Latest GENERATION INVESTMENT MANAGEMENT LLP Stock Portfolio

GENERATION INVESTMENT MANAGEMENT LLP Performance:

2025 Q4: 1.17%YTD: 8.94%2024: 13.35%

Performance for 2025 Q4 is 1.17%, and YTD is 8.94%, and 2024 is 13.35%.

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 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, GENERATION INVESTMENT MANAGEMENT LLP reported an equity portfolio of $14.4 Billions as of 31 Dec, 2025.

The top stock holdings of GENERATION INVESTMENT MANAGEMENT LLP are MSFT, DHR, MELI. The fund has invested 13.8% of it's portfolio in MICROSOFT CORP and 12.1% of portfolio in DANAHER CORPORATION.

The fund managers got completely rid off BECTON DICKINSON & CO (BDX), ANALOG DEVICES INC (ADI) and IDEXX LABS INC (IDXX) stocks. They significantly reduced their stock positions in TIGO ENERGY INC, NUTANIX INC (NTNX) and EQUIFAX INC (EFX). GENERATION INVESTMENT MANAGEMENT LLP opened new stock positions in COOPER COS INC (COO), SPOTIFY TECHNOLOGY S A (SPOT) and MSCI INC (MSCI). The fund showed a lot of confidence in some stocks as they added substantially to WEST PHARMACEUTICAL SVSC INC (WST), SALESFORCE INC (CRM) and AMAZON COM INC (AMZN).

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

Our best estimate is that GENERATION INVESTMENT MANAGEMENT LLP made a return of 1.17% in the last quarter. In trailing 12 months, it's portfolio return was 8.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
cooper cos inc	233,539,000
spotify technology s a	193,338,000
msci inc	130,380,000
carlisle cos inc	109,217,000

New stocks bought by GENERATION INVESTMENT MANAGEMENT LLP

Additions

Ticker	% Inc.
west pharmaceutical svsc inc	60.03
salesforce inc	52.42
amazon com inc	45.19
accenture plc ireland	39.43
workday inc	33.38
synopsys inc	20.09
danaher corporation	14.05
mercadolibre inc	2.52

Additions to existing portfolio by GENERATION INVESTMENT MANAGEMENT LLP

Reductions

Ticker	% Reduced
tigo energy inc	-76.54
nutanix inc	-46.77
equifax inc	-42.57
agilent technologies inc	-34.25
steris plc	-30.03
schwab charles corp	-26.84
taiwan semiconductor mfg ltd	-20.9
thermo fisher scientific inc	-13.51

GENERATION INVESTMENT MANAGEMENT LLP reduced stake in above stock

Sold off

Ticker	$ Sold
becton dickinson & co	-371,471,000
analog devices inc	-323,490,000
idexx labs inc	-166,363,000
microchip technology inc.	-5,532,360

GENERATION INVESTMENT MANAGEMENT LLP got rid off the above stocks

Sector Distribution

GENERATION INVESTMENT MANAGEMENT LLP has about 37.6% of it's holdings in Technology sector.

Sector	%
Technology	37.6
Healthcare	28.7
Consumer Cyclical	10.6
Financial Services	10.1
Communication Services	6.1
Others	3.7
Industrials	3.1

Market Cap. Distribution

GENERATION INVESTMENT MANAGEMENT LLP has about 91.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	64.3
MEGA-CAP	27.1
UNALLOCATED	7.8

Stocks belong to which Index?

About 80.9% of the stocks held by GENERATION INVESTMENT MANAGEMENT LLP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	80.9
Others	18.3

Top 5 Winners (%)		%
GOOG	alphabet inc	27.0 %
CTSH	cognizant technology solutio	23.4 %
HTHT	h world group ltd	19.4 %
TMO	thermo fisher scientific inc	18.1 %
DHR	danaher corporation	14.4 %

Top 5 Winners ($)		$
DHR	danaher corporation	218.4 M
GOOG	alphabet inc	211.2 M
TMO	thermo fisher scientific inc	113.1 M
CRM	salesforce inc	64.1 M
ACN	accenture plc ireland	44.7 M

Top 5 Losers (%)		%
	tigo energy inc	-27.7 %
CPNG	coupang inc	-26.3 %
NTNX	nutanix inc	-23.4 %
RELY	remitly global inc	-15.3 %
MELI	mercadolibre inc	-13.7 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-152.3 M
MELI	mercadolibre inc	-146.2 M
NTNX	nutanix inc	-112.1 M
WDAY	workday inc	-93.5 M
EFX	equifax inc	-85.2 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 33 stocks in it's portfolio. About 68.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DHR was the most profitable stock for GENERATION INVESTMENT MANAGEMENT LLP last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	3.94	4,180,270	568,809,000	reduced	-34.25

ACN	accenture plc ireland	4.47	2,401,690	644,374,000	added	39.43

ADI	analog devices inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	4.13	2,579,890	595,489,000	added	45.19

BDX	becton dickinson & co	0.00	0.00	0.00	sold off	-100

COO	cooper cos inc	1.62	2,849,430	233,539,000	new

CPNG	coupang inc	0.05	304,941	7,193,560	reduced	-3.55

CRM	salesforce inc	5.10	2,772,880	734,562,000	added	52.42

CSL	carlisle cos inc	0.76	341,452	109,217,000	new

CTSH	cognizant technology solutio	0.24	412,729	34,256,500	reduced	-2.53

DHR	danaher corporation	12.05	7,589,660	1,737,430,000	added	14.05

EFX	equifax inc	2.37	1,571,670	341,022,000	reduced	-42.57

FRSH	freshworks inc	0.06	721,324	8,836,220	reduced	-9.69

GOOG	alphabet inc	6.14	2,827,440	884,990,000	reduced	-12.07

HTHT	h world group ltd	0.44	1,355,430	63,773,000	reduced	-9.17

IDXX	idexx labs inc	0.00	0.00	0.00	sold off	-100

MCHP	microchip technology inc.	0.00	0.00	0.00	sold off	-100

MCO	moodys corp	0.80	225,909	115,406,000	reduced	-11.12

MELI	mercadolibre inc	6.41	458,751	924,044,000	added	2.52

MSCI	msci inc	0.90	227,249	130,380,000	new