Generation Investment Management LLP

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Generation Investment Management LLP
CRD #164371
SEC #802-77005
CIK #0001375534, 0001734375
AUM
Employees
Phone4402075344700
Address20 Air Street
London, United Kingdom
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
CIK Period
0001375534 0001734375
/
Sector Form 13F Holdings Cap ($BB) Value ($BB)
Microsoft Corp 1,918.2 2.4
Amazon Com Inc 1,093.0 2.3
Becton Dickinson & Co 69.7 1.3
Thermo Fisher Scientific Inc 209.7 0.9
Equifax Inc 22.0 0.9
Accenture PLC 179.5 0.8
MercadoLibre Inc 33.5 0.8
CB Richard Ellis Group Inc 24.0 0.8
Texas Instruments Inc 142.2 0.8
Steris PLC 20.5 0.6
Jones Lang LaSalle Inc 8.6 0.6
Schwab Charles Corp 121.7 0.6
Analog Devices Inc 77.2 0.6
Trimble Navigation Ltd /CA/ 14.8 0.6
Henry Schein Inc 10.5 0.6
Danaher Corp /DE/ 183.1 0.6
Nutanix Inc 3.3 0.6
Gartner Inc 19.3 0.6
Mastercard Inc 309.6 0.5
Waters Corp /DE/ 19.8 0.5
Applied Materials Inc /DE 82.7 0.5
Salesforce Com Inc 170.6 0.5
Ingersoll-Rand PLC 30.1 0.3
Twilio Inc 16.6 0.3
Carlisle Companies Inc 12.4 0.3
Veeva Systems Inc 31.0 0.2
Clarivate Analytics PLC 9.4 0.1
Toast Inc 7.1 0.1
Remitly Global Inc 1.4 0.1
 
 
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Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Generation IM Long-Term Equity Fund EUR II SCP 2023-03-31 85.1
PE Generation IM Long-Term Equity Fund EUR SCSP 2022-03-31 610.0
PE Generation IM Long-Term Equity Fund USD SCSP [2022-03-31] 81.0 246.6
PE Generation IM Sustainable Solutions Fund IV A ILP [2022-03-31] 267.1 556.6
PE Generation IM Sustainable Solutions Fund IV B ILP [2022-03-31] 82.5 1,105.6
PE Generation IM Sustainable Solutions Fund IV ILP 2022-03-31 1,820.2
PE Just Climate CAF I A SCSP [2022-03-31] 608.3 335.4
PE Just Climate CAF I B SCSP [2022-03-31] 608.3 526.9
PE Generation IM Climate Solutions Fund II LP 2019-03-29 457.8
Other Generation IM Credit Master Fund Fcp-Sif 2019-03-29 6.5
View All
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 - 2024
Simon Barnes 60
Eimear Cowhey 21
Alex Marshall 34
Monica Morsch 19
Peter Harris 28
Colin Le Duc 24
David Blood 16
Peter Knight 10
Jane Wilkinson 9
Albert Gore 9
View All
EDGAR Form CIK 2011 - 2024
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 - 2024
TIGO Energy Inc
Generation IM Climate Solutions GP, Ltd.
Generation Investment Management LLP
Generation IM Climate Solutions Fund, L.P.
Generation IM Climate Solutions Fund II, L.P.
Generation IM Climate Solutions II GP Ltd
Asana, Inc.
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