DOSSIER · 13F-HR · Q2 2026

GENERATION INVESTMENT MANAGEMENT LLP

$10.3B in tracked AUM across 28 positions as of Q2 2026.

GI

CIK 0001375534 · last filed Jun 30, 2026

Total AUM

$10.3B

as of Q2 2026

Holdings

28

—

positions

Whale Score

83

83

strong

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

GENERATION INVESTMENT MANAGEMENT LLP reported $11.2B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in MSFT, DHR, AMZN. Notable moves this quarter: AMZN INCREASED (+$529.5M); MSFT INCREASED ($-342.2M). 2 new positions initiated, 6 closed out, reflecting 35 total changes from the prior quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

DANAHER CORP DEL

$1.3B6.8M12.5%02

$1.2B5.2M12.0%03

$1.2B3.1M11.3%04

MERCADOLIBRE INC

$802M473K7.8%05

WEST PHARMACEUTICAL SVSC INC

$728M2.0M7.1%06

$714M2.0M6.9%07

$524M1.5M5.1%08

$480M2.3M4.7%09

$368M7.2M3.6%10

Filing history

28 positionsView →2026Q1Mar 31

$11.2B▼ 22.6%

29 positionsView →2025Q4Dec 31

33 positionsView →2025Q3Sep 30

33 positionsView →2025Q2Jun 30

37 positionsLocked 2025Q1Mar 31

$16.6B▼ 13.6%

38 positionsLocked 2024Q4Dec 31

$19.2B▼ 10.5%

38 positionsLocked 2024Q3Sep 30

42 positionsLocked 2024Q2Jun 30

43 positionsLocked 2024Q1Mar 31

42 positionsLocked 2023Q4Dec 31

$22.1B▲ 16.1%

44 positionsLocked 2023Q3Sep 30

43 positionsLocked

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