# GENERATION INVESTMENT MANAGEMENT LLP: Form 13F holdings

An institutional investment manager in London. SEC CIK 1375534.

- Quarter ended: 2026-06-30
- Filed: 2026-08-10
- Reported value: $10.29bn
- Positions: 28 (28 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1375534/000175272426000044/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $1.29bn | 12.5% | 6,761,596 |  | Reduced −512,799 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $1.24bn | 12.0% | 5,193,506 |  | Reduced −208,205 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $1.16bn | 11.3% | 3,113,553 |  | Reduced −1,355,466 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $802.4m | 7.8% | 472,716 |  | Added +15,090 |
| [WEST PHARMACEUTICAL SVSC INC (WST)](/companies/wst.md) | COM | $728.2m | 7.1% | 2,028,322 |  | Reduced −215,654 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $713.8m | 6.9% | 1,997,385 |  | Reduced −36,079 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $523.9m | 5.1% | 1,526,992 |  | Added +12,323 |
| STERIS PLC | SHS USD | $480.2m | 4.7% | 2,280,698 |  | Reduced −27,761 |
| [TRIMBLE INC (TRMB)](/companies/trmb.md) | COM | $368.0m | 3.6% | 7,190,197 |  | Reduced −590,293 |
| [COOPER COS INC (COO)](/companies/coo.md) | COM | $356.3m | 3.5% | 4,968,673 |  | Added +369,284 |
| [NUTANIX INC (NTNX)](/companies/ntnx.md) | CL A | $341.9m | 3.3% | 6,709,160 |  | Reduced −794,661 |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $301.5m | 2.9% | 538,342 |  | Added +36,176 |
| [EQUIFAX INC (EFX)](/companies/efx.md) | COM | $290.9m | 2.8% | 1,832,583 |  | Added +56,974 |
| [INTUIT (INTU)](/companies/intu.md) | COM | $285.9m | 2.8% | 1,095,488 |  | Added +271,526 |
| [WORKDAY INC (WDAY)](/companies/wday.md) | CL A | $282.9m | 2.7% | 2,311,084 |  | Reduced −1,870,802 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $243.9m | 2.4% | 538,516 |  | Added +172,155 |
| SPOTIFY TECHNOLOGY S A | SHS | $173.8m | 1.7% | 378,559 |  | Added +50,549 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $161.3m | 1.6% | 512,346 |  | New +512,346 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $148.7m | 1.4% | 1,611,555 |  | Reduced −1,132,148 |
| [REMITLY GLOBAL INC (RELY)](/companies/rely.md) | COM | $109.6m | 1.1% | 4,892,320 |  | Reduced −2,800,000 |
| [SERVICETITAN INC (TTAN)](/companies/ttan.md) | SHS CL A | $83.5m | 0.8% | 1,180,780 |  | Reduced −570,444 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $67.7m | 0.7% | 141,665 |  | Added +2,721 |
| [H WORLD GROUP LTD (HTHT)](/companies/htht.md) | SPONSORED ADS | $48.0m | 0.5% | 1,151,118 |  | Added +78,339 |
| SOPHIA GENETICS SA | ORDINARY SHARES | $39.2m | 0.4% | 6,789,560 |  | Unchanged |
| [SEA LTD (SE)](/companies/se.md) | SPONSORD ADS | $16.2m | 0.2% | 168,830 |  | Added +75,505 |
| [COGNIZANT TECHNOLOGY SOLUTIO (CTSH)](/companies/ctsh.md) | CL A | $15.4m | 0.1% | 396,547 |  | Reduced −31,463 |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $12.9m | 0.1% | 745,027 |  | Reduced −111,282 |
| [FRESHWORKS INC (FRSH)](/companies/frsh.md) | CLASS A COM | $6.4m | <0.1% | 631,598 |  | Reduced −71,809 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ACCENTURE PLC IRELAND | SHS CLASS A | $0 | 0.0% | 0 |  | Sold out −518,390 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $0 | 0.0% | 0 |  | Sold out −773,600 |

Source: SEC EDGAR, Form 13F-HR, accession 0001752724-26-000044. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.