GENERATION INVESTMENT MANAGEMENT LLP Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001375534 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $14.42B (100.0% shares, 0.0% debt)

Holdings (33)

MSFT MICROSOFT CORP 13.8%

Value $1.997B Shares 4,128,300 Est. Cost $255.30 Unrealized +96.1%

DHR DANAHER CORPORATION 12.1%

Value $1.737B Shares 7,589,661 Est. Cost $208.22 Unrealized +5.4%

MELI MERCADOLIBRE INC 6.4%

Value $924M Shares 458,751 Est. Cost $1230.93 Unrealized +70.6%

GOOGL ALPHABET INC 6.1%

Value $885M Shares 2,827,443 Est. Cost $175.38 Unrealized +62.8%

WDAY WORKDAY INC 6.1%

Value $884M Shares 4,118,011 Est. Cost $237.68 Unrealized -4.4%

SCHW SCHWAB CHARLES CORP 5.4%

Value $784M Shares 7,847,717 Est. Cost $54.01 Unrealized +75.4%

CRM SALESFORCE INC 5.1%

Value $735M Shares 2,772,875 Est. Cost $250.31 Unrealized -0.9%

ACN ACCENTURE PLC IRELAND 4.5%

Value $644M Shares 2,401,691 Est. Cost $295.71 Unrealized -14.1%

TMO THERMO FISHER SCIENTIFIC INC 4.5%

Value $644M Shares 1,111,327 Est. Cost $425.80 Unrealized +32.7%

AMZN AMAZON COM INC 4.1%

Value $595M Shares 2,579,886 Est. Cost $158.42 Unrealized +44.4%

TRMB TRIMBLE INC 4.1%

Value $595M Shares 7,593,981 Est. Cost $53.47 Unrealized +49.0%

A AGILENT TECHNOLOGIES INC 3.9%

Value $569M Shares 4,180,266 Est. Cost $130.91 Unrealized +9.8%

STE STERIS PLC 3.7%

Value $529M Shares 2,088,483 Est. Cost $203.96 Unrealized +23.1%

WST WEST PHARMACEUTICAL SVSC INC 3.0%

Value $430M Shares 1,561,869 Est. Cost $235.89 Unrealized +15.9%

V VISA INC 2.9%

Value $425M Shares 1,212,446 Est. Cost $305.83 Unrealized +11.3%

EFX EQUIFAX INC 2.4%

Value $341M Shares 1,571,674 Est. Cost $217.54 Unrealized +0.5%

SNPS SYNOPSYS INC 1.6%

Value $235M Shares 499,931 Est. Cost $478.84 Unrealized -7.2%

COO COOPER COS INC 1.6%

Value $234M Shares 2,849,428 Est. Cost $74.85 Unrealized 0.0%

SPOT SPOTIFY TECHNOLOGY S A 1.3%

Value $193M Shares 332,933 Est. Cost $625.13 Unrealized 0.0%

TTAN SERVICETITAN INC 1.3%

Value $187M Shares 1,751,224 Est. Cost $104.38 Unrealized -6.4%

NTNX NUTANIX INC 1.2%

Value $177M Shares 3,429,922 Est. Cost $36.13 Unrealized +69.1%

MSCI MSCI INC 0.9%

Value $130M Shares 227,249 Est. Cost $559.99 Unrealized 0.0%

MCO MOODYS CORP 0.8%

Value $115M Shares 225,909 Est. Cost $461.00 Unrealized +5.7%

CSL CARLISLE COS INC 0.8%

Value $109M Shares 341,452 Est. Cost $322.65 Unrealized 0.0%

RELY REMITLY GLOBAL INC 0.7%

Value $106M Shares 7,692,320 Est. Cost $40.89 Unrealized -64.5%

HTHT H WORLD GROUP LTD 0.4%

Value $63.77M Shares 1,355,431 Est. Cost $35.72 Unrealized —

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%

Value $58.41M Shares 192,192 Est. Cost $180.23 Unrealized —

CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%

Value $34.26M Shares 412,729 Est. Cost $59.42 Unrealized +25.6%

SOPH SOPHIA GENETICS SA 0.2%

Value $31.71M Shares 6,789,560 Est. Cost $17.59 Unrealized -74.2%

FRSH FRESHWORKS INC 0.1%

Value $8.836M Shares 721,324 Est. Cost $13.90 Unrealized -15.0%

CPNG COUPANG INC 0.0%

Value $7.194M Shares 304,941 Est. Cost $15.50 Unrealized +83.6%

TXN TEXAS INSTRS INC 0.0%

Value $4.877M Shares 28,109 Est. Cost $147.44 Unrealized +15.8%

TYGO TIGO ENERGY INC 0.0%

Value $2.289M Shares 1,658,857 Est. Cost $12.94 Unrealized -84.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	4,128,300	$1.997B	13.8%	$255.30	+96.1%	COM	594918104
DHR	DANAHER CORPORATION	7,589,661	$1.737B	12.1%	$208.22	+5.4%	COM	235851102
MELI	MERCADOLIBRE INC	458,751	$924M	6.4%	$1230.93	+70.6%	COM	58733R102
GOOGL	ALPHABET INC	2,827,443	$885M	6.1%	$175.38	+62.8%	CAP STK CL A	02079K305
WDAY	WORKDAY INC	4,118,011	$884M	6.1%	$237.68	-4.4%	CL A	98138H101
SCHW	SCHWAB CHARLES CORP	7,847,717	$784M	5.4%	$54.01	+75.4%	COM	808513105
CRM	SALESFORCE INC	2,772,875	$735M	5.1%	$250.31	-0.9%	COM	79466L302
ACN	ACCENTURE PLC IRELAND	2,401,691	$644M	4.5%	$295.71	-14.1%	SHS CLASS A	G1151C101
TMO	THERMO FISHER SCIENTIFIC INC	1,111,327	$644M	4.5%	$425.80	+32.7%	COM	883556102
AMZN	AMAZON COM INC	2,579,886	$595M	4.1%	$158.42	+44.4%	COM	023135106
TRMB	TRIMBLE INC	7,593,981	$595M	4.1%	$53.47	+49.0%	COM	896239100
A	AGILENT TECHNOLOGIES INC	4,180,266	$569M	3.9%	$130.91	+9.8%	COM	00846U101
STE	STERIS PLC	2,088,483	$529M	3.7%	$203.96	+23.1%	SHS USD	G8473T100
WST	WEST PHARMACEUTICAL SVSC INC	1,561,869	$430M	3.0%	$235.89	+15.9%	COM	955306105
V	VISA INC	1,212,446	$425M	2.9%	$305.83	+11.3%	COM CL A	92826C839
EFX	EQUIFAX INC	1,571,674	$341M	2.4%	$217.54	+0.5%	COM	294429105
SNPS	SYNOPSYS INC	499,931	$235M	1.6%	$478.84	-7.2%	COM	871607107
COO	COOPER COS INC	2,849,428	$234M	1.6%	$74.85	0.0%	COM	216648501
SPOT	SPOTIFY TECHNOLOGY S A	332,933	$193M	1.3%	$625.13	0.0%	SHS	L8681T102
TTAN	SERVICETITAN INC	1,751,224	$187M	1.3%	$104.38	-6.4%	SHS CL A	81764X103
NTNX	NUTANIX INC	3,429,922	$177M	1.2%	$36.13	+69.1%	CL A	67059N108
MSCI	MSCI INC	227,249	$130M	0.9%	$559.99	0.0%	COM	55354G100
MCO	MOODYS CORP	225,909	$115M	0.8%	$461.00	+5.7%	COM	615369105
CSL	CARLISLE COS INC	341,452	$109M	0.8%	$322.65	0.0%	COM	142339100
RELY	REMITLY GLOBAL INC	7,692,320	$106M	0.7%	$40.89	-64.5%	COM	75960P104
HTHT	H WORLD GROUP LTD	1,355,431	$63.77M	0.4%	$35.72	—	SPONSORED ADS	44332N106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	192,192	$58.41M	0.4%	$180.23	—	SPONSORED ADS	874039100
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	412,729	$34.26M	0.2%	$59.42	+25.6%	CL A	192446102
SOPH	SOPHIA GENETICS SA	6,789,560	$31.71M	0.2%	$17.59	-74.2%	ORDINARY SHARES	H82027105
FRSH	FRESHWORKS INC	721,324	$8.836M	0.1%	$13.90	-15.0%	CLASS A COM	358054104
CPNG	COUPANG INC	304,941	$7.194M	0.0%	$15.50	+83.6%	CL A	22266T109
TXN	TEXAS INSTRS INC	28,109	$4.877M	0.0%	$147.44	+15.8%	COM	882508104
TYGO	TIGO ENERGY INC	1,658,857	$2.289M	0.0%	$12.94	-84.5%	COM	88675P103