GENERATION INVESTMENT MANAGEMENT LLP Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001375534 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $11.16B (100.0% shares, 0.0% debt)

Holdings (29)

MSFT MICROSOFT CORP 14.8%

Value $1.654B Shares 4,469,019 Est. Cost $268.97 Unrealized +61.6%

DHR DANAHER CORP DEL 12.4%

Value $1.379B Shares 7,274,395 Est. Cost $208.22 Unrealized +7.9%

AMZN AMAZON COM INC 10.1%

Value $1.125B Shares 5,401,711 Est. Cost $194.16 Unrealized +16.8%

MELI MERCADOLIBRE INC 7.1%

Value $791M Shares 457,626 Est. Cost $1230.93 Unrealized +67.9%

GOOGL ALPHABET INC 5.2%

Value $585M Shares 2,033,464 Est. Cost $175.38 Unrealized +84.3%

WST WEST PHARMACEUTICAL SVSC INC 5.0%

Value $562M Shares 2,243,976 Est. Cost $240.77 Unrealized +4.6%

WDAY WORKDAY INC 4.9%

Value $543M Shares 4,181,886 Est. Cost $236.68 Unrealized -27.1%

STE STERIS PLC 4.6%

Value $510M Shares 2,308,459 Est. Cost $208.86 Unrealized +22.3%

TRMB TRIMBLE INC 4.5%

Value $508M Shares 7,780,490 Est. Cost $53.89 Unrealized +31.8%

V VISA INC 4.1%

Value $458M Shares 1,514,669 Est. Cost $310.49 Unrealized +6.0%

TMO THERMO FISHER SCIENTIFIC INC 3.4%

Value $380M Shares 773,600 Est. Cost $425.80 Unrealized +34.9%

INTU INTUIT 3.2%

Value $356M Shares 823,962 Est. Cost $497.56 Unrealized 0.0%

COO COOPER COS INC 2.9%

Value $329M Shares 4,599,389 Est. Cost $77.63 Unrealized +5.8%

EFX EQUIFAX INC 2.9%

Value $320M Shares 1,775,609 Est. Cost $216.02 Unrealized -5.4%

NTNX NUTANIX INC 2.6%

Value $285M Shares 7,503,821 Est. Cost $40.22 Unrealized +8.6%

MSCI MSCI INC 2.4%

Value $271M Shares 502,166 Est. Cost $565.08 Unrealized +0.7%

SCHW SCHWAB CHARLES CORP 2.3%

Value $258M Shares 2,743,703 Est. Cost $54.01 Unrealized +85.4%

MCO MOODYS CORP 1.4%

Value $160M Shares 366,361 Est. Cost $471.95 Unrealized +3.7%

SPOT SPOTIFY TECHNOLOGY S A 1.4%

Value $159M Shares 328,010 Est. Cost $625.13 Unrealized -20.4%

RELY REMITLY GLOBAL INC 1.1%

Value $121M Shares 7,692,320 Est. Cost $40.89 Unrealized -65.9%

TTAN SERVICETITAN INC 1.0%

Value $111M Shares 1,751,224 Est. Cost $104.38 Unrealized -22.6%

ACN ACCENTURE PLC IRELAND 0.9%

Value $103M Shares 518,390 Est. Cost $295.71 Unrealized -14.4%

HTHT H WORLD GROUP LTD 0.5%

Value $53.95M Shares 1,072,779 Est. Cost $35.72 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 0.4%

Value $46.96M Shares 138,944 Est. Cost $180.23 Unrealized —

SOPH SOPHIA GENETICS SA 0.3%

Value $33.61M Shares 6,789,560 Est. Cost $17.59 Unrealized -71.6%

CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%

Value $26.26M Shares 428,010 Est. Cost $60.04 Unrealized +27.9%

CPNG COUPANG INC 0.1%

Value $16.17M Shares 856,309 Est. Cost $18.31 Unrealized +8.5%

SE SEA LTD 0.1%

Value $7.728M Shares 93,325 Est. Cost $82.81 Unrealized —

FRSH FRESHWORKS INC 0.1%

Value $5.648M Shares 703,407 Est. Cost $13.90 Unrealized -28.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	4,469,019	$1.654B	14.8%	$268.97	+61.6%	COM	594918104
DHR	DANAHER CORP DEL	7,274,395	$1.379B	12.4%	$208.22	+7.9%	COM	235851102
AMZN	AMAZON COM INC	5,401,711	$1.125B	10.1%	$194.16	+16.8%	COM	023135106
MELI	MERCADOLIBRE INC	457,626	$791M	7.1%	$1230.93	+67.9%	COM	58733R102
GOOGL	ALPHABET INC	2,033,464	$585M	5.2%	$175.38	+84.3%	CAP STK CL A	02079K305
WST	WEST PHARMACEUTICAL SVSC INC	2,243,976	$562M	5.0%	$240.77	+4.6%	COM	955306105
WDAY	WORKDAY INC	4,181,886	$543M	4.9%	$236.68	-27.1%	CL A	98138H101
STE	STERIS PLC	2,308,459	$510M	4.6%	$208.86	+22.3%	SHS USD	G8473T100
TRMB	TRIMBLE INC	7,780,490	$508M	4.5%	$53.89	+31.8%	COM	896239100
V	VISA INC	1,514,669	$458M	4.1%	$310.49	+6.0%	COM CL A	92826C839
TMO	THERMO FISHER SCIENTIFIC INC	773,600	$380M	3.4%	$425.80	+34.9%	COM	883556102
INTU	INTUIT	823,962	$356M	3.2%	$497.56	0.0%	COM	461202103
COO	COOPER COS INC	4,599,389	$329M	2.9%	$77.63	+5.8%	COM	216648501
EFX	EQUIFAX INC	1,775,609	$320M	2.9%	$216.02	-5.4%	COM	294429105
NTNX	NUTANIX INC	7,503,821	$285M	2.6%	$40.22	+8.6%	CL A	67059N108
MSCI	MSCI INC	502,166	$271M	2.4%	$565.08	+0.7%	COM	55354G100
SCHW	SCHWAB CHARLES CORP	2,743,703	$258M	2.3%	$54.01	+85.4%	COM	808513105
MCO	MOODYS CORP	366,361	$160M	1.4%	$471.95	+3.7%	COM	615369105
SPOT	SPOTIFY TECHNOLOGY S A	328,010	$159M	1.4%	$625.13	-20.4%	SHS	L8681T102
RELY	REMITLY GLOBAL INC	7,692,320	$121M	1.1%	$40.89	-65.9%	COM	75960P104
TTAN	SERVICETITAN INC	1,751,224	$111M	1.0%	$104.38	-22.6%	SHS CL A	81764X103
ACN	ACCENTURE PLC IRELAND	518,390	$103M	0.9%	$295.71	-14.4%	SHS CLASS A	G1151C101
HTHT	H WORLD GROUP LTD	1,072,779	$53.95M	0.5%	$35.72	—	SPONSORED ADS	44332N106
TSM	TAIWAN SEMICONDUCTOR MANUFAC	138,944	$46.96M	0.4%	$180.23	—	SPONSORED ADS	874039100
SOPH	SOPHIA GENETICS SA	6,789,560	$33.61M	0.3%	$17.59	-71.6%	ORDINARY SHARES	H82027105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	428,010	$26.26M	0.2%	$60.04	+27.9%	CL A	192446102
CPNG	COUPANG INC	856,309	$16.17M	0.1%	$18.31	+8.5%	CL A	22266T109
SE	SEA LTD	93,325	$7.728M	0.1%	$82.81	—	SPONSORD ADS	81141R100
FRSH	FRESHWORKS INC	703,407	$5.648M	0.1%	$13.90	-28.9%	CLASS A COM	358054104