Generation Investment Management Llp Buys Palo Alto Networks Inc, Gartner Inc, Trimble Inc, Sells Credicorp, Microsoft Corp, Automatic Data Processing Inc

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May 15, 2020
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London, X0, based Investment company Generation Investment Management Llp (Current Portfolio) buys Palo Alto Networks Inc, Gartner Inc, Trimble Inc, Becton, Dickinson and Co, Illumina Inc, sells Credicorp, Microsoft Corp, Automatic Data Processing Inc, Twilio Inc, Deere during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Generation Investment Management Llp. As of 2020Q1, Generation Investment Management Llp owns 41 stocks with a total value of $14.1 billion. These are the details of the buys and sells.

For the details of Al Gore's stock buys and sells, go to https://www.gurufocus.com/guru/al+gore/current-portfolio/portfolio

These are the top 5 holdings of Al Gore
  1. Alphabet Inc (GOOG) - 1,000,023 shares, 8.25% of the total portfolio. Shares reduced by 5.67%
  2. Charles Schwab Corp (SCHW) - 32,394,704 shares, 7.73% of the total portfolio. Shares added by 8.93%
  3. Baxter International Inc (BAX) - 10,160,652 shares, 5.86% of the total portfolio. Shares added by 49.03%
  4. Cognizant Technology Solutions Corp (CTSH) - 16,010,676 shares, 5.28% of the total portfolio. Shares added by 7.10%
  5. Dentsply Sirona Inc (XRAY) - 18,585,993 shares, 5.12% of the total portfolio. Shares added by 14.56%
New Purchase: Palo Alto Networks Inc (PANW)

Generation Investment Management Llp initiated holding in Palo Alto Networks Inc. The purchase prices were between $132.58 and $249.22, with an estimated average price of $210.86. The stock is now traded at around $222.49. The impact to a portfolio due to this purchase was 2.91%. The holding were 2,499,003 shares as of .

New Purchase: Gartner Inc (IT)

Generation Investment Management Llp initiated holding in Gartner Inc. The purchase prices were between $83.24 and $163.85, with an estimated average price of $137.88. The stock is now traded at around $110.85. The impact to a portfolio due to this purchase was 2.81%. The holding were 3,982,443 shares as of .

New Purchase: Trimble Inc (TRMB)

Generation Investment Management Llp initiated holding in Trimble Inc. The purchase prices were between $21.32 and $46.13, with an estimated average price of $39.31. The stock is now traded at around $34.93. The impact to a portfolio due to this purchase was 2.56%. The holding were 11,320,918 shares as of .

New Purchase: Varian Medical Systems Inc (VAR)

Generation Investment Management Llp initiated holding in Varian Medical Systems Inc. The purchase prices were between $89.81 and $149.57, with an estimated average price of $132.72. The stock is now traded at around $114.66. The impact to a portfolio due to this purchase was 1.31%. The holding were 1,796,900 shares as of .

New Purchase: A.O. Smith Corp (AOS)

Generation Investment Management Llp initiated holding in A.O. Smith Corp. The purchase prices were between $34.75 and $48.54, with an estimated average price of $42.78. The stock is now traded at around $40.63. The impact to a portfolio due to this purchase was 1.11%. The holding were 4,153,041 shares as of .

New Purchase: Workday Inc (WDAY)

Generation Investment Management Llp initiated holding in Workday Inc. The purchase prices were between $113.87 and $199.38, with an estimated average price of $169.05. The stock is now traded at around $156.31. The impact to a portfolio due to this purchase was 1.05%. The holding were 1,134,380 shares as of .

Added: Becton, Dickinson and Co (BDX)

Generation Investment Management Llp added to a holding in Becton, Dickinson and Co by 365.95%. The purchase prices were between $200.58 and $285.99, with an estimated average price of $253.86. The stock is now traded at around $261.95. The impact to a portfolio due to this purchase was 2.2%. The holding were 1,715,030 shares as of .

Added: Illumina Inc (ILMN)

Generation Investment Management Llp added to a holding in Illumina Inc by 186.23%. The purchase prices were between $209.2 and $335.53, with an estimated average price of $288.89. The stock is now traded at around $326.66. The impact to a portfolio due to this purchase was 2.11%. The holding were 1,675,135 shares as of .

Added: Baxter International Inc (BAX)

Generation Investment Management Llp added to a holding in Baxter International Inc by 49.03%. The purchase prices were between $71.57 and $93.3, with an estimated average price of $86.41. The stock is now traded at around $88.20. The impact to a portfolio due to this purchase was 1.93%. The holding were 10,160,652 shares as of .

Added: CBRE Group Inc (CBRE)

Generation Investment Management Llp added to a holding in CBRE Group Inc by 13755.70%. The purchase prices were between $29.83 and $64.25, with an estimated average price of $55.57. The stock is now traded at around $35.78. The impact to a portfolio due to this purchase was 1.64%. The holding were 6,166,617 shares as of .

Added: Henry Schein Inc (HSIC)

Generation Investment Management Llp added to a holding in Henry Schein Inc by 28.35%. The purchase prices were between $43.18 and $73.71, with an estimated average price of $63.71. The stock is now traded at around $52.35. The impact to a portfolio due to this purchase was 1.05%. The holding were 13,237,028 shares as of .

Added: TE Connectivity Ltd (TEL)

Generation Investment Management Llp added to a holding in TE Connectivity Ltd by 39.84%. The purchase prices were between $53.08 and $100.37, with an estimated average price of $85.89. The stock is now traded at around $69.55. The impact to a portfolio due to this purchase was 0.96%. The holding were 7,535,624 shares as of .

Sold Out: Credicorp Ltd (BAP)

Generation Investment Management Llp sold out a holding in Credicorp Ltd. The sale prices were between $124.16 and $219.48, with an estimated average price of $190.12.

Sold Out: Automatic Data Processing Inc (ADP)

Generation Investment Management Llp sold out a holding in Automatic Data Processing Inc. The sale prices were between $109.07 and $181.25, with an estimated average price of $161.83.

Sold Out: Deere & Co (DE)

Generation Investment Management Llp sold out a holding in Deere & Co. The sale prices were between $111.15 and $177.6, with an estimated average price of $158.85.

Sold Out: Amazon.com Inc (AMZN)

Generation Investment Management Llp sold out a holding in Amazon.com Inc. The sale prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38.

Reduced: Microsoft Corp (MSFT)

Generation Investment Management Llp reduced to a holding in Microsoft Corp by 61.6%. The sale prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $179.38. The impact to a portfolio due to this sale was -1.7%. Generation Investment Management Llp still held 1,051,077 shares as of .

Reduced: Twilio Inc (TWLO)

Generation Investment Management Llp reduced to a holding in Twilio Inc by 32.19%. The sale prices were between $71.7 and $131.9, with an estimated average price of $110.04. The stock is now traded at around $193.87. The impact to a portfolio due to this sale was -0.68%. Generation Investment Management Llp still held 2,280,794 shares as of .



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