GENERATION INVESTMENT MANAGEMENT LLP

Q1 2025 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
38
Total value ($000)
$16,557,983
Net value change ($000)
-2,611,768 (-13.6%)
New positions
3
Sold out positions
3
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 11/10/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EFX 245,509 56.2%
SNPS 240,491 NEW
NKE 215,768 NEW
MELI 161,569 18.5%
WDAY 129,683 23.6%
SCHW 122,873 12.3%
STE 105,774 16.2%
DHR 103,703 18.9%
FBIN 98,157 NEW
HTHT 33,800 21.2%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -1,116,642 -53.8%
ACN -465,678 -53.2%
CBRE -419,189 -100.0%
TXN -303,606 -91.6%
WAT -289,254 -51.0%
TMO -225,240 -27.5%
TWLO -196,003 -100.0%
HSIC -189,879 -100.0%
MSFT -172,533 -8.1%
TRMB -164,989 -24.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type