04% | Trim |
| 43 | HSIC | Henry Schein Inc | -1.4% | -52.39% | Trim |
| 44 | EFX | Equifax Inc | -1.4% | -42.99% | Trim |
| 45 | CSL | Carlisle Cos Inc | -1.4% | EXIT | Sold out |
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 Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 75.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
A
市值: $450.5M
Top Position Liquidated / Trimmed
CSL
前期市值: $291.3M
During Q3 2024, Generation Investment Management LLP's top holdings by market value included MSFT (10.5%)、AMZN (9.9%)、BDX (6.7%). The largest single position, MSFT, represented 10.5% of total portfolio value.
In Q3 2024, Generation Investment Management LLP made 41 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 29 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.