GENERATION INVESTMENT MANAGEMENT LLP

GENERATION INVESTMENT MANAGEMENT LLP declares $3.5B in 6 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 33.8% of its $10.3B 13F portfolio. Largest positions: Amazon (0.05% of the company) and Microsoft (0.04% of the company). Over time: $3.5B in 6 of these companies for Q2 2026, against $5.4B in 13 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $72.2M and sold $672.1M of these stocks, at the quarter's prices: a net sale of $600.0M; 1 sold out.

Performance of its AI picks

The AI-stock portfolio GENERATION INVESTMENT MANAGEMENT LLP declared for Q2 2026 (Form 13F), held unchanged, returned +14.1% in Q3 2026 (SMH -7.1%), ranked 27 of 1,783 active managers. Over the last 12 months, quarter after quarter: -0.6% (SMH +87.2%), ranked 1350 of 1,359 active managers. Over three years, quarter after quarter: +69.7% (SMH +325.8%). Over five years, quarter after quarter: +65.1% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Amazon (AMZN) — $1.2B: 5.2M shares, 0.05% of the company, 12.0% of its portfolio (trimmed this quarter); held since Q1 2021
2. Microsoft (MSFT) — $1.2B: 3.1M shares, 0.04% of the company, 11.3% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
3. Alphabet (GOOGL) — $713.8M: 2.0M shares, 0.02% of the company, 6.9% of its portfolio (trimmed this quarter); held since Q4 2024
4. Intuit (INTU) — $285.9M: 1.1M shares, 0.41% of the company, 2.8% of its portfolio (added this quarter); held since Q1 2026
5. TSMC (TSM) — $67.7M: 141,665 shares, 0.00% of the company, 0.66% of its portfolio (added this quarter); held since Q2 2024
6. Cognizant (CTSH) — $15.4M: 396,547 shares, 0.09% of the company, 0.15% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

• Cloud & AI giants — $3.1B, 89% of its AI holdings, 3 companies
• AI software — $301.3M, 9% of its AI holdings, 2 companies
• Chips & compute — $67.7M, 2% of its AI holdings, 1 company

Biggest changes this quarter

• trimmed Microsoft (MSFT): -$505.6M at the quarter's price
• sold out of Accenture (ACN): -$102.8M at the quarter's price
• added to Intuit (INTU): +$70.9M at the quarter's price
• trimmed Amazon (AMZN): -$49.6M at the quarter's price
• trimmed Alphabet (GOOGL): -$12.9M at the quarter's price
• added to TSMC (TSM): +$1.3M at the quarter's price
• trimmed Cognizant (CTSH): -$1.2M at the quarter's price

Other holders of this size

• Thrive Capital Management, LLC — $3.4B in 2 of these companies
• HM PAYSON & CO — $3.5B in 112 of these companies
• Cullen/Frost Bankers, Inc. — $3.4B in 134 of these companies
• Select Equity Group, L.P. — $3.5B in 19 of these companies
• ATALANTA SOSNOFF CAPITAL, LLC — $3.4B in 34 of these companies
• SILVERCREST ASSET MANAGEMENT GROUP LLC — $3.6B in 112 of these companies
• Markel Group Inc. — $3.4B in 13 of these companies
• Investment Management Corp of Ontario — $3.6B in 104 of these companies

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