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SEC filer: GENERATION INVESTMENT MANAGEMENT LLP · quarter ending 2026-06-30 · filed 2026-08-10 · $10.29B across 28 reported positions
| MSFT | TRIMMED | 4,469,019 → 3,113,553 sh | $492.9M |
| TMO | EXITED | 773,600 → 0 sh | $380.2M |
| WDAY | TRIMMED | 4,181,886 → 2,311,084 sh | $260.4M |
| STRYKER CORPORATION | NEW POSITION | 0 → 512,346 sh | $161.3M |
| SCHW | TRIMMED | 2,743,703 → 1,611,555 sh | $109.2M |
| ACCENTURE PLC IRELAND | EXITED | 518,390 → 0 sh | $102.8M |
| MOODYS CORP | ADDED | 366,361 → 538,516 sh | $84.1M |
| INTUIT | ADDED | 823,962 → 1,095,488 sh | $70.3M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | DANAHER CORP DELno ticker match — as filed | 12.5% | $1.29B | 6,761,596 | SHARES |
| 2 | AMZNAMAZON COM INC | 12.0% | $1.24B | 5,193,506 | SHARES |
| 3 | MSFTMICROSOFT CORP | 11.3% | $1.16B | 3,113,553 | SHARES |
| 4 | MELIMERCADOLIBRE INC | 7.8% | $802.4M | 472,716 | SHARES |
| 5 | WEST PHARMACEUTICAL SVSC INCno ticker match — as filed | 7.1% | $728.2M | 2,028,322 | SHARES |
| 6 | GOOGLALPHABET INC | 6.9% | $713.8M | 1,997,385 | SHARES |
| 7 | VVISA INC | 5.1% |
| $523.9M |
| 1,526,992 |
| SHARES |
| 8 | STESTERIS PLC | 4.7% | $480.2M | 2,280,698 | SHARES |
| 9 | TRMBTRIMBLE INC | 3.6% | $368.0M | 7,190,197 | SHARES |
| 10 | COOPER COS INCno ticker match — as filed | 3.5% | $356.3M | 4,968,673 | SHARES |
| 11 | NTNXNUTANIX INC | 3.3% | $341.9M | 6,709,160 | SHARES |
| 12 | MSCIMSCI INC | 2.9% | $301.5M | 538,342 | SHARES |
| 13 | EFXEQUIFAX INC | 2.8% | $290.9M | 1,832,583 | SHARES |
| 14 | INTUITno ticker match — as filed | 2.8% | $285.9M | 1,095,488 | SHARES |
| 15 | WDAYWORKDAY INC | 2.7% | $282.9M | 2,311,084 | SHARES |
| 16 | MOODYS CORPno ticker match — as filed | 2.4% | $243.9M | 538,516 | SHARES |
| 17 | SPOTIFY TECHNOLOGY S Ano ticker match — as filed | 1.7% | $173.8M | 378,559 | SHARES |
| 18 | STRYKER CORPORATIONno ticker match — as filed | 1.6% | $161.3M | 512,346 | SHARES |
| 19 | SCHWSCHWAB CHARLES CORP | 1.4% | $148.7M | 1,611,555 | SHARES |
| 20 | RELYREMITLY GLOBAL INC | 1.1% | $109.6M | 4,892,320 | SHARES |
| 21 | TTANSERVICETITAN INC | 0.8% | $83.5M | 1,180,780 | SHARES |
| 22 | TAIWAN SEMICONDUCTOR MANUFACno ticker match — as filed | 0.7% | $67.7M | 141,665 | SHARES |
| 23 | HTHTH WORLD GROUP LTD | 0.5% | $48.0M | 1,151,118 | SHARES |
| 24 | SOPHSOPHIA GENETICS SA | 0.4% | $39.2M | 6,789,560 | SHARES |
| 25 | SESEA LTD | 0.2% | $16.2M | 168,830 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.