Generalist · London, X0
Generation Investment Management LLP
- Software
- $2.5B
- Weight of 13F
- 25.0%
- Names
- 7
- Vs prior quarter
- −$933M
Filed 10 August 2026.
28 positions in the whole 13F.
Software held
- MicrosoftMSFT3,113,553 shares · 45.9% of their software$1.2B−$493M
- TrimbleTRMB7,190,197 shares · 14.5% of their software$368M−$140M
- NutanixNTNX6,709,160 shares · 13.5% of their software$342M+$56.7M
- IntuitINTU1,095,488 shares · 11.3% of their software$286M−$70.3M
- WorkdayWDAY2,311,084 shares · 11.2% of their software$283M−$260M
- ServiceTitanTTAN1,180,780 shares · 3.3% of their software$83.5M−$27.6M
- FreshworksFRSH631,598 shares · 0.3% of their software$6.4M+$743K