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CIK: 0001375534
Total reported value
$10.3B
$10.3B
38 檔
61.0%
At the close of Q1 2025, Generation Investment Management LLP disclosed equity holdings valued at approximately $10.3B, spread across 38 reported holdings.
In Q1 2025, Generation Investment Management LLP displayed an active expansion posture, initiating 38 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.78% | -3.54% | +3.16% | |
| 2 | BDX | Becton Dickinson And Co | Stock-Healthcare | 7.33% | — | -8.92% | |
| 3 | SCHW | Schwab (charles) CORP | Stock-Financials | 6.77% | -0.86% | +6.18% | |
| 4 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 6.25% | +0.71% | +3.29% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.78% | +1.95% | -46.77% | |
| 6 | STE | STERIS plc | Stock-Healthcare | 4.59% | +0.10% | +5.35% | |
| 7 | NTNX | Nutanix Inc - A | Stock-Tech | 4.49% | +0.76% | -9.29% | |
| 8 | EFX | Equifax Inc | Stock-Industrials | 4.12% | -0.04% | +63.45% | |
| 9 | WDAY | Workday Inc-class A | Stock-Tech | 4.10% | -2.12% | +36.62% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 3.93% | +0.16% | +33.17% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | +1.70% | +23.26% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.58% | -3.41% | EXIT | |
| 13 | A | Agilent Technologies Inc | Stock-Healthcare | 3.52% | — | +19.82% | |
| 14 | IT | Gartner Inc | Stock-Tech | 3.40% | — | +16.45% | |
| 15 | TRMB | Trimble Inc | Stock-Tech | 3.00% | -0.97% | -19.19% | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 2.76% | — | -9.18% | |
| 17 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 2.74% | — | -9.09% | |
| 18 | ACN | Accenture plc | Stock-Tech | 2.48% | -0.92% | EXIT | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 2.11% | — | -33.05% | |
| 20 | WAT | Waters CORP | Stock-Healthcare | 1.68% | — | -50.64% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.51% | +0.99% | -9.26% | |
| 22 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.46% | +0.51% | -26.95% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 1.45% | — | — | |
| 24 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.30% | — | — | |
| 25 | HTHT | H World Group Ltd-adr | Stock-Other | 1.17% | -0.01% | +8.20% | |
| 26 | TTAN | Servicetitan Inc-a | Stock-Tech | 1.16% | -0.19% | -0.66% | |
| 27 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.13% | — | -9.09% | |
| 28 | RELY | Remitly Global Inc | Stock-Other | 0.97% | -0.01% | — | |
| 29 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.59% | — | — | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.28% | +0.24% | -19.69% | |
| 31 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.21% | -0.09% | -18.76% | |
| 32 | TOST | Toast Inc-class A | Stock-Tech | 0.18% | — | — | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.17% | — | -91.26% | |
| 34 | SOPH | SOPHiA GENETICS SA | Stock-Other | 0.14% | +0.08% | — | |
| 35 | MCHP | Microchip Technology Inc | Stock-Tech | 0.11% | — | -33.43% | |
| 36 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.04% | -0.01% | -2.71% | |
| 37 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.04% | +0.01% | -11.86% | |
| 38 | TYGO | Tigo Energy Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 3 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 4 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | STE | STERIS plc | — | NEW | New buy |
| 7 | NTNX | Nutanix Inc - A | — | NEW | New buy |
| 8 | EFX | Equifax Inc | — | NEW | New buy |
| 9 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 10 | DHR | Danaher CORP | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 13 | A | Agilent Technologies Inc | — | NEW | New buy |
| 14 | IT | Gartner Inc | — | NEW | New buy |
| 15 | TRMB | Trimble Inc | — | NEW | New buy |
| 16 | ADI | Analog Devices Inc | — | NEW | New buy |
| 17 | JLL | Jones Lang Lasalle Inc | — | NEW | New buy |
| 18 | ACN | Accenture plc | — | NEW | New buy |
| 19 | MA | Mastercard Inc - A | — | NEW | New buy |
| 20 | WAT | Waters CORP | — | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 22 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 23 | SNPS | Synopsys Inc | — | NEW | New buy |
| 24 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 25 | HTHT | H World Group Ltd-adr | — | NEW | New buy |
| 26 | TTAN | Servicetitan Inc-a | — | NEW | New buy |
| 27 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 28 | RELY | Remitly Global Inc | — | NEW | New buy |
| 29 | FBIN | Fortune Brands Innovations I | — | NEW | New buy |
| 30 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 31 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 32 | TOST | Toast Inc-class A | — | NEW | New buy |
| 33 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 34 | SOPH | SOPHiA GENETICS SA | — | NEW | New buy |
| 35 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 36 | CPNG | Coupang Inc | — | NEW | New buy |
| 37 | FRSH | Freshworks Inc-cl A | — | NEW | New buy |
| 38 | TYGO | Tigo Energy Inc | — | NEW | New buy |
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 Q1 2025.
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, BDX, SCHW) accounted for 61.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $2.0B
During Q1 2025, Generation Investment Management LLP's top holdings by market value included MSFT (11.8%)、BDX (7.3%)、SCHW (6.8%). The largest single position, MSFT, represented 11.8% of total portfolio value.
In Q1 2025, Generation Investment Management LLP made 38 total portfolio adjustments, initiating 38 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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