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GENERATION INVESTMENT MANAGEMENT LLP

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13F filer, CIK 1375534, London, United Kingdom

GENERATION INVESTMENT MANAGEMENT LLP reported $15,095,478,150 across 33 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-10. Its ten largest share positions make up 68.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004665

Period
2025-09-30
Reported value
$15.1B
Holdings
33
Top 10 weight
68.3%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRMnew+1,819,228$431M
DHRadded+1,689,020$335M
WDAYadded+1,034,589$249M
TMOadded+295,984$144M
Aadded+582,093$74.7M

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
JLLexited-1,749,757-$448M
SCHWreduced-3,159,133-$302M
NKEexited-3,635,710-$258M
ADIreduced-850,189-$209M
IDXXreduced-306,928-$196M

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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004665, largest first. % of portfolio is the value over $15,095,478,150, 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; 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; 2025Q3: 4,744,228 shares 4,744,228$2.46B16.28%-294,341Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,654,666 shares 6,654,666$1.32B8.74%+1,689,020Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,757 shares; 2024Q4: 513,686 shares; 2025Q1: 530,564 shares; 2025Q2: 460,172 shares; 2025Q3: 447,488 shares 447,488$1.05B6.93%-12,684Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 10,726,323 shares 10,726,323$1.02B6.78%-3,159,133Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,357,953 shares 6,357,953$816M5.41%+582,093Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,149,143 shares; 2025Q1: 3,881,774 shares; 2025Q2: 3,686,995 shares; 2025Q3: 3,215,729 shares 3,215,729$782M5.18%-471,266Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,087,395 shares 3,087,395$743M4.92%+1,034,589Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,984,939 shares 2,984,939$739M4.89%-185,778Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,736,467 shares 2,736,467$702M4.65%+163,375Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 8,358,112 shares 8,358,112$682M4.52%-661,551Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,284,924 shares 1,284,924$623M4.13%+295,984Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,443,573 shares 6,443,573$479M3.18%-212,358Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,255 shares; 2024Q4: 785,860 shares; 2025Q1: 713,123 shares; 2025Q2: 1,373,485 shares; 2025Q3: 1,333,279 shares 1,333,279$455M3.02%-40,206Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421,407 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819,228 shares 1,819,228$431M2.86%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,722,474 shares 1,722,474$425M2.81%+82,744Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,776,958 shares 1,776,958$390M2.58%+54,891Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,984,672 shares 1,984,672$371M2.46%-774,635Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,316,607 shares 1,316,607$323M2.14%-850,189Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165,777 shares; 2025Q3: 976,014 shares 976,014$256M1.7%-189,763Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 560,782 shares; 2025Q2: 540,321 shares; 2025Q3: 416,295 shares 416,295$205M1.36%-124,026Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,036,965 shares; 2025Q1: 2,023,502 shares; 2025Q2: 1,811,965 shares; 2025Q3: 1,751,224 shares 1,751,224$177M1.17%-60,741Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567,322 shares; 2025Q3: 260,394 shares 260,394$166M1.1%-306,928Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,692,320 shares 7,692,320$125M0.83%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 271,074 shares; 2025Q3: 254,169 shares 254,169$121M0.8%-16,905Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,431 shares; 2024Q4: 349,760 shares; 2025Q1: 280,895 shares; 2025Q2: 297,088 shares; 2025Q3: 242,970 shares 242,970$67.9M0.45%-54,118Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,492,241 shares 1,492,241$58.4M0.39%+4,428Timeline
SOPHSOPHIA GENETICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,789,560 shares 6,789,560$32.3M0.21%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,396 shares; 2024Q4: 561,343 shares; 2025Q1: 456,040 shares; 2025Q2: 425,794 shares; 2025Q3: 423,434 shares 423,434$28.4M0.19%-2,360Timeline
TYGOTIGO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,069,700 shares 7,069,700$17.7M0.12%-621,521Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,510 shares; 2024Q4: 348,702 shares; 2025Q1: 339,242 shares; 2025Q2: 337,722 shares; 2025Q3: 316,156 shares 316,156$10.2M0.07%-21,566Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,153 shares; 2024Q4: 592,888 shares; 2025Q1: 522,591 shares; 2025Q2: 468,477 shares; 2025Q3: 798,709 shares 798,709$9.4M0.06%+330,232Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626,725 shares; 2024Q4: 1,767,093 shares; 2025Q1: 154,377 shares; 2025Q2: 66,931 shares; 2025Q3: 30,907 shares 30,907$5.68M0.04%-36,024Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,516 shares; 2024Q4: 559,075 shares; 2025Q1: 372,154 shares; 2025Q2: 196,375 shares; 2025Q3: 86,147 shares 86,147$5.53M0.04%-110,228Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
JLLJONES LANG LASALLE INC1,749,757$448Mshares
NKENIKE INC3,635,710$258Mshares
VEEVVEEVA SYS INC577,500$166Mshares
ITGARTNER INC319,841$129Mshares
TOSTTOAST INC912,818$40.4Mshares

How Q3 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 0001172661-25-004665 base2025-11-10acceptance time not in the bulk data set