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CIK: 0001375534
Total reported value
$10.3B
$10.3B
29 檔
53.8%
During the Q1 2026 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 29 reported positions.
Generation Investment Management LLP executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 6 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 14.83% | -3.54% | +8.25% | |
| 2 | DHR | Danaher CORP | Stock-Healthcare | 12.36% | +0.16% | -4.15% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.08% | +1.95% | +109.38% | |
| 4 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 7.09% | +0.71% | -0.25% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.24% | +1.70% | -28.08% | |
| 6 | WST | West Pharmaceutical Services | Stock-Healthcare | 5.04% | +2.04% | +43.67% | |
| 7 | WDAY | Workday Inc-class A | Stock-Tech | 4.87% | -2.12% | +1.55% | |
| 8 | STE | STERIS plc | Stock-Healthcare | 4.57% | +0.10% | +10.53% | |
| 9 | TRMB | Trimble Inc | Stock-Tech | 4.55% | -0.97% | +2.46% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 4.10% | +0.99% | +24.93% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.41% | -3.41% | EXIT | |
| 12 | INTU | Intuit Inc | Stock-Tech | 3.19% | -0.41% | — | |
| 13 | COO | Cooper Cos Inc/the | Stock-Healthcare | 2.95% | +0.51% | +61.41% | |
| 14 | EFX | Equifax Inc | Stock-Industrials | 2.87% | -0.04% | +12.98% | |
| 15 | NTNX | Nutanix Inc - A | Stock-Tech | 2.56% | +0.76% | +118.78% | |
| 16 | MSCI | Msci Inc | Stock-Financials | 2.43% | +0.50% | +120.98% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.31% | -0.86% | -65.04% | |
| 18 | MCO | Moody's CORP | Stock-Financials | 1.43% | +0.94% | +62.17% | |
| 19 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.43% | +0.26% | -1.48% | |
| 20 | RELY | Remitly Global Inc | Stock-Other | 1.08% | -0.01% | — | |
| 21 | TTAN | Servicetitan Inc-a | Stock-Tech | 1.00% | -0.19% | — | |
| 22 | ACN | Accenture plc | Stock-Tech | 0.92% | -0.92% | EXIT | |
| 23 | HTHT | H World Group Ltd-adr | Stock-Other | 0.48% | -0.01% | -20.85% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | +0.24% | -27.71% | |
| 25 | SOPH | SOPHiA GENETICS SA | Stock-Other | 0.30% | +0.08% | — | |
| 26 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.24% | -0.09% | +3.70% | |
| 27 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.14% | -0.01% | +180.81% | |
| 28 | SE | Sea Ltd-adr | Stock-Comm Services | 0.07% | +0.09% | — | |
| 29 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.05% | +0.01% | -2.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +6% | +109.38% | Add |
| 2 | WST | West Pharmaceutical Services | +2.1% | +43.67% | Add |
| 3 | MSCI | Msci Inc | +1.5% | +120.98% | Add |
| 4 | NTNX | Nutanix Inc - A | +1.3% | +118.78% | Add |
| 5 | COO | Cooper Cos Inc/the | +1.3% | +61.41% | Add |
| 6 | V | Visa Inc-class A Shares | +1.2% | +24.93% | Add |
| 7 | MSFT | Microsoft CORP | +1% | +8.25% | Add |
| 8 | STE | STERIS plc | +0.9% | +10.53% | Add |
| 9 | MELI | Mercadolibre Inc | +0.7% | -0.25% | Trim |
| 10 | MCO | Moody's CORP | +0.6% | +62.17% | Add |
| 11 | EFX | Equifax Inc | +0.5% | +12.98% | Add |
| 12 | TRMB | Trimble Inc | +0.4% | +2.46% | Add |
| 13 | RELY | Remitly Global Inc | +0.3% | — | Unchanged |
| 14 | DHR | Danaher CORP | +0.3% | -4.15% | Trim |
| 15 | SPOT | Spotify Technology S.A. | +0.1% | -1.48% | Trim |
| 16 | CPNG | Coupang Inc | +0.1% | +180.81% | Add |
| 17 | SOPH | SOPHiA GENETICS SA | +0.1% | — | Unchanged |
| 18 | HTHT | H World Group Ltd-adr | 0% | -20.85% | Trim |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 0% | -27.71% | Trim |
| 20 | CTSH | Cognizant Tech Solutions-a | — | +3.70% | Add |
| 21 | FRSH | Freshworks Inc-cl A | 0% | -2.48% | Trim |
| 22 | TTAN | Servicetitan Inc-a | -0.3% | — | Unchanged |
| 23 | GOOGL | Alphabet Inc-cl A | -0.9% | -28.08% | Trim |
| 24 | TMO | Thermo Fisher Scientific Inc | -1.1% | -30.39% | Trim |
| 25 | WDAY | Workday Inc-class A | -1.3% | +1.55% | Add |
| 26 | SCHW | Schwab (charles) CORP | -3.1% | -65.04% | Trim |
| 27 | ACN | Accenture plc | -3.6% | -78.42% | Trim |
| 28 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 29 | A | Agilent Technologies Inc | — | EXIT | Sold out |
| 30 | INTU | Intuit Inc | — | NEW | New buy |
| 31 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 32 | CSL | Carlisle Cos Inc | — | EXIT | Sold out |
| 33 | SE | Sea Ltd-adr | — | NEW | New buy |
| 34 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 35 | TYGO | Tigo Energy 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 29 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, DHR, AMZN) accounted for 53.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
INTU
市值: $356.3M
Top Position Liquidated / Trimmed
CRM
前期市值: $734.6M
During Q1 2026, Generation Investment Management LLP's top holdings by market value included MSFT (14.8%)、DHR (12.4%)、AMZN (10.1%). The largest single position, MSFT, represented 14.8% of total portfolio value.
In Q1 2026, Generation Investment Management LLP made 32 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 10 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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