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GENERATION INVESTMENT MANAGEMENT LLP

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13F filer, CIK 1375534, London, United Kingdom

GENERATION INVESTMENT MANAGEMENT LLP reported $15,730,958,937 across 37 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 63.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002959

Period
2025-06-30
Reported value
$15.7B
Holdings
37
Top 10 weight
63.05%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DHRadded+1,787,522$353M
IDXXnew+567,322$304M
WSTnew+1,165,777$255M
Vadded+660,362$234M
MCOnew+271,074$136M

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-3,309,515-$726M
BDXreduced-2,537,140-$437M
ITreduced-1,021,501-$413M
MAexited-635,999-$349M
NTNXreduced-3,990,699-$305M

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002959, largest first. % of portfolio is the value over $15,730,958,937, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,217,200 shares; 2024Q4: 5,037,536 shares; 2025Q1: 5,196,698 shares; 2025Q2: 5,038,569 shares 5,038,569$2.51B15.93%-158,129Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,179,766 shares; 2024Q4: 13,493,957 shares; 2025Q1: 14,327,559 shares; 2025Q2: 13,885,456 shares 13,885,456$1.27B8.05%-442,103Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,757 shares; 2024Q4: 513,686 shares; 2025Q1: 530,564 shares; 2025Q2: 460,172 shares 460,172$1.2B7.65%-70,392Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215,955 shares; 2024Q4: 2,386,462 shares; 2025Q1: 3,178,124 shares; 2025Q2: 4,965,646 shares 4,965,646$981M6.24%+1,787,522Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823,626 shares; 2024Q4: 3,184,153 shares; 2025Q1: 3,354,545 shares; 2025Q2: 3,170,717 shares 3,170,717$762M4.84%-183,828Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,896,252 shares; 2024Q4: 9,368,559 shares; 2025Q1: 7,570,348 shares; 2025Q2: 9,019,663 shares 9,019,663$685M4.36%+1,449,315Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034,247 shares; 2024Q4: 4,159,313 shares; 2025Q1: 4,983,556 shares; 2025Q2: 5,775,860 shares 5,775,860$682M4.33%+792,304Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062,956 shares; 2024Q4: 1,713,879 shares; 2025Q1: 2,801,325 shares; 2025Q2: 2,573,092 shares 2,573,092$667M4.24%-228,233Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,149,143 shares; 2025Q1: 3,881,774 shares; 2025Q2: 3,686,995 shares 3,686,995$650M4.13%-194,779Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634,826 shares; 2024Q4: 2,499,164 shares; 2025Q1: 2,269,857 shares; 2025Q2: 2,166,796 shares 2,166,796$516M3.28%-103,061Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,376,211 shares; 2024Q4: 11,736,469 shares; 2025Q1: 10,646,630 shares; 2025Q2: 6,655,931 shares 6,655,931$509M3.23%-3,990,699Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471,667 shares; 2024Q4: 2,125,466 shares; 2025Q1: 2,903,767 shares; 2025Q2: 2,052,806 shares 2,052,806$493M3.13%-850,961Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627,125 shares; 2024Q4: 2,490,101 shares; 2025Q1: 1,314,942 shares; 2025Q2: 1,639,730 shares 1,639,730$490M3.12%+324,788Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,255 shares; 2024Q4: 785,860 shares; 2025Q1: 713,123 shares; 2025Q2: 1,373,485 shares 1,373,485$488M3.1%+660,362Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954,632 shares; 2024Q4: 5,815,380 shares; 2025Q1: 5,296,447 shares; 2025Q2: 2,759,307 shares 2,759,307$475M3.02%-2,537,140Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664,932 shares; 2024Q4: 2,013,963 shares; 2025Q1: 1,830,795 shares; 2025Q2: 1,749,757 shares 1,749,757$448M2.85%-81,038Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587,174 shares; 2024Q4: 1,571,734 shares; 2025Q1: 1,190,561 shares; 2025Q2: 988,940 shares 988,940$401M2.55%-201,621Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,349,614 shares; 2024Q4: 9,453,262 shares; 2025Q1: 5,031,582 shares; 2025Q2: 1,722,067 shares 1,722,067$378M2.4%-3,309,515Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567,322 shares 567,322$304M1.93%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 560,782 shares; 2025Q2: 540,321 shares 540,321$277M1.76%-20,461Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,398,991 shares; 2025Q2: 3,635,710 shares 3,635,710$258M1.64%+236,719Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165,777 shares 1,165,777$255M1.62%newTimeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,036,965 shares; 2025Q1: 2,023,502 shares; 2025Q2: 1,811,965 shares 1,811,965$194M1.23%-211,537Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,364 shares; 2024Q4: 885,461 shares; 2025Q1: 805,011 shares; 2025Q2: 577,500 shares 577,500$166M1.06%-227,511Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,692,320 shares; 2024Q4: 7,692,320 shares; 2025Q1: 7,692,320 shares; 2025Q2: 7,692,320 shares 7,692,320$144M0.92%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 271,074 shares 271,074$136M0.86%newTimeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214,869 shares; 2024Q4: 1,151,828 shares; 2025Q1: 1,341,342 shares; 2025Q2: 319,841 shares 319,841$129M0.82%-1,021,501Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,431 shares; 2024Q4: 349,760 shares; 2025Q1: 280,895 shares; 2025Q2: 297,088 shares 297,088$67.3M0.43%+16,193Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634,862 shares; 2024Q4: 4,818,833 shares; 2025Q1: 5,213,875 shares; 2025Q2: 1,487,813 shares 1,487,813$50.5M0.32%-3,726,062Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825,636 shares; 2024Q4: 912,818 shares; 2025Q1: 912,818 shares; 2025Q2: 912,818 shares 912,818$40.4M0.26%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,396 shares; 2024Q4: 561,343 shares; 2025Q1: 456,040 shares; 2025Q2: 425,794 shares 425,794$33.2M0.21%-30,246Timeline
SOPHSOPHIA GENETICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,789,560 shares; 2024Q4: 6,789,560 shares; 2025Q1: 6,789,560 shares; 2025Q2: 6,789,560 shares 6,789,560$21M0.13%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626,725 shares; 2024Q4: 1,767,093 shares; 2025Q1: 154,377 shares; 2025Q2: 66,931 shares 66,931$13.9M0.09%-87,446Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,516 shares; 2024Q4: 559,075 shares; 2025Q1: 372,154 shares; 2025Q2: 196,375 shares 196,375$13.8M0.09%-175,779Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,510 shares; 2024Q4: 348,702 shares; 2025Q1: 339,242 shares; 2025Q2: 337,722 shares 337,722$10.1M0.06%-1,520Timeline
TYGOTIGO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,691,221 shares; 2024Q4: 7,691,221 shares; 2025Q1: 7,691,221 shares; 2025Q2: 7,691,221 shares 7,691,221$9.81M0.06%0Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,153 shares; 2024Q4: 592,888 shares; 2025Q1: 522,591 shares; 2025Q2: 468,477 shares 468,477$6.98M0.04%-54,114Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
MAMASTERCARD INCORPORATED635,999$349Mshares
WATWATERS CORP755,325$278Mshares
COOCOOPER COS INC2,873,376$242Mshares
FBINFORTUNE BRANDS INNOVATIONS I1,612,301$98.2Mshares

How Q2 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 0001172661-25-002959 base2025-08-07acceptance time not in the bulk data set