account_balance
Investment manager · 13F filer · SEC CIK 1375534
Generation Investment Management LLP
Reported value$10.3Bas of Jun 30, 2026
Positions28 1 new, 2 sold out
Top 10 weight74.4%DHR alone is 13%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DHRDanaher Corp
12.5%Trimmed −7%
AMZNAmazon Com Inc
12.0%Trimmed −4%
MSFTMicrosoft Corp
11.3%Trimmed −30%
MELIMercadolibre Inc
7.8%Added +3%
WSTWest Pharmaceutical SVSC Inc
7.1%Trimmed −10%
GOOGLAlphabet Inc
6.9%
VVisa Inc
5.1%
STESteris PLC
4.7%
TRMBTrimble Inc
3.6%Trimmed −8%
COOCooper Cos Inc
3.5%Added +8%
NTNXNutanix Inc
3.3%Trimmed −11%
MSCIMSCI Inc
2.9%Added +7%
DHRDanaher Corp
12.5%Trimmed −7%
AMZNAmazon Com Inc
12.0%Trimmed −4%
MSFT11.3%MELI7.8%WST7.1%GOOGL6.9%V5.1%STE4.7%TRMB3.6%COO3.5%NTNX3.3%MSCI2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DHR Danaher Corp 12.5% Trimmed −7%AMZN Amazon Com Inc 12.0% Trimmed −4%MSFT Microsoft Corp 11.3% Trimmed −30%MELI Mercadolibre Inc 7.8% Added +3%WST West Pharmaceutical SVSC Inc 7.1% Trimmed −10%GOOGL Alphabet Inc 6.9% HeldV Visa Inc 5.1% HeldSTE Steris PLC 4.7% HeldTRMB Trimble Inc 3.6% Trimmed −8%COO Cooper Cos Inc 3.5% Added +8%NTNX Nutanix Inc 3.3% Trimmed −11%MSCI MSCI Inc 2.9% Added +7%
What changed