HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
5,181,014 | +1,145,146 | $1,493,686 |
| MSFT | 5,181,014 | +1,145,146 | $1,493,686 |
| AMAZON COM INC |
12,702,249 | +610,261 | $1,312,015 |
| AMZN | 12,702,249 | +610,261 | $1,312,015 |
| HENRY SCHEIN INC |
12,384,409 | -220,612 | $1,009,825 |
| HSIC | 12,384,409 | -220,612 | $1,009,825 |
| ANALOG DEVICES INC |
5,075,724 | -35,516 | $1,001,034 |
| ADI | 5,075,724 | -35,516 | $1,001,034 |
| APPLIED MATLS INC |
7,487,386 | +523,877 | $919,676 |
| AMAT | 7,487,386 | +523,877 | $919,676 |
| TRANE TECHNOLOGIES PLC |
4,738,884 | -722,061 | $871,860 |
| TT | 4,738,884 | -722,061 | $871,860 |
| THERMO FISHER SCIENTIFIC INC |
1,483,111 | +597,253 | $854,821 |
| TMO | 1,483,111 | +597,253 | $854,821 |
| EQUIFAX INC |
4,179,689 | -614,487 | $847,808 |
| EFX | 4,179,689 | -614,487 | $847,808 |
| MERCADOLIBRE INC |
618,027 | -89,034 | $814,597 |
| MELI | 618,027 | -89,034 | $814,597 |
| TEXAS INSTRS INC |
4,324,656 | +1,623,230 | $804,429 |
| TXN | 4,324,656 | +1,623,230 | $804,429 |
| GARTNER INC |
2,037,593 | -9,351 | $663,787 |
| IT | 2,037,593 | -9,351 | $663,787 |
| MASTERCARD INCORPORATED |
1,795,534 | -76,517 | $652,515 |
| MA | 1,795,534 | -76,517 | $652,515 |
| JONES LANG LASALLE INC |
4,382,364 | -88,104 | $637,590 |
| JLL | 4,382,364 | -88,104 | $637,590 |
| SCHWAB CHARLES CORP |
11,650,733 | -2,981,508 | $610,265 |
| SCHW | 11,650,733 | -2,981,508 | $610,265 |
| COOPER COS INC |
1,627,438 | -11,684 | $607,620 |
| COO | 1,627,438 | -11,684 | $607,620 |
| NUTANIX INC |
20,195,935 | -1,884,519 | $524,892 |
| NTNX | 20,195,935 | -1,884,519 | $524,892 |
| PALO ALTO NETWORKS INC |
2,591,901 | +419,411 | $517,706 |
| PANW | 2,591,901 | +419,411 | $517,706 |
| TWILIO INC |
7,556,873 | +270,533 | $503,514 |
| TWLO | 7,556,873 | +270,533 | $503,514 |
| BECTON DICKINSON & CO |
1,924,487 | -8,634 | $476,388 |
| BDX | 1,924,487 | -8,634 | $476,388 |
| SALESFORCE INC |
2,372,053 | -186,659 | $473,889 |
| CRM | 2,372,053 | -186,659 | $473,889 |
| CLARIVATE PLC |
44,698,819 | -902,609 | $419,722 |
| CLVT | 44,698,819 | -902,609 | $419,722 |
| CBRE GROUP INC |
5,445,653 | -28,550 | $396,498 |
| CBRE | 5,445,653 | -28,550 | $396,498 |
| DANAHER CORPORATION |
1,484,844 | +1,484,844 | $374,240 |
| DHR | 1,484,844 | +1,484,844 | $374,240 |
| TOAST INC |
15,505,402 | -5,207,087 | $275,221 |
| TOST | 15,505,402 | -5,207,087 | $275,221 |
| BAXTER INTL INC |
6,652,548 | -4,213,531 | $269,827 |
| BAX | 6,652,548 | -4,213,531 | $269,827 |
| CARLISLE COS INC |
1,065,496 | -10,174 | $240,877 |
| CSL | 1,065,496 | -10,174 | $240,877 |
| STERIS PLC |
1,180,931 | -11,744 | $225,888 |
| STE | 1,180,931 | -11,744 | $225,888 |
| DENTSPLY SIRONA INC |
4,703,635 | -44,111 | $184,759 |
| XRAY | 4,703,635 | -44,111 | $184,759 |
| PTC INC |
1,332,804 | -1,185,000 | $170,905 |
| PTC | 1,332,804 | -1,185,000 | $170,905 |
| REMITLY GLOBAL INC |
9,260,988 | -1,814,883 | $156,974 |
| RELY | 9,260,988 | -1,814,883 | $156,974 |
| 10X GENOMICS INC |
2,519,373 | -28,727 | $140,556 |
| TXG | 2,519,373 | -28,727 | $140,556 |
| MICROCHIP TECHNOLOGY INC. |
1,155,098 | -17,395 | $96,774 |
| MCHP | 1,155,098 | -17,395 | $96,774 |
| COGNIZANT TECHNOLOGY SOLUTIO |
787,219 | -11,854 | $47,965 |
| CTSH | 787,219 | -11,854 | $47,965 |
| H WORLD GROUP LTD |
794,044 | -12,022 | $38,892 |
| HTHT | 794,044 | -12,022 | $38,892 |
| GOGORO INC |
8,502,476 | +3,751,238 | $34,243 |
| GGR | 8,502,476 | +3,751,238 | $34,243 |
| SOPHIA GENETICS SA |
6,789,560 | UNCH | $33,744 |
| SOPH | 6,789,560 | UNCH | $33,744 |
| SPDR S&P 500 ETF TR (SPY) |
58,560 | +36,366 | $23,974 |
| SPY | 58,560 | +36,366 | $23,974 |
| ASANA INC |
1,000,000 | UNCH | $21,130 |
| ASAN | 1,000,000 | UNCH | $21,130 |
| FRESHWORKS INC |
875,612 | UNCH | $13,449 |
| FRSH | 875,612 | UNCH | $13,449 |
| PROTERRA INC |
5,183,736 | UNCH | $7,879 |
| PTRA | 5,183,736 | UNCH | $7,879 |
| COUPANG INC |
491,844 | +491,844 | $7,870 |
| CPNG | 491,844 | +491,844 | $7,870 |
 ALIBABA GROUP HLDG LTD |
$0 (exited) | ||
| BABA | 0 | -3,735,643 | $0 |
| TRIMBLE INC |
0 | -2,061,033 | $0 (exited) |
| TRMB | 0 | -2,061,033 | $0 |
See Summary: Generation Investment Management LLP Top Holdings
See Details: Top 10 Stocks Held By Generation Investment Management LLP
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| DHR | +1,484,844 | +$374,240 |
| CPNG | +491,844 | +$7,870 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| BABA | -3,735,643 | -$329,073 |
| TRMB | -2,061,033 | -$104,206 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| GGR | +3,751,238 | +$19,134 |
| TXN | +1,623,230 | +$358,099 |
| MSFT | +1,145,146 | +$525,804 |
| AMZN | +610,261 | +$296,288 |
| TMO | +597,253 | +$366,988 |
| AMAT | +523,877 | +$241,569 |
| PANW | +419,411 | +$214,557 |
| TWLO | +270,533 | +$146,775 |
| SPY | +36,366 | +$15,486 |
| SOPH | UNCH | +$19,758 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| TOST | -5,207,087 | -$98,225 |
| BAX | -4,213,531 | -$284,017 |
| SCHW | -2,981,508 | -$608,015 |
| NTNX | -1,884,519 | -$50,304 |
| RELY | -1,814,883 | +$30,155 |
| PTC | -1,185,000 | -$131,332 |
| CLVT | -902,609 | +$39,406 |
| TT | -722,061 | -$46,070 |
| EFX | -614,487 | -$83,988 |
|
Size ($ in 1000's)
At 03/31/2023: $18,779,304 At 12/31/2022: $17,321,869 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 |
