Titelia

Holdings of GENERATION INVESTMENT MANAGEMENT LLP

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Net assets
-
Positions
25 in 3 countries
Top ten
77.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Microsoft Corp 4,469,0191.7B $
2Danaher Corp 7,274,3951.4B $
3Amazon.com Inc 5,401,7111.1B $
4MercadoLibre Inc 457,626791.2M $
5Alphabet Inc 2,033,464584.7M $
6West Pharmaceutical Services Inc 2,243,976562.4M $
7Workday Inc 4,181,886543.3M $
8Trimble Inc 7,780,490507.5M $
9Visa Inc 1,514,669457.8M $
10Thermo Fisher Scientific Inc 773,600380.2M $
11Intuit Inc 823,962356.3M $
12Cooper Cos Inc/The 4,599,389328.9M $
13Equifax Inc 1,775,609319.7M $
14Nutanix Inc 7,503,821285.2M $
15MSCI Inc 502,166270.7M $
16Charles Schwab Corp/The 2,743,703257.9M $
17Moody's Corp 366,361159.8M $
18Remitly Global Inc 7,692,320120.5M $
19ServiceTitan Inc 1,751,224111.1M $
20H World Group Ltd 1,072,77954M $
21Taiwan Semiconductor Manufacturing Co Ltd 138,94447M $
22Cognizant Technology Solutions Corp. 428,01026.3M $
23Coupang Inc 856,30916.2M $
24Sea Ltd 93,3257.7M $
25Freshworks Inc 703,4075.6M $

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Sector breakdown

  • Technology 25.4 %
  • Health care 22.4 %
  • Consumer discretionary 18.6 %
  • Financials 11.1 %
  • Communication 5.6 %
  • Industrials 3.1 %
  • Unattributed 13.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.0 %
  • China 0.5 %
  • Taiwan 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2310.3B $99.03 %
2China154M $0.52 %
3Taiwan147M $0.45 %
Cite this page

Titelia. "Holdings of GENERATION INVESTMENT MANAGEMENT LLP". https://titelia.com/en/funds/US13F1375534