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Generation Investment Management 13F Holdings and Portfolio Changes
Generation Investment Management reported $10.29B in 13F securities for Q2 2026, with 28 positions. Values are as of the report date; option positions, when present, use underlying-security values. This is not complete fund assets or investment performance.
Open interactive portfolioLatest 13F portfolio changes
New or increased positions include MERCADOLIBRE (MELI), VISA (V), COOPER COS (COO), and MSCI. Reduced or exited positions include DANAHER CORP DEL (DHR), Amazon (AMZN), Microsoft (MSFT), and WEST PHARMACEUTICAL SVSC (WST). These are comparisons between reported positions, not a record of execution dates, prices or cash traded.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-10; disclosure source SEC 13F.
Reported holdings and concentration
Generation Investment Management's Q2 2026 13F report contains 28 positions valued at $10.29B. The largest reported holdings include DANAHER CORP DEL, Amazon, Microsoft, MERCADOLIBRE, and WEST PHARMACEUTICAL SVSC.
The three largest positions in the holdings table account for approximately 35.8% of reported 13F value. The largest reported sector exposure is Information Technology at 26.2% of the disclosed portfolio.
The filing metadata lists report date 2026-06-30, filing date 2026-08-10, SEC accession 0001752724-26-000044. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Generation Investment Management portfolio analytics
the top five positions account for 50.7% of disclosed value; the largest sector exposure is Information Technology at 26.2%; latest prices differ from modeled cost estimates by an average 95.9% across 28 tracked positions (estimated costs, not reported purchase prices or actual investment returns).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| DHR whale holders DANAHER CORP DEL | $1.29B | 12.5% | Reduced |
| AMZN whale holders AMAZON COM INC | $1.24B | 12.0% | Reduced |
| MSFT whale holders MICROSOFT CORP | $1.16B | 11.3% | Reduced |
| MELI whale holders MERCADOLIBRE INC | $802.4M | 7.8% | Increased |
| WST whale holders WEST PHARMACEUTICAL SVSC INC | $728.2M | 7.1% | Reduced |
| GOOGL whale holders ALPHABET INC | $713.8M | 6.9% | Reduced |
| V whale holders VISA INC | $523.9M | 5.1% | Increased |
| STE whale holders STERIS PLC | $480.2M | 4.7% | Reduced |
| TRMB whale holders TRIMBLE INC | $368.0M | 3.6% | Reduced |
| COO whale holders COOPER COS INC | $356.3M | 3.5% | Increased |
New and increased positions
Largest reported position values among additions; not amounts spent buying.
- MELI whale holders — MERCADOLIBRE INC ($802.4M)
- V whale holders — VISA INC ($523.9M)
- COO whale holders — COOPER COS INC ($356.3M)
- MSCI whale holders — MSCI INC ($301.5M)
- EFX whale holders — EQUIFAX INC ($290.9M)
- INTU whale holders — INTUIT ($285.9M)
Reduced and exited positions
Sorted by reported position value; exits use the prior report. These are not sale proceeds.
- DHR whale holders — DANAHER CORP DEL ($1.29B)
- AMZN whale holders — AMAZON COM INC ($1.24B)
- MSFT whale holders — MICROSOFT CORP ($1.16B)
- WST whale holders — WEST PHARMACEUTICAL SVSC INC ($728.2M)
- GOOGL whale holders — ALPHABET INC ($713.8M)
- STE whale holders — STERIS PLC ($480.2M)
Allocation
- Information Technology: 26.2%
- Health Care: 25.8%
- Consumer Discretionary: 20.0%
- Other: 11.5%
- Financials: 9.5%
- Communication Services: 7.1%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
Read the original SEC filing (0001752724-26-000044)
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Questions about this 13F filing
What does Generation Investment Management report for Q2 2026?
The filing reports 28 positions and $10.29B in 13F securities. The holdings table shows reported values and weights; option values follow the filing's reporting conventions.
What changed between filings?
New or increased positions include MERCADOLIBRE (MELI), VISA (V), COOPER COS (COO), and MSCI. Reduced or exited positions include DANAHER CORP DEL (DHR), Amazon (AMZN), Microsoft (MSFT), and WEST PHARMACEUTICAL SVSC (WST).
Do these amounts show how much was bought or sold?
No. The change lists are ranked by reported position value. Exited positions use their value in the prior report. These amounts are not execution prices, cash invested or sale proceeds.
Is this the current portfolio?
No. Form 13F is a quarter-end snapshot, generally filed within 45 days of quarter end. It excludes short positions and does not cover every asset. Compare the report date and filing date before using the data.