GENERATION INVESTMENT MANAGEMENT LLP
CIK 0001375534 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.29B
2026 Q2
Positions
28
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DHR
DANAHER CORP DEL
12.5%
AMZN
AMAZON COM INC
12.0%
MSFT
MICROSOFT CORP
11.3%
MELI
MERCADOLIBRE INC
7.8%
WST
WEST PHARMACEUTICAL SVSC INC
7.1%
GOOGL
ALPHABET INC
6.9%
V
VISA INC
5.1%
STE
STERIS PLC
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.