Profiles >> Generation Investment Management US LLP >> 13Fs >> 2020-03-31
Generation Investment Management US LLP
Last Updated: 3/2/2021
Generation Investment Management US LLP is a Limited Liability Partnership that started in 2004 and is primarily owned and controlled by a group of partners. To see a profile of the company, click here.
Below is the 13F Filing for Generation Investment Management US LLP for Report Period 2020-03-31. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.
Historical 13F Holdings - 2020-03-31
| Issuer | Title of Class | CUSIP | Value(1000s) | Share | SH/PRN | Put/Call | Investment Discretion | Other Manager | Sole | Shared | None |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACUITY BRANDS INC | COM | 00508Y102 | 164210 | 1917002 | SH | SOLE | 14059 | 1902943 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1162837 | 1000023 | SH | SOLE | 7352 | 992671 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 247510 | 2760850 | SH | SOLE | 20190 | 2740660 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 190185 | 4150688 | SH | SOLE | 30426 | 4120262 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 335205 | 6807574 | SH | SOLE | 49945 | 6757629 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 824943 | 10160652 | SH | SOLE | 74024 | 10086628 | 0 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 394062 | 1715030 | SH | SOLE | 12460 | 1702570 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 232543 | 6166617 | SH | SOLE | 45292 | 6121325 | 0 | ||
| CERNER CORP | COM | 156782104 | 328438 | 5214131 | SH | SOLE | 38517 | 5175614 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 744016 | 16010676 | SH | SOLE | 106080 | 15904596 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 498693 | 1809022 | SH | SOLE | 13265 | 1795757 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 721694 | 18585993 | SH | SOLE | 136508 | 18449485 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 264265 | 2212352 | SH | SOLE | 16222 | 2196130 | 0 | ||
| GARTNER INC | COM | 366651107 | 396532 | 3982443 | SH | SOLE | 28934 | 3953509 | 0 | ||
| HENRY SCHEIN INC | COM | 806407102 | 668735 | 13237028 | SH | SOLE | 96932 | 13140096 | 0 | ||
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 36781 | 1280221 | SH | SOLE | 0 | 1280221 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 457513 | 1675135 | SH | SOLE | 12250 | 1662885 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 483921 | 4792243 | SH | SOLE | 35473 | 4756770 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 323492 | 662106 | SH | SOLE | 4862 | 657244 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 32638 | 481386 | SH | SOLE | 0 | 481386 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 165765 | 1051077 | SH | SOLE | 7687 | 1043390 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 221506 | 14019393 | SH | SOLE | 102968 | 13916425 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 4693 | 17803 | SH | SOLE | 0 | 17803 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 409737 | 2499003 | SH | SOLE | 18327 | 2480676 | 0 | ||
| PENUMBRA INC | COM | 70975L107 | 116373 | 721333 | SH | SOLE | 5266 | 716067 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 273055 | 1896482 | SH | SOLE | 13816 | 1882666 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1089110 | 32394704 | SH | SOLE | 236054 | 32158650 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 353048 | 12203533 | SH | SOLE | 89101 | 12114432 | 0 | ||
| SMITH A O CORP | COM | 831865209 | 157026 | 4153041 | SH | SOLE | 30465 | 4122576 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 11336 | 43980 | SH | SOLE | 4000 | 39980 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 157283 | 3237612 | SH | SOLE | 23654 | 3213958 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 3238 | 67752 | SH | SOLE | 0 | 67752 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 474594 | 7535624 | SH | SOLE | 54941 | 7480683 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 476248 | 4765815 | SH | SOLE | 26410 | 4739405 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 542253 | 1912034 | SH | SOLE | 14069 | 1897965 | 0 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 169258 | 2049375 | SH | SOLE | 15105 | 2034270 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 360345 | 11320918 | SH | SOLE | 83148 | 11237770 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 204108 | 2280794 | SH | SOLE | 16605 | 2264189 | 0 | ||
| VARIAN MED SYS INC | COM | 92220P105 | 184470 | 1796900 | SH | SOLE | 13197 | 1783703 | 0 | ||
| WATERS CORP | COM | 941848103 | 57606 | 316430 | SH | SOLE | 2327 | 314103 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 147719 | 1134380 | SH | SOLE | 8318 | 1126062 | 0 |