GENERATION INVESTMENT MANAGEMENT LLP
London X0 · SEC CIK 0001375534
$102.90亿2026Q2 申报市值
28持仓数
74.4%前十大占比 · 第一大 12.5%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SYK 新建仓+$1.61亿
MCO 加仓+$7,797.24万
INTU 加仓+$7,086.83万
COO 加仓+$2,648.14万
MELI 加仓+$2,561.36万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$5.06亿
TMO 清仓-$3.80亿
WDAY 减仓-$2.29亿
SCHW 减仓-$1.04亿
ACN 清仓-$1.03亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $12.88亿 | 12.52% | 6,761,596 | -512,799 | -7.0% | -$9,767.80万 | 减仓 |
| AMZN | AMAZON COM INC | $12.38亿 | 12.03% | 5,193,506 | -208,205 | -3.9% | -$4,962.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $11.61亿 | 11.29% | 3,113,553 | -1,355,466 | -30.3% | -$5.06亿 | 减仓 |
| MELI | MERCADOLIBRE INC | $8.02亿 | 7.80% | 472,716 | 15,090 | 3.3% | $2,561.36万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $7.28亿 | 7.08% | 2,028,322 | -215,654 | -9.6% | -$7,741.98万 | 减仓 |
| GOOGL | ALPHABET INC | $7.14亿 | 6.94% | 1,997,385 | -36,079 | -1.8% | -$1,289.36万 | 减仓 |
| V | VISA INC | $5.24亿 | 5.09% | 1,526,992 | 12,323 | 0.8% | $422.79万 | 加仓 |
| STE | STERIS PLC | $4.80亿 | 4.67% | 2,280,698 | -27,761 | -1.2% | -$584.56万 | 减仓 |
| TRMB | TRIMBLE INC | $3.68亿 | 3.58% | 7,190,197 | -590,293 | -7.6% | -$3,021.12万 | 减仓 |
| COO | COOPER COS INC | $3.56亿 | 3.46% | 4,968,673 | 369,284 | 8.0% | $2,648.14万 | 加仓 |
| NTNX | NUTANIX INC | $3.42亿 | 3.32% | 6,709,160 | -794,661 | -10.6% | -$4,049.59万 | 减仓 |
| MSCI | MSCI INC | $3.01亿 | 2.93% | 538,342 | 36,176 | 7.2% | $2,026.00万 | 加仓 |
| EFX | EQUIFAX INC | $2.91亿 | 2.83% | 1,832,583 | 56,974 | 3.2% | $904.29万 | 加仓 |
| INTU | INTUIT | $2.86亿 | 2.78% | 1,095,488 | 271,526 | 33.0% | $7,086.83万 | 加仓 |
| WDAY | WORKDAY INC | $2.83亿 | 2.75% | 2,311,084 | -1,870,802 | -44.7% | -$2.29亿 | 减仓 |
| MCO | MOODYS CORP | $2.44亿 | 2.37% | 538,516 | 172,155 | 47.0% | $7,797.24万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.74亿 | 1.69% | 378,559 | 50,549 | 15.4% | $2,320.86万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.61亿 | 1.57% | 512,346 | 512,346 | — | $1.61亿 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $1.49亿 | 1.45% | 1,611,555 | -1,132,148 | -41.3% | -$1.04亿 | 减仓 |
| RELY | REMITLY GLOBAL INC | $1.10亿 | 1.07% | 4,892,320 | -2,800,000 | -36.4% | -$6,274.80万 | 减仓 |
| TTAN | SERVICETITAN INC | $8,349.30万 | 0.81% | 1,180,780 | -570,444 | -32.6% | -$4,033.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,765.50万 | 0.66% | 141,665 | 2,721 | 2.0% | $129.95万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $4,802.46万 | 0.47% | 1,151,118 | 78,339 | 7.3% | $326.83万 | 加仓 |
| SOPH | SOPHIA GENETICS SA | $3,917.58万 | 0.38% | 6,789,560 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $1,617.90万 | 0.16% | 168,830 | 75,505 | 80.9% | $723.56万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,535.83万 | 0.15% | 396,547 | -31,463 | -7.4% | -$121.86万 | 减仓 |
| CPNG | COUPANG INC | $1,294.11万 | 0.13% | 745,027 | -111,282 | -13.0% | -$193.30万 | 减仓 |
| FRSH | FRESHWORKS INC | $639.18万 | 0.06% | 631,598 | -71,809 | -10.2% | -$72.67万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -773,600 | -100.0% | -$3.80亿 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -518,390 | -100.0% | -$1.03亿 | 清仓 |