Generation Investment Management LLP
Generation Investment Management LLP is a leading sustainable investment management firm headquartered in London, United Kingdom, at 20 Air Street. The firm focuses on long-term investing with a focus on sustainability and integrating environmental, social, and governance (ESG) factors into its research and investment decisions. Founded in 2004, Generation serves institutional clients and operates globally with offices in London and San Francisco. As of recent filings, the firm manages over $15 billion in assets and is led by a team of experienced professionals dedicated to promoting sustainable capitalism.
Investment Strategy
Generation Investment Management employs a fundamental research-driven, long-term investment approach, emphasizing sustainability as a central investment theme. The firm looks for companies that are addressing global challenges and integrating environmental, social, and governance (ESG) issues into their business models. Generation's strategy includes detailed analysis of sustainability drivers and seeks to invest in businesses that contribute positively to society while delivering strong risk-adjusted returns for clients.
Latest 13F Filing Activity
Generation Investment Management LLP filed their most recent 13F report on Jun 30, 2025 disclosing 37 equity positions with a total 13F market value of $16B. The fund increased holdings in Microsoft Corp., Danaher Corporation, Idexx Labs Inc. among other positions. Generation Investment Management LLP reduced exposure to Becton Dickinson & Co., Amazon Com Inc., Gartner Inc. among others.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 15.93% | $2.51B | 5,038,569 | $260.43 | $497.41 | +$555.4M |
S SCHW | SCHWAB CHARLES CORP | 8.05% | $1.27B | 13,885,456 | $56.58 | $91.24 | +$145.3M |
M MELI | MERCADOLIBRE INC | 7.65% | $1.20B | 460,172 | $1197.07 | $2613.63 | +$167.7M |
D DHR | DANAHER CORPORATION | 6.24% | $980.9M | 4,965,646 | $209.50 | $197.54 | +$329.4M |
S STE | STERIS PLC | 4.84% | $761.7M | 3,170,717 | $208.50 | $240.22 | +$1.4M |