David Blood's portfolio
In the Q2 2026 13F, filed August 10, 2026, Generation Investment Management reported 28 US stock positions worth $10.3B. The largest was Danaher Corp Del at 12.5% of the portfolio. New positions: Stryker (SYK). Added to: MercadoLibre (MELI) and Visa (V). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
Added to
- MercadoLibreMELI$802M
- VisaV$524M
- Cooper CompaniesCOO$356M
- MSCIMSCI$301M
- EquifaxEFX$291M
- IntuitINTU$286M
- MoodysMCO$244M
- Spotify TechnologySPOT$174M
- Taiwan Semiconductor ManufacturingTSM$68M
- H World GroupHTHT$48M
Trimmed
- Amazon.comAMZN$1.2B
- MicrosoftMSFT$1.2B
- West Pharmaceutical ServicesWST$728M
- AlphabetGOOGL$714M
- STERISSTE$480M
- TrimbleTRMB$368M
- NutanixNTNX$342M
- WorkdayWDAY$283M
- Charles SchwabSCHW$149M
- Remitly GlobalRELY$110M
Sold out
None this quarter.
Holdings
28 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Danaher Corp Del | 12.52% | $1.3B | 6,761,596 | Held |
| Amazon.comAMZN | 12.03% | $1.2B | 5,193,506 | Trimmed |
| MicrosoftMSFT | 11.29% | $1.2B | 3,113,553 | Trimmed |
| MercadoLibreMELI | 7.80% | $802M | 472,716 | Added |
| West Pharmaceutical ServicesWST | 7.08% | $728M | 2,028,322 | Trimmed |
| AlphabetGOOGL | 6.94% | $714M | 1,997,385 | Trimmed |
| VisaV | 5.09% | $524M | 1,526,992 | Added |
| STERISSTE | 4.67% | $480M | 2,280,698 | Trimmed |
| TrimbleTRMB | 3.58% | $368M | 7,190,197 | Trimmed |
| Cooper CompaniesCOO | 3.46% | $356M | 4,968,673 | Added |
| NutanixNTNX | 3.32% | $342M | 6,709,160 | Trimmed |
| MSCIMSCI | 2.93% | $301M | 538,342 | Added |
| EquifaxEFX | 2.83% | $291M | 1,832,583 | Added |
| IntuitINTU | 2.78% | $286M | 1,095,488 | Added |
| WorkdayWDAY | 2.75% | $283M | 2,311,084 | Trimmed |
| MoodysMCO | 2.37% | $244M | 538,516 | Added |
| Spotify TechnologySPOT | 1.69% | $174M | 378,559 | Added |
| StrykerSYK | 1.57% | $161M | 512,346 | New |
| Charles SchwabSCHW | 1.45% | $149M | 1,611,555 | Trimmed |
| Remitly GlobalRELY | 1.07% | $110M | 4,892,320 | Trimmed |
| ServiceTitanTTAN | 0.81% | $83M | 1,180,780 | Trimmed |
| Taiwan Semiconductor ManufacturingTSM | 0.66% | $68M | 141,665 | Added |
| H World GroupHTHT | 0.47% | $48M | 1,151,118 | Added |
| SOPHiA GENETICSSOPH | 0.38% | $39M | 6,789,560 | Held |
| Sea | 0.16% | $16M | 168,830 | Held |
| Cognizant Technology SolutionsCTSH | 0.15% | $15M | 396,547 | Trimmed |
| CoupangCPNG | 0.13% | $13M | 745,027 | Trimmed |
| FreshworksFRSH | 0.06% | $6M | 631,598 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does David Blood own?
In the Q2 2026 13F, Generation Investment Management reported 28 US stock positions worth $10.3B. The largest: Danaher Corp Del 12.5%, Amazon.com (AMZN) 12.0%, Microsoft (MSFT) 11.3%, MercadoLibre (MELI) 7.8%, West Pharmaceutical Services (WST) 7.1%.
What did David Blood buy last quarter?
In Q2 2026: new position in Stryker (SYK); added to MercadoLibre (MELI); added to Visa (V); added to Cooper Companies (COO).
What did David Blood sell last quarter?
In Q2 2026: cut Amazon.com (AMZN); cut Microsoft (MSFT); cut West Pharmaceutical Services (WST).
When is David Blood's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.