HoldingsChannel.com
| Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB CHARLES CORP |
14,632,241 | +120,121 | $1,218,280 |
| SCHW | 14,632,241 | +120,121 | $1,218,280 |
| AMAZON COM INC |
12,091,988 | +500,138 | $1,015,727 |
| AMZN | 12,091,988 | +500,138 | $1,015,727 |
| HENRY SCHEIN INC |
12,605,021 | -282,636 | $1,006,763 |
| HSIC | 12,605,021 | -282,636 | $1,006,763 |
| MICROSOFT CORP |
4,035,868 | +185,092 | $967,882 |
| MSFT | 4,035,868 | +185,092 | $967,882 |
| EQUIFAX INC |
4,794,176 | -22,901 | $931,796 |
| EFX | 4,794,176 | -22,901 | $931,796 |
| TRANE TECHNOLOGIES PLC |
5,460,945 | -277,700 | $917,930 |
| TT | 5,460,945 | -277,700 | $917,930 |
| ANALOG DEVICES INC |
5,111,240 | +127,590 | $838,397 |
| ADI | 5,111,240 | +127,590 | $838,397 |
| JONES LANG LASALLE INC |
4,470,468 | -113,273 | $712,458 |
| JLL | 4,470,468 | -113,273 | $712,458 |
| GARTNER INC |
2,046,944 | -191,147 | $688,060 |
| IT | 2,046,944 | -191,147 | $688,060 |
| APPLIED MATLS INC |
6,963,509 | +261,327 | $678,107 |
| AMAT | 6,963,509 | +261,327 | $678,107 |
| MASTERCARD INCORPORATED |
1,872,051 | -116,283 | $650,968 |
| MA | 1,872,051 | -116,283 | $650,968 |
| MERCADOLIBRE INC |
707,061 | +23,855 | $598,343 |
| MELI | 707,061 | +23,855 | $598,343 |
| NUTANIX INC |
22,080,454 | +1,019,395 | $575,196 |
| NTNX | 22,080,454 | +1,019,395 | $575,196 |
| BAXTER INTL INC |
10,866,079 | -1,009,961 | $553,844 |
| BAX | 10,866,079 | -1,009,961 | $553,844 |
| COOPER COS INC |
1,639,122 | +386,116 | $542,008 |
| COO | 1,639,122 | +386,116 | $542,008 |
| BECTON DICKINSON & CO |
1,933,121 | -1,247,401 | $491,593 |
| BDX | 1,933,121 | -1,247,401 | $491,593 |
| THERMO FISHER SCIENTIFIC INC |
885,858 | -5,703 | $487,833 |
| TMO | 885,858 | -5,703 | $487,833 |
| TEXAS INSTRS INC |
2,701,426 | +2,210,349 | $446,330 |
| TXN | 2,701,426 | +2,210,349 | $446,330 |
| CBRE GROUP INC |
5,474,203 | -57,194 | $421,295 |
| CBRE | 5,474,203 | -57,194 | $421,295 |
| CLARIVATE PLC |
45,601,428 | -475,115 | $380,316 |
| CLVT | 45,601,428 | -475,115 | $380,316 |
| TOAST INC |
20,712,489 | +6,080,658 | $373,446 |
| TOST | 20,712,489 | +6,080,658 | $373,446 |
| TWILIO INC |
7,286,340 | +2,265,233 | $356,739 |
| TWLO | 7,286,340 | +2,265,233 | $356,739 |
| SALESFORCE INC |
2,558,712 | -714,031 | $339,260 |
| CRM | 2,558,712 | -714,031 | $339,260 |
| ALIBABA GROUP HLDG LTD |
3,735,643 | -774,248 | $329,073 |
| BABA | 3,735,643 | -774,248 | $329,073 |
| PALO ALTO NETWORKS INC |
2,172,490 | -16,013 | $303,149 |
| PANW | 2,172,490 | -16,013 | $303,149 |
| PTC INC |
2,517,804 | -255,530 | $302,237 |
| PTC | 2,517,804 | -255,530 | $302,237 |
| CARLISLE COS INC |
1,075,670 | -65,427 | $253,482 |
| CSL | 1,075,670 | -65,427 | $253,482 |
| STERIS PLC |
1,192,675 | -5,084 | $220,275 |
| STE | 1,192,675 | -5,084 | $220,275 |
| DENTSPLY SIRONA INC |
4,747,746 | +4,747,746 | $151,168 |
| XRAY | 4,747,746 | +4,747,746 | $151,168 |
| REMITLY GLOBAL INC |
11,075,871 | UNCH | $126,819 |
| RELY | 11,075,871 | UNCH | $126,819 |
| TRIMBLE INC |
2,061,033 | -1,348,878 | $104,206 |
| TRMB | 2,061,033 | -1,348,878 | $104,206 |
| 10X GENOMICS INC |
2,548,100 | -57,577 | $92,853 |
| TXG | 2,548,100 | -57,577 | $92,853 |
| MICROCHIP TECHNOLOGY INC. |
1,172,493 | -17,014 | $82,368 |
| MCHP | 1,172,493 | -17,014 | $82,368 |
| COGNIZANT TECHNOLOGY SOLUTIO |
799,073 | -11,609 | $45,699 |
| CTSH | 799,073 | -11,609 | $45,699 |
| H WORLD GROUP LTD |
806,066 | -311,447 | $34,193 |
| HTHT | 806,066 | -311,447 | $34,193 |
| PROTERRA INC |
5,183,736 | UNCH | $19,543 |
| PTRA | 5,183,736 | UNCH | $19,543 |
| GOGORO INC |
4,751,238 | +3,751,238 | $15,109 |
| GGR | 4,751,238 | +3,751,238 | $15,109 |
| SOPHIA GENETICS SA |
6,789,560 | UNCH | $13,986 |
| SOPH | 6,789,560 | UNCH | $13,986 |
| ASANA INC |
1,000,000 | UNCH | $13,770 |
| ASAN | 1,000,000 | UNCH | $13,770 |
| FRESHWORKS INC |
875,612 | +215,870 | $12,880 |
| FRSH | 875,612 | +215,870 | $12,880 |
See Full List: All Stocks Held By Generation Investment Management LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Generation Investment Management LLP
|
Size ($ in 1000's)
At 12/31/2022: $17,321,869 At 09/30/2022: $16,855,345 Generation Investment Management LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Generation Investment Management LLP 13F filings. Link to 13F filings: SEC filings |
