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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