Generation Investment Management LLP
Annual return '25
+29.6%
SPY '25
+17.7%
Alpha
+11.9ptsvs SPY
Invested
$11.2B
Holdings
29
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.8% (4.13M → 9.3k shares)
14.8%
02
$DHR
DANAHER CORP DEL
Q1 2026: Exited (was 7.59M shares)
12.4%
03
$AMZN
AMAZON COM INC
Q1 2026: Increased +474.1% (2.58M → 14.81M shares)
10.1%
04
$MELI
MERCADOLIBRE INC
Q1 2026: Exited (was 458.8k shares)
7.1%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 48.4% (2.83M → 1.46M shares)
5.2%
06
$WST
WEST PHARMACEUTICAL SVSC INC
Q1 2026: Exited (was 1.56M shares)
5.0%
07
$WDAY
WORKDAY INC
Q1 2026: Exited (was 4.12M shares)
4.9%
08
$STE
STERIS PLC
Q1 2026: Sold 93.1% (2.09M → 143.6k shares)
4.6%
09
$TRMB
TRIMBLE INC
Q1 2026: Sold 92.2% (7.59M → 596.1k shares)
4.5%
10
$V
VISA INC
Q1 2026: Increased +14.8% (1.21M → 1.39M shares)
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:28 UTC.