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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Generation Investment Management LLP
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|---|---|
| CRD # | 164371 |
| SEC # | 802-77005 |
| CIK # | 0001734375, 0001375534 |
| AUM | |
| Employees | |
| Phone | 4402075344700 |
| Address | 20 Air Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($) |
|---|
| Sector | Form 13F Holdings | Value ($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 ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Generation IM Sustainable Private Equity Fund II A Co-Invest ILP | [2025-03-28] | 12.2 | 38.1 |
| PE | Generation IM Sustainable Private Equity Fund II A ILP | [2025-03-28] | 152.9 | 251.9 |
| PE | Generation IM Sustainable Private Equity Fund II B Co-Invest ILP | [2025-03-28] | 4.8 | 54.7 |
| PE | Generation IM Sustainable Private Equity Fund II B ILP | [2025-03-28] | 18.2 | 186.7 |
| PE | Generation IM Sustainable Private Equity Fund II Co-Invest ILP | 2025-03-28 | 105.2 | |
| PE | Generation IM Sustainable Private Equity Fund II ILP | 2025-03-28 | 463.2 | |
| PE | JC Verde Co-Invest 2 A SCSP | [2025-03-28] | 0.0 | 24.4 |
| PE | Just Climate NCS I A SCSP | [2025-03-28] | 0.0 | 75.0 |
| PE | Just Climate NCS I B SCSP | 2025-03-28 | 1.3 | |
| PE | Generation IM Long-Term Equity Fund EUR II SCP | 2023-03-31 | 126.3 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| 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 - 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] |