Generation Investment Management 13F, Q4 2024
Al Gore · quarter ending 31 December 2024 · filed 14 February 2025 · SEC CIK 1375534
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 38 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $2.12B | 11.1% | -3% shares |
| AMAZON COM INC | AMZN | $2.07B | 10.8% | -17% shares |
| BECTON DICKINSON & CO | BDX | $1.32B | 6.9% | -2% shares |
| SCHWAB CHARLES CORP | SCHW | $998.69M | 5.2% | +11% shares |
| ACCENTURE PLC IRELAND | $875.99M | 4.6% | -5% shares | |
| MERCADOLIBRE INC | MELI | $873.49M | 4.6% | +7% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $817.66M | 4.3% | unchanged |
| NUTANIX INC | NTNX | $718.04M | 3.8% | -5% shares |
| TRIMBLE INC | TRMB | $661.98M | 3.5% | -21% shares |
| STERIS PLC | $654.53M | 3.4% | +13% shares | |
| ALPHABET INC | GOOGL | $596.13M | 3.1% | new |
| WATERS CORP | WAT | $567.64M | 3.0% | -15% shares |
| AGILENT TECHNOLOGIES INC | A | $558.76M | 2.9% | +37% shares |
| GARTNER INC | IT | $558.03M | 2.9% | -5% shares |
| WORKDAY INC | WDAY | $548.43M | 2.9% | +44% shares |
| DANAHER CORPORATION | DHR | $547.81M | 2.9% | +8% shares |
| ANALOG DEVICES INC | ADI | $530.97M | 2.8% | -5% shares |
| JONES LANG LASALLE INC | JLL | $509.81M | 2.7% | -24% shares |
| MASTERCARD INCORPORATED | MA | $500.26M | 2.6% | -17% shares |
| EQUIFAX INC | EFX | $436.78M | 2.3% | -17% shares |
| CBRE GROUP INC | CBRE | $419.19M | 2.2% | -57% shares |
| COOPER COS INC | COO | $361.60M | 1.9% | -5% shares |
| TEXAS INSTRS INC | TXN | $331.35M | 1.7% | -33% shares |
| VISA INC | V | $248.36M | 1.3% | -5% shares |
| SERVICETITAN INC | TTAN | $209.54M | 1.1% | new |
What changed since Q3 2024
Against the Q3 2024 filing, Generation Investment Management opened 2 new positions, added to 8, trimmed 23, left 5 unchanged and exited 6. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-001001, filed by GENERATION INVESTMENT MANAGEMENT LLP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.