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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.92B
$160 Million 0.99% of portfolio
7,692,320
Q4 2023 Reduced 3.75%
$8.31B
$104 Million 0.65% of portfolio
1,612,301
Q1 2025 New
$2.05B
$7.37 Million 0.05% of portfolio
522,591
Q1 2025 Reduced 11.86%

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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