GENERATION INVESTMENT MANAGEMENT LLP
SEC Form 13F institutional filer · CIK 0001375534
13F-HR · 18 reported holdings · 2026-03-31
Generation Investment Management LLP is an asset manager.
Reported long-US-equity value
$9.53B
Top-10 concentration
80.9%
GENERATION INVESTMENT MANAGEMENT LLP — $9.53B AUM allocation strategy
GENERATION INVESTMENT MANAGEMENT LLP files SEC Form 13F and reports $9.53B of long US equity value across 18 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 33.5%, followed by Health Care 33.2% and Financials 12.0%.
The top 10 holdings account for 81% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
GENERATION INVESTMENT MANAGEMENT LLP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$9.53B
total across 18 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
81% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AMZN +2.82M sh · +$530M+$COO +1.75M sh · +$95.3M+$WST +682K sh · +$133M
Biggest trims (shares)
−$SCHW −5.1M sh · −$526M−$ACN −1.88M sh · −$542M−$GOOG −794K sh · −$300M
Exited to nil (held last quarter, gone now)
$CRM ($735M last qtr)$A ($569M last qtr)$SNPS ($235M last qtr)$TXN ($4.88M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Life Sciences Tools & Services18.5%—
- Systems Software17.4%—
- Application Software14.8%—
- Broadline Retail11.8%—
- Health Care Supplies9.4%—
- Interactive Media & Services6.1%—
- Health Care Equipment5.4%—
- Transaction & Payment Processing Services4.8%—
- Other holdings11.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 4.47M | $1.65B | +341K | 17.4% |
| $DHR | Danaher Corporation | 7.27M | $1.38B | -315K | 14.5% |
| $AMZN | Amazon.com Inc | 5.4M | $1.13B | +2.82M | 11.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 2.03M | $585M | -794K | 6.1% |
| $WST | West Pharmaceutical Services Inc | 2.24M | $562M | +682K | 5.9% |
| $WDAY | Workday Inc | 4.18M | $543M | +63.9K | 5.7% |
| $STE | STERIS plc | 2.31M | $510M | +220K | 5.4% |
| $TRMB | Trimble Inc | 7.78M | $508M | +187K | 5.3% |
| $V | Visa Inc | 1.51M | $458M | +302K | 4.8% |
| $TMO | Thermo Fisher Scientific Inc | 774K | $380M | -338K | 4.0% |
…and 8 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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