Generation Investment Management 13F, Q1 2025
Al Gore · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 1375534
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
The 25 largest of 38 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $1.95B | 11.8% | +3% shares |
| BECTON DICKINSON & CO | BDX | $1.21B | 7.3% | -9% shares |
| SCHWAB CHARLES CORP | SCHW | $1.12B | 6.8% | +6% shares |
| MERCADOLIBRE INC | MELI | $1.04B | 6.3% | +3% shares |
| AMAZON COM INC | AMZN | $957.31M | 5.8% | -47% shares |
| STERIS PLC | $760.31M | 4.6% | +5% shares | |
| NUTANIX INC | NTNX | $743.24M | 4.5% | -9% shares |
| EQUIFAX INC | EFX | $682.29M | 4.1% | +63% shares |
| WORKDAY INC | WDAY | $678.12M | 4.1% | +37% shares |
| DANAHER CORPORATION | DHR | $651.52M | 3.9% | +33% shares |
| ALPHABET INC | GOOGL | $600.28M | 3.6% | +23% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $592.42M | 3.6% | -24% shares |
| AGILENT TECHNOLOGIES INC | A | $582.98M | 3.5% | +20% shares |
| GARTNER INC | IT | $563.01M | 3.4% | +17% shares |
| TRIMBLE INC | TRMB | $496.99M | 3.0% | -19% shares |
| ANALOG DEVICES INC | ADI | $457.76M | 2.8% | -9% shares |
| JONES LANG LASALLE INC | JLL | $453.87M | 2.7% | -9% shares |
| ACCENTURE PLC IRELAND | $410.31M | 2.5% | -47% shares | |
| MASTERCARD INCORPORATED | MA | $348.60M | 2.1% | -33% shares |
| WATERS CORP | WAT | $278.39M | 1.7% | -51% shares |
| VISA INC | V | $249.92M | 1.5% | -9% shares |
| COOPER COS INC | COO | $242.37M | 1.5% | -27% shares |
| SYNOPSYS INC | SNPS | $240.49M | 1.4% | new |
| NIKE INC | NKE | $215.77M | 1.3% | new |
| H WORLD GROUP LTD | HTHT | $192.97M | 1.2% | +8% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Generation Investment Management opened 3 new positions, added to 11, trimmed 19, left 5 unchanged and exited 3. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-002407, 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.