Generation Investment Management
Long Only- Manager
- Generation Investment Management
- Quarter
- Q2 2026
- Filed
- 2026-08-10
- 13F value
- $10.29B
- Positions
- 28
- CIK
- 0001375534
Weights are % of 13F book — no reported capital figure for this filer.i
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Danaher Corp DelDHRHISTORY | 12.52% | (7.0%) | $1.29B | 6,761,596 | (512,799) | 0.96% | 13F |
| 2 | Amazon Com IncAMZNHISTORY | 12.03% | (3.9%) | $1.24B | 5,193,506 | (208,205) | 0.05% | 13F |
| 3 | Microsoft CorpMSFTHISTORY | 11.29% | (30.3%) | $1.16B | 3,113,553 | (1,355,466) | 0.04% | 13F |
| 4 | Mercadolibre IncMELIHISTORY | 7.80% | +3.3% | $0.80B | 472,716 | +15,090 | 0.93% | 13F |
| 5 | West Pharmaceutical Svsc IncWSTHISTORY | 7.08% | (9.6%) | $0.73B | 2,028,322 | (215,654) | 2.88% | 13F |
| 6 | Alphabet IncGOOGLHISTORY | 6.94% | (1.8%) | $0.71B | 1,997,385 | (36,079) | 0.02% | 13F |
| 7 | Visa IncVHISTORY | 5.09% | +0.8% | $0.52B | 1,526,992 | +12,323 | 0.33% | 13F |
| 8 | Steris PLCSTEHISTORY | 4.67% | (1.2%) | $0.48B | 2,280,698 | (27,761) | 2.34% | 13F |
| 9 | Trimble IncTRMBHISTORY | 3.58% | (7.6%) | $0.37B | 7,190,197 | (590,293) | 3.08% | 13F |
| 10 | Cooper Cos IncCOOHISTORY | 3.46% | +8.0% | $0.36B | 4,968,673 | +369,284 | 2.61% | 13F |
| 11 | Nutanix IncNTNXHISTORY | 3.32% | (10.6%) | $0.34B | 6,709,160 | (794,661) | 2.48% | 13F |
| 12 | MSCI IncMSCIHISTORY | 2.93% | +7.2% | $0.30B | 538,342 | +36,176 | 0.74% | 13F |
| 13 | Equifax IncEFXHISTORY | 2.83% | +3.2% | $0.29B | 1,832,583 | +56,974 | 1.56% | 13F |
| 14 | IntuitINTUHISTORY | 2.78% | +33.0% | $0.29B | 1,095,488 | +271,526 | 0.41% | 13F |
| 15 | Workday IncWDAYHISTORY | 2.75% | (44.7%) | $0.28B | 2,311,084 | (1,870,802) | 1.05% | 13F |
| 16 | Moodys CorpMCOHISTORY | 2.37% | +47.0% | $0.24B | 538,516 | +172,155 | 0.31% | 13F |
| 17 | Spotify Technology S ASPOTHISTORY | 1.69% | +15.4% | $0.17B | 378,559 | +50,549 | 0.18% | 13F |
| 18 | Stryker CorporationSYKHISTORY | 1.57% | NEW | $0.16B | 512,346 | +512,346 | 0.13% | 13F |
| 19 | Schwab Charles CorpSCHWHISTORY | 1.45% | (41.3%) | $0.15B | 1,611,555 | (1,132,148) | 0.09% | 13F |
| 20 | Remitly Global IncRELYHISTORY | 1.07% | (36.4%) | $0.11B | 4,892,320 | (2,800,000) | 2.31% | 13F |
| 21 | Servicetitan IncTTANHISTORY | 0.81% | (32.6%) | $0.08B | 1,180,780 | (570,444) | 1.24% | 13F |
| 22 | Taiwan Semiconductor ManufacTSMHISTORY | 0.66% | +2.0% | $0.07B | 141,665 | +2,721 | 0.00% | 13F |
| 23 | H World Group LTDHTHTHISTORY | 0.47% | +7.3% | $0.05B | 1,151,118 | +78,339 | 0.04% | 13F |
| 24 | Sophia Genetics SASOPHHISTORY | 0.38% | — | $0.04B | 6,789,560 | — | 9.91% | 13F |
| 25 | Sea LTDSEHISTORY | 0.16% | +80.9% | $0.02B | 168,830 | +75,505 | 0.03% | 13F |
| 26 | Cognizant Technology SolutioCTSHHISTORY | 0.15% | (7.4%) | $0.02B | 396,547 | (31,463) | — | 13F |
| 27 | Coupang IncCPNGHISTORY | 0.13% | (13.0%) | $0.01B | 745,027 | (111,282) | 0.04% | 13F |
| 28 | Freshworks IncFRSHHISTORY | 0.06% | (10.2%) | $0.01B | 631,598 | (71,809) | 0.23% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology