Profiles >> Generation Investment Management US LLP >> 13Fs >> 2020-06-30
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 2020-06-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.
Historical 13F Holdings - 2020-06-30
| Issuer | Title of Class | CUSIP | Value(1000s) | Share | SH/PRN | Put/Call | Investment Discretion | Other Manager | Sole | Shared | None |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACUITY BRANDS INC | COM | 00508Y102 | 255556 | 2669270 | SH | SOLE | 19411 | 2649859 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1272875 | 900443 | SH | SOLE | 6551 | 893892 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 342887 | 2795881 | SH | SOLE | 20190 | 2775691 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 253922 | 4200536 | SH | SOLE | 30426 | 4170110 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 568034 | 7289964 | SH | SOLE | 52988 | 7236976 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 913185 | 10606094 | SH | SOLE | 77147 | 10528947 | 0 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 617568 | 2581049 | SH | SOLE | 18776 | 2562273 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 381133 | 8428408 | SH | SOLE | 61262 | 8367146 | 0 | ||
| CERNER CORP | COM | 156782104 | 314840 | 4592856 | SH | SOLE | 33495 | 4559361 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 914196 | 16089333 | SH | SOLE | 106080 | 15983253 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 567592 | 2001099 | SH | SOLE | 14553 | 1986546 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 848779 | 19264168 | SH | SOLE | 139913 | 19124255 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 325923 | 1896225 | SH | SOLE | 13786 | 1882439 | 0 | ||
| GARTNER INC | COM | 366651107 | 612788 | 5050590 | SH | SOLE | 36741 | 5013849 | 0 | ||
| HENRY SCHEIN INC | COM | 806407102 | 781747 | 13388379 | SH | SOLE | 96932 | 13291447 | 0 | ||
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 29446 | 840122 | SH | SOLE | 0 | 840122 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 439425 | 1186514 | SH | SOLE | 8626 | 1177888 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 504584 | 4877089 | SH | SOLE | 35473 | 4841616 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 350536 | 355596 | SH | SOLE | 2586 | 353010 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 37598 | 357024 | SH | SOLE | 0 | 357024 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 216432 | 1063498 | SH | SOLE | 7687 | 1055811 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 365850 | 15433452 | SH | SOLE | 112179 | 15321273 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 767040 | 3339749 | SH | SOLE | 24296 | 3315453 | 0 | ||
| PENUMBRA INC | COM | 70975L107 | 130529 | 729947 | SH | SOLE | 5266 | 724681 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 237700 | 1268882 | SH | SOLE | 9230 | 1259652 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 895353 | 26536834 | SH | SOLE | 192826 | 26344008 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 459795 | 12350110 | SH | SOLE | 89101 | 12261009 | 0 | ||
| SMITH A O CORP | COM | 831865209 | 198109 | 4204344 | SH | SOLE | 30465 | 4173879 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 185082 | 3306213 | SH | SOLE | 23654 | 3282559 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 3846 | 67752 | SH | SOLE | 0 | 67752 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 680588 | 8345653 | SH | SOLE | 60605 | 8285048 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 591778 | 4660768 | SH | SOLE | 26410 | 4634358 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 595860 | 1644477 | SH | SOLE | 11994 | 1632483 | 0 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 297148 | 3339487 | SH | SOLE | 24293 | 3315194 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 494953 | 11459890 | SH | SOLE | 83148 | 11376742 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 208770 | 951465 | SH | SOLE | 6919 | 944546 | 0 | ||
| VARIAN MED SYS INC | COM | 92220P105 | 400301 | 3267228 | SH | SOLE | 23732 | 3243496 | 0 | ||
| WATERS CORP | COM | 941848103 | 58217 | 322713 | SH | SOLE | 2327 | 320386 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 215118 | 1148155 | SH | SOLE | 8318 | 1139837 | 0 |