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SEC filer: GENERATION INVESTMENT MANAGEMENT LLP · quarter ending 2026-03-31 · filed 2026-05-14 · $11.16B across 29 reported positions
| DANAHER CORPORATION | EXITED | 7,589,661 → 0 sh | $1.74B |
| DANAHER CORP DEL | NEW POSITION | 0 → 7,274,395 sh | $1.38B |
| CRM | EXITED | 2,772,875 → 0 sh | $734.6M |
| A | EXITED | 4,180,266 → 0 sh | $568.8M |
| ACCENTURE PLC IRELAND | TRIMMED | 2,401,691 → 518,390 sh | $541.6M |
| AMZN | ADDED | 2,579,886 → 5,401,711 sh | $529.5M |
| SCHW | TRIMMED | 7,847,717 → 2,743,703 sh | $526.2M |
| INTUIT | NEW POSITION | 0 → 823,962 sh | $356.3M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 14.8% | $1.65B | 4,469,019 | SHARES |
| 2 | DANAHER CORP DELno ticker match — as filed | 12.4% | $1.38B | 7,274,395 | SHARES |
| 3 | AMZNAMAZON COM INC | 10.1% | $1.13B | 5,401,711 | SHARES |
| 4 | MELIMERCADOLIBRE INC | 7.1% | $791.2M | 457,626 | SHARES |
| 5 | GOOGLALPHABET INC | 5.2% | $584.7M | 2,033,464 | SHARES |
| 6 | WEST PHARMACEUTICAL SVSC INCno ticker match — as filed | 5.0% | $562.4M | 2,243,976 | SHARES |
| 7 | WDAY |
| 4.9% |
| $543.3M |
| 4,181,886 |
| SHARES |
| 8 | STESTERIS PLC | 4.6% | $510.5M | 2,308,459 | SHARES |
| 9 | TRMBTRIMBLE INC | 4.5% | $507.5M | 7,780,490 | SHARES |
| 10 | VVISA INC | 4.1% | $457.8M | 1,514,669 | SHARES |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 3.4% | $380.2M | 773,600 | SHARES |
| 12 | INTUITno ticker match — as filed | 3.2% | $356.3M | 823,962 | SHARES |
| 13 | COOPER COS INCno ticker match — as filed | 2.9% | $328.9M | 4,599,389 | SHARES |
| 14 | EFXEQUIFAX INC | 2.9% | $319.7M | 1,775,609 | SHARES |
| 15 | NTNXNUTANIX INC | 2.6% | $285.2M | 7,503,821 | SHARES |
| 16 | MSCIMSCI INC | 2.4% | $270.7M | 502,166 | SHARES |
| 17 | SCHWSCHWAB CHARLES CORP | 2.3% | $257.9M | 2,743,703 | SHARES |
| 18 | MOODYS CORPno ticker match — as filed | 1.4% | $159.8M | 366,361 | SHARES |
| 19 | SPOTIFY TECHNOLOGY S Ano ticker match — as filed | 1.4% | $159.1M | 328,010 | SHARES |
| 20 | RELYREMITLY GLOBAL INC | 1.1% | $120.5M | 7,692,320 | SHARES |
| 21 | TTANSERVICETITAN INC | 1.0% | $111.1M | 1,751,224 | SHARES |
| 22 | ACCENTURE PLC IRELANDno ticker match — as filed | 0.9% | $102.8M | 518,390 | SHARES |
| 23 | HTHTH WORLD GROUP LTD | 0.5% | $54.0M | 1,072,779 | SHARES |
| 24 | TAIWAN SEMICONDUCTOR MANUFACno ticker match — as filed | 0.4% | $47.0M | 138,944 | SHARES |
| 25 | SOPHSOPHIA GENETICS SA | 0.3% | $33.6M | 6,789,560 | 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.