GENERATION INVESTMENT MANAGEMENT LLP

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$11,158,557
Net value change ($000)
-3,258,582 (-22.6%)
New positions
2
Sold out positions
6
Turnover %
18.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
AMZN 529,525 88.9%
INTU 356,265 NEW
MSCI 140,292 107.6%
WST 132,697 30.9%
NTNX 107,927 60.9%
COO 95,317 40.8%
MCO 44,419 38.5%
V 32,577 7.7%
RELY 14,385 13.6%
CPNG 8,973 124.7%
Top Reduces (Value $000, Stocks/ETFs)
CRM -734,562 -100.0%
A -568,809 -100.0%
ACN -541,582 -84.0%
SCHW -526,212 -67.1%
DHR -358,200 -20.6%
MSFT -342,231 -17.1%
WDAY -341,155 -38.6%
GOOGL -300,247 -33.9%
TMO -263,710 -41.0%
SNPS -234,828 -100.0%
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