Alexander Marshall
Generation Investment Management Llp
Assets Managed
$11.159B
Holdings
29
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-22.6%(2Q avg: -13.54%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Generation Investment Management Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.
Assets under management
The assets under management (AUM) of Generation Investment Management Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 11.159B in assets, with a quarterly growth rate of -22.6% and a 2-quarter average growth rate of -13.54%. The portfolio is managed by Alexander Marshall, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MSFT Microsoft Corp
| 14.83% | $1.654B 4.469M shares@ $370.17 avg price | Increased 8.26% |
DHR Danaher Corp
| 12.37% | $1.379B 7.274M shares@ $189.6 avg price | Decreased -4.15% |
AMZN Amazon.com Inc
| 10.09% | $1.125B 5.402M shares@ $208.28 avg price | Increased 109.38% |
MELI Mercadolibre Inc
| 7.1% | $791.245M 457,626 shares@ $1729.03 avg price | Decreased -0.24% |
GOOGL Alphabet Inc-cl A
| 5.25% | $584.743M 2.033M shares@ $287.57 avg price | Decreased -28.08% |
WST West Pharmaceutical Services
| 5.05% | $562.43M 2.244M shares@ $250.65 avg price | Increased 43.68% |
WDAY Workday Inc-class A
| 4.87% | $543.311M 4.182M shares@ $129.92 avg price | Increased 1.56% |
STE Steris Plc
| 4.58% | $510.47M 2.308M shares@ $221.14 avg price | Increased 10.54% |
TRMB Trimble Inc
| 4.55% | $507.521M 7.78M shares@ $65.24 avg price | Increased 2.46% |
V Visa Inc-class A Shares
| 4.11% | $457.794M 1.515M shares@ $302.25 avg price | Increased 24.93% |
1-10 of 29