Generation Investment Management LLP

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Assets, Funds, Holdings

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Generation Investment Management LLP
CRD #164371
SEC #802-77005
CIK #0001734375, 0001375534
AUM
Employees
Phone4402075344700
Address20 Air Street
London, United Kingdom
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Sector Form 13F Holdings Value ($B)
Microsoft Corp 2.5
Schwab Charles Corp 1.3
MercadoLibre Inc 1.2
Danaher Corp /DE/ 1.0
Steris PLC 0.8
Trimble Navigation Ltd /CA/ 0.7
Agilent Technologies Inc 0.7
Equifax Inc 0.7
Alphabet Inc 0.6
Analog Devices Inc 0.5
View All
Holdings by Sector ($B)
25201510502012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Generation IM Sustainable Private Equity Fund II A Co-Invest ILP [2025-03-28] 12.2 38.1
PE Generation IM Sustainable Private Equity Fund II A ILP [2025-03-28] 152.9 251.9
PE Generation IM Sustainable Private Equity Fund II B Co-Invest ILP [2025-03-28] 4.8 54.7
PE Generation IM Sustainable Private Equity Fund II B ILP [2025-03-28] 18.2 186.7
PE Generation IM Sustainable Private Equity Fund II Co-Invest ILP 2025-03-28 105.2
PE Generation IM Sustainable Private Equity Fund II ILP 2025-03-28 463.2
PE JC Verde Co-Invest 2 A SCSP [2025-03-28] 0.0 24.4
PE Just Climate NCS I A SCSP [2025-03-28] 0.0 75.0
PE Just Climate NCS I B SCSP 2025-03-28 1.3
PE Generation IM Long-Term Equity Fund EUR II SCP 2023-03-31 126.3
PE Generation IM Long-Term Equity Fund EUR SCSP 2022-03-31 727.9
PE Generation IM Long-Term Equity Fund USD SCSP [2022-03-31] 81.0 277.1
PE Generation IM Sustainable Solutions Fund IV A ILP [2022-03-31] 267.1 570.1
PE Generation IM Sustainable Solutions Fund IV B ILP [2022-03-31] 82.5 1,133.5
PE Generation IM Sustainable Solutions Fund IV ILP 2022-03-31 1,820.4
PE Just Climate CAF I A SCSP [2022-03-31] 608.3 692.5
PE Just Climate CAF I B SCSP [2022-03-31] 608.3 863.1
PE Generation IM Climate Solutions Fund II LP 2019-03-29 192.1
Other Generation IM Credit Master Fund Fcp-Sif 2019-03-29 6.5
PE Generation IM Sustainable Solutions Fund III A LP [2019-03-29] 70.0 319.7
PE Generation IM Sustainable Solutions Fund III B LP [2019-03-29] 50.0 710.4
PE Generation IM Sustainable Solutions Fund III LP 2019-03-29 1,045.0
PE Generation IM Climate Solutions Fund II Cayman LP [2015-03-31] 247.3 140.9
PE Generation IM Climate Solutions Fund II US LP [2015-03-31] 52.8 38.0
Other Generation IM Credit Feeder Fund III LP 2015-03-31 40.0
PE Generation IM Climate Solutions Fund Cayman LP [2014-03-31] 43.2
Other Generation IM Credit Feeder Fund II LP [2014-03-31] 2.0 3.3
Other Generation IM Credit Feeder Fund I LP [2014-03-31] 21.0 8.6
Other Generation IM Credit Feeder Fund IV LP 2014-03-31 12.7
Other Generation IM Fund PLC - Generation IM Asia Fund [2014-03-31] 99.9 848.0
PE Generation IM Climate Solutions Fund US LP [2013-04-01] 10.7
Other Generation IM Fund PLC - Generation IM Global Equity Fund [2013-04-01] 1,830.7 9,324.6
PE Generation IM Climate Solutions Fund LP [2012-07-31] 55.4
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Simon Barnes 71
Ian Charoub 18
Eimear Cowhey 21
Monica Morsch 20
Alex Marshall 35
Peter Harris 29
Colin Le Duc 24
David Blood 16
Peter Knight 11
Albert Gore 9
View All
EDGAR Form CIK 2011 - 2025
13F-HR [0001375534]
3 [0001375534]
4 [0001375534]
SC 13D [0001375534]
SC 13G [0001375534]
Form 13D/13G Filer Form 13D/13G Subject Filed
Generation Investment Management LLP TIGO Energy Inc [2023-06-02]
Generation Investment Management LLP Remitly Global Inc [2022-02-14]
Generation Investment Management LLP Clarivate PLC [2022-01-24]
Generation Investment Management LLP Sophia Genetics Sa [2022-01-06]
Generation Investment Management LLP Dentsply Sirona Inc [2021-12-30]
Generation Investment Management LLP Clarivate PLC [2021-12-07]
Generation Investment Management LLP Toast Inc [2021-10-04]
Generation Investment Management LLP Equifax Inc [2021-02-26]
Generation Investment Management LLP Asana Inc [2021-02-16]
Generation Investment Management LLP Acuity Brands Inc [2020-06-12]
View All
Form 3/4/5 Subject 2011 - 2025
Generation Investment Management LLP
Generation IM Climate Solutions Fund, L.P.
TIGO Energy Inc
Generation IM Climate Solutions GP, Ltd.
Generation IM Climate Solutions II GP Ltd
Asana, Inc.
Generation IM Climate Solutions Fund II, L.P.
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