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Generation Investment Management's Portfolio and 13F Filing

Value: $20.72B
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 $446.31 N/A 5,050,590 $2,254,128,823 10.88%
2 Charles Schwab Corporation (The SCHW $74.89 N/A 26,536,834 $1,987,343,498 9.59%
3 TE Connectivity Ltd. New Switze TEL $140.48 N/A 8,345,653 $1,172,397,333 5.66%
4 Cognizant Technology Solutions CTSH $66.76 N/A 16,089,333 $1,074,123,871 5.18%
5 Henry Schein, Inc. HSIC $72.82 N/A 13,388,379 $974,941,759 4.70%
6 Palo Alto Networks, Inc. PANW $288.79 N/A 3,339,749 $964,486,114 4.65%
7 Thermo Fisher Scientific Inc TMO $571.73 N/A 1,644,477 $940,196,835 4.54%
8 Nutanix, Inc. NTNX $60.89 N/A 15,433,452 $939,742,892 4.53%
9 Jones Lang LaSalle Incorporated JLL $180.51 N/A 4,877,089 $880,363,335 4.25%
10 Applied Materials, Inc. AMAT $197.50 N/A 4,200,536 $829,605,860 4.00%
11 Texas Instruments Incorporated TXN $175.25 N/A 4,660,768 $816,799,592 3.94%
12 CBRE Group Inc Class A CBRE $87.02 N/A 8,428,408 $733,440,064 3.54%
13 Trimble Inc. TRMB $59.21 N/A 11,459,890 $678,540,087 3.27%
14 Acuity Brands, Inc. AYI $251.73 N/A 2,669,270 $671,935,337 3.24%
15 Becton Dickinson And Company BDX $230.48 N/A 2,581,049 $594,880,174 2.87%
16 Analog Devices, Inc. ADI $197.94 N/A 2,795,881 $553,416,685 2.67%
17 Aptiv PLC Ordinary Shares APTV $70.13 N/A 7,289,964 $511,245,175 2.47%
18 MercadoLibre, Inc. MELI $1,363.83 N/A 355,596 $484,972,493 2.34%
19 Equifax, Inc. EFX $226.28 N/A 1,896,225 $429,077,793 2.07%
20 Baxter International Inc. BAX $40.23 N/A 10,606,094 $426,683,162 2.06%