Vault-13

GENERATION INVESTMENT MANAGEMENT LLP

London, X0 · CIK 1375534 · 13F filing filed 2026-08-10

Exempt reporting adviser since 2012 · limited liability partnership

As an employer

In the UK

3 UK companies in the group; those with staff figures, a pay gap report, FCA authorisation or fund management as their business are listed.

CompanyTownStaffPay gap reportFCA register
GENERATION INVESTMENT MANAGEMENT LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals London Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$10.3bn reported value -7.8% vs Q1 2026
28positions
74.4%in top 10
1 new 11 added 15 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 DANAHER CORPORATION COM DHR DHR 6,761,596 $1.3bn12.52% 12.52% ReducedShares held: Q3 2025 6.7m, Q4 2025 7.6m, Q1 2026 7.3m, Q2 2026 6.8m -512.8k -512,799 -7.0%
2 AMAZON COM INC COM AMZN AMZN 5,193,506 $1.2bn12.03% 12.03% ReducedShares held: Q3 2025 1.8m, Q4 2025 2.6m, Q1 2026 5.4m, Q2 2026 5.2m -208.2k -208,205 -3.9%
3 MICROSOFT CORP COM MSFT MSFT 3,113,553 $1.2bn11.29% 11.29% ReducedShares held: Q3 2025 4.7m, Q4 2025 4.1m, Q1 2026 4.5m, Q2 2026 3.1m -1.4m -1,355,466 -30.3%
4 MERCADOLIBRE INC COM MELI MELI 472,716 $802.4m7.80% 7.80% AddedShares held: Q3 2025 447.5k, Q4 2025 458.8k, Q1 2026 457.6k, Q2 2026 472.7k +15.1k +15,090 3.3%
5 WEST PHARMACEUTICAL SVSC INC COM WST WST 2,028,322 $728.2m7.08% 7.08% ReducedShares held: Q3 2025 976.0k, Q4 2025 1.6m, Q1 2026 2.2m, Q2 2026 2.0m -215.7k -215,654 -9.6%
6 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,997,385 $713.8m6.94% 6.94% ReducedShares held: Q3 2025 3.2m, Q4 2025 2.8m, Q1 2026 2.0m, Q2 2026 2.0m -36.1k -36,079 -1.8%
7 VISA INC COM CL A V V 1,526,992 $523.9m5.09% 5.09% AddedShares held: Q3 2025 1.3m, Q4 2025 1.2m, Q1 2026 1.5m, Q2 2026 1.5m +12.3k +12,323 0.8%
8 STERIS PLC SHS USD STE STE 2,280,698 $480.2m4.67% 4.67% ReducedShares held: Q3 2025 3.0m, Q4 2025 2.1m, Q1 2026 2.3m, Q2 2026 2.3m -27.8k -27,761 -1.2%
9 TRIMBLE INC COM TRMB TRMB 7,190,197 $368.0m3.58% 3.58% ReducedShares held: Q3 2025 8.4m, Q4 2025 7.6m, Q1 2026 7.8m, Q2 2026 7.2m -590.3k -590,293 -7.6%
10 COOPER COS INC COM COO COO 4,968,673 $356.3m3.46% 3.46% AddedShares held: Q3 2025 0, Q4 2025 2.8m, Q1 2026 4.6m, Q2 2026 5.0m +369.3k +369,284 8.0%
11 NUTANIX INC CL A NTNX NTNX 6,709,160 $341.9m3.32% 3.32% ReducedShares held: Q3 2025 6.4m, Q4 2025 3.4m, Q1 2026 7.5m, Q2 2026 6.7m -794.7k -794,661 -10.6%
12 MSCI INC COM MSCI MSCI 538,342 $301.5m2.93% 2.93% AddedShares held: Q3 2025 0, Q4 2025 227.2k, Q1 2026 502.2k, Q2 2026 538.3k +36.2k +36,176 7.2%
13 EQUIFAX INC COM EFX EFX 1,832,583 $290.9m2.83% 2.83% AddedShares held: Q3 2025 2.7m, Q4 2025 1.6m, Q1 2026 1.8m, Q2 2026 1.8m +57.0k +56,974 3.2%
14 INTUIT COM INTU INTU 1,095,488 $285.9m2.78% 2.78% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 824.0k, Q2 2026 1.1m +271.5k +271,526 33.0%
15 WORKDAY INC CL A WDAY WDAY 2,311,084 $282.9m2.75% 2.75% ReducedShares held: Q3 2025 3.1m, Q4 2025 4.1m, Q1 2026 4.2m, Q2 2026 2.3m -1.9m -1,870,802 -44.7%
16 MOODYS CORP COM MCO MCO 538,516 $243.9m2.37% 2.37% AddedShares held: Q3 2025 254.2k, Q4 2025 225.9k, Q1 2026 366.4k, Q2 2026 538.5k +172.2k +172,155 47.0%
17 SPOTIFY TECHNOLOGY S A SHS SPOT SPOT 378,559 $173.8m1.69% 1.69% AddedShares held: Q3 2025 0, Q4 2025 332.9k, Q1 2026 328.0k, Q2 2026 378.6k +50.5k +50,549 15.4%
18 STRYKER CORPORATION COM SYK SYK 512,346 $161.3m1.57% 1.57% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 512.3k
19 SCHWAB CHARLES CORP COM SCHW SCHW 1,611,555 $148.7m1.45% 1.45% ReducedShares held: Q3 2025 10.7m, Q4 2025 7.8m, Q1 2026 2.7m, Q2 2026 1.6m -1.1m -1,132,148 -41.3%
20 REMITLY GLOBAL INC COM RELY RELY 4,892,320 $109.6m1.07% 1.07% ReducedShares held: Q3 2025 7.7m, Q4 2025 7.7m, Q1 2026 7.7m, Q2 2026 4.9m -2.8m -2,800,000 -36.4%
21 SERVICETITAN INC SHS CL A TTAN TTAN 1,180,780 $83.5m0.81% 0.81% ReducedShares held: Q3 2025 1.8m, Q4 2025 1.8m, Q1 2026 1.8m, Q2 2026 1.2m -570.4k -570,444 -32.6%
22 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 141,665 $67.7m0.66% 0.66% AddedShares held: Q3 2025 243.0k, Q4 2025 192.2k, Q1 2026 138.9k, Q2 2026 141.7k +2.7k +2,721 2.0%
23 H WORLD GROUP LTD SPONSORED ADS HTHT HTHT 1,151,118 $48.0m0.47% 0.47% AddedShares held: Q3 2025 1.5m, Q4 2025 1.4m, Q1 2026 1.1m, Q2 2026 1.2m +78.3k +78,339 7.3%
24 SOPHIA GENETICS SA ORDINARY SHARES SOPH SOPH 6,789,560 $39.2m0.38% 0.38% UnchangedShares held: Q3 2025 6.8m, Q4 2025 6.8m, Q1 2026 6.8m, Q2 2026 6.8m
25 SEA LTD SPONSORD ADS SE SE 168,830 $16.2m0.16% 0.16% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 93.3k, Q2 2026 168.8k +75.5k +75,505 80.9%
26 COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH CTSH 396,547 $15.4m0.15% 0.15% ReducedShares held: Q3 2025 423.4k, Q4 2025 412.7k, Q1 2026 428.0k, Q2 2026 396.5k -31.5k -31,463 -7.3%
27 COUPANG INC CL A CPNG CPNG 745,027 $12.9m0.13% 0.13% ReducedShares held: Q3 2025 316.2k, Q4 2025 304.9k, Q1 2026 856.3k, Q2 2026 745.0k -111.3k -111,282 -13.0%
28 FRESHWORKS INC CLASS A COM FRSH FRSH 631,598 $6.4m0.06% 0.06% ReducedShares held: Q3 2025 798.7k, Q4 2025 721.3k, Q1 2026 703.4k, Q2 2026 631.6k -71.8k -71,809 -10.2%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
THERMO FISHER SCIENTIFIC INC TMO TMO 773,600 $380.2m773.6k shares
ACCENTURE PLC IRELAND ACN ACN 518,390 $102.8m518.4k shares