
Rating #79
Generation Investment Management
Portfolio value
Stocks
Performance
1 Year
+8.91%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Top10 stocks: 68.19% of the portfolio
Adds
New Buys
Sold Outs
Cuts
2.24ppt
1.21ppt
3.31ppt
1.55ppt
1.66ppt
1.28ppt
0.27ppt
-0.52ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1 ![]() CRM | Add +52.42% | $248.51 | $236.99M | 2.24ppt | |
2 ![]() WDAY | Add +33.38% | $227.21 | $234.17M | 1.21ppt | |
3 ![]() DHR | Add +14.05% | $219.83 | $205.54M | 3.31ppt | |
4 ![]() AMZN | Add +45.19% | $228.79 | $183.70M | 1.55ppt | |
5 ![]() ACN | Add +39.43% | $254.06 | $172.56M | 1.66ppt | |
6 ![]() WST | Add +60.03% | $273.53 | $160.25M | 1.28ppt | |
7 ![]() SNPS | Add +20.09% | $444.23 | $37.15M | 0.27ppt | |
8 ![]() MELI | Add +2.52% | $2100.46 | $23.66M | -0.52ppt |
Company Name | Primary Industry | Avg. price paid | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1 ![]() MSFT | Prepackaged Software | $260.43 | Cut -12.98% | 4.13M | $2.00B | 13.85% -2.43ppt | 0.06% | 47 Quarters | Q4 2025 | |
2 ![]() DHR | Industrial Instruments | $209.39 | Add +14.05% | 7.59M | $1.74B | 12.05% 3.31ppt | 1.07% | 12 Quarters | Q4 2025 | |
3 ![]() MELI | Other Business Services | $1217.14 | Add +2.52% | 458.75K | $924.04M | 6.41% -0.52ppt | 0.90% | 33 Quarters | Q4 2025 | |
Computer Programming & Data | $182.76 | Cut -12.07% | 2.83M | $884.99M | 6.14% 0.96ppt | 0.02% | 5 Quarters | Q4 2025 | ||
5 ![]() WDAY | Data Processing Services | $234.94 | Add +33.38% | 4.12M | $884.47M | 6.13% 1.21ppt | 1.55% | 7 Quarters | Q4 2025 | |
6 ![]() SCHW | Security Brokers & Dealers | $56.58 | Cut -26.84% | 7.85M | $784.07M | 5.44% -1.35ppt | 0.44% | 40 Quarters | Q4 2025 | |
7 ![]() CRM | Prepackaged Software | $246.60 | Add +52.42% | 2.77M | $734.56M | 5.10% 2.24ppt | 0.29% | 2 Quarters | Q4 2025 | |
8 ![]() ACN | Other Business Services | $303.51 | Add +39.43% | 2.40M | $644.37M | 4.47% 1.66ppt | 0.39% | 9 Quarters | Q4 2025 | |
9 ![]() TMO | Other Measuring Devices | $442.72 | Cut -13.51% | 1.11M | $643.96M | 4.47% 0.34ppt | 0.30% | 38 Quarters | Q4 2025 | |
10 ![]() AMZN | Retail-Catalog & Mail-Order | $171.18 | Add +45.19% | 2.58M | $595.49M | 4.13% 1.55ppt | 0.02% | 20 Quarters | Q4 2025 | |
11 ![]() TRMB | Other Measuring Devices | $57.64 | Cut -9.14% | 7.59M | $594.99M | 4.13% -0.39ppt | 3.20% | 10 Quarters | Q4 2025 | |
12 ![]() A | Lab Analytical Instruments | $136.25 | Cut -34.25% | 4.18M | $568.81M | 3.95% -1.46ppt | 1.48% | 6 Quarters | Q4 2025 | |
13 ![]() STE | OrthopedicSupplies | $208.50 | Cut -30.03% | 2.09M | $529.47M | 3.67% -1.22ppt | 2.12% | 22 Quarters | Q4 2025 | |
14 ![]() WST | Other Rubber Products | $239.93 | Add +60.03% | 1.56M | $429.73M | 2.98% 1.28ppt | 2.16% | 3 Quarters | Q4 2025 | |
15 ![]() V | Other Business Services | $313.46 | Cut -9.06% | 1.21M | $425.22M | 2.95% -0.07ppt | 0.06% | 6 Quarters | Q4 2025 | |
16 ![]() EFX | Consumer Credit Reporting | $223.94 | Cut -42.57% | 1.57M | $341.02M | 2.37% -2.28ppt | 1.29% | 28 Quarters | Q4 2025 | |
17 ![]() SNPS | Prepackaged Software | $435.69 | Add +20.09% | 499.93K | $234.83M | 1.63% 0.27ppt | 0.31% | 4 Quarters | Q4 2025 | |
18 ![]() COO | Ophthalmic Goods | $81.96 | New Buy +100.00% | 2.85M | $233.54M | 1.62% 1.62ppt | 1.42% | 1 Quarter | Q4 2025 | |
19 ![]() SPOT | Radio Broadcasting | $580.71 | New Buy +100.00% | 332.93K | $193.34M | 1.34% 1.34ppt | 0.16% | 1 Quarter | Q4 2025 | |
20 ![]() TTAN | Prepackaged Software | $102.87 | 0.00% | 1.75M | $186.51M | 1.29% 0.12ppt | 1.91% | 5 Quarters | Q3 2025 |
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