EdgeMarket › What Generation Investment Management Llp reported owning
What Generation Investment Management Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
11.2BPositions
29Quarter
2026-03-31Shown below
29largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 1.7B | 14.8% | 4.5M | 483.24 | -4.4% |
| DHR DANAHER CORP /DE/ | 1.4B | 12.4% | 7.3M | 218.85 | +3.5% |
| AMZN AMAZON COM INC | 1.1B | 10.1% | 5.4M | 258.63 | +15.6% |
| MELI MERCADOLIBRE INC | 791.2M | 7.1% | 457.6K | 1,922.73 | -17.7% |
| GOOGL Alphabet Inc. | 584.7M | 5.2% | 2.0M | 344.82 | +73.0% |
| WST WEST PHARMACEUTICAL SERVICES INC | 562.4M | 5.0% | 2.2M | 353.08 | +43.3% |
| WDAY Workday, Inc. | 543.3M | 4.9% | 4.2M | 200.01 | -12.1% |
| STE STERIS plc | 510.5M | 4.6% | 2.3M | 237.93 | -4.7% |
| TRMB TRIMBLE INC. | 507.5M | 4.5% | 7.8M | 60.25 | -24.9% |
| V VISA INC. | 457.8M | 4.1% | 1.5M | 371.04 | +7.9% |
| TMO THERMO FISHER SCIENTIFIC INC. | 380.2M | 3.4% | 773.6K | 629.27 | +27.2% |
| INTU INTUIT INC. | 356.3M | 3.2% | 824.0K | 367.00 | -47.5% |
| COO COOPER COMPANIES, INC. | 328.9M | 2.9% | 4.6M | 76.22 | +3.7% |
| EFX EQUIFAX INC | 319.7M | 2.9% | 1.8M | 192.62 | -22.4% |
| NTNX Nutanix, Inc. | 285.2M | 2.6% | 7.5M | 67.64 | -2.9% |
| MSCI MSCI Inc. | 270.7M | 2.4% | 502.2K | 563.49 | -1.9% |
| SCHW SCHWAB CHARLES CORP | 257.9M | 2.3% | 2.7M | 112.30 | +17.6% |
| MCO MOODYS CORP /DE/ | 159.8M | 1.4% | 366.4K | 503.32 | -2.3% |
| SPOT Spotify Technology S.A. | 159.1M | 1.4% | 328.0K | 533.72 | -24.2% |
| RELY Remitly Global, Inc. | 120.5M | 1.1% | 7.7M | 26.67 | +41.6% |
| TTAN ServiceTitan, Inc. | 111.1M | 1.0% | 1.8M | 94.87 | -7.5% |
| ACN Accenture plc | 102.8M | 0.9% | 518.4K | 185.28 | -27.4% |
| HTHT H World Group Ltd | 54.0M | 0.5% | 1.1M | 49.16 | +39.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 47.0M | 0.4% | 138.9K | 418.95 | +83.3% |
| SOPH SOPHiA GENETICS SA | 33.6M | 0.3% | 6.8M | 8.65 | +141.6% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | 26.3M | 0.2% | 428.0K | 61.87 | -12.2% |
| CPNG Coupang, Inc. | 16.2M | 0.1% | 856.3K | 16.45 | -43.0% |
| SE Sea Ltd | 7.7M | 0.1% | 93.3K | 117.53 | -34.2% |
| FRSH Freshworks Inc. | 5.6M | 0.1% | 703.4K | 12.98 | -1.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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