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CIK: 0001375534
Total reported value
$10.3B
$10.3B
37 檔
65.3%
The Q2 2025 SEC filing reveals that Generation Investment Management LLP held a total portfolio value of $10.3B, covering 37 public equity positions.
In Q2 2025, Generation Investment Management LLP adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 15.93% | -3.54% | -3.04% | |
| 2 | SCHW | Schwab (charles) CORP | Stock-Financials | 8.05% | -0.86% | -3.09% | |
| 3 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 7.65% | +0.71% | -13.27% | |
| 4 | DHR | Danaher CORP | Stock-Healthcare | 6.24% | +0.16% | +56.24% | |
| 5 | STE | STERIS plc | Stock-Healthcare | 4.84% | +0.10% | -5.48% | |
| 6 | TRMB | Trimble Inc | Stock-Tech | 4.36% | -0.97% | +19.14% | |
| 7 | A | Agilent Technologies Inc | Stock-Healthcare | 4.33% | — | +15.90% | |
| 8 | EFX | Equifax Inc | Stock-Industrials | 4.24% | -0.04% | -8.15% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.13% | +1.70% | -5.02% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.28% | — | -4.54% | |
| 11 | NTNX | Nutanix Inc - A | Stock-Tech | 3.23% | +0.76% | -37.48% | |
| 12 | WDAY | Workday Inc-class A | Stock-Tech | 3.13% | -2.12% | -29.31% | |
| 13 | ACN | Accenture plc | Stock-Tech | 3.12% | -0.92% | EXIT | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 3.10% | +0.99% | +92.60% | |
| 15 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.02% | — | -47.90% | |
| 16 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 2.85% | — | -4.43% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.55% | -3.41% | EXIT | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | +1.95% | -65.77% | |
| 19 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.93% | — | — | |
| 20 | SNPS | Synopsys Inc | Stock-Tech | 1.76% | — | -3.65% | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.64% | — | +6.96% | |
| 22 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.62% | +2.04% | — | |
| 23 | TTAN | Servicetitan Inc-a | Stock-Tech | 1.23% | -0.19% | -10.45% | |
| 24 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.06% | — | -28.26% | |
| 25 | RELY | Remitly Global Inc | Stock-Other | 0.92% | -0.01% | — | |
| 26 | MCO | Moody's CORP | Stock-Financials | 0.86% | +0.94% | — | |
| 27 | IT | Gartner Inc | Stock-Tech | 0.82% | — | -76.16% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | +0.24% | +5.76% | |
| 29 | HTHT | H World Group Ltd-adr | Stock-Other | 0.32% | -0.01% | -71.46% | |
| 30 | TOST | Toast Inc-class A | Stock-Tech | 0.26% | — | — | |
| 31 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.21% | -0.09% | -6.63% | |
| 32 | SOPH | SOPHiA GENETICS SA | Stock-Other | 0.13% | +0.08% | — | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.09% | — | -56.64% | |
| 34 | MCHP | Microchip Technology Inc | Stock-Tech | 0.09% | — | -47.23% | |
| 35 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.06% | -0.01% | -0.45% | |
| 36 | TYGO | Tigo Energy Inc | Stock-Other | 0.06% | — | — | |
| 37 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.04% | +0.01% | -10.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +4.2% | -3.04% | Trim |
| 2 | DHR | Danaher CORP | +2.3% | +56.24% | Add |
| 3 | IDXX | Idexx Laboratories Inc | +1.9% | NEW | New buy |
| 4 | WST | West Pharmaceutical Services | +1.6% | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | +1.6% | +92.60% | Add |
| 6 | MELI | Mercadolibre Inc | +1.4% | -13.27% | Trim |
| 7 | TRMB | Trimble Inc | +1.4% | +19.14% | Add |
| 8 | SCHW | Schwab (charles) CORP | +1.3% | -3.09% | Trim |
| 9 | MCO | Moody's CORP | +0.9% | NEW | New buy |
| 10 | A | Agilent Technologies Inc | +0.8% | +15.90% | Add |
| 11 | ACN | Accenture plc | +0.6% | +24.70% | Add |
| 12 | ADI | Analog Devices Inc | +0.5% | -4.54% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.5% | -5.02% | Trim |
| 14 | NKE | Nike Inc -cl B | +0.3% | +6.96% | Add |
| 15 | SNPS | Synopsys Inc | +0.3% | -3.65% | Trim |
| 16 | STE | STERIS plc | +0.3% | -5.48% | Trim |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +5.76% | Add |
| 18 | EFX | Equifax Inc | +0.1% | -8.15% | Trim |
| 19 | JLL | Jones Lang Lasalle Inc | +0.1% | -4.43% | Trim |
| 20 | TOST | Toast Inc-class A | +0.1% | — | Unchanged |
| 21 | TTAN | Servicetitan Inc-a | +0.1% | -10.45% | Trim |
| 22 | TYGO | Tigo Energy Inc | 0% | — | Unchanged |
| 23 | CPNG | Coupang Inc | 0% | -0.45% | Trim |
| 24 | CTSH | Cognizant Tech Solutions-a | — | -6.63% | Trim |
| 25 | FRSH | Freshworks Inc-cl A | — | -10.35% | Trim |
| 26 | SOPH | SOPHiA GENETICS SA | 0% | — | Unchanged |
| 27 | MCHP | Microchip Technology Inc | 0% | -47.23% | Trim |
| 28 | RELY | Remitly Global Inc | -0.1% | — | Unchanged |
| 29 | VEEV | Veeva Systems Inc-class A | -0.1% | -28.26% | Trim |
| 30 | TXN | Texas Instruments Inc | -0.1% | -56.64% | Trim |
| 31 | FBIN | Fortune Brands Innovations I | -0.6% | EXIT | Sold out |
| 32 | HTHT | H World Group Ltd-adr | -0.9% | -71.46% | Trim |
| 33 | WDAY | Workday Inc-class A | -1% | -29.31% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -1% | -16.93% | Trim |
| 35 | NTNX | Nutanix Inc - A | -1.3% | -37.48% | Trim |
| 36 | COO | Cooper Cos Inc/the | -1.5% | EXIT | Sold out |
| 37 | WAT | Waters CORP | -1.7% | EXIT | Sold out |
| 38 | MA | Mastercard Inc - A | -2.1% | EXIT | Sold out |
| 39 | IT | Gartner Inc | -2.6% | -76.16% | Trim |
| 40 | AMZN | Amazon.com Inc | -3.4% | -65.77% | Trim |
| 41 | BDX | Becton Dickinson And Co | -4.3% | -47.90% | 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 37 disclosed positions in Q2 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, SCHW, MELI) accounted for 65.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
IDXX
市值: $304.3M
Top Position Liquidated / Trimmed
MA
前期市值: $348.6M
During Q2 2025, Generation Investment Management LLP's top holdings by market value included MSFT (15.9%)、SCHW (8.1%)、MELI (7.7%). The largest single position, MSFT, represented 15.9% of total portfolio value.
In Q2 2025, Generation Investment Management LLP made 37 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 23 holdings, and fully liquidating 4 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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