1y return−10.5%S&P 500 +20.9%
3y return+19.7%S&P 500 +68.5%
5y return+8.9%S&P 500 +74.5%
10y return+205.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $305 against $357 in the S&P 500.2
Generation Investment Management LlpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DHRDanaher Corp Del | $1.3B | 12.5% | −7.0% |
| AMZNAmazon Com Inc | $1.2B | 12.0% | −3.9% |
| MSFTMicrosoft Corp | $1.2B | 11.3% | −30.3% |
| MELIMercadolibre Inc | $802.4M | 7.8% | +3.3% |
| WSTWest Pharmaceutical Svsc Inc | $728.2M | 7.1% | −9.6% |
| GOOGLAlphabet Inc | $713.8M | 6.9% | −1.8% |
| VVisa Inc | $523.9M | 5.1% | |
| Steris PLCCUSIP G8473T100 | $480.2M | 4.7% | −1.2% |
| TRMBTrimble Inc | $368.0M | 3.6% | −7.6% |
| COOCooper Cos Inc | $356.3M | 3.5% | +8.0% |
| NTNXNutanix Inc | $341.9M | 3.3% | −10.6% |
| MSCIMsci Inc | $301.5M | 2.9% | +7.2% |
| EFXEquifax Inc | $290.9M | 2.8% | +3.2% |
| INTUIntuit | $285.9M | 2.8% | +33.0% |
| WDAYWorkday Inc | $282.9M | 2.7% | −44.7% |
| MCOMoodys Corp | $243.9M | 2.4% | +47.0% |
| Spotify Technology S ACUSIP L8681T102 | $173.8M | 1.7% | +15.4% |
| SYKStryker Corporation | $161.3M | 1.6% | New |
| SCHWSchwab Charles Corp | $148.7M | 1.4% | −41.3% |
| RELYRemitly Global Inc | $109.6M | 1.1% | −36.4% |
| TTANServicetitan Inc | $83.5M | 0.8% | −32.6% |
| TSMTaiwan Semiconductor Manufac | $67.7M | 0.7% | +2.0% |
| HTHTH World Group Ltd | $48.0M | 0.5% | +7.3% |
| Sophia Genetics SaCUSIP H82027105 | $39.2M | 0.4% | |
| SESea Ltd | $16.2M | 0.2% | +80.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2024 | +174.8% | $67.7M |
| SCHWSchwab Charles Corp | June 30, 2020 | +173.5% | $148.7M |
| NTNXNutanix Inc | June 30, 2020 | +115.0% | $341.9M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $713.8M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $1.2B |
| MELIMercadolibre Inc | June 30, 2020 | +72.2% | $802.4M |
| WSTWest Pharmaceutical Svsc Inc | June 30, 2025 | +64.1% | $728.2M |
| AMZNAmazon Com Inc | March 31, 2021 | +54.1% | $1.2B |
| VVisa Inc | September 30, 2024 | +24.8% | $523.9M |
| Steris PLCCUSIP G8473T100 | September 30, 2020 | +19.5% | $480.2M |
Sold off last quarter
- TMOThermo Fisher Scientific Inc was $380.2M
- Accenture PLC IrelandCUSIP G1151C101 was $102.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.7% | +14.8% |
| March 31, 2026 | −17.6% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +3.5% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +9.0% | +5.4% |
| June 30, 2024 | −1.8% | +4.0% |
| March 31, 2024 | +9.2% | +10.0% |
| December 31, 2023 | +16.7% | +11.2% |
| September 30, 2023 | −5.4% | −3.6% |
| June 30, 2023 | +7.6% | +8.3% |
| March 31, 2023 | +8.6% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −21.4% | −16.5% |
| March 31, 2022 | −8.4% | −4.9% |
| December 31, 2021 | +5.3% | +10.7% |
| September 30, 2021 | +2.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Generation Investment Management Llp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1375534&type=13F-HR&dateb=&owner=include&count=40CIK 1375534
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1375534/000175272426000044/Filed August 10, 2026 · accession 0001752724-26-000044