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CIK: 0001375534
Total reported value
$10.3B
$10.3B
33 檔
62.5%
At the close of Q4 2025, Generation Investment Management LLP disclosed equity holdings valued at approximately $10.3B, spread across 33 reported holdings.
In Q4 2025, Generation Investment Management LLP adopted a defensive or profit-taking posture, trimming 18 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 | 13.85% | -3.54% | -12.98% | |
| 2 | DHR | Danaher CORP | Stock-Healthcare | 12.05% | +0.16% | +14.05% | |
| 3 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 6.41% | +0.71% | +2.52% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.14% | +1.70% | -12.07% | |
| 5 | WDAY | Workday Inc-class A | Stock-Tech | 6.13% | -2.12% | +33.38% | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 5.44% | -0.86% | -26.84% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 5.10% | — | +52.42% | |
| 8 | ACN | Accenture plc | Stock-Tech | 4.47% | -0.92% | EXIT | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.47% | -3.41% | EXIT | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.13% | +1.95% | +45.19% | |
| 11 | TRMB | Trimble Inc | Stock-Tech | 4.13% | -0.97% | -9.14% | |
| 12 | A | Agilent Technologies Inc | Stock-Healthcare | 3.95% | — | -34.25% | |
| 13 | STE | STERIS plc | Stock-Healthcare | 3.67% | +0.10% | -30.03% | |
| 14 | WST | West Pharmaceutical Services | Stock-Healthcare | 2.98% | +2.04% | +60.03% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.95% | +0.99% | -9.06% | |
| 16 | EFX | Equifax Inc | Stock-Industrials | 2.37% | -0.04% | -42.57% | |
| 17 | SNPS | Synopsys Inc | Stock-Tech | 1.63% | — | +20.09% | |
| 18 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.62% | +0.51% | — | |
| 19 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.34% | +0.26% | — | |
| 20 | TTAN | Servicetitan Inc-a | Stock-Tech | 1.29% | -0.19% | — | |
| 21 | NTNX | Nutanix Inc - A | Stock-Tech | 1.23% | +0.76% | -46.77% | |
| 22 | MSCI | Msci Inc | Stock-Financials | 0.90% | +0.50% | — | |
| 23 | MCO | Moody's CORP | Stock-Financials | 0.80% | +0.94% | -11.12% | |
| 24 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.76% | — | — | |
| 25 | RELY | Remitly Global Inc | Stock-Other | 0.74% | -0.01% | — | |
| 26 | HTHT | H World Group Ltd-adr | Stock-Other | 0.44% | -0.01% | -9.17% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.24% | -20.90% | |
| 28 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.24% | -0.09% | -2.53% | |
| 29 | SOPH | SOPHiA GENETICS SA | Stock-Other | 0.22% | +0.08% | — | |
| 30 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.06% | +0.01% | -9.69% | |
| 31 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.05% | -0.01% | -3.55% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.03% | — | -9.05% | |
| 33 | TYGO | Tigo Energy Inc | Stock-Other | 0.02% | — | -76.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +3.3% | +14.05% | Add |
| 2 | CRM | Salesforce Inc | +2.2% | +52.42% | Add |
| 3 | ACN | Accenture plc | +1.7% | +39.43% | Add |
| 4 | AMZN | Amazon.com Inc | +1.6% | +45.19% | Add |
| 5 | WST | West Pharmaceutical Services | +1.3% | +60.03% | Add |
| 6 | WDAY | Workday Inc-class A | +1.2% | +33.38% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +1% | -12.07% | Trim |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.3% | -13.51% | Trim |
| 9 | SNPS | Synopsys Inc | +0.3% | +20.09% | Add |
| 10 | TTAN | Servicetitan Inc-a | +0.1% | — | Unchanged |
| 11 | CTSH | Cognizant Tech Solutions-a | +0.1% | -2.53% | Trim |
| 12 | HTHT | H World Group Ltd-adr | +0.1% | -9.17% | Trim |
| 13 | SOPH | SOPHiA GENETICS SA | 0% | — | Unchanged |
| 14 | MCO | Moody's CORP | — | -11.12% | Trim |
| 15 | FRSH | Freshworks Inc-cl A | — | -9.69% | Trim |
| 16 | TXN | Texas Instruments Inc | 0% | -9.05% | Trim |
| 17 | CPNG | Coupang Inc | 0% | -3.55% | Trim |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 0% | -20.90% | Trim |
| 19 | V | Visa Inc-class A Shares | -0.1% | -9.06% | Trim |
| 20 | RELY | Remitly Global Inc | -0.1% | — | Unchanged |
| 21 | TYGO | Tigo Energy Inc | -0.1% | -76.54% | Trim |
| 22 | TRMB | Trimble Inc | -0.4% | -9.14% | Trim |
| 23 | MELI | Mercadolibre Inc | -0.5% | +2.52% | Add |
| 24 | STE | STERIS plc | -1.2% | -30.03% | Trim |
| 25 | SCHW | Schwab (charles) CORP | -1.3% | -26.84% | Trim |
| 26 | A | Agilent Technologies Inc | -1.5% | -34.25% | Trim |
| 27 | NTNX | Nutanix Inc - A | -2% | -46.77% | Trim |
| 28 | EFX | Equifax Inc | -2.3% | -42.57% | Trim |
| 29 | MSFT | Microsoft CORP | -2.4% | -12.98% | Trim |
| 30 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 31 | ADI | Analog Devices Inc | — | EXIT | Sold out |
| 32 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 33 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 34 | IDXX | Idexx Laboratories Inc | — | EXIT | Sold out |
| 35 | MSCI | Msci Inc | — | NEW | New buy |
| 36 | CSL | Carlisle Cos Inc | — | NEW | New buy |
| 37 | MCHP | Microchip Technology Inc | — | 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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, DHR, MELI) accounted for 62.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
COO
市值: $233.5M
Top Position Liquidated / Trimmed
BDX
前期市值: $371.5M
During Q4 2025, Generation Investment Management LLP's top holdings by market value included MSFT (13.8%)、DHR (12.1%)、MELI (6.4%). The largest single position, MSFT, represented 13.8% of total portfolio value.
In Q4 2025, Generation Investment Management LLP made 34 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 18 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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