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GENERATION INVESTMENT MANAGEMENT LLP

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13F filer, CIK 1375534, London, United Kingdom

GENERATION INVESTMENT MANAGEMENT LLP reported $14,417,139,346 across 33 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 68.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000690

Period
2025-12-31
Reported value
$14.4B
Holdings
33
Top 10 weight
68.18%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRMadded+953,647$253M
COOnew+2,849,428$234M
WDAYadded+1,030,616$221M
DHRadded+934,995$214M
SPOTnew+332,933$193M

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
BDXexited-1,984,672-$371M
ADIexited-1,316,607-$323M
MSFTreduced-615,928-$298M
Areduced-2,177,687-$296M
SCHWreduced-2,878,606-$288M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000690, largest first. % of portfolio is the value over $14,417,139,346, 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; 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; 2025Q4: 4,128,300 shares 4,128,300$2B13.85%-615,928Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,589,661 shares 7,589,661$1.74B12.05%+934,995Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,757 shares; 2024Q4: 513,686 shares; 2025Q1: 530,564 shares; 2025Q2: 460,172 shares; 2025Q3: 447,488 shares; 2025Q4: 458,751 shares 458,751$924M6.41%+11,263Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,827,443 shares 2,827,443$885M6.14%-388,286Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,118,011 shares 4,118,011$884M6.13%+1,030,616Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,847,717 shares 7,847,717$784M5.44%-2,878,606Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421,407 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819,228 shares; 2025Q4: 2,772,875 shares 2,772,875$735M5.1%+953,647Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,401,691 shares 2,401,691$644M4.47%+679,217Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,111,327 shares 1,111,327$644M4.47%-173,597Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,579,886 shares 2,579,886$595M4.13%+802,928Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,593,981 shares 7,593,981$595M4.13%-764,131Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,180,266 shares 4,180,266$569M3.95%-2,177,687Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,088,483 shares 2,088,483$529M3.67%-896,456Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165,777 shares; 2025Q3: 976,014 shares; 2025Q4: 1,561,869 shares 1,561,869$430M2.98%+585,855Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,212,446 shares 1,212,446$425M2.95%-120,833Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,571,674 shares 1,571,674$341M2.37%-1,164,793Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 560,782 shares; 2025Q2: 540,321 shares; 2025Q3: 416,295 shares; 2025Q4: 499,931 shares 499,931$235M1.63%+83,636Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,147,675 shares; 2024Q4: 3,933,378 shares; 2025Q1: 2,873,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,849,428 shares 2,849,428$234M1.62%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 332,933 shares 332,933$193M1.34%newTimeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,751,224 shares 1,751,224$187M1.29%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,429,922 shares 3,429,922$177M1.23%-3,013,651Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227,249 shares 227,249$130M0.9%newTimeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 271,074 shares; 2025Q3: 254,169 shares; 2025Q4: 225,909 shares 225,909$115M0.8%-28,260Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 341,452 shares 341,452$109M0.76%newTimeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,692,320 shares 7,692,320$106M0.74%0Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,355,431 shares 1,355,431$63.8M0.44%-136,810Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,431 shares; 2024Q4: 349,760 shares; 2025Q1: 280,895 shares; 2025Q2: 297,088 shares; 2025Q3: 242,970 shares; 2025Q4: 192,192 shares 192,192$58.4M0.41%-50,778Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,396 shares; 2024Q4: 561,343 shares; 2025Q1: 456,040 shares; 2025Q2: 425,794 shares; 2025Q3: 423,434 shares; 2025Q4: 412,729 shares 412,729$34.3M0.24%-10,705Timeline
SOPHSOPHIA GENETICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,789,560 shares 6,789,560$31.7M0.22%0Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,153 shares; 2024Q4: 592,888 shares; 2025Q1: 522,591 shares; 2025Q2: 468,477 shares; 2025Q3: 798,709 shares; 2025Q4: 721,324 shares 721,324$8.84M0.06%-77,385Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,510 shares; 2024Q4: 348,702 shares; 2025Q1: 339,242 shares; 2025Q2: 337,722 shares; 2025Q3: 316,156 shares; 2025Q4: 304,941 shares 304,941$7.19M0.05%-11,215Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 28,109 shares 28,109$4.88M0.03%-2,798Timeline
TYGOTIGO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,658,857 shares 1,658,857$2.29M0.02%-5,410,843Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
BDXBECTON DICKINSON & CO1,984,672$371Mshares
ADIANALOG DEVICES INC1,316,607$323Mshares
IDXXIDEXX LABS INC260,394$166Mshares
MCHPMICROCHIP TECHNOLOGY INC.86,147$5.53Mshares

How Q4 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 0001172661-26-000690 base2026-02-12acceptance time not in the bulk data set