Generation IM’s Q1 2025 13F portfolio value dropped to $16.56B, with 38 positions and Microsoft, Becton, Dickinson, Charles Schwab, MercadoLibre, and Amazon as top holdings. Significant stake ...
Generation Investment Management’s 13F portfolio value decreased from $21.91B to $20.78B, with the number of positions increasing from 42 to 43. New stakes include Workday and Taiwan Semiconductor, ...