Profiles >> Generation Investment Management US LLP >> 13Fs >> 2020-09-30
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 2020-09-30. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.
Historical 13F Holdings - 2020-09-30
| Issuer | Title of Class | CUSIP | Value(1000s) | Share | SH/PRN | Put/Call | Investment Discretion | Other Manager | Sole | Shared | None |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACUITY BRANDS INC | COM | 00508Y102 | 365539 | 3571459 | SH | SOLE | 25882 | 3545577 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 800106 | 544438 | SH | SOLE | 3950 | 540488 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 682586 | 5847065 | SH | SOLE | 42476 | 5804589 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 312282 | 5252859 | SH | SOLE | 38100 | 5214759 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 611430 | 6669170 | SH | SOLE | 48352 | 6620818 | 0 | ||
| ASANA INC | CL A | 04342Y104 | 154276 | 9751944 | SH | SOLE | 0 | 9751944 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 953613 | 11857911 | SH | SOLE | 85780 | 11772131 | 0 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 830309 | 3568457 | SH | SOLE | 25943 | 3542514 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 459059 | 9773448 | SH | SOLE | 70569 | 9702879 | 0 | ||
| CERNER CORP | COM | 156782104 | 221274 | 3060915 | SH | SOLE | 22201 | 3038714 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 726144 | 18434739 | SH | SOLE | 133920 | 18300819 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 1120312 | 16138170 | SH | SOLE | 106080 | 16032090 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 758952 | 2251282 | SH | SOLE | 16334 | 2234948 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 845866 | 19342916 | SH | SOLE | 139913 | 19203003 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 321629 | 2049897 | SH | SOLE | 14861 | 2035036 | 0 | ||
| GARTNER INC | COM | 366651107 | 702869 | 5625202 | SH | SOLE | 40703 | 5584499 | 0 | ||
| HENRY SCHEIN INC | COM | 806407102 | 789587 | 13432914 | SH | SOLE | 96932 | 13335982 | 0 | ||
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 36327 | 840122 | SH | SOLE | 0 | 840122 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 364493 | 1179285 | SH | SOLE | 8560 | 1170725 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 468463 | 4897168 | SH | SOLE | 35473 | 4861695 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 223541 | 206508 | SH | SOLE | 1497 | 205011 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 36688 | 357024 | SH | SOLE | 0 | 357024 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 224552 | 1067618 | SH | SOLE | 7687 | 1059931 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 383483 | 17289594 | SH | SOLE | 112179 | 17177415 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 770212 | 3146932 | SH | SOLE | 22817 | 3124115 | 0 | ||
| PENUMBRA INC | COM | 70975L107 | 142432 | 732750 | SH | SOLE | 5266 | 727484 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 190099 | 756402 | SH | SOLE | 5495 | 750907 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1079322 | 29790823 | SH | SOLE | 215937 | 29574886 | 0 | ||
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 534835 | 12397659 | SH | SOLE | 89101 | 12308558 | 0 | ||
| SMITH A O CORP | COM | 831865209 | 165641 | 3137131 | SH | SOLE | 22806 | 3114325 | 0 | ||
| STERICYCLE INC | COM | 858912108 | 209402 | 3320684 | SH | SOLE | 23654 | 3297030 | 0 | ||
| STERIS PLC | SHS USD | G8473T100 | 79077 | 448817 | SH | SOLE | 3256 | 445561 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 14212 | 175304 | SH | SOLE | 42804 | 132500 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 819225 | 8381681 | SH | SOLE | 60605 | 8321076 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 527737 | 3695898 | SH | SOLE | 19640 | 3676258 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 522652 | 1183755 | SH | SOLE | 8590 | 1175165 | 0 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 407668 | 3362207 | SH | SOLE | 24293 | 3337914 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 448487 | 9209186 | SH | SOLE | 66900 | 9142286 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 140250 | 567608 | SH | SOLE | 4114 | 563494 | 0 | ||
| VARIAN MED SYS INC | COM | 92220P105 | 225080 | 1308605 | SH | SOLE | 9501 | 1299104 | 0 | ||
| WATERS CORP | COM | 941848103 | 63315 | 323565 | SH | SOLE | 2327 | 321238 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 107542 | 499893 | SH | SOLE | 3623 | 496270 | 0 |