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Latest GENERATION INVESTMENT MANAGEMENT LLP Stock Portfolio

$11.16Billion– No. of Holdings #29

GENERATION INVESTMENT MANAGEMENT LLP Performance:
2026 Q1: -14.98%YTD: -14.98%2025: 8.94%
Performance for 2026 Q1 is -14.98%, and YTD is -14.98%, and 2025 is 8.94%.

About GENERATION INVESTMENT MANAGEMENT LLP and 13F Hedge Fund Stock Holdings

GENERATION INVESTMENT MANAGEMENT LLP is a hedge fund based in San Francisco, CA. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, GENERATION INVESTMENT MANAGEMENT LLP reported an equity portfolio of $11.2 Billions as of 31 Mar, 2026.

The top stock holdings of GENERATION INVESTMENT MANAGEMENT LLP are MSFT, DHR, AMZN. The fund has invested 14.8% of it's portfolio in MICROSOFT CORP and 12.4% of portfolio in DANAHER CORP DEL.

The fund managers got completely rid off SALESFORCE INC (CRM), AGILENT TECHNOLOGIES INC (A) and SYNOPSYS INC (SNPS) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), SCHWAB CHARLES CORP (SCHW) and THERMO FISHER SCIENTIFIC INC (TMO). GENERATION INVESTMENT MANAGEMENT LLP opened new stock positions in INTUIT (INTU) and SEA LTD (SE). The fund showed a lot of confidence in some stocks as they added substantially to COUPANG INC (CPNG), MSCI INC (MSCI) and NUTANIX INC (NTNX).
GENERATION INVESTMENT MANAGEMENT LLP Equity Portfolio Value
Last Reported on: 14 May, 2026

GENERATION INVESTMENT MANAGEMENT LLP Annual Return Estimates Vs S&P 500

Our best estimate is that GENERATION INVESTMENT MANAGEMENT LLP made a return of -14.98% in the last quarter. In trailing 12 months, it's portfolio return was -4.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intuit356,265,000
sea ltd7,728,240
New stocks bought by GENERATION INVESTMENT MANAGEMENT LLP

Additions

Ticker% Inc.
coupang inc180
msci inc120
nutanix inc118
amazon com inc109
moodys corp62.17
cooper cos inc61.41
west pharmaceutical svsc inc43.67
visa inc24.93
Additions to existing portfolio by GENERATION INVESTMENT MANAGEMENT LLP

Reductions

Ticker% Reduced
accenture plc ireland-78.42
schwab charles corp-65.04
thermo fisher scientific inc-30.39
alphabet inc-28.08
taiwan semiconductor manufac-27.71
h world group ltd-20.85
danaher corp del-4.15
freshworks inc-2.48
GENERATION INVESTMENT MANAGEMENT LLP reduced stake in above stock

Sold off

Ticker$ Sold
agilent technologies inc-568,809,000
salesforce inc-734,562,000
tigo energy inc-2,289,220
synopsys inc-234,828,000
carlisle cos inc-109,217,000
texas instrs inc-4,876,630
GENERATION INVESTMENT MANAGEMENT LLP got rid off the above stocks

Sector Distribution

GENERATION INVESTMENT MANAGEMENT LLP has about 32.3% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Others
  • Industrials
Sector%
Technology32.3
Healthcare28.3
Consumer Cyclical17.3
Financial Services10.3
Communication Services5.2
Others3.7
Industrials2.9

Market Cap. Distribution

GENERATION INVESTMENT MANAGEMENT LLP has about 90.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP56.4
MEGA-CAP34.3
UNALLOCATED8.2
MID-CAP1.1

Stocks belong to which Index?

About 81.6% of the stocks held by GENERATION INVESTMENT MANAGEMENT LLP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50080.5
Others18.4
RUSSELL 20001.1
Top 5 Winners (%)%
RELY
remitly global inc
13.6 %
TSM
taiwan semiconductor manufac
9.7 %
HTHT
h world group ltd
6.2 %
SOPH
sophia genetics sa
6.0 %
Top 5 Winners ($)$
RELY
remitly global inc
14.4 M
TSM
taiwan semiconductor manufac
5.6 M
HTHT
h world group ltd
3.9 M
SOPH
sophia genetics sa
1.9 M
Top 5 Losers (%)%
servicetitan inc
-40.4 %
WDAY
workday inc
-39.3 %
FRSH
freshworks inc
-34.0 %
CTSH
cognizant technology solutio
-25.7 %
MSFT
microsoft corp
-22.8 %
Top 5 Losers ($)$
MSFT
microsoft corp
-487.7 M
WDAY
workday inc
-352.2 M
DHR
danaher corp del
-292.2 M
MELI
mercadolibre inc
-130.7 M
ACN
accenture plc ireland
-102.2 M

GENERATION INVESTMENT MANAGEMENT LLP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GENERATION INVESTMENT MANAGEMENT LLP

GENERATION INVESTMENT MANAGEMENT LLP has 29 stocks in it's portfolio. About 72.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. RELY was the most profitable stock for GENERATION INVESTMENT MANAGEMENT LLP last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions