Portfolio (Quarterly) Guide ↗

GENERATION INVESTMENT MANAGEMENT LLP

· CIK 0001375534

13F Portfolio $10.3B AUM 28 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 11 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TMO	THERMO FISHER SCIENTIFIC INC	Healthcare	773,600	$380.2M	3.41%	SOLD
2	ACN	ACCENTURE PLC IRELAND	Technology	518,390	$102.8M	0.92%	SOLD

Sector Allocation

Technology 27.4%

Healthcare 27.1%

Consumer Cyclical 21.3%

Financial Services 12.3%

Communication Services 8.9%

Industrials 2.9%