0001172661-20-001737.txt : 20200814 0001172661-20-001737.hdr.sgml : 20200814 20200814112256 ACCESSION NUMBER: 0001172661-20-001737 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GENERATION INVESTMENT MANAGEMENT LLP CENTRAL INDEX KEY: 0001375534 IRS NUMBER: 980456791 STATE OF INCORPORATION: X0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12114 FILM NUMBER: 201102954 BUSINESS ADDRESS: STREET 1: 20 AIR STREET CITY: LONDON STATE: X0 ZIP: W1B 5AN BUSINESS PHONE: 44 (0) 207 534 4700 MAIL ADDRESS: STREET 1: 20 AIR STREET CITY: LONDON STATE: X0 ZIP: W1B 5AN 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001375534 XXXXXXXX 06-30-2020 06-30-2020 false GENERATION INVESTMENT MANAGEMENT LLP

20 Air Street London X0 W1B 5AN

13F HOLDINGS REPORT 028-12114 N Alexander Marshall 44-0-207-534-4700 /s/ Alexander Marshall London X0 08-14-2020 0 39 17335083 INFORMATION TABLE 2 infotable.xml ACUITY BRANDS INC COM 00508Y102 255556 2669270 SH SOLE 19411 2649859 0 ALPHABET INC CAP STK CL C 02079K107 1272875 900443 SH SOLE 6551 893892 0 ANALOG DEVICES INC COM 032654105 342887 2795881 SH SOLE 20190 2775691 0 APPLIED MATLS INC COM 038222105 253922 4200536 SH SOLE 30426 4170110 0 APTIV PLC SHS G6095L109 568034 7289964 SH SOLE 52988 7236976 0 BAXTER INTL INC COM 071813109 913185 10606094 SH SOLE 77147 10528947 0 BECTON DICKINSON & CO COM 075887109 617568 2581049 SH SOLE 18776 2562273 0 CBRE GROUP INC CL A 12504L109 381133 8428408 SH SOLE 61262 8367146 0 CERNER CORP COM 156782104 314840 4592856 SH SOLE 33495 4559361 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 914196 16089333 SH SOLE 106080 15983253 0 COOPER COS INC COM NEW 216648402 567592 2001099 SH SOLE 14553 1986546 0 DENTSPLY SIRONA INC COM 24906P109 848779 19264168 SH SOLE 139913 19124255 0 EQUIFAX INC COM 294429105 325923 1896225 SH SOLE 13786 1882439 0 GARTNER INC COM 366651107 612788 5050590 SH SOLE 36741 5013849 0 HENRY SCHEIN INC COM 806407102 781747 13388379 SH SOLE 96932 13291447 0 HUAZHU GROUP LTD SPONSORED ADS 44332N106 29446 840122 SH SOLE 0 840122 0 ILLUMINA INC COM 452327109 439425 1186514 SH SOLE 8626 1177888 0 JONES LANG LASALLE INC COM 48020Q107 504584 4877089 SH SOLE 35473 4841616 0 MERCADOLIBRE INC COM 58733R102 350536 355596 SH SOLE 2586 353010 0 MICROCHIP TECHNOLOGY INC. COM 595017104 37598 357024 SH SOLE 0 357024 0 MICROSOFT CORP COM 594918104 216432 1063498 SH SOLE 7687 1055811 0 NUTANIX INC CL A 67059N108 365850 15433452 SH SOLE 112179 15321273 0 PALO ALTO NETWORKS INC COM 697435105 767040 3339749 SH SOLE 24296 3315453 0 PENUMBRA INC COM 70975L107 130529 729947 SH SOLE 5266 724681 0 SALESFORCE COM INC COM 79466L302 237700 1268882 SH SOLE 9230 1259652 0 SCHWAB CHARLES CORP COM 808513105 895353 26536834 SH SOLE 192826 26344008 0 SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 459795 12350110 SH SOLE 89101 12261009 0 SMITH A O CORP COM 831865209 198109 4204344 SH SOLE 30465 4173879 0 STERICYCLE INC COM 858912108 185082 3306213 SH SOLE 23654 3282559 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3846 67752 SH SOLE 0 67752 0 TE CONNECTIVITY LTD REG SHS H84989104 680588 8345653 SH SOLE 60605 8285048 0 TEXAS INSTRS INC COM 882508104 591778 4660768 SH SOLE 26410 4634358 0 THERMO FISHER SCIENTIFIC INC COM 883556102 595860 1644477 SH SOLE 11994 1632483 0 TRANE TECHNOLOGIES PLC SHS G8994E103 297148 3339487 SH SOLE 24293 3315194 0 TRIMBLE INC COM 896239100 494953 11459890 SH SOLE 83148 11376742 0 TWILIO INC CL A 90138F102 208770 951465 SH SOLE 6919 944546 0 VARIAN MED SYS INC COM 92220P105 400301 3267228 SH SOLE 23732 3243496 0 WATERS CORP COM 941848103 58217 322713 SH SOLE 2327 320386 0 WORKDAY INC CL A 98138H101 215118 1148155 SH SOLE 8318 1139837 0