Generation Investment Management LLP portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 10, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Generation Investment Management LLP reported a $10.3 bn portfolio of 28 positions to the SEC as of the end of Q2 2026. Its largest positions are DHR, AMZN, MSFT. During the quarter it opened Stryker and exited Thermo Fisher Scientific and Accenture.
Sections with a free account
What changed this quarter
28 positions with a change (1 new, 10 added to, 15 trimmed, 2 sold). 11 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Microsoft−30%fewer sharesReduced14.8% → 11.3%
- Thermo Fisher Scientific−3.4 ppof portfolioSold out3.4% → —
- Workday−45%fewer sharesReduced4.9% → 2.7%
- Stryker+1.4 ppof portfolioNew— → 1.6%
- Charles Schwab−41%fewer sharesReduced2.3% → 1.4%
- Accenture−0.9 ppof portfolioSold out0.9% → —
- Danaher−7.0%fewer sharesReduced12.4% → 12.5%
- Moody's+47%more sharesIncreased1.4% → 2.4%
- West Pharmaceutical Services−9.6%fewer sharesReduced5.0% → 7.1%
- Intuit+33%more sharesIncreased3.2% → 2.8%
- Remitly Global−36%fewer sharesReduced1.1% → 1.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- DanaherDHR12.5%
- Amazon.comAMZN12.0%
- MicrosoftMSFT11.3%
- MercadoLibreMELI7.8%
- West Pharmaceutical ServicesWST7.1%
- AlphabetGOOGL6.9%
- VisaV5.1%
- SterisSTE4.7%
- TrimbleTRMB3.6%
- Cooper CompaniesCOO3.5%
- NutanixNTNX3.3%
- MSCIMSCI2.9%
- EquifaxEFX2.8%
- IntuitINTU2.8%
- WorkdayWDAY2.7%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Health Care 29%
- ● Information Technology 26%
- ● Consumer Discretionary 21%
- ● Financials 13%
- ● Communication Services 9%
- ● Industrials 3%
How its portfolio changed (8 quarters)
Q2 2026: 28
Q2 2026: 74%
Q2 2026: 9.7%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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