Generation Investment Management LLP Portfolio Holdings

Generation Investment Management LLP

  • $16.1 Billion
  • Q1 2025

Generation Investment Management LLP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $16.1 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.95B, Becton Dickinson & CO with a value of $1.21B, Schwab Charles Corp with a value of $1.12B, Mercadolibre Inc with a value of $1.04B, and Amazon Com Inc with a value of $957M.

Examining the 13F form we can see an decrease of $2.48B in the current position value, from $18.6B to 16.1B.

Generation Investment Management LLP is based out at London, X0

Below you can find more details about Generation Investment Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $16.1 Billion
Technology: $5.87 Billion
Healthcare: $4.29 Billion
Consumer Cyclical: $2.41 Billion
Financial Services: $1.72 Billion
Industrials: $787 Million
Communication Services: $600 Million
Real Estate: $454 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.5B
$1.21 Billion 7.52% of portfolio
5,296,447
Q1 2025 Reduced 8.92%
$169B
$1.12 Billion 6.96% of portfolio
14,327,559
Q1 2025 Added 6.18%
$120B
$1.04 Billion 6.42% of portfolio
530,564
Q1 2025 Added 3.29%
$22.6B
$760 Million 4.72% of portfolio
3,354,545
Q1 2025 Added 5.35%
$16.7B
$743 Million 4.61% of portfolio
10,646,630
Q1 2025 Reduced 9.29%
$31.9B
$682 Million 4.23% of portfolio
2,801,325
Q1 2025 Added 63.45%
$45.2B
$678 Million 4.21% of portfolio
2,903,767
Q1 2025 Added 36.62%
$144B
$652 Million 4.04% of portfolio
3,178,124
Q1 2025 Added 33.17%
$167B
$592 Million 3.67% of portfolio
1,190,561
Q1 2025 Reduced 24.25%
$35.5B
$583 Million 3.62% of portfolio
4,983,556
Q1 2025 Added 19.82%
$29.5B
$563 Million 3.49% of portfolio
1,341,342
Q1 2025 Added 16.45%
$19.9B
$497 Million 3.08% of portfolio
7,570,348
Q1 2025 Reduced 19.19%
$125B
$458 Million 2.84% of portfolio
2,269,857
Q1 2025 Reduced 9.18%
$12.3B
$454 Million 2.81% of portfolio
1,830,795
Q1 2025 Reduced 9.09%
$176B
$410 Million 2.54% of portfolio
1,314,942
Q1 2025 Reduced 47.19%
$18.2B
$278 Million 1.73% of portfolio
755,325
Q1 2025 Reduced 50.64%
$91B
$216 Million 1.34% of portfolio
3,398,991
Q1 2025 New
$10.5B
$193 Million 1.2% of portfolio
5,213,875
Q1 2025 Added 8.2%
$39.7B
$186 Million 1.16% of portfolio
805,011
Q1 2025 Reduced 9.09%
$39B
$34.9 Million 0.22% of portfolio
456,040
Q1 2025 Reduced 18.76%
$14.4B
$30.3 Million 0.19% of portfolio
912,818
Q4 2024 Reduced 50.0%
$177B
$30 Million 0.19% of portfolio
154,377
Q1 2025 Reduced 91.26%
$40.9B
$18 Million 0.11% of portfolio
372,154
Q1 2025 Reduced 33.43%
$48.7B
$7.44 Million 0.05% of portfolio
339,242
Q1 2025 Reduced 2.71%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $16.1 Billion
  • Prior Value $18.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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