GENERATION INVESTMENT MANAGEMENT LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GI GENERATION INVESTMENT MANAGEMENT LLP | Institutional Filer | ▼ 22.60% | $11.16B | 29 |
Current Portfolio Holdings
Showing all 29 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 4.5M | $1.65B | 14.83% |
| 2 | DHR | Danaher Corporation | Healthcare | 7.3M | $1.38B | 12.36% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 5.4M | $1.13B | 10.08% |
| 4 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 458K | $791.2M | 7.09% |
| 5 | GOOGL | Alphabet Inc. | Technology | 2.0M | $584.7M | 5.24% |
| 6 | WST | West Pharmaceutical Services, Inc. | Healthcare | 2.2M | $562.4M | 5.04% |
| 7 | WDAY | Workday, Inc. | Technology | 4.2M | $543.3M | 4.87% |
| 8 | STE | STERIS plc | Healthcare | 2.3M | $510.5M | 4.57% |
| 9 | TRMB | Trimble Inc. | Technology | 7.8M | $507.5M | 4.55% |
| 10 | V | Visa Inc. | Financial Services | 1.5M | $457.8M | 4.10% |
| 11 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 774K | $380.2M | 3.41% |
| 12 | INTU | Intuit Inc. | Technology | 824K | $356.3M | 3.19% |
| 13 | COO | The Cooper Companies, Inc. | Healthcare | 4.6M | $328.9M | 2.95% |
| 14 | EFX | Equifax Inc. | Industrials | 1.8M | $319.7M | 2.87% |
| 15 | NTNX | Nutanix, Inc. | Technology | 7.5M | $285.2M | 2.56% |
Showing 1 to 15 of 29 holdings