GENERATION INVESTMENT MANAGEMENT LLP
London X0 · SEC CIK 0001375534
$111.59亿2026Q1 申报市值
29持仓数
72.7%前十大占比 · 第一大 14.8%
2 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$5.88亿
INTU 新建仓+$3.56亿
WST 加仓+$1.71亿
NTNX 加仓+$1.55亿
MSCI 加仓+$1.48亿
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$7.35亿
A 清仓-$5.69亿
SCHW 减仓-$4.80亿
ACN 减仓-$3.73亿
SNPS 清仓-$2.35亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $16.54亿 | 14.83% | 4,469,019 | 340,719 | 8.3% | $1.26亿 | 加仓 |
| DHR | DANAHER CORP DEL | $13.79亿 | 12.36% | 7,274,395 | -315,266 | -4.2% | -$5,977.44万 | 减仓 |
| AMZN | AMAZON COM INC | $11.25亿 | 10.08% | 5,401,711 | 2,821,825 | 109.4% | $5.88亿 | 加仓 |
| MELI | MERCADOLIBRE INC | $7.91亿 | 7.09% | 457,626 | -1,125 | -0.2% | -$194.51万 | 减仓 |
| GOOGL | ALPHABET INC | $5.85亿 | 5.24% | 2,033,464 | -793,979 | -28.1% | -$2.28亿 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $5.62亿 | 5.04% | 2,243,976 | 682,107 | 43.7% | $1.71亿 | 加仓 |
| WDAY | WORKDAY INC | $5.43亿 | 4.87% | 4,181,886 | 63,875 | 1.6% | $829.86万 | 加仓 |
| STE | STERIS PLC | $5.10亿 | 4.57% | 2,308,459 | 219,976 | 10.5% | $4,864.33万 | 加仓 |
| TRMB | TRIMBLE INC | $5.08亿 | 4.55% | 7,780,490 | 186,509 | 2.5% | $1,216.60万 | 加仓 |
| V | VISA INC | $4.58亿 | 4.10% | 1,514,669 | 302,223 | 24.9% | $9,134.39万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.80亿 | 3.41% | 773,600 | -337,727 | -30.4% | -$1.66亿 | 减仓 |
| INTU | INTUIT | $3.56亿 | 3.19% | 823,962 | 823,962 | — | $3.56亿 | 新建仓 |
| COO | COOPER COS INC | $3.29亿 | 2.95% | 4,599,389 | 1,749,961 | 61.4% | $1.25亿 | 加仓 |
| EFX | EQUIFAX INC | $3.20亿 | 2.87% | 1,775,609 | 203,935 | 13.0% | $3,672.26万 | 加仓 |
| NTNX | NUTANIX INC | $2.85亿 | 2.56% | 7,503,821 | 4,073,899 | 118.8% | $1.55亿 | 加仓 |
| MSCI | MSCI INC | $2.71亿 | 2.43% | 502,166 | 274,917 | 121.0% | $1.48亿 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.58亿 | 2.31% | 2,743,703 | -5,104,014 | -65.0% | -$4.80亿 | 减仓 |
| MCO | MOODYS CORP | $1.60亿 | 1.43% | 366,361 | 140,452 | 62.2% | $6,127.22万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.59亿 | 1.43% | 328,010 | -4,923 | -1.5% | -$238.72万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $1.21亿 | 1.08% | 7,692,320 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $1.11亿 | 1.00% | 1,751,224 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $1.03亿 | 0.92% | 518,390 | -1,883,301 | -78.4% | -$3.73亿 | 减仓 |
| HTHT | H WORLD GROUP LTD | $5,395.01万 | 0.48% | 1,072,779 | -282,652 | -20.9% | -$1,421.46万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,695.61万 | 0.42% | 138,944 | -53,248 | -27.7% | -$1,799.52万 | 减仓 |
| SOPH | SOPHIA GENETICS SA | $3,360.83万 | 0.30% | 6,789,560 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,625.84万 | 0.24% | 428,010 | 15,281 | 3.7% | $93.75万 | 加仓 |
| CPNG | COUPANG INC | $1,616.71万 | 0.14% | 856,309 | 551,368 | 180.8% | $1,040.98万 | 加仓 |
| SE | SEA LTD | $772.82万 | 0.07% | 93,325 | 93,325 | — | $772.82万 | 新建仓 |
| FRSH | FRESHWORKS INC | $564.84万 | 0.05% | 703,407 | -17,917 | -2.5% | -$14.39万 | 减仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,772,875 | -100.0% | -$7.35亿 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,180,266 | -100.0% | -$5.69亿 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -499,931 | -100.0% | -$2.35亿 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -341,452 | -100.0% | -$1.09亿 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -28,109 | -100.0% | -$487.66万 | 清仓 |
| — | TIGO ENERGY INC | $0 | 0.00% | 0 | -1,658,857 | -100.0% | -$228.92万 | 清仓 |