GENERATION INVESTMENT MANAGEMENT LLP

CIK 0001375534 · Q2 2026

13F Equity AUM

$10.3B

-7.8% QoQ

Positions

-29 QoQ

AUM Rank

#1,113

Top 9%

Skill Alpha (FF)

+2.0%/yr^ns

No Clear Edge

Rank #1,192 · Top 15%

vs S&P -0.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 50.7%Top 10: 74.4%Top 20: 97.2%

DHR12.5%

AMZN12.0%

MSFT11.3%

MLB17.8%

WST7.1%

GOOGL6.9%

V5.1%

STE4.7%

TRMB3.6%

COO3.5%

Others (18)25.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 28Median: 2.76%Avg: 3.57%

0–0.5%

6(1.3%)

0.5–1%

2(1.5%)

1–3%

9(19.4%)

3–5%

4(15.0%)

5%+

7(62.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 28vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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