HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
13,107,350 | -210,507 | $1,991,531 |
| AMZN | 13,107,350 | -210,507 | $1,991,531 |
| MICROSOFT CORP |
5,207,328 | -173,470 | $1,958,164 |
| MSFT | 5,207,328 | -173,470 | $1,958,164 |
| APPLIED MATLS INC |
7,359,623 | -1,022,782 | $1,192,774 |
| AMAT | 7,359,623 | -1,022,782 | $1,192,774 |
| EQUIFAX INC |
3,856,248 | +298,846 | $953,612 |
| EFX | 3,856,248 | +298,846 | $953,612 |
| THERMO FISHER SCIENTIFIC INC |
1,781,235 | +117,222 | $945,462 |
| TMO | 1,781,235 | +117,222 | $945,462 |
| GARTNER INC |
2,044,713 | -32,295 | $922,390 |
| IT | 2,044,713 | -32,295 | $922,390 |
| HENRY SCHEIN INC |
11,965,232 | -202,697 | $905,888 |
| HSIC | 11,965,232 | -202,697 | $905,888 |
| ANALOG DEVICES INC |
4,352,424 | -69,014 | $864,217 |
| ADI | 4,352,424 | -69,014 | $864,217 |
| NUTANIX INC |
17,257,588 | +300,942 | $823,014 |
| NTNX | 17,257,588 | +300,942 | $823,014 |
| JONES LANG LASALLE INC |
4,204,574 | -78,432 | $794,118 |
| JLL | 4,204,574 | -78,432 | $794,118 |
| TRANE TECHNOLOGIES PLC |
3,027,535 | -943,549 | $738,416 |
| TT | 3,027,535 | -943,549 | $738,416 |
| TEXAS INSTRS INC |
4,212,424 | -73,620 | $718,050 |
| TXN | 4,212,424 | -73,620 | $718,050 |
| CBRE GROUP INC |
7,698,802 | -165,490 | $716,681 |
| CBRE | 7,698,802 | -165,490 | $716,681 |
| DANAHER CORPORATION |
3,026,053 | +313,891 | $700,047 |
| DHR | 3,026,053 | +313,891 | $700,047 |
| MERCADOLIBRE INC |
428,430 | -52,050 | $673,295 |
| MELI | 428,430 | -52,050 | $673,295 |
| TRIMBLE INC |
12,270,440 | +5,796,030 | $652,787 |
| TRMB | 12,270,440 | +5,796,030 | $652,787 |
| TWILIO INC |
8,503,913 | -134,836 | $645,192 |
| TWLO | 8,503,913 | -134,836 | $645,192 |
| MASTERCARD INCORPORATED |
1,320,580 | -21,664 | $563,241 |
| MA | 1,320,580 | -21,664 | $563,241 |
| SCHWAB CHARLES CORP |
7,978,752 | -1,258,334 | $548,938 |
| SCHW | 7,978,752 | -1,258,334 | $548,938 |
| WATERS CORP |
1,646,986 | -21,428 | $542,237 |
| WAT | 1,646,986 | -21,428 | $542,237 |
| SALESFORCE INC |
2,021,233 | +279,634 | $531,867 |
| CRM | 2,021,233 | +279,634 | $531,867 |
| BECTON DICKINSON & CO |
1,862,073 | -25,926 | $454,029 |
| BDX | 1,862,073 | -25,926 | $454,029 |
| COOPER COS INC |
1,118,106 | -15,025 | $423,136 |
| COO | 1,118,106 | -15,025 | $423,136 |
| CARLISLE COS INC |
1,349,685 | -257,237 | $421,682 |
| CSL | 1,349,685 | -257,237 | $421,682 |
| BAXTER INTL INC |
8,326,122 | +1,762,514 | $321,888 |
| BAX | 8,326,122 | +1,762,514 | $321,888 |
| ACCENTURE PLC IRELAND |
815,650 | +815,650 | $286,220 |
| ACN | 815,650 | +815,650 | $286,220 |
| CLARIVATE PLC |
29,350,954 | -372,034 | $271,790 |
| CLVT | 29,350,954 | -372,034 | $271,790 |
| STERIS PLC |
1,135,363 | -19,480 | $249,610 |
| STE | 1,135,363 | -19,480 | $249,610 |
| DENTSPLY SIRONA INC |
6,598,211 | +1,998,012 | $234,830 |
| XRAY | 6,598,211 | +1,998,012 | $234,830 |
| TOAST INC |
9,052,713 | -14,409 | $165,303 |
| TOST | 9,052,713 | -14,409 | $165,303 |
| REMITLY GLOBAL INC |
7,692,320 | -300,000 | $149,385 |
| RELY | 7,692,320 | -300,000 | $149,385 |
| PALO ALTO NETWORKS INC |
449,032 | -882,171 | $132,411 |
| PANW | 449,032 | -882,171 | $132,411 |
| MICROCHIP TECHNOLOGY INC. |
1,100,813 | -41,018 | $99,271 |
| MCHP | 1,100,813 | -41,018 | $99,271 |
| VEEVA SYS INC |
499,686 | -2,933 | $96,200 |
| VEEV | 499,686 | -2,933 | $96,200 |
| 10X GENOMICS INC |
1,531,392 | -7,436 | $85,697 |
| TXG | 1,531,392 | -7,436 | $85,697 |
| VERALTO CORP |
901,343 | +901,343 | $74,144 |
| VLTO | 901,343 | +901,343 | $74,144 |
| COGNIZANT TECHNOLOGY SOLUTIO |
771,226 | -17,610 | $58,251 |
| CTSH | 771,226 | -17,610 | $58,251 |
| H WORLD GROUP LTD |
1,222,257 | +201,587 | $40,872 |
| HTHT | 1,222,257 | +201,587 | $40,872 |
| SOPHIA GENETICS SA |
6,789,560 | UNCH | $31,979 |
| SOPH | 6,789,560 | UNCH | $31,979 |
| GOGORO INC |
8,502,476 | UNCH | $21,936 |
| GGR | 8,502,476 | UNCH | $21,936 |
| ASANA INC |
1,000,000 | UNCH | $19,010 |
| ASAN | 1,000,000 | UNCH | $19,010 |
| TIGO ENERGY INC |
7,691,221 | -183,117 | $16,075 |
| TYGO | 7,691,221 | -183,117 | $16,075 |
| FRESHWORKS INC |
638,351 | -232,235 | $14,995 |
| FRSH | 638,351 | -232,235 | $14,995 |
See Full List: All Stocks Held By Generation Investment Management LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Generation Investment Management LLP
|
Size ($ in 1000's)
At 12/31/2023: $22,058,333 At 09/30/2023: $19,003,189 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 |
