Generation
Generation Investment Management
Dec 2025 → Mar 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years · follow all of Generation for every strategy.
What it bought and sold
Within the past 12 months we have added several companies to our Focus List, including cybersecurity software firm CrowdStrike and business technology company SAP.
Within the past 12 months we have added several companies to our Focus List, including cybersecurity software firm CrowdStrike and business technology company SAP.
Also held
Its investment theses
- SikaMar 2026Sika is a specialty chemicals company with mission-critical products, strong competitive advantages, and long-term growth tailwinds in construction and infrastructure.
- AdyenDec 2025Adyen is a differentiated global payments platform with a unified modern stack, scale, and long-term culture that create durable moats, improving performance, and a long runway across omni-commerce and embedded finance.