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Generation Investment Management's Portfolio and 13F Filing

Value: $20.53B
CIK: 0001375534
Phone: 44-0-207-534-4700
Address: 20 Air Street, London, X0 (W1B 5AN)
Latest 13F Filing: 2020-10-01
Generation Investment Management's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

Current Value Percent
1 Gartner, Inc. IT $422.39 N/A 5,050,590 $2,133,318,710 10.39%
2 Charles Schwab Corporation (The SCHW $74.57 N/A 26,536,834 $1,978,851,711 9.64%
3 TE Connectivity Ltd. New Switze TEL $139.45 N/A 8,345,653 $1,163,801,311 5.67%
4 Cognizant Technology Solutions CTSH $65.37 N/A 16,089,333 $1,051,759,698 5.12%
5 Palo Alto Networks, Inc. PANW $287.34 N/A 3,339,749 $959,643,478 4.68%
6 Thermo Fisher Scientific Inc TMO $574.99 N/A 1,644,477 $945,557,830 4.61%
7 Nutanix, Inc. NTNX $61.11 N/A 15,433,452 $943,138,252 4.59%
8 Henry Schein, Inc. HSIC $68.78 N/A 13,388,379 $920,852,708 4.49%
9 Jones Lang LaSalle Incorporated JLL $180.41 N/A 4,877,089 $879,875,626 4.29%
10 Texas Instruments Incorporated TXN $175.20 N/A 4,660,768 $816,566,554 3.98%
11 Applied Materials, Inc. AMAT $193.99 N/A 4,200,536 $814,861,979 3.97%
12 CBRE Group Inc Class A CBRE $86.27 N/A 8,428,408 $727,118,758 3.54%
13 Trimble Inc. TRMB $58.59 N/A 11,459,890 $671,434,955 3.27%
14 Acuity Brands, Inc. AYI $246.02 N/A 2,669,270 $656,693,805 3.20%
15 Becton Dickinson And Company BDX $233.72 N/A 2,581,049 $603,242,772 2.94%
16 Analog Devices, Inc. ADI $193.89 N/A 2,795,881 $542,093,367 2.64%
17 MercadoLibre, Inc. MELI $1,456.51 N/A 355,596 $517,929,130 2.52%
18 Aptiv PLC Ordinary Shares APTV $69.75 N/A 7,289,964 $508,474,989 2.48%
19 Sensata Technologies Holding pl ST $38.99 N/A 12,350,110 $481,530,789 2.35%
20 Baxter International Inc. BAX $40.34 N/A 10,606,094 $427,849,832 2.08%