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CIK: 0001375534
Total reported value
$10.3B
$10.3B
33 檔
64.7%
In Q3 2025, Generation Investment Management LLP's U.S. equity holdings reached a combined market value of $10.3B, distributed across 33 disclosed stock positions.
In Q3 2025, Generation Investment Management LLP adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 16.28% | -3.54% | -5.84% | |
| 2 | DHR | Danaher CORP | Stock-Healthcare | 8.74% | +0.16% | +34.01% | |
| 3 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 6.93% | +0.71% | -2.76% | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 6.78% | -0.86% | -22.75% | |
| 5 | A | Agilent Technologies Inc | Stock-Healthcare | 5.41% | — | +10.08% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.18% | +1.70% | -12.78% | |
| 7 | WDAY | Workday Inc-class A | Stock-Tech | 4.92% | -2.12% | +50.40% | |
| 8 | STE | STERIS plc | Stock-Healthcare | 4.89% | +0.10% | -5.86% | |
| 9 | EFX | Equifax Inc | Stock-Industrials | 4.65% | -0.04% | +6.35% | |
| 10 | TRMB | Trimble Inc | Stock-Tech | 4.52% | -0.97% | -7.33% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.13% | -3.41% | EXIT | |
| 12 | NTNX | Nutanix Inc - A | Stock-Tech | 3.18% | +0.76% | -3.19% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 3.02% | +0.99% | -2.93% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 2.86% | — | — | |
| 15 | ACN | Accenture plc | Stock-Tech | 2.81% | -0.92% | EXIT | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | +1.95% | +3.19% | |
| 17 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.46% | — | -28.07% | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 2.14% | — | -39.24% | |
| 19 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.70% | +2.04% | -16.28% | |
| 20 | SNPS | Synopsys Inc | Stock-Tech | 1.36% | — | -22.95% | |
| 21 | TTAN | Servicetitan Inc-a | Stock-Tech | 1.17% | -0.19% | -3.35% | |
| 22 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.10% | — | -54.10% | |
| 23 | RELY | Remitly Global Inc | Stock-Other | 0.83% | -0.01% | — | |
| 24 | MCO | Moody's CORP | Stock-Financials | 0.80% | +0.94% | -6.24% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.45% | +0.24% | -18.22% | |
| 26 | HTHT | H World Group Ltd-adr | Stock-Other | 0.39% | -0.01% | +0.30% | |
| 27 | SOPH | SOPHiA GENETICS SA | Stock-Other | 0.21% | +0.08% | — | |
| 28 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.19% | -0.09% | -0.55% | |
| 29 | TYGO | Tigo Energy Inc | Stock-Other | 0.12% | — | -8.08% | |
| 30 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.07% | -0.01% | -6.39% | |
| 31 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.06% | +0.01% | +70.49% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.04% | — | -53.82% | |
| 33 | MCHP | Microchip Technology Inc | Stock-Tech | 0.04% | — | -56.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +4.8% | +34.01% | Add |
| 2 | MSFT | Microsoft CORP | +4.5% | -5.84% | Trim |
| 3 | A | Agilent Technologies Inc | +1.9% | +10.08% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +1.6% | -12.78% | Trim |
| 5 | TRMB | Trimble Inc | +1.5% | -7.33% | Add |
| 6 | V | Visa Inc-class A Shares | +1.5% | -2.93% | Add |
| 7 | WDAY | Workday Inc-class A | +0.8% | +50.40% | Add |
| 8 | MELI | Mercadolibre Inc | +0.7% | -2.76% | Trim |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.6% | +29.93% | Add |
| 10 | EFX | Equifax Inc | +0.5% | +6.35% | Trim |
| 11 | ACN | Accenture plc | +0.3% | +5.05% | Add |
| 12 | STE | STERIS plc | +0.3% | -5.86% | Trim |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -18.22% | Trim |
| 14 | TYGO | Tigo Energy Inc | +0.1% | -8.08% | Trim |
| 15 | SOPH | SOPHiA GENETICS SA | +0.1% | — | Unchanged |
| 16 | CPNG | Coupang Inc | 0% | -6.39% | Trim |
| 17 | FRSH | Freshworks Inc-cl A | 0% | +70.49% | Add |
| 18 | SCHW | Schwab (charles) CORP | 0% | -22.75% | Trim |
| 19 | TTAN | Servicetitan Inc-a | 0% | -3.35% | Trim |
| 20 | CTSH | Cognizant Tech Solutions-a | 0% | -0.55% | Trim |
| 21 | MCHP | Microchip Technology Inc | -0.1% | -56.13% | Trim |
| 22 | SNPS | Synopsys Inc | -0.1% | -22.95% | Trim |
| 23 | TXN | Texas Instruments Inc | -0.1% | -53.82% | Trim |
| 24 | RELY | Remitly Global Inc | -0.1% | — | Unchanged |
| 25 | ADI | Analog Devices Inc | -0.6% | -39.24% | Trim |
| 26 | HTHT | H World Group Ltd-adr | -0.8% | +0.30% | Trim |
| 27 | NTNX | Nutanix Inc - A | -1.3% | -3.19% | Trim |
| 28 | AMZN | Amazon.com Inc | -3.2% | +3.19% | Trim |
| 29 | BDX | Becton Dickinson And Co | -4.9% | -28.07% | Trim |
| 30 | IT | Gartner Inc | — | EXIT | Sold out |
| 31 | JLL | Jones Lang Lasalle Inc | — | EXIT | Sold out |
| 32 | CRM | Salesforce Inc | — | NEW | New buy |
| 33 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 34 | WAT | Waters CORP | — | EXIT | Sold out |
| 35 | WST | West Pharmaceutical Services | — | NEW | New buy |
| 36 | COO | Cooper Cos Inc/the | — | EXIT | Sold out |
| 37 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 38 | VEEV | Veeva Systems Inc-class A | — | EXIT | Sold out |
| 39 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 40 | MCO | Moody's CORP | — | NEW | New buy |
| 41 | FBIN | Fortune Brands Innovations I | — | EXIT | Sold out |
| 42 | TOST | Toast Inc-class A | — | 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 33 disclosed positions in Q3 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, DHR, MELI) accounted for 64.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
CRM
市值: $431.2M
Top Position Liquidated / Trimmed
IT
前期市值: $563.0M
During Q3 2025, Generation Investment Management LLP's top holdings by market value included MSFT (16.3%)、DHR (8.7%)、MELI (6.9%). The largest single position, MSFT, represented 16.3% of total portfolio value.
In Q3 2025, Generation Investment Management LLP made 40 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 19 holdings, and fully liquidating 9 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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