§ 13F · FUND PROFILE
GENERATION INVESTMENT MANAGEMENT LLP.
AUM · $10.3B (13F)Positions · 28Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$161M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORP DEL | 6.76M | $1.3B | 12.5% | −7% |
| 2 | AMZN | AMAZON COM INC | 5.19M | $1.2B | 12.0% | −4% |
| 3 | MSFT | MICROSOFT CORP | 3.11M | $1.2B | 11.3% | −30% |
| 4 | MELI | MERCADOLIBRE INC | 473K | $802M | 7.8% | +3% |
| 5 | WST | WEST PHARMACEUTICAL SVSC INC | 2.03M | $728M | 7.1% | −10% |
| 6 | GOOGL | ALPHABET INC | 2.00M | $714M | 6.9% | −2% |
| 7 | V | VISA INC | 1.53M | $524M | 5.1% | +1% |
| 8 | STE | STERIS PLC | 2.28M | $480M | 4.7% | −1% |
| 9 | TRMB | TRIMBLE INC | 7.19M | $368M | 3.6% | −8% |
| 10 | COO | COOPER COS INC | 4.97M | $356M | 3.5% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GENERATION SIGNAL
AC read
GENERATION INVESTMENT MANAGEMENT LLP is a Other fund managing $10.3 billion in assets. The fund runs a focused portfolio of just 28 positions.
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