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CIK: 0001375534
Total reported value
$10.3B
$10.3B
38 檔
71.8%
During the Q4 2024 filing period, Generation Investment Management LLP (CIK: 0001375534) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.3B across 38 reported positions.
In Q4 2024, Generation Investment Management LLP adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.08% | -3.54% | -3.44% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.82% | +1.95% | -16.71% | |
| 3 | BDX | Becton Dickinson And Co | Stock-Healthcare | 6.88% | — | -2.34% | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 5.21% | -0.86% | +10.79% | |
| 5 | ACN | Accenture plc | Stock-Tech | 4.57% | -0.92% | EXIT | |
| 6 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.56% | +0.71% | +7.07% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.27% | -3.41% | EXIT | |
| 8 | NTNX | Nutanix Inc - A | Stock-Tech | 3.75% | +0.76% | -5.17% | |
| 9 | TRMB | Trimble Inc | Stock-Tech | 3.45% | -0.97% | -21.25% | |
| 10 | STE | STERIS plc | Stock-Healthcare | 3.41% | +0.10% | +12.77% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.11% | +1.70% | — | |
| 12 | WAT | Waters CORP | Stock-Healthcare | 2.96% | — | -15.27% | |
| 13 | A | Agilent Technologies Inc | Stock-Healthcare | 2.91% | — | +37.08% | |
| 14 | IT | Gartner Inc | Stock-Tech | 2.91% | — | -5.19% | |
| 15 | WDAY | Workday Inc-class A | Stock-Tech | 2.86% | -2.12% | +44.43% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.86% | +0.16% | +7.69% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 2.77% | — | -5.15% | |
| 18 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 2.66% | — | -24.43% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 2.61% | — | -16.82% | |
| 20 | EFX | Equifax Inc | Stock-Industrials | 2.28% | -0.04% | -16.92% | |
| 21 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 2.19% | — | -57.04% | |
| 22 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.89% | +0.51% | -5.17% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.73% | — | -32.73% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | +0.99% | -5.23% | |
| 25 | TTAN | Servicetitan Inc-a | Stock-Tech | 1.09% | -0.19% | — | |
| 26 | TWLO | Twilio Inc - A | Stock-Tech | 1.02% | — | -59.15% | |
| 27 | HSIC | Henry Schein Inc | Stock-Healthcare | 0.99% | — | -37.69% | |
| 28 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.97% | — | -5.13% | |
| 29 | RELY | Remitly Global Inc | Stock-Other | 0.91% | -0.01% | — | |
| 30 | HTHT | H World Group Ltd-adr | Stock-Other | 0.83% | -0.01% | +194.75% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.24% | +19.20% | |
| 32 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.23% | -0.09% | -7.89% | |
| 33 | TOST | Toast Inc-class A | Stock-Tech | 0.17% | — | -50.00% | |
| 34 | MCHP | Microchip Technology Inc | Stock-Tech | 0.17% | — | +1.00% | |
| 35 | SOPH | SOPHiA GENETICS SA | Stock-Other | 0.11% | +0.08% | — | |
| 36 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.05% | +0.01% | -7.96% | |
| 37 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.04% | -0.01% | -7.63% | |
| 38 | TYGO | Tigo Energy Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3.1% | NEW | New buy |
| 2 | SCHW | Schwab (charles) CORP | +1.5% | +10.79% | Add |
| 3 | WDAY | Workday Inc-class A | +1.2% | +44.43% | Add |
| 4 | TTAN | Servicetitan Inc-a | +1.1% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.9% | -16.71% | Trim |
| 6 | A | Agilent Technologies Inc | +0.8% | +37.08% | Add |
| 7 | MSFT | Microsoft CORP | +0.6% | -3.44% | Trim |
| 8 | HTHT | H World Group Ltd-adr | +0.6% | +194.75% | Add |
| 9 | RELY | Remitly Global Inc | +0.4% | — | Unchanged |
| 10 | NTNX | Nutanix Inc - A | +0.3% | -5.17% | Trim |
| 11 | ACN | Accenture plc | +0.2% | -5.22% | Trim |
| 12 | V | Visa Inc-class A Shares | +0.2% | -5.23% | Trim |
| 13 | STE | STERIS plc | +0.2% | +12.77% | Add |
| 14 | BDX | Becton Dickinson And Co | +0.2% | -2.34% | Trim |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.20% | Add |
| 16 | VEEV | Veeva Systems Inc-class A | +0.1% | -5.13% | Trim |
| 17 | IT | Gartner Inc | 0% | -5.19% | Trim |
| 18 | FRSH | Freshworks Inc-cl A | 0% | -7.96% | Trim |
| 19 | CTSH | Cognizant Tech Solutions-a | 0% | -7.89% | Trim |
| 20 | TRMB | Trimble Inc | — | -21.25% | Trim |
| 21 | CPNG | Coupang Inc | — | -7.63% | Trim |
| 22 | SOPH | SOPHiA GENETICS SA | 0% | — | Unchanged |
| 23 | ✓ | Gogoro Inc | 0% | EXIT | Sold out |
| 24 | DHR | Danaher CORP | 0% | +7.69% | Add |
| 25 | MA | Mastercard Inc - A | 0% | -16.82% | Trim |
| 26 | TYGO | Tigo Energy Inc | 0% | — | Unchanged |
| 27 | MELI | Mercadolibre Inc | 0% | +7.07% | Add |
| 28 | MCHP | Microchip Technology Inc | 0% | +1.00% | Add |
| 29 | ASAN | Asana Inc - Cl A | -0.1% | EXIT | Sold out |
| 30 | ADI | Analog Devices Inc | -0.1% | -5.15% | Trim |
| 31 | TOST | Toast Inc-class A | -0.1% | -50.00% | Trim |
| 32 | WAT | Waters CORP | -0.1% | -15.27% | Trim |
| 33 | COO | Cooper Cos Inc/the | -0.3% | -5.17% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.3% | -0.97% | Trim |
| 35 | TWLO | Twilio Inc - A | -0.3% | -59.15% | Trim |
| 36 | HSIC | Henry Schein Inc | -0.5% | -37.69% | Trim |
| 37 | EFX | Equifax Inc | -0.6% | -16.92% | Trim |
| 38 | JLL | Jones Lang Lasalle Inc | -0.7% | -24.43% | Trim |
| 39 | CLVT | Clarivate Plc | -0.7% | EXIT | Sold out |
| 40 | TXN | Texas Instruments Inc | -0.8% | -32.73% | Trim |
| 41 | TT | Trane Technologies plc | -1.5% | EXIT | Sold out |
| 42 | AMAT | Applied Materials Inc | -1.6% | EXIT | Sold out |
| 43 | CRM | Salesforce Inc | -1.8% | EXIT | Sold out |
| 44 | CBRE | Cbre Group Inc - A | -2.1% | -57.04% | Trim |
According to official SEC Form 13F filings, Generation Investment Management LLP reported a total U.S. public equity portfolio value of $10.3B across 38 disclosed positions in Q4 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 71.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
GOOGL
市值: $596.1M
Top Position Liquidated / Trimmed
CRM
前期市值: $389.1M
During Q4 2024, Generation Investment Management LLP's top holdings by market value included MSFT (11.1%)、AMZN (10.8%)、BDX (6.9%). The largest single position, MSFT, represented 11.1% of total portfolio value.
In Q4 2024, Generation Investment Management LLP made 41 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 24 holdings, and fully liquidating 6 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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