Generation Investment Management LLP
London, X0
$10.3bn in 28 US stocks at the end of 30 June 2026. The top 10 are 74.4% of the money. It changed about 12.6% of the portfolio this quarter.
Value
$10.3bn
Stocks
28
Top 10 share
74.4%
Turnover
12.6%
What changed this quarter
New
Bought for the first time this quarter.
- StrykerSYK1.6% of the fund
Added
Bought more of a stock they already held.
- MercadoLibreMELI7.8% of the fund+3%
- Cooper CompaniesCOO3.5% of the fund+8%
- MsciMSCI2.9% of the fund+7%
- EquifaxEFX2.8% of the fund+3%
- IntuitINTU2.8% of the fund+33%
- Moody'sMCO2.4% of the fund+47%
- Spotify TechnologySPOT1.7% of the fund+15%
- H World GroupHTHT0.5% of the fund+7%
- SeaSE0.2% of the fund+81%
Cut
Sold some of their stake.
- DanaherDHR12.5% of the fund-7%
- Amazon.comAMZN12.0% of the fund-4%
- MicrosoftMSFT11.3% of the fund-30%
- West Pharmaceutical ServicesWST7.1% of the fund-10%
- TrimbleTRMB3.6% of the fund-8%
- NutanixNTNX3.3% of the fund-11%
- WorkdayWDAY2.7% of the fund-45%
- Charles SchwabSCHW1.4% of the fund-41%
- Remitly GlobalRELY1.1% of the fund-36%
- ServiceTitanTTAN0.8% of the fund-33%
- Cognizant Technology SolutionsCTSH0.1% of the fund-7%
- CoupangCPNG0.1% of the fund-13%
- FreshworksFRSH<0.1% of the fund-10%
Sold out
Sold their entire stake.
- Thermo Fisher ScientificTMO-100%
- AccentureACN-100%
Holdings
- H World GroupHTHT
- Share
- 0.5%
- Value
- $48m
- Shares
- 1,151,118
+7%
- SeaSE
- Share
- 0.2%
- Value
- $16m
- Shares
- 168,830
+81%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| DanaherDHR | 12.5% | $1.3bn | 6,761,596 | -7% |
| Amazon.comAMZN | 12.0% | $1.2bn | 5,193,506 | -4% |
| MicrosoftMSFT | 11.3% | $1.2bn | 3,113,553 | -30% |
| MercadoLibreMELI | 7.8% | $802m | 472,716 | +3% |
| West Pharmaceutical ServicesWST | 7.1% | $728m | 2,028,322 | -10% |
| AlphabetGOOGL | 6.9% | $714m | 1,997,385 | Held |
| VisaV | 5.1% | $524m | 1,526,992 | Held |
| SterisSTE | 4.7% | $480m | 2,280,698 | Held |
| TrimbleTRMB | 3.6% | $368m | 7,190,197 | -8% |
| Cooper CompaniesCOO | 3.5% | $356m | 4,968,673 | +8% |
| NutanixNTNX | 3.3% | $342m | 6,709,160 | -11% |
| MsciMSCI | 2.9% | $301m | 538,342 | +7% |
| EquifaxEFX | 2.8% | $291m | 1,832,583 | +3% |
| IntuitINTU | 2.8% | $286m | 1,095,488 | +33% |
| WorkdayWDAY | 2.7% | $283m | 2,311,084 | -45% |
| Moody'sMCO | 2.4% | $244m | 538,516 | +47% |
| Spotify TechnologySPOT | 1.7% | $174m | 378,559 | +15% |
| StrykerSYK | 1.6% | $161m | 512,346 | New |
| Charles SchwabSCHW | 1.4% | $149m | 1,611,555 | -41% |
| Remitly GlobalRELY | 1.1% | $110m | 4,892,320 | -36% |
| ServiceTitanTTAN | 0.8% | $83m | 1,180,780 | -33% |
| Taiwan Semiconductor ManufacturingTSM | 0.7% | $68m | 141,665 | Held |
| H World GroupHTHT | 0.5% | $48m | 1,151,118 | +7% |
| SOPHiA GENETICS SASOPH | 0.4% | $39m | 6,789,560 | Held |
| SeaSE | 0.2% | $16m | 168,830 | +81% |
| Cognizant Technology SolutionsCTSH | 0.1% | $15m | 396,547 | -7% |
| CoupangCPNG | 0.1% | $13m | 745,027 | -13% |
| FreshworksFRSH | <0.1% | $6m | 631,598 | -10% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 34.6% since 30 June 2025.
Where the money is
Technology34.6%
Health care29.3%
Retail & consumer12.2%
Financial services11.8%
Media & telecom8.6%
Industrials2.8%
Other0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.