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Generation Investment Management LLP
institutioneller Anleger · Portfolio $10.3 Mrd. · 28 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 10.08.2026; Veränderung – ggü. 31.03.2026 · 30
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| Danaher Corporation US:DHR | 6 761 596 | $1.29 Mrd. | 12.52% | −512 799 |
| Amazon.com, Inc. US:AMZN | 5 193 506 | $1.24 Mrd. | 12.03% | −208 205 |
| Microsoft Corporation US:MSFT | 3 113 553 | $1.16 Mrd. | 11.29% | −1 355 466 |
| MercadoLibre Inc. US:MELI | 472 716 | $802 Mio. | 7.80% | +15 090 |
| West Pharmaceutical Services… US:WST | 2 028 322 | $728 Mio. | 7.08% | −215 654 |
| Alphabet Inc. US:GOOGL | 1 997 385 | $714 Mio. | 6.94% | −36 079 |
| Visa Inc. Class A US:V | 1 526 992 | $524 Mio. | 5.09% | +12 323 |
| STERIS PLC CUSIP G8473T100 | 2 280 698 | $480 Mio. | 4.67% | −27 761 |
| Trimble Inc US:TRMB | 7 190 197 | $368 Mio. | 3.58% | −590 293 |
| The Cooper Companies, Inc US:COO | 4 968 673 | $356 Mio. | 3.46% | +369 284 |
| Nutanix, Inc. US:NTNX | 6 709 160 | $342 Mio. | 3.32% | −794 661 |
| MSCI Inc US:MSCI | 538 342 | $301 Mio. | 2.93% | +36 176 |
| Equifax Inc US:EFX | 1 832 583 | $291 Mio. | 2.83% | +56 974 |
| Intuit Inc US:INTU | 1 095 488 | $286 Mio. | 2.78% | +271 526 |
| Workday, Inc. US:WDAY | 2 311 084 | $283 Mio. | 2.75% | −1 870 802 |
| Moodys Corporation US:MCO | 538 516 | $244 Mio. | 2.37% | +172 155 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 378 559 | $174 Mio. | 1.69% | +50 549 |
| STRYKER CORP US:SYK | 512 346 | $161 Mio. | 1.57% | neu |
| SCHWAB CHARLES CORP US:SCHW | 1 611 555 | $149 Mio. | 1.45% | −1 132 148 |
| Remitly Global Inc US:RELY | 4 892 320 | $110 Mio. | 1.07% | −2 800 000 |
| ServiceTitan, Inc. Class A US:TTAN | 1 180 780 | $83.5 Mio. | 0.81% | −570 444 |
| Taiwan Semiconductor Manufac… US:TSM · Hinterlegungsschein | 141 665 | $67.7 Mio. | 0.66% | +2 721 |
| Huazhu Group Ltd US:HTHT · Hinterlegungsschein | 1 151 118 | $48.0 Mio. | 0.47% | +78 339 |
| SOPHIA GENETICS SA CUSIP H82027105 | 6 789 560 | $39.2 Mio. | 0.38% | — |
| Sea Ltd US:SE · Hinterlegungsschein | 168 830 | $16.2 Mio. | 0.16% | +75 505 |
| Cognizant Technology Solutio… US:CTSH | 396 547 | $15.4 Mio. | 0.15% | −31 463 |
| Coupang LLC US:CPNG | 745 027 | $12.9 Mio. | 0.13% | −111 282 |
| Freshworks Inc US:FRSH | 631 598 | $6.39 Mio. | 0.06% | −71 809 |
| Thermo Fisher Scientific Inc US:TMO | 0 (war 773 600) | — | — | verkauft |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 0 (war 518 390) | — | — | verkauft |
In Unternehmen Unserer Datenbank 4
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| Trimble Inc | 3.08% | 7 190 197 | 2026-06-30 |
| Nutanix, Inc. | 2.48% | 6 709 160 | 2026-06-30 |
| Kingspan Group plc | — | 7 049 293 | 2026-02-16 |
| Rightmove PLC | — | 45 181 680 | 2025-02-27 |
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