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Generation Investment Management LLP

CIK:0001375534
Asset Manager
$16B AUM
37 holdings
London, United Kingdom
Founded:2004
110 employees
Latest filing:Jun 30, 2025

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.

Top Buys
M
MSFTMICROSOFT CORP
+$555.4M
D
DHRDANAHER CORPORATION
+$329.4M
I
IDXXIDEXX LABS INC
+$304.3M
W
WSTWEST PHARMACEUTICAL SVSC INC
+$255.1M
V
VVISA INC
+$237.7M
Top Sells
B
BDXBECTON DICKINSON & CO
-$737.9M
A
AMZNAMAZON COM INC
-$579.5M
I
ITGARTNER INC
-$433.7M
M
MAMASTERCARD INCORPORATED
-$348.6M
W
WATWATERS CORP
-$278.4M

Top Holdings

M
MSFTMICROSOFT CORP
+15.9%$2.51B
S
SCHWSCHWAB CHARLES CORP
+8.1%$1.27B
M
MELIMERCADOLIBRE INC
+7.6%$1.20B
D
DHRDANAHER CORPORATION
+6.2%$980.9M
S
STESTERIS PLC
+4.8%$761.7M

Equity Positions (37)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP15.93%$2.51B5,038,569$260.43$497.41+$555.4M
S
SCHW
SCHWAB CHARLES CORP8.05%$1.27B13,885,456$56.58$91.24+$145.3M
M
MELI
MERCADOLIBRE INC7.65%$1.20B460,172$1197.07$2613.63+$167.7M
D
DHR
DANAHER CORPORATION6.24%$980.9M4,965,646$209.50$197.54+$329.4M
S
STE
STERIS PLC4.84%$761.7M3,170,717$208.50$240.22+$1.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+23.3%
SERVICES-BUSINESS SERVICES, NEC
+14.8%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+8.1%
MEASURING & CONTROLLING DEVICES, NEC
+6.9%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+6.2%