Generation Investment Management 13F, Q3 2025
Al Gore · quarter ending 30 September 2025 · filed 10 November 2025 · SEC CIK 1375534
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
The 25 largest of 33 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $2.46B | 16.3% | -6% shares |
| DANAHER CORPORATION | DHR | $1.32B | 8.7% | +34% shares |
| MERCADOLIBRE INC | MELI | $1.05B | 6.9% | -3% shares |
| SCHWAB CHARLES CORP | SCHW | $1.02B | 6.8% | -23% shares |
| AGILENT TECHNOLOGIES INC | A | $816.04M | 5.4% | +10% shares |
| ALPHABET INC | GOOGL | $781.74M | 5.2% | -13% shares |
| WORKDAY INC | WDAY | $743.23M | 4.9% | +50% shares |
| STERIS PLC | $738.59M | 4.9% | -6% shares | |
| EQUIFAX INC | EFX | $701.99M | 4.7% | +6% shares |
| TRIMBLE INC | TRMB | $682.44M | 4.5% | -7% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $623.21M | 4.1% | +30% shares |
| NUTANIX INC | NTNX | $479.34M | 3.2% | -3% shares |
| VISA INC | V | $455.15M | 3.0% | -3% shares |
| SALESFORCE INC | CRM | $431.16M | 2.9% | new |
| ACCENTURE PLC IRELAND | $424.76M | 2.8% | +5% shares | |
| AMAZON COM INC | AMZN | $390.17M | 2.6% | +3% shares |
| BECTON DICKINSON & CO | BDX | $371.47M | 2.5% | -28% shares |
| ANALOG DEVICES INC | ADI | $323.49M | 2.1% | -39% shares |
| WEST PHARMACEUTICAL SVSC INC | WST | $256.04M | 1.7% | -16% shares |
| SYNOPSYS INC | SNPS | $205.40M | 1.4% | -23% shares |
| SERVICETITAN INC | TTAN | $176.58M | 1.2% | -3% shares |
| IDEXX LABS INC | IDXX | $166.36M | 1.1% | -54% shares |
| REMITLY GLOBAL INC | RELY | $125.38M | 0.8% | unchanged |
| MOODYS CORP | MCO | $121.11M | 0.8% | -6% shares |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $67.86M | 0.5% | -18% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Generation Investment Management opened 1 new position, added to 8, trimmed 20, left 4 unchanged and exited 5. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- CRM$431.16M
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-004665, 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.