1) These are only the publicly traded U.S. stocks in their portfolio. Private deals, foreign stocks, cash etc. don't show up.
GIM is reputed to be running $5 Billion, these securities only total $2.36 Bil.
2) This is not a very "green" portfolio.
Should you need it, GIM's CIK with federales the is 0001375534.
I'll be back later with the quick and dirty analysis, new names, expanded positions, whatev.
From the U.S Securities and Exchange Commission:
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 2010
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Generation Investment Management LLP
Address: One Vine Street
London, United Kingdom W1J 0AH