Generation Investment Management
+438.8%
13F reported fund value
$10,289,660,825
Holdings
| Asset | Weight | Price | They hold | You hold |
|---|---|---|---|---|
AMZN24/7 Amazon | 12% | $259.92+1.4% | $1.24bn | |
MSFT24/7 Microsoft | 11% | $529.76+0.1% | $1.16bn | |
MELI24/5 MercadoLibre | 8% | $1,872.78+0.8% | $802m | |
GOOGL24/7 Alphabet Class A | 7% | $350.50+0.8% | $714m | |
V24/5 Visa | 5% | $372.10+0.4% | $524m | |
INTU24/5 Intuit | 3% | $297.24+2.6% | $286m | |
SPOT24/5 Spotify | 2% | $512.92+5.1% | $174m | |
SCHW24/5 Charles Schwab | 1% | $95.58-1.3% | $149m | |
TSM24/7 Taiwan Semiconductor Manufacturing | 0.7% | $472.20-2.1% | $67.7m | |
CPNG24/5 Coupang | 0.1% | $14.81+2.7% | $12.9m | |
 Cash Held as USDT | 50% | $5.16bn |
Activity
DisclosedValueChange
- $10,289,660,825−$868,896,52413F for Q2 2026+12 more
New positions
MoveSinceTraded- +$161m-19%n/aSYKStryker
Closed positions
MoveSinceTradedIncreased
MoveSinceTradedDecreased
MoveSinceTraded15 positions unchanged
The filing on EDGAR - $11,158,557,349−$3,258,581,99713F for Q1 2026+21 more
New positions
MoveSinceTraded- +$356m-21%n/aINTU24/5Intuit
- +$7.73m+7%n/aSESea
Closed positions
MoveSinceTradedIncreased
MoveSinceTradedDecreased
MoveSinceTraded11 positions unchanged
The filing on EDGAR - $14,417,139,346−$678,338,80413F for Q4 2025+23 more
New positions
MoveSinceTraded- +$234m-31%n/aCOOCooper Cos
- +$193m+15%n/aSPOT24/5Spotify
- +$130m+8%n/aMSCI
- +$109m-21%n/aCSLCarlisle Companies
Closed positions
MoveSinceTraded- −$371m+3%n/aBDXBecton Dickinson
- −$323m+25%n/aADI24/5Analog Devices
- −$166m-16%n/aIDXXIdexx Laboratories
- −$5.53m+5%n/aMCHPMicrochip Technology
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$298m+33%n/aMSFT24/7Microsoft
- −$253m-24%n/aEFXEquifax
- −$156m+79%n/aNTNXNutanix
- −$288m+2%n/aSCHW24/5Charles Schwab
- −$227m-14%n/aSTESteris
- −$122m+14%n/aGOOGL24/7Alphabet Class A
- −$59.9m-9%n/aTRMBTrimble
- −$101m+30%n/aTMO24/5Thermo Fisher Scientific
- −$42.4m+15%n/aV24/5Visa
- −$15.4m+29%n/aTSM24/7Taiwan Semiconductor Manufacturing
- −$14.4m+10%n/aMCOMoodys
11 positions unchanged
The filing on EDGAR - $15,095,478,150−$635,480,78713F for Q3 2025+19 more
New positions
MoveSinceTraded- +$431m-6%n/aCRM24/5Salesforce
Closed positions
MoveSinceTraded- −$448m+1%n/aJLLJones Lang Lasalle
- −$258m-42%n/aNKE24/5NIKE
- −$166m-4%n/aVEEVVeeva Systems
- −$129m-18%n/aITGartner
- −$40.4m-20%n/aTOSTToast
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$302m+1%n/aSCHW24/5Charles Schwab
- −$209m+79%n/aADI24/5Analog Devices
- −$115m+21%n/aGOOGL24/7Alphabet Class A
- −$196m-27%n/aIDXXIdexx Laboratories
- −$145m+29%n/aBDXBecton Dickinson
- −$61.2m+25%n/aSNPSSynopsys
- −$152m+6%n/aMSFT24/7Microsoft
- −$54.0m-25%n/aTRMBTrimble
- −$49.8m+36%n/aWSTWest Pharmaceutical Svsc
- −$46.0m-20%n/aSTESteris
- −$15.1m+62%n/aTSM24/7Taiwan Semiconductor Manufacturing
16 positions unchanged
The filing on EDGAR - $15,730,958,937−$827,023,98613F for Q2 2025+24 more
New positions
MoveSinceTraded- +$304m-21%n/aIDXXIdexx Laboratories
- +$255m+55%n/aWSTWest Pharmaceutical Svsc
- +$136m-11%n/aMCOMoodys
Closed positions
MoveSinceTraded- −$349m+2%n/aMA24/5Mastercard
- −$278m+57%n/aWATWaters
- −$242m-18%n/aCOOCooper Cos
- −$98.2m-30%n/aFBINFortune Brands Innovations
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$437m+26%n/aBDXBecton Dickinson
- −$726m+16%n/aAMZN24/7Amazon
- −$413m-18%n/aITGartner
- −$184m-20%n/aMELI24/5MercadoLibre
- −$305m+1%n/aNTNXNutanix
- −$81.7m+46%n/aTMO24/5Thermo Fisher Scientific
- −$204m-17%n/aWDAYWorkday
- −$126m+37%n/aHTHTH World Group
- −$34.3m+79%n/aGOOGL24/7Alphabet Class A
- −$44.2m-10%n/aSTESteris
- −$59.2m-40%n/aEFXEquifax
- −$18.2m+59%n/aTXN24/5Texas Instruments
- −$22.7m-38%n/aTTANServicetitan
- −$65.5m+1%n/aVEEVVeeva Systems
14 positions unchanged
The filing on EDGAR - $16,557,982,923−$2,611,768,37713F for Q1 2025+24 more
New positions
MoveSinceTraded- +$240m-2%n/aSNPSSynopsys
- +$216m-42%n/aNKE24/5NIKE
- +$98.2m-27%n/aFBINFortune Brands Innovations
Closed positions
MoveSinceTraded- −$419m-2%n/aCBRECBRE Group
- −$196m+139%n/aTWLOTwilio
- −$190m+19%n/aHSICHenry Schein
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$841m+27%n/aAMZN24/7Amazon
- −$367m-37%n/aACN24/5Accenture
- −$290m+59%n/aTXN24/5Texas Instruments
- −$286m+24%n/aWATWaters
- −$76.1m-9%n/aNTNXNutanix
- −$190m+64%n/aTMO24/5Thermo Fisher Scientific
- −$118m-16%n/aTRMBTrimble
- −$119m+38%n/aBDXBecton Dickinson
- −$89.4m-31%n/aCOOCooper Cos
- −$25.5m+4%n/aV24/5Visa
- −$18.6m+17%n/aVEEVVeeva Systems
- −$45.4m+29%n/aJLLJones Lang Lasalle
- −$46.2m+84%n/aADI24/5Analog Devices
14 positions unchanged
The filing on EDGAR - $19,169,751,300−$2,237,788,82413F for Q4 2024+25 more
New positions
MoveSinceTraded- +$596m+90%n/aGOOGL24/7Alphabet Class A
- +$210m-31%n/aTTANServicetitan
Closed positions
MoveSinceTradedIncreased
MoveSinceTradedDecreased
MoveSinceTraded- −$557m-11%n/aCBRECBRE Group
- −$416m+14%n/aAMZN24/7Amazon
- −$165m+7%n/aJLLJones Lang Lasalle
- −$89.0m-42%n/aEFXEquifax
- −$115m+12%n/aHSICHenry Schein
- −$284m+118%n/aTWLOTwilio
- −$39.1m+4%n/aNTNXNutanix
- −$19.7m-36%n/aCOOCooper Cos
- −$48.2m-47%n/aACN24/5Accenture
- −$102m+18%n/aWATWaters
- −$28.8m+96%n/aADI24/5Analog Devices
- −$30.5m-64%n/aITGartner
- −$101m+2%n/aMA24/5Mastercard
- −$179m-19%n/aTRMBTrimble
15 positions unchanged
The filing on EDGAR - $21,407,540,124+$631,961,26613F for Q3 2024+17 more
New positions
MoveSinceTraded- +$451m+32%n/aAAgilent Technologies
- +$228m+22%n/aV24/5Visa
Closed positions
MoveSinceTraded- −$291m-26%n/aCSLCarlisle Companies
- −$56.1m+439%n/aTXG10x Genomics
- −$51.8m-21%n/aBAXBaxter International
Increased
MoveSinceTradedDecreased
MoveSinceTraded25 positions unchanged
The filing on EDGAR - $20,775,578,858−$1,132,527,01313F for Q2 2024+21 more
New positions
MoveSinceTraded- +$80.0m-15%n/aWDAYWorkday
- +$25.6m+182%n/aTSM24/7Taiwan Semiconductor Manufacturing
Closed positions
MoveSinceTraded- −$204m-63%n/aXRAYDentsply Sirona
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$720m+164%n/aAMAT24/5Applied Materials
- −$249m-27%n/aBAXBaxter International
- −$406m+41%n/aTT24/5Trane Technologies
- −$144m+44%n/aNTNXNutanix
- −$56.7m+22%n/aHSICHenry Schein
- −$110m+344%n/aTWLOTwilio
- −$125m-18%n/aDHRDanaher
- −$82.0m-61%n/aITGartner
- −$51.0m-15%n/aCSLCarlisle Companies
- −$92.7m+24%n/aJLLJones Lang Lasalle
- −$30.4m+23%n/aTOSTToast
- −$21.2m+9%n/aMCHPMicrochip Technology
20 positions unchanged
The filing on EDGAR - $21,908,105,871−$150,225,41913F for Q1 2024+25 more
Closed positions
MoveSinceTraded- −$132m+169%n/aPANW24/5Palo Alto Networks
- −$74.1m+1%n/aVLTOVeralto
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$283m-57%n/aITGartner
- −$167m+39%n/aAMZN24/7Amazon
- −$36.7m+339%n/aTWLOTwilio
- −$138m+17%n/aHSICHenry Schein
- −$463m+153%n/aAMAT24/5Applied Materials
- −$186m-17%n/aCRM24/5Salesforce
- −$130m+54%n/aJLLJones Lang Lasalle
- −$198m-20%n/aCSLCarlisle Companies
- −$53.9m+5%n/aTRMBTrimble
- −$44.8m+11%n/aMELI24/5MercadoLibre
- −$145m-41%n/aEFXEquifax
- −$60.5m+101%n/aADI24/5Analog Devices
- −$222m+45%n/aTT24/5Trane Technologies
- −$285m+9%n/aNTNXNutanix
- −$53.8m+61%n/aTXN24/5Texas Instruments
- −$44.9m+27%n/aMA24/5Mastercard
- −$73.1m+12%n/aTMO24/5Thermo Fisher Scientific
- −$82.2m+12%n/aTOSTToast
- −$41.1m+22%n/aWATWaters
- −$52.6m-14%n/aDHRDanaher
16 positions unchanged
The filing on EDGAR - $22,058,331,290+$3,055,143,82013F for Q4 2023+13 more
New positions
MoveSinceTraded- +$286m-44%n/aACN24/5Accenture
- +$74.1m+16%n/aVLTOVeralto
Closed positions
MoveSinceTraded- −$22.1m+61%n/aSPY24/7Spdr S&P 500 Etf Trust
Increased
MoveSinceTradedDecreased
MoveSinceTraded29 positions unchanged
The filing on EDGAR - $19,003,187,470−$1,644,622,44813F for Q3 2023+11 more
New positions
MoveSinceTraded- +$349m+47%n/aTRMBTrimble
Closed positions
MoveSinceTraded- −$66.3m+27%n/aPTC
- −$6.22mn/an/aACTCProterra
Increased
MoveSinceTraded- +$58.2m+13%n/aDHRDanaher
- +$57.5m+74%n/aWATWaters
Decreased
MoveSinceTraded31 positions unchanged
The filing on EDGAR - $20,647,809,918+$1,868,504,71813F for Q2 2023+18 more
New positions
MoveSinceTraded- +$389mn/an/aWATWaters
- +$149mn/an/aTYGOTigo Energy
- +$99.6mn/an/aVEEVVeeva Systems
Increased
MoveSinceTradedDecreased
MoveSinceTraded23 positions unchanged
The filing on EDGAR - $18,779,305,200+$1,457,436,69413F for Q1 2023+17 more
New positions
MoveSinceTraded- +$374mn/an/aDHRDanaher
- +$7.87mn/an/aCPNG24/5Coupang
Closed positions
MoveSinceTraded- −$329mn/an/aBABA24/5Alibaba Group Holding
- −$104mn/an/aTRMBTrimble
Increased
MoveSinceTradedDecreased
MoveSinceTraded23 positions unchanged
The filing on EDGAR - $17,321,868,506+$466,523,50613F for Q4 2022+15 more
New positions
MoveSinceTraded- +$151mn/an/aXRAYDentsply Sirona
Closed positions
MoveSinceTradedIncreased
MoveSinceTraded- +$365mn/an/aTXN24/5Texas Instruments
- +$128mn/an/aCOOCooper Cos
- +$110mn/an/aTOSTToast
- +$111mn/an/aTWLOTwilio
Decreased
MoveSinceTraded28 positions unchanged
The filing on EDGAR - $16,855,345,000−$1,491,968,00013F for Q3 2022+10 more
New positions
MoveSinceTraded- +$8.56mn/an/aFRSHFreshworks
Closed positions
MoveSinceTraded- −$553mn/an/aINTC24/7Intel
- −$119mn/an/aILMNIllumina
Increased
MoveSinceTradedDecreased
MoveSinceTraded34 positions unchanged
The filing on EDGAR - $18,347,313,000−$3,491,064,00013F for Q2 2022+27 more
New positions
MoveSinceTradedClosed positions
MoveSinceTradedIncreased
MoveSinceTraded- +$948mn/an/aMSFT24/7Microsoft
- +$290mn/an/aADI24/5Analog Devices
- +$241mn/an/aPANW24/5Palo Alto Networks
- +$245mn/an/aCRM24/5Salesforce
- +$201mn/an/aTT24/5Trane Technologies
- +$232mn/an/aSHOP24/5Shopify
- +$47.2mn/an/aMELI24/5MercadoLibre
- +$67.3mn/an/aPTC
- +$168mn/an/aAMAT24/5Applied Materials
- +$43.9mn/an/aEFXEquifax
- +$162mn/an/aTWLOTwilio
- +$1.17bnn/an/aAMZN24/7Amazon
- +$72.5mn/an/aSCHW24/5Charles Schwab
- +$48.7mn/an/aTOSTToast
- +$67.0mn/an/aINTC24/7Intel
Decreased
MoveSinceTraded- −$414mn/an/aGOOG24/5Alphabet
- −$217mn/an/aBAXBaxter International
- −$320mn/an/aBDXBecton Dickinson
- −$200mn/an/aSTESteris
- −$56.3mn/an/aILMNIllumina
- −$35.6mn/an/aCOOCooper Cos
- −$136mn/an/aHTHTH World Group
20 positions unchanged
The filing on EDGAR - $21,838,377,000−$2,493,242,00013F for Q1 2022+26 more
New positions
MoveSinceTraded- +$435mn/an/aABMDAbiomed
- +$56.2mn/an/aSHOP24/5Shopify
Closed positions
MoveSinceTraded- −$557mn/an/aCSCO24/5Cisco Systems
- −$247mn/an/aGWREGuidewire Software
- −$82.7mn/an/aSTNEStoneCo
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$370mn/an/aBAXBaxter International
- −$455mn/an/aPANW24/5Palo Alto Networks
- −$263mn/an/aSTSensata Technologies Holding
- −$259mn/an/aXRAYDentsply Sirona
- −$191mn/an/aTMO24/5Thermo Fisher Scientific
- −$118mn/an/aTEL24/5TE Connectivity
- −$161mn/an/aMSFT24/7Microsoft
- −$69.5mn/an/aCBRECBRE Group
- −$118mn/an/aBDXBecton Dickinson
- −$74.7mn/an/aHTHTH World Group
- −$76.2mn/an/aADI24/5Analog Devices
- −$109mn/an/aCOOCooper Cos
- −$74.2mn/an/aSTESteris
- −$79.7mn/an/aGOOG24/5Alphabet
20 positions unchanged
The filing on EDGAR - $24,331,619,000+$277,655,00013F for Q4 2021+23 more
New positions
MoveSinceTraded- +$695mn/an/aV24/5Visa
- +$404mn/an/aCSLCarlisle Companies
- +$102mn/an/aPTC
- +$82.7mn/an/aSTNEStoneCo
Closed positions
MoveSinceTraded- −$292mn/an/aSNPSSynopsys
- −$180mn/an/aAYIAcuity Inc. (De)
Increased
MoveSinceTraded- +$289mn/an/aBDXBecton Dickinson
- +$260mn/an/aXRAYDentsply Sirona
- +$190mn/an/aCLVTClarivate
- +$83.2mn/an/aTOSTToast
- +$44.4mn/an/aACTCProterra
- +$66.8mn/an/aMCHPMicrochip Technology
- +$32.5mn/an/aINTC24/7Intel
Decreased
MoveSinceTraded- −$398mn/an/aCSCO24/5Cisco Systems
- −$129mn/an/aBABA24/5Alibaba Group Holding
- −$355mn/an/aPANW24/5Palo Alto Networks
- −$311mn/an/aGOOG24/5Alphabet
- −$321mn/an/aTMO24/5Thermo Fisher Scientific
- −$161mn/an/aADI24/5Analog Devices
- −$205mn/an/aITGartner
- −$188mn/an/aEFXEquifax
- −$82.8mn/an/aSCHW24/5Charles Schwab
- −$154mn/an/aTEL24/5TE Connectivity
- −$155mn/an/aSTESteris
- −$26.6mn/an/aTXN24/5Texas Instruments
- −$70.3mn/an/aCBRECBRE Group
23 positions unchanged
The filing on EDGAR - $24,053,964,000−$60,852,00013F for Q3 2021+23 more
New positions
MoveSinceTraded- +$547mn/an/aCLVTClarivate
- +$406mn/an/aRELYRemitly Global
- +$121mn/an/aSOPHSophia Genetics
- +$43.7mn/an/aTOSTToast
- +$10.7mn/an/aSPY24/7Spdr S&P 500 Etf Trust
Closed positions
MoveSinceTraded- −$127mn/an/aPENPenumbra
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$469mn/an/aEFXEquifax
- −$594mn/an/aCSCO24/5Cisco Systems
- −$196mn/an/aTXN24/5Texas Instruments
- −$171mn/an/aADI24/5Analog Devices
- −$187mn/an/aCTSHCognizant Technology Solutio
- −$96.1mn/an/aAMZN24/7Amazon
- −$119mn/an/aAYIAcuity Inc. (De)
- −$66.1mn/an/aILMNIllumina
- −$98.1mn/an/aPANW24/5Palo Alto Networks
- −$96.2mn/an/aSCHW24/5Charles Schwab
- −$70.8mn/an/aTT24/5Trane Technologies
- −$62.7mn/an/aTRMBTrimble
- −$81.1mn/an/aSNPSSynopsys
- −$167mn/an/aITGartner
- −$41.1mn/an/aTEL24/5TE Connectivity
- −$125mn/an/aASANAsana
20 positions unchanged
The filing on EDGAR - $24,114,816,000+$259,213,00013F for Q2 2021+20 more
New positions
MoveSinceTraded- +$397mn/an/aINTC24/7Intel
- +$344mn/an/aSNPSSynopsys
Closed positions
MoveSinceTraded- −$124mn/an/aAON
- −$91.4mn/an/aWATWaters
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$660mn/an/aCTSHCognizant Technology Solutio
- −$459mn/an/aXRAYDentsply Sirona
- −$214mn/an/aCOOCooper Cos
- −$251mn/an/aCBRECBRE Group
- −$254mn/an/aAYIAcuity Inc. (De)
- −$172mn/an/aTEL24/5TE Connectivity
- −$249mn/an/aSCHW24/5Charles Schwab
- −$110mn/an/aTXN24/5Texas Instruments
- −$124mn/an/aTRMBTrimble
- −$153mn/an/aPANW24/5Palo Alto Networks
- −$109mn/an/aADI24/5Analog Devices
- −$46.7mn/an/aTT24/5Trane Technologies
- −$119mn/an/aILMNIllumina
19 positions unchanged
The filing on EDGAR - $23,855,603,000+$1,443,327,00013F for Q1 2021+24 more
New positions
MoveSinceTraded- +$935mn/an/aAMZN24/7Amazon
- +$147mn/an/aGWREGuidewire Software
- +$124mn/an/aAON
Closed positions
MoveSinceTraded- −$239mn/an/aCERNCerner
- −$195mn/an/aNo tickerAptiv
- −$119mn/an/aWDAYWorkday
- −$29.4mn/an/aABNB24/5Airbnb
Increased
MoveSinceTraded- +$516mn/an/aSTESteris
- +$329mn/an/aBABA24/5Alibaba Group Holding
- +$300mn/an/aBAXBaxter International
- +$41.0mn/an/aNTNXNutanix
- +$221mn/an/aEFXEquifax
Decreased
MoveSinceTraded- −$672mn/an/aSCHW24/5Charles Schwab
- −$154mn/an/aPANW24/5Palo Alto Networks
- −$162mn/an/aMELI24/5MercadoLibre
- −$90.8mn/an/aCTSHCognizant Technology Solutio
- −$288mn/an/aXRAYDentsply Sirona
- −$165mn/an/aTXN24/5Texas Instruments
- −$109mn/an/aAMAT24/5Applied Materials
- −$144mn/an/aTRMBTrimble
- −$78.0mn/an/aTWLOTwilio
- −$42.2mn/an/aAYIAcuity Inc. (De)
- −$56.8mn/an/aADI24/5Analog Devices
- −$62.4mn/an/aTEL24/5TE Connectivity
- −$35.7mn/an/aASANAsana
- −$91.1mn/an/aITGartner
- −$35.5mn/an/aPENPenumbra
17 positions unchanged
The filing on EDGAR - $22,412,276,000+$3,571,708,00013F for Q4 2020+21 more
New positions
MoveSinceTradedClosed positions
MoveSinceTraded- −$225mn/an/aVARVarian Med Sys
- −$209mn/an/aSRCLStericycle
- −$166mn/an/aAOSSmith A O
Increased
MoveSinceTraded- +$696mn/an/aEFXEquifax
- +$290mn/an/aILMNIllumina
- +$219mn/an/aCSCO24/5Cisco Systems
- +$69.4mn/an/aBDXBecton Dickinson
Decreased
MoveSinceTraded- −$674mn/an/aNo tickerAptiv
- −$96.3mn/an/aSCHW24/5Charles Schwab
- −$183mn/an/aCTSHCognizant Technology Solutio
- −$182mn/an/aTT24/5Trane Technologies
- −$213mn/an/aTEL24/5TE Connectivity
- −$75.6mn/an/aTMO24/5Thermo Fisher Scientific
- −$91.8mn/an/aTXN24/5Texas Instruments
- −$74.7mn/an/aGOOG24/5Alphabet
- −$24.3mn/an/aPENPenumbra
- −$155mn/an/aPANW24/5Palo Alto Networks
- −$34.3mn/an/aMELI24/5MercadoLibre
- −$120mn/an/aTRMBTrimble
- −$27.9mn/an/aAYIAcuity Inc. (De)
- −$51.6mn/an/aTWLOTwilio
- −$103mn/an/aASANAsana
20 positions unchanged
The filing on EDGAR - $18,840,568,000+$1,505,485,00013F for Q3 2020+23 more
New positions
MoveSinceTraded- +$726mn/an/aCSCO24/5Cisco Systems
- +$154mn/an/aASANAsana
- +$79.1mn/an/aSTESteris
Increased
MoveSinceTraded- +$356mn/an/aADI24/5Analog Devices
- +$230mn/an/aBDXBecton Dickinson
- +$84.3mn/an/aCOOCooper Cos
- +$118mn/an/aSCHW24/5Charles Schwab
- +$92.3mn/an/aAYIAcuity Inc. (De)
- +$63.2mn/an/aCBRECBRE Group
- +$101mn/an/aBAXBaxter International
- +$71.8mn/an/aITGartner
- +$62.6mn/an/aAMAT24/5Applied Materials
- +$24.1mn/an/aEFXEquifax
- +$41.2mn/an/aNTNXNutanix
Decreased
MoveSinceTraded- −$523mn/an/aGOOG24/5Alphabet
- −$337mn/an/aVARVarian Med Sys
- −$161mn/an/aMELI24/5MercadoLibre
- −$139mn/an/aWDAYWorkday
- −$203mn/an/aTMO24/5Thermo Fisher Scientific
- −$138mn/an/aTXN24/5Texas Instruments
- −$110mn/an/aTRMBTrimble
- −$94.8mn/an/aTWLOTwilio
- −$129mn/an/aCRM24/5Salesforce
- −$47.2mn/an/aPANW24/5Palo Alto Networks
- −$56.3mn/an/aAOSSmith A O
- −$56.9mn/an/aNo tickerAptiv
16 positions unchanged
The filing on EDGAR - $17,335,083,000+$3,248,099,00013F for Q2 2020+17 more
Closed positions
MoveSinceTradedIncreased
MoveSinceTradedDecreased
MoveSinceTraded21 positions unchanged
The filing on EDGAR - $14,086,984,000−$1,549,049,00013F for Q1 2020+28 more
New positions
MoveSinceTradedClosed positions
MoveSinceTradedIncreased
MoveSinceTraded- +$309mn/an/aBDXBecton Dickinson
- +$298mn/an/aILMNIllumina
- +$231mn/an/aCBRECBRE Group
- +$89.3mn/an/aSCHW24/5Charles Schwab
- +$44.5mn/an/aNo tickerAptiv
- +$91.7mn/an/aXRAYDentsply Sirona
- +$49.3mn/an/aCTSHCognizant Technology Solutio
- +$77.2mn/an/aCOOCooper Cos
- +$49.9mn/an/aPENPenumbra
- +$148mn/an/aHSICHenry Schein
- +$45.7mn/an/aCERNCerner
- +$135mn/an/aTEL24/5TE Connectivity
Decreased
MoveSinceTraded15 positions unchanged
The filing on EDGAR - $15,636,033,000+$1,464,066,00013F for Q4 2019+20 more
New positions
MoveSinceTraded- +$570mn/an/aBAXBaxter International
- +$194mn/an/aILMNIllumina
- +$67.7mn/an/aPENPenumbra
- +$2.73mn/an/aCBRECBRE Group
Closed positions
MoveSinceTraded- −$152mn/an/aALLEAllegion
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$632mn/an/aDE24/5Deere
- −$227mn/an/aADI24/5Analog Devices
- −$71.2mn/an/aTXN24/5Texas Instruments
- −$145mn/an/aMSFT24/7Microsoft
- −$94.4mn/an/aAYIAcuity Inc. (De)
- −$111mn/an/aGOOG24/5Alphabet
- −$53.8mn/an/aAMZN24/7Amazon
- −$45.4mn/an/aNo tickerIngersoll-Rand
- −$21.7mn/an/aNVDA24/7NVIDIA
- −$22.8mn/an/aAMAT24/5Applied Materials
17 positions unchanged
The filing on EDGAR - $14,171,967,000−$333,761,00013F for Q3 2019+19 more
New positions
MoveSinceTraded- +$103mn/an/aTWLOTwilio
- +$27.7mn/an/aHTHTH World Group
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$371mn/an/aNTNXNutanix
- −$191mn/an/aNVDA24/7NVIDIA
- −$105mn/an/aCOOCooper Cos
- −$102mn/an/aAYIAcuity Inc. (De)
- −$59.6mn/an/aMELI24/5MercadoLibre
- −$64.9mn/an/aADPAutomatic Data Processing
- −$53.2mn/an/aAMZN24/7Amazon
- −$39.9mn/an/aTXN24/5Texas Instruments
- −$87.6mn/an/aDE24/5Deere
- −$46.8mn/an/aALLEAllegion
- −$17.7mn/an/aCERNCerner
- −$36.3mn/an/aADI24/5Analog Devices
- −$37.4mn/an/aTMO24/5Thermo Fisher Scientific
14 positions unchanged
The filing on EDGAR - $14,505,728,000+$826,775,00013F for Q2 2019+15 more
New positions
MoveSinceTraded- +$663mn/an/aCTSHCognizant Technology Solutio
- +$374mn/an/aNTNXNutanix
- +$205mn/an/aAMAT24/5Applied Materials
Closed positions
MoveSinceTraded- −$121mn/an/aCVETCovetrus
- −$91.6mn/an/aCLColgate Palmolive
Increased
MoveSinceTraded- +$92.1mn/an/aEFXEquifax
- +$116mn/an/aNo tickerAptiv
- +$137mn/an/aGOOG24/5Alphabet
Decreased
MoveSinceTraded- −$578mn/an/aADI24/5Analog Devices
- −$181mn/an/aALLEAllegion
- −$235mn/an/aXRAYDentsply Sirona
- −$139mn/an/aCOOCooper Cos
- −$73.1mn/an/aADPAutomatic Data Processing
- −$81.3mn/an/aTMO24/5Thermo Fisher Scientific
- −$17.5mn/an/aNVDA24/7NVIDIA
- −$31.7mn/an/aMELI24/5MercadoLibre
- −$42.5mn/an/aHSICHenry Schein
- −$56.5mn/an/aNo tickerIngersoll-Rand
18 positions unchanged
The filing on EDGAR - $13,678,953,000+$1,756,248,00013F for Q1 2019+17 more
New positions
MoveSinceTraded- +$303mn/an/aEFXEquifax
- +$139mn/an/aSRCLStericycle
- +$121mn/an/aCVETCovetrus
Closed positions
MoveSinceTraded- −$79.7mn/an/aCMG24/5Chipotle Mexican Grill
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$89.5mn/an/aHSICHenry Schein
- −$292mn/an/aCOOCooper Cos
- −$171mn/an/aCERNCerner
- −$90.4mn/an/aALLEAllegion
- −$65.8mn/an/aBAPCredicorp
- −$130mn/an/aTMO24/5Thermo Fisher Scientific
- −$121mn/an/aMELI24/5MercadoLibre
- −$85.6mn/an/aADPAutomatic Data Processing
- −$57.6mn/an/aWATWaters
- −$35.4mn/an/aCRM24/5Salesforce
- −$37.1mn/an/aMSFT24/7Microsoft
- −$20.9mn/an/aCLColgate Palmolive
- −$59.7mn/an/aADI24/5Analog Devices
14 positions unchanged
The filing on EDGAR - $11,922,705,000−$609,064,00013F for Q4 2018+19 more
New positions
MoveSinceTradedClosed positions
MoveSinceTradedIncreased
MoveSinceTradedDecreased
MoveSinceTraded- −$39.0mn/an/aAYIAcuity Inc. (De)
- −$96.6mn/an/aADPAutomatic Data Processing
- −$79.2mn/an/aCERNCerner
- −$83.0mn/an/aHSICHenry Schein
- −$104mn/an/aCMG24/5Chipotle Mexican Grill
- −$76.9mn/an/aNo tickerIngersoll-Rand
- −$68.2mn/an/aBDXBecton Dickinson
- −$33.9mn/an/aMELI24/5MercadoLibre
- −$42.3mn/an/aSPY24/7Spdr S&P 500 Etf Trust
13 positions unchanged
The filing on EDGAR - $12,531,769,000+$1,198,698,00013F for Q3 2018+14 more
Closed positions
MoveSinceTradedIncreased
MoveSinceTradedDecreased
MoveSinceTraded16 positions unchanged
The filing on EDGAR - $11,333,071,000+$1,073,484,00013F for Q2 2018+15 more
New positions
MoveSinceTradedClosed positions
MoveSinceTraded- −$343mn/an/aINFYInfosys
- −$159mn/an/aMULEMulesoft
Increased
MoveSinceTradedDecreased
MoveSinceTraded17 positions unchanged
The filing on EDGAR - $10,259,587,000−$60,293,00013F for Q1 2018+21 more
New positions
MoveSinceTraded- +$447mn/an/aSTSensata Technologies Holding
- +$159mn/an/aMULEMulesoft
Closed positions
MoveSinceTradedIncreased
MoveSinceTraded- +$258mn/an/aCOOCooper Cos
- +$260mn/an/aADPAutomatic Data Processing
- +$165mn/an/aHSICHenry Schein
- +$44.3mn/an/aBAPCredicorp
- +$81.9mn/an/aXRAYDentsply Sirona
- +$20.8mn/an/aINFYInfosys
- +$35.8mn/an/aNo tickerAptiv
- +$18.8mn/an/aALLEAllegion
- +$14.9mn/an/aSPY24/7Spdr S&P 500 Etf Trust
Decreased
MoveSinceTraded12 positions unchanged
The filing on EDGAR - $10,319,880,000−$88,419,00013F for Q4 2017+24 more
New positions
MoveSinceTraded- +$303mn/an/aNo tickerAptiv
- +$166mn/an/aADPAutomatic Data Processing
- +$62.6mn/an/aDLPHDelphi Technologies
- +$52.8mn/an/aMELI24/5MercadoLibre
Closed positions
MoveSinceTraded- −$359mn/an/aNo tickerDelphi Automotive
- −$265mn/an/aVWR
- −$217mn/an/aPYPL24/5PayPal
- −$128mn/an/aNATINational Instrs
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$425mn/an/aCERNCerner
- −$322mn/an/aMETA24/7Meta Platforms
- −$293mn/an/aMA24/5Mastercard
- −$146mn/an/aNKE24/5NIKE
- −$115mn/an/aGOOGL24/7Alphabet Class A
- −$120mn/an/aBDXBecton Dickinson
- −$162mn/an/aMSFT24/7Microsoft
- −$45.8mn/an/aCMG24/5Chipotle Mexican Grill
- −$46.9mn/an/aV24/5Visa
- −$46.7mn/an/aANSSAnsys
- −$41.9mn/an/aAMZN24/7Amazon
11 positions unchanged
The filing on EDGAR - $10,408,299,000+$587,810,00013F for Q3 2017+13 more
New positions
MoveSinceTradedClosed positions
MoveSinceTraded- −$97.3mn/an/aBSACBanco Santander Chile
Increased
MoveSinceTradedDecreased
MoveSinceTraded19 positions unchanged
The filing on EDGAR - $9,820,489,000+$686,685,00013F for Q2 2017+21 more
New positions
MoveSinceTraded- +$249mn/an/aPYPL24/5PayPal
- +$159mn/an/aBAPCredicorp
Closed positions
MoveSinceTradedIncreased
MoveSinceTraded- +$317mn/an/aAYIAcuity Inc. (De)
- +$157mn/an/aBDXBecton Dickinson
- +$161mn/an/aINFYInfosys
- +$121mn/an/aJLLJones Lang Lasalle
- +$125mn/an/aSCHW24/5Charles Schwab
- +$118mn/an/aNo tickerDelphi Automotive
- +$80.4mn/an/aTMO24/5Thermo Fisher Scientific
- +$118mn/an/aNo tickerSensata Technologies Hldg
- +$44.1mn/an/aNKE24/5NIKE
- +$17.3mn/an/aCMG24/5Chipotle Mexican Grill
- +$14.9mn/an/aSPY24/7Spdr S&P 500 Etf Trust
Decreased
MoveSinceTraded12 positions unchanged
The filing on EDGAR - $9,133,804,000+$396,232,00013F for Q1 2017+14 more
New positions
MoveSinceTraded- +$371mn/an/aAYIAcuity Inc. (De)
- +$61.2mn/an/aINFYInfosys
- +$48.9mn/an/aALLEAllegion
Closed positions
MoveSinceTraded- −$219mn/an/aTROWPrice T Rowe Group
- −$176mn/an/aCHKPCheck Point Software Technologies
- −$129mn/an/aINTU24/5Intuit
Increased
MoveSinceTraded- +$66.0mn/an/aMETA24/7Meta Platforms
- +$96.4mn/an/aVARVarian Med Sys
- +$32.2mn/an/aVWR
Decreased
MoveSinceTraded20 positions unchanged
The filing on EDGAR - $8,737,572,000−$496,984,00013F for Q4 2016+16 more
New positions
MoveSinceTradedClosed positions
MoveSinceTraded- −$605mn/an/aLLTCLinear Technology
- −$270mn/an/aAKAMAkamai Technologies
- −$187mn/an/aSRCLStericycle
- −$126mn/an/aTRMBTrimble
- −$121mn/an/aROK24/5Rockwell Automation
Increased
MoveSinceTraded- +$235mn/an/aTMO24/5Thermo Fisher Scientific
- +$178mn/an/aCOOCooper Cos
- +$62.3mn/an/aJLLJones Lang Lasalle
Decreased
MoveSinceTraded20 positions unchanged
The filing on EDGAR - $9,234,556,000+$590,040,00013F for Q3 2016+14 more
New positions
MoveSinceTraded- +$129mn/an/aTMO24/5Thermo Fisher Scientific
Closed positions
MoveSinceTraded- −$106mn/an/aEBAY
- −$79.3mn/an/aLNKDLinkedin
- −$24.1mn/an/aDCIDonaldson
Increased
MoveSinceTradedDecreased
MoveSinceTraded19 positions unchanged
The filing on EDGAR - $8,644,516,000+$438,077,00013F for Q2 2016+22 more
New positions
MoveSinceTraded- +$237mn/an/aSRCLStericycle
- +$231mn/an/aCMG24/5Chipotle Mexican Grill
- +$169mn/an/aNo tickerSensata Technologies Hldg
- +$23.4mn/an/aCOOCooper Cos
Closed positions
MoveSinceTraded- −$227mn/an/aEWEdwards Lifesciences
- −$152mn/an/aMSCI
- −$105mn/an/aGWWW.W. Grainger
- −$12.1mn/an/aOPWROpower
- −$5.80mn/an/aNo tickerSolarcity
- −$4.02mn/an/aMJNMead Johnson Nutrition
Increased
MoveSinceTradedDecreased
MoveSinceTraded16 positions unchanged
The filing on EDGAR - $8,206,439,000+$422,216,00013F for Q1 2016+21 more
New positions
MoveSinceTradedClosed positions
MoveSinceTraded- −$439mn/an/aSIROSirona Dental Systems
- −$74.6mn/an/aNLSNNielsen
- −$5.31mn/an/aLEJU
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$219mn/an/aCHKPCheck Point Software Technologies
- −$210mn/an/aGWWW.W. Grainger
- −$118mn/an/aQCOM24/5Qualcomm
- −$77.7mn/an/aEBAY
- −$89.1mn/an/aMSCI
- −$28.0mn/an/aWATWaters
- −$61.3mn/an/aHSICHenry Schein
16 positions unchanged
The filing on EDGAR - $7,784,223,000+$884,552,00013F for Q4 2015+20 more
New positions
MoveSinceTraded- +$284mn/an/aCERNCerner
- +$214mn/an/aEBAY
- +$54.6mn/an/aBSACBanco Santander Chile
Closed positions
MoveSinceTraded- −$86.4mn/an/aBCRBard C R
Increased
MoveSinceTraded- +$111mn/an/aDE24/5Deere
- +$86.1mn/an/aNo tickerIngersoll-Rand
- +$34.1mn/an/aMELI24/5MercadoLibre
- +$88.6mn/an/aEWEdwards Lifesciences
- +$25.8mn/an/aTRMBTrimble
- +$97.3mn/an/aQCOM24/5Qualcomm
- +$27.4mn/an/aCHKPCheck Point Software Technologies
- +$16.2mn/an/aNATINational Instrs
- +$12.5mn/an/aDCIDonaldson
- +$8.24mn/an/aJD24/5JD.com
- +$15.7mn/an/aROK24/5Rockwell Automation
Decreased
MoveSinceTraded14 positions unchanged
The filing on EDGAR - $6,899,671,000−$561,403,00013F for Q3 2015+23 more
New positions
MoveSinceTraded- +$88.3mn/an/aNLSNNielsen
- +$82.0mn/an/aROK24/5Rockwell Automation
- +$21.0mn/an/aNATINational Instrs
- +$18.4mn/an/aDCIDonaldson
- +$14.1mn/an/aTRMBTrimble
Closed positions
MoveSinceTraded- −$168mn/an/aAMZN24/7Amazon
- −$138mn/an/aINFAInformatica
- −$111mn/an/aEBAY
- −$109mn/an/aNo tickerNielsen N V
Increased
MoveSinceTradedDecreased
MoveSinceTraded12 positions unchanged
The filing on EDGAR - $7,461,074,000+$295,751,00013F for Q2 2015+11 more
New positions
MoveSinceTraded- +$252mn/an/aNo tickerIngersoll-Rand
- +$141mn/an/aLNKDLinkedin
Closed positions
MoveSinceTraded- −$54.1mn/an/aDHRDanaher
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$201mn/an/aMSCI
- −$76.3mn/an/aVARVarian Med Sys
- −$134mn/an/aINTU24/5Intuit
- −$98.9mn/an/aEBAY
- −$55.5mn/an/aCHKPCheck Point Software Technologies
- −$29.8mn/an/aEWEdwards Lifesciences
- −$25.3mn/an/aJLLJones Lang Lasalle
20 positions unchanged
The filing on EDGAR - $7,165,323,000+$206,904,00013F for Q1 2015+15 more
New positions
MoveSinceTraded- +$213mn/an/aDE24/5Deere
- +$125mn/an/aINFAInformatica
- +$11.8mn/an/aOPWROpower
Closed positions
MoveSinceTraded- −$11.6mn/an/aNo tickerMindray Medical Intl
Increased
MoveSinceTradedDecreased
MoveSinceTraded15 positions unchanged
The filing on EDGAR - $6,958,419,000+$545,477,00013F for Q4 2014+18 more
New positions
MoveSinceTraded- +$228mn/an/aGOOGL24/7Alphabet Class A
Closed positions
MoveSinceTraded- −$155mn/an/aIBM24/5International Business Machines
- −$113mn/an/aSYYSysco
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$71.6mn/an/aQCOM24/5Qualcomm
- −$134mn/an/aJLLJones Lang Lasalle
- −$57.2mn/an/aMSCI
- −$69.9mn/an/aNo tickerMindray Medical Intl
- −$176mn/an/aEWEdwards Lifesciences
- −$46.5mn/an/aINTU24/5Intuit
- −$54.5mn/an/aDHRDanaher
- −$76.5mn/an/aBDXBecton Dickinson
- −$31.8mn/an/aBCRBard C R
- −$7.81mn/an/aSPY24/7Spdr S&P 500 Etf Trust
11 positions unchanged
The filing on EDGAR - $6,412,942,000+$167,880,00013F for Q3 2014+18 more
New positions
MoveSinceTradedClosed positions
MoveSinceTradedIncreased
MoveSinceTraded- +$132mn/an/aEWEdwards Lifesciences
- +$191mn/an/aLLTCLinear Technology
- +$61.1mn/an/aNo tickerMindray Medical Intl
- +$25.7mn/an/aAMZN24/7Amazon
- +$30.1mn/an/aVARVarian Med Sys
Decreased
MoveSinceTraded13 positions unchanged
The filing on EDGAR - $6,245,062,000+$664,330,00013F for Q2 2014+16 more
New positions
MoveSinceTradedClosed positions
MoveSinceTraded- −$164mn/an/aTDCTeradata
Increased
MoveSinceTraded- +$161mn/an/aEWEdwards Lifesciences
- +$174mn/an/aCHKPCheck Point Software Technologies
- +$65.2mn/an/aMELI24/5MercadoLibre
- +$78.9mn/an/aEBAY
- +$30.2mn/an/aNo tickerMindray Medical Intl
- +$26.4mn/an/aSIROSirona Dental Systems
- +$9.95mn/an/aLLTCLinear Technology
- +$7.94mn/an/aIBM24/5International Business Machines
- +$23.5mn/an/aSYYSysco
Decreased
MoveSinceTraded11 positions unchanged
The filing on EDGAR - $5,580,732,000+$117,390,00013F for Q1 2014+18 more
New positions
MoveSinceTradedClosed positions
MoveSinceTraded- −$92.2mn/an/aNTRSNorthern Trust
- −$1.15mn/an/aNo tickerStrayer Ed
Increased
MoveSinceTraded- +$148mn/an/aCHKPCheck Point Software Technologies
- +$27.4mn/an/aLLTCLinear Technology
- +$6.92mn/an/aSPY24/7Spdr S&P 500 Etf Trust
Decreased
MoveSinceTraded- −$153mn/an/aINTU24/5Intuit
- −$116mn/an/aQCOM24/5Qualcomm
- −$91.1mn/an/aSCHW24/5Charles Schwab
- −$97.6mn/an/aBCRBard C R
- −$71.2mn/an/aHSICHenry Schein
- −$64.2mn/an/aNo tickerSolarcity
- −$43.7mn/an/aDHRDanaher
- −$47.7mn/an/aNo tickerNielsen Holdings N V
- −$84.9mn/an/aJLLJones Lang Lasalle
- −$17.2mn/an/aSYYSysco
- −$22.8mn/an/aTDCTeradata
8 positions unchanged
The filing on EDGAR - $5,463,342,000+$204,719,00013F for Q4 2013+15 more
New positions
MoveSinceTraded- +$137mn/an/aCHKPCheck Point Software Technologies
Closed positions
MoveSinceTraded- −$113mn/an/aPPOPolypore Intl
- −$103mn/an/aNo tickerLaboratory Corp Amer
- −$49.0mn/an/aBLKBBlackbaud
- −$3.19mn/an/aHDBHdfc Bank
Increased
MoveSinceTraded- +$55.5mn/an/aJLLJones Lang Lasalle
- +$50.5mn/an/aSYYSysco
- +$51.3mn/an/aLLTCLinear Technology
- +$27.1mn/an/aSCHW24/5Charles Schwab
- +$85.5mn/an/aWATWaters
- +$46.5mn/an/aEBAY
Decreased
MoveSinceTraded- −$119mn/an/aBDXBecton Dickinson
- −$29.1mn/an/aTDCTeradata
- −$89.6mn/an/aHSICHenry Schein
- −$28.8mn/an/aNo tickerStrayer Ed
- −$38.0mn/an/aNTRSNorthern Trust
- −$68.3mn/an/aNo tickerNielsen Holdings N V
- −$53.0mn/an/aNo tickerSolarcity
10 positions unchanged
The filing on EDGAR - $5,258,623,000n/a13F for Q3 2013+15 more
New positions
MoveSinceTraded- +$131mn/an/aSCHW24/5Charles Schwab
- +$86.0mn/an/aLLTCLinear Technology
Closed positions
MoveSinceTraded- −$109mn/an/aDE24/5Deere
- −$70.9mn/an/aCTXSCitrix Sys
- −$40.7mn/an/aCTRPCtrip Com Intl
- −$4.21mn/an/aNo tickerMindray Medical Intl
Increased
MoveSinceTradedDecreased
MoveSinceTraded- −$121mn/an/aDHRDanaher
- −$116mn/an/aHSICHenry Schein
- −$70.5mn/an/aNo tickerSolarcity
- −$63.8mn/an/aGWWW.W. Grainger
- −$70.4mn/an/aBLKBBlackbaud
- −$38.3mn/an/aFDSFactset Research Systems
- −$17.6mn/an/aNo tickerLaboratory Corp Amer
- −$15.8mn/an/aNo tickerNielsen Holdings N V
13 positions unchanged
The filing on EDGAR
Coverage
50%
$5.13bn of $10.3bn
- Tokenised stocks
- 50%
- Held as USDT
- 50%
No token yet1850%
- 13%DHRDANAHER CORP DEL
- 7%WSTWEST PHARMACEUTICAL SVSC INC
- 5%STESTERIS PLC
- 4%TRMBTRIMBLE INC
- 3%COOCOOPER COS INC
- 3%NTNXNUTANIX INC
- 3%MSCIMSCI INC
- 3%EFXEQUIFAX INC
- 3%WDAYWORKDAY INC
- 2%MCOMOODYS CORP
- 2%SYKSTRYKER CORPORATION
- 1%RELYREMITLY GLOBAL INC
- 0.8%TTANSERVICETITAN INC
- 0.5%HTHTH WORLD GROUP LTD
- 0.4%SOPHSOPHIA GENETICS SA
- 0.2%SESEA LTD
- 0.1%CTSHCOGNIZANT TECHNOLOGY SOLUTIO
- 0.1%FRSHFRESHWORKS INC