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GENERATION INVESTMENT MANAGEMENT LLP

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LONDON X0 Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Generation Investment Management LLP is based out of London. Generation Investment Management LLP is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $22,058,331,290 in managed 13F securities and a top 10 holdings concentration of 51.46%. Generation Investment Management LLP's largest holding is Amazon.com Inc. with shares held of 13,107,350. Whalewisdom has at least 74 13F filings, 1 13D filings, 124 13G filings, and 4 Form 4 filings

2023-12-31

Top Buys (13F)

Name % Change
ACN Accenture Plc 1.3%
TRMB Trimble Navigation L 1.12%
EFX Equifax Inc. 0.89%
NTNX Nutanix Inc 0.62%
CRM Salesforce.com Inc. 0.55%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AMZN Amazon.com Inc. 9.03%
MSFT Microsoft Corp. 8.88%
AMAT Applied Materials In 5.41%
EFX Equifax Inc. 4.32%
TMO Thermo Fisher Scient 4.29%

2023-12-31

13F Activity

Market Value $22.1b, Prior: $19.0b
New Purchases 2 stocks
Added To 8 stocks
Sold out of 1 stocks
Reduced holdings in 31 stocks
Top 10 Holdings % 51.46%
Turnover %[1] 6.82%
Turnover Alt %[2] 4.71%
Time Held Top 20 9.15 quarters
Time Held Top 10 5.6 quarters
Time Held All 17.32 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance