Portfolio (Quarterly) Guide ↗

GENERATION INVESTMENT MANAGEMENT LLP

· CIK 0001375534

13F Portfolio $11.2B AUM 29 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 14 Added 9 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CRM	SALESFORCE INC	Technology	2,772,875	$734.6M	5.09%	SOLD
2	A	AGILENT TECHNOLOGIES INC	Healthcare	4,180,266	$568.8M	3.94%	SOLD
3	SNPS	SYNOPSYS INC	Technology	499,931	$234.8M	1.63%	SOLD
4	CSL	CARLISLE COS INC	Industrials	341,452	$109.2M	0.76%	SOLD
5	TXN	TEXAS INSTRS INC	Technology	28,109	$4.9M	0.03%	SOLD
6	TYGO	TIGO ENERGY INC	Energy	1,658,857	$2.3M	0.02%	SOLD

Sector Allocation

Technology 34.7%

Healthcare 26.5%

Consumer Cyclical 18.4%

Financial Services 10.6%

Communication Services 6.9%

Industrials 3.0%