GENERATION INVESTMENT MANAGEMENT LLP
CIK 1375534
13F filing for Q2 2026・No. 554
- Holdings
- US$10.29B
- Quarter change
- −US$868.9M
- Entries
- 28
- Net bought (estimate)
- −US$1.31B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 2
- Cut 15
- Added 11
- Corporate actions 0
- Unchanged 1
Largest holdings
28 stocks worth US$10.29B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DHRDANAHER CORP DELCOM | Cut | 6,761,596 | US$1.29B | 12.52% |
| AMZNAmazonCOM | Cut | 5,193,506 | US$1.24B | 12.03% |
| MSFTMicrosoftCOM | Cut | 3,113,553 | US$1.16B | 11.29% |
| MELIMERCADOLIBRE INCCOM | Added | 472,716 | US$802.38M | 7.80% |
| WSTWEST PHARMACEUTICAL SVSC INCCOM | Cut | 2,028,322 | US$728.17M | 7.08% |
| GOOGLAlphabetCAP STK CL A | Cut | 1,997,385 | US$713.81M | 6.94% |
| VVISA INCCOM CL A | Added | 1,526,992 | US$523.9M | 5.09% |
| STESTERIS PLCSHS USD | Cut | 2,280,698 | US$480.25M | 4.67% |
| TRMBTRIMBLE INCCOM | Cut | 7,190,197 | US$367.99M | 3.58% |
| COOCOOPER COS INCCOM | Added | 4,968,673 | US$356.3M | 3.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.