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GENERATION INVESTMENT MANAGEMENT LLP

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13F filer, CIK 1375534, London, United Kingdom

GENERATION INVESTMENT MANAGEMENT LLP reported $11,158,557,349 across 29 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 72.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001752724-26-000018

Period
2026-03-31
Reported value
$11.2B
Holdings
29
Top 10 weight
72.73%
New
2
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+2,821,825$588M
INTUnew+823,962$356M
WSTadded+682,107$171M
NTNXadded+4,073,899$155M
MSCIadded+274,917$148M

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
CRMexited-2,772,875-$735M
Aexited-4,180,266-$569M
SCHWreduced-5,104,014-$480M
ACNreduced-1,883,301-$373M
SNPSexited-499,931-$235M

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 2026

Share positions as resolved from 13F-HR 0001752724-26-000018, largest first. % of portfolio is the value over $11,158,557,349, 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; 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; 2026Q1: 4,469,019 shares 4,469,019$1.65B14.83%+340,719Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,274,395 shares 7,274,395$1.38B12.36%-315,266Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,401,711 shares 5,401,711$1.13B10.08%+2,821,825Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 457,626 shares 457,626$791M7.09%-1,125Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,033,464 shares 2,033,464$585M5.24%-793,979Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,243,976 shares 2,243,976$562M5.04%+682,107Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,181,886 shares 4,181,886$543M4.87%+63,875Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,308,459 shares 2,308,459$510M4.57%+219,976Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,780,490 shares 7,780,490$508M4.55%+186,509Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,514,669 shares 1,514,669$458M4.1%+302,223Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 773,600 shares 773,600$380M3.41%-337,727Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 823,962 shares 823,962$356M3.19%newTimeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,599,389 shares 4,599,389$329M2.95%+1,749,961Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,775,609 shares 1,775,609$320M2.87%+203,935Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,503,821 shares 7,503,821$285M2.56%+4,073,899Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227,249 shares; 2026Q1: 502,166 shares 502,166$271M2.43%+274,917Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,743,703 shares 2,743,703$258M2.31%-5,104,014Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 271,074 shares; 2025Q3: 254,169 shares; 2025Q4: 225,909 shares; 2026Q1: 366,361 shares 366,361$160M1.43%+140,452Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 332,933 shares; 2026Q1: 328,010 shares 328,010$159M1.43%-4,923Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,692,320 shares 7,692,320$121M1.08%0Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,751,224 shares 1,751,224$111M1%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 518,390 shares 518,390$103M0.92%-1,883,301Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,072,779 shares 1,072,779$54M0.48%-282,652Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 138,944 shares 138,944$47M0.42%-53,248Timeline
SOPHSOPHIA GENETICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,789,560 shares 6,789,560$33.6M0.3%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 428,010 shares 428,010$26.3M0.24%+15,281Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 856,309 shares 856,309$16.2M0.14%+551,368Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,325 shares 93,325$7.73M0.07%newTimeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 703,407 shares 703,407$5.65M0.05%-17,917Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CRMSALESFORCE INC2,772,875$735Mshares
AAGILENT TECHNOLOGIES INC4,180,266$569Mshares
SNPSSYNOPSYS INC499,931$235Mshares
CSLCARLISLE COS INC341,452$109Mshares
TXNTEXAS INSTRS INC28,109$4.88Mshares
TYGOTIGO ENERGY INC1,658,857$2.29Mshares

How Q1 2026 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 0001752724-26-000018 base2026-05-14acceptance time not in the bulk data set