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Livermore
Livermore
ZHEN

Generation Investment Management LLP

SEC CIK
0001375534
Latest filing
Aug 10, 2026

The latest 13F from Generation Investment Management LLP covers Q2 2026 (filed Aug 10, 2026): 28 long positions worth $10.3B. The top 10 holdings make up 74.4% of the portfolio, and the largest is Danaher Corp (DHR) at 12.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$161.3M
Added
11
Est. +$269.5M
Reduced
15
Est. −$1.26B
Sold out
2
Est. −$483.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. DHRDanaher Corp
    12.5%$1.29BHistory
  2. AMZNAmazon Com Inc
    12.0%$1.24BHistory
  3. MSFTMicrosoft Corp
    11.3%$1.16BHistory
  4. MELIMercadolibre Inc
    7.8%$802.4MHistory
  5. WSTWest Pharmaceutical Services Inc
    7.1%$728.2MHistory

Share of portfolio

Top 5 holdings and the other 23 positions, by share of portfolio value

  1. DHR12.5%
  2. AMZN12.0%
  3. MSFT11.3%
  4. MELI7.8%
  5. WST7.1%
  6. Other 23 positions49.3%

Biggest buys

New and added positions, by estimated amount bought

  1. SYKStryker Corp
    +$161.3MNewHistory
  2. MCOMoodys Corp
    +$78.0MAddedHistory
  3. INTUIntuit Inc.
    +$70.9MAddedHistory
  4. COOCooper Companies, Inc.
    +$26.5MAddedHistory
  5. MELIMercadolibre Inc
    +$25.6MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SYKStryker Corp
    +1.57 pp0.0% → 1.6%History
  2. VVisa Inc.
    +0.99 pp4.1% → 5.1%History
  3. MCOMoodys Corp
    +0.94 pp1.4% → 2.4%History
  4. MELIMercadolibre Inc
    +0.71 pp7.1% → 7.8%History
  5. COOCooper Companies, Inc.
    +0.52 pp2.9% → 3.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MSFTMicrosoft Corp
    −$505.6MReducedHistory
  2. TMOThermo Fisher Scientific Inc.
    −$380.2MSold outHistory
  3. WDAYWorkday, Inc.
    −$229.0MReducedHistory
  4. SCHWSchwab Charles Corp
    −$104.5MReducedHistory
  5. ACNAccenture plc
    −$102.8MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MSFTMicrosoft Corp
    −3.54 pp14.8% → 11.3%History
  2. TMOThermo Fisher Scientific Inc.
    −3.41 pp3.4% → 0.0%History
  3. WDAYWorkday, Inc.
    −2.12 pp4.9% → 2.7%History
  4. TRMBTrimble Inc.
    −0.97 pp4.5% → 3.6%History
  5. ACNAccenture plc
    −0.92 pp0.9% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$10.3B
−$868.9M (−7.8%) vs. prior quarter
Positions
28
−1 vs. prior quarter
Top 10 concentration
74.4%
Top 10 as share of value
Turnover
4.0%
Q2 2026, one quarter
Average holding period
14.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $24.3B (Q4 2021)

Q1 2021: $23.9BQ2 2021: $24.1BQ3 2021: $24.1BQ4 2021: $24.3BQ1 2022: $21.8BQ2 2022: $18.3BQ3 2022: $16.9BQ4 2022: $17.3BQ1 2023: $18.8BQ2 2023: $20.6BQ3 2023: $19.0BQ4 2023: $22.1BQ1 2024: $21.9BQ2 2024: $20.8BQ3 2024: $21.4BQ4 2024: $19.2BQ1 2025: $16.6BQ2 2025: $15.7BQ3 2025: $15.1BQ4 2025: $14.4BQ1 2026: $11.2BQ2 2026: $10.3B
Q1 2021Q2 2026
13F filings of Generation Investment Management LLP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 202628$10.3BDHRAMZNMSFTvs. Q1 2026SEC
Q1 2026May 14, 202629$11.2BMSFTDHRAMZNvs. Q4 2025SEC
Q4 2025Feb 12, 202633$14.4BMSFTDHRMELIvs. Q3 2025SEC
Q3 2025Nov 10, 202533$15.1BMSFTDHRMELIvs. Q2 2025SEC
Q2 2025Aug 7, 202537$15.7BMSFTSCHWMELIvs. Q1 2025SEC
Q1 2025May 15, 202538$16.6BMSFTBDXSCHWvs. Q4 2024SEC
Q4 2024Feb 14, 202538$19.2BMSFTAMZNBDXvs. Q3 2024SEC
Q3 2024Nov 14, 202442$21.4BMSFTAMZNBDXvs. Q2 2024SEC
Q2 2024Aug 13, 202443$20.8BMSFTAMZNBDXvs. Q1 2024SEC
Q1 2024May 14, 202442$21.9BAMZNMSFTAMATvs. Q4 2023SEC
Q4 2023Feb 14, 202444$22.1BAMZNMSFTAMATvs. Q3 2023SEC
Q3 2023Nov 13, 202343$19.0BMSFTAMZNAMATvs. Q2 2023SEC
Q2 2023Aug 11, 202344$20.6BMSFTAMZNAMATvs. Q1 2023SEC
Q1 2023May 12, 202341$18.8BMSFTAMZNHSICvs. Q4 2022SEC
Q4 2022Feb 13, 202341$17.3BSCHWAMZNHSICvs. Q3 2022SEC
Q3 2022Nov 10, 202245$16.9BAMZNSCHWMSFTvs. Q2 2022SEC
Q2 2022Aug 12, 202246$18.3BAMZNMSFTHSICvs. Q1 2022SEC
Q1 2022May 13, 202246$21.8BAMZNBAXBDXvs. Q4 2021SEC
Q4 2021Feb 11, 202247$24.3BBAXAMZNJLLvs. Q3 2021SEC
Q3 2021Nov 12, 202145$24.1BBAXGOOGAMZNvs. Q2 2021SEC
Q2 2021Aug 16, 202140$24.1BBAXAMZNGOOGvs. Q1 2021SEC
Q1 2021May 17, 202140$23.9BBAXEFXCSCO–SEC

13D and 13G filings

Companies where Generation Investment Management LLP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Generation Investment Management LLP does not currently report owning 5% or more of any company.

Latest filings

55 filings on file made by Generation Investment Management LLP or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Generation Investment Management LLP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
TYGOTigo Energy, Inc.Feb 13, 202612:44 PM ET13G/A2.35%1.66M shares−8.40 ppfrom 10.75%Below 5%Dec 31, 2025SEC
TYGOTigo Energy, Inc.Nov 12, 202510:30 AM ET13G/A10.75%7.07M shares–Sep 30, 2025SEC
JLLJones Lang Lasalle IncFeb 12, 20251:32 PM ET13G/A4.24%2.01M shares–Below 5%Dec 31, 2024SEC
TYGOTigo Energy, Inc.Nov 13, 202413G/AOld format–––SEC
SOPHSOPHiA GENETICS SANov 13, 202413G/AOld format–––SEC
NTNXNutanix, Inc.Nov 13, 202413G/AOld format–––SEC
JLLJones Lang Lasalle IncNov 13, 202413G/AOld format–––SEC
HSICHenry Schein IncNov 13, 202413G/AOld format–––SEC
NTNXNutanix, Inc.Aug 7, 202413G/AOld format–––SEC
TYGOTigo Energy, Inc.Feb 14, 202413G/AOld format–––SEC
TOSTToast, Inc.Feb 14, 202413G/AOld format–––SEC
SOPHSOPHiA GENETICS SAFeb 14, 202413G/AOld format–––SEC
RELYRemitly Global, Inc.Feb 14, 202413G/AOld format–––SEC
NTNXNutanix, Inc.Feb 14, 202413G/AOld format–––SEC
JLLJones Lang Lasalle IncFeb 14, 202413G/AOld format–––SEC
HSICHenry Schein IncFeb 14, 202413G/AOld format–––SEC
CLVTClarivate PLCFeb 14, 202413G/AOld format–––SEC
TYGOTigo Energy, Inc.Jun 2, 202313GOld format–New–SEC
TOSTToast, Inc.Feb 13, 202313G/AOld format–––SEC
SOPHSOPHiA GENETICS SAFeb 13, 202313G/AOld format–––SEC