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Generation Investment Management’s 13F portfolio value increased from $17.34B to $18.84B this quarter.
They increased Becton Dickinson and Analog Devices while decreasing Alphabet, Varian Medical Systems, and Workday during the quarter. They also added Cisco Systems.
The top three positions are Cognizant Technology, Charles Schwab, and Baxter International, and they add up to ~17% of the portfolio.