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GENERATION INVESTMENT MANAGEMENT LLP

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13F filer, CIK 1375534, London, United Kingdom

GENERATION INVESTMENT MANAGEMENT LLP reported $16,557,982,923 across 38 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 59.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002407

Period
2025-03-31
Reported value
$16.6B
Holdings
38
Top 10 weight
59.15%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EFXadded+1,087,446$265M
SNPSnew+560,782$240M
NKEnew+3,398,991$216M
WDAYadded+778,301$182M
DHRadded+791,662$162M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMZNreduced-4,421,680-$841M
CBREexited-3,192,849-$419M
ACNreduced-1,175,159-$367M
TXNreduced-1,612,716-$290M
WATreduced-774,794-$286M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-002407, largest first. % of portfolio is the value over $16,557,982,923, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,217,200 shares; 2024Q4: 5,037,536 shares; 2025Q1: 5,196,698 shares 5,196,698$1.95B11.78%+159,162Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954,632 shares; 2024Q4: 5,815,380 shares; 2025Q1: 5,296,447 shares 5,296,447$1.21B7.33%-518,933Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,179,766 shares; 2024Q4: 13,493,957 shares; 2025Q1: 14,327,559 shares 14,327,559$1.12B6.77%+833,602Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,757 shares; 2024Q4: 513,686 shares; 2025Q1: 530,564 shares 530,564$1.04B6.25%+16,878Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,349,614 shares; 2024Q4: 9,453,262 shares; 2025Q1: 5,031,582 shares 5,031,582$957M5.78%-4,421,680Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823,626 shares; 2024Q4: 3,184,153 shares; 2025Q1: 3,354,545 shares 3,354,545$760M4.59%+170,392Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,376,211 shares; 2024Q4: 11,736,469 shares; 2025Q1: 10,646,630 shares 10,646,630$743M4.49%-1,089,839Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062,956 shares; 2024Q4: 1,713,879 shares; 2025Q1: 2,801,325 shares 2,801,325$682M4.12%+1,087,446Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471,667 shares; 2024Q4: 2,125,466 shares; 2025Q1: 2,903,767 shares 2,903,767$678M4.1%+778,301Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215,955 shares; 2024Q4: 2,386,462 shares; 2025Q1: 3,178,124 shares 3,178,124$652M3.93%+791,662Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,149,143 shares; 2025Q1: 3,881,774 shares 3,881,774$600M3.63%+732,631Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587,174 shares; 2024Q4: 1,571,734 shares; 2025Q1: 1,190,561 shares 1,190,561$592M3.58%-381,173Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034,247 shares; 2024Q4: 4,159,313 shares; 2025Q1: 4,983,556 shares 4,983,556$583M3.52%+824,243Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214,869 shares; 2024Q4: 1,151,828 shares; 2025Q1: 1,341,342 shares 1,341,342$563M3.4%+189,514Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,896,252 shares; 2024Q4: 9,368,559 shares; 2025Q1: 7,570,348 shares 7,570,348$497M3%-1,798,211Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634,826 shares; 2024Q4: 2,499,164 shares; 2025Q1: 2,269,857 shares 2,269,857$458M2.76%-229,307Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664,932 shares; 2024Q4: 2,013,963 shares; 2025Q1: 1,830,795 shares 1,830,795$454M2.74%-183,168Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627,125 shares; 2024Q4: 2,490,101 shares; 2025Q1: 1,314,942 shares 1,314,942$410M2.48%-1,175,159Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142,104 shares; 2024Q4: 950,030 shares; 2025Q1: 635,999 shares 635,999$349M2.11%-314,031Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805,875 shares; 2024Q4: 1,530,119 shares; 2025Q1: 755,325 shares 755,325$278M1.68%-774,794Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,255 shares; 2024Q4: 785,860 shares; 2025Q1: 713,123 shares 713,123$250M1.51%-72,737Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,147,675 shares; 2024Q4: 3,933,378 shares; 2025Q1: 2,873,376 shares 2,873,376$242M1.46%-1,060,002Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 560,782 shares 560,782$240M1.45%newTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,398,991 shares 3,398,991$216M1.3%newTimeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634,862 shares; 2024Q4: 4,818,833 shares; 2025Q1: 5,213,875 shares 5,213,875$193M1.17%+395,042Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,036,965 shares; 2025Q1: 2,023,502 shares 2,023,502$192M1.16%-13,463Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,364 shares; 2024Q4: 885,461 shares; 2025Q1: 805,011 shares 805,011$186M1.13%-80,450Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,692,320 shares; 2024Q4: 7,692,320 shares; 2025Q1: 7,692,320 shares 7,692,320$160M0.97%0Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,612,301 shares 1,612,301$98.2M0.59%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,431 shares; 2024Q4: 349,760 shares; 2025Q1: 280,895 shares 280,895$46.6M0.28%-68,865Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,396 shares; 2024Q4: 561,343 shares; 2025Q1: 456,040 shares 456,040$34.9M0.21%-105,303Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825,636 shares; 2024Q4: 912,818 shares; 2025Q1: 912,818 shares 912,818$30.3M0.18%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626,725 shares; 2024Q4: 1,767,093 shares; 2025Q1: 154,377 shares 154,377$27.7M0.17%-1,612,716Timeline
SOPHSOPHIA GENETICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,789,560 shares; 2024Q4: 6,789,560 shares; 2025Q1: 6,789,560 shares 6,789,560$22.5M0.14%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,516 shares; 2024Q4: 559,075 shares; 2025Q1: 372,154 shares 372,154$18M0.11%-186,921Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,510 shares; 2024Q4: 348,702 shares; 2025Q1: 339,242 shares 339,242$7.44M0.04%-9,460Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,153 shares; 2024Q4: 592,888 shares; 2025Q1: 522,591 shares 522,591$7.37M0.04%-70,297Timeline
TYGOTIGO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,691,221 shares; 2024Q4: 7,691,221 shares; 2025Q1: 7,691,221 shares 7,691,221$6.46M0.04%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CBRECBRE GROUP INC3,192,849$419Mshares
TWLOTWILIO INC1,813,499$196Mshares
HSICSCHEIN HENRY INC2,743,909$190Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002407 base2025-05-15acceptance time not in the bulk data set