Profiles >> Generation Investment Management US LLP >> 13Fs >> 2020-12-31
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 2020-12-31. Historical analysis on the top 100 Holdings are available by clicking on the Issuer Name in the list.
Historical 13F Holdings - 2020-12-31
| Issuer | Title of Class | CUSIP | Value(1000s) | Share | SH/PRN | Put/Call | Investment Discretion | Other Manager | Sole | Shared | None |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACUITY BRANDS INC | COM | 00508Y102 | 404535 | 3340778 | SH | SOLE | 24375 | 3316403 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 29360 | 200000 | SH | SOLE | 1485 | 198515 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 359536 | 1544863 | SH | SOLE | 11273 | 1533590 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 879130 | 501821 | SH | SOLE | 3672 | 498149 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 865012 | 5855355 | SH | SOLE | 42727 | 5812628 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 452021 | 5237792 | SH | SOLE | 38100 | 5199692 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 194535 | 1493092 | SH | SOLE | 10895 | 1482197 | 0 | ||
| ASANA INC | CL A | 04342Y104 | 184745 | 6251944 | SH | SOLE | 0 | 6251944 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 1398147 | 17424560 | SH | SOLE | 127175 | 17297385 | 0 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 962309 | 3845850 | SH | SOLE | 28051 | 3817799 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 619288 | 9873854 | SH | SOLE | 71626 | 9802228 | 0 | ||
| CERNER CORP | COM | 156782104 | 239263 | 3048719 | SH | SOLE | 22201 | 3026518 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 1043528 | 23319056 | SH | SOLE | 170175 | 23148881 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 1139142 | 13900453 | SH | SOLE | 92058 | 13808395 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 814785 | 2242609 | SH | SOLE | 16334 | 2226275 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 982962 | 18773145 | SH | SOLE | 136990 | 18636155 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 1091371 | 5659462 | SH | SOLE | 41235 | 5618227 | 0 | ||
| GARTNER INC | COM | 366651107 | 867932 | 5418144 | SH | SOLE | 39537 | 5378607 | 0 | ||
| HENRY SCHEIN INC | COM | 806407102 | 894515 | 13378925 | SH | SOLE | 96932 | 13281993 | 0 | ||
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 28992 | 643840 | SH | SOLE | 0 | 643840 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 726540 | 1963622 | SH | SOLE | 14312 | 1949310 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 723676 | 4877507 | SH | SOLE | 35473 | 4842034 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 311683 | 186055 | SH | SOLE | 1357 | 184698 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 50443 | 365241 | SH | SOLE | 0 | 365241 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 236525 | 1063414 | SH | SOLE | 7687 | 1055727 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 548977 | 17225508 | SH | SOLE | 112179 | 17113329 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 963521 | 2711164 | SH | SOLE | 19783 | 2691381 | 0 | ||
| PENUMBRA INC | COM | 70975L107 | 103954 | 594022 | SH | SOLE | 4336 | 589686 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 146711 | 659288 | SH | SOLE | 4820 | 654468 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1483769 | 27974525 | SH | SOLE | 204134 | 27770391 | 0 | ||
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 622861 | 11810039 | SH | SOLE | 86179 | 11723860 | 0 | ||
| STERIS PLC | SHS USD | G8473T100 | 84823 | 447519 | SH | SOLE | 3256 | 444263 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 24582 | 225443 | SH | SOLE | 38863 | 186580 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 801708 | 6621858 | SH | SOLE | 48320 | 6573538 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 514772 | 3136365 | SH | SOLE | 17360 | 3119005 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 475723 | 1021346 | SH | SOLE | 7451 | 1013895 | 0 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 306323 | 2110242 | SH | SOLE | 15401 | 2094841 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 494987 | 7413314 | SH | SOLE | 54085 | 7359229 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 140508 | 415090 | SH | SOLE | 3029 | 412061 | 0 | ||
| WATERS CORP | COM | 941848103 | 79751 | 322332 | SH | SOLE | 2327 | 320005 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 119331 | 498020 | SH | SOLE | 3623 | 494397 | 0 |