GENERATION INVESTMENT MANAGEMENT LLP STE STERIS PLC

Ownership history in GENERATION INVESTMENT MANAGEMENT LLP  ·  23 quarters on record

AI Ownership Summary

GENERATION INVESTMENT MANAGEMENT LLP reported STERIS PLC (STE) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.89% in 2025 Q3. The latest visible filing shows STE at 4.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GENERATION INVESTMENT MANAGEMENT LLP's position in STERIS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STE was reported at 4.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.89% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GENERATION INVESTMENT MANAGEMENT LLP held STE — position size vs. price
% of Fund (quarterly)    STE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,308,459 +219,976 +10.5% 4.57% $510.5M 2026-05-14 $215.98
2025 Q4 REDUCED 30.0% -12.6% 2,088,483 -896,456 -30.0% 3.67% $529.5M 2026-02-12 $243.60
2025 Q3 REDUCED 5.9% +3.5% 2,984,939 -185,778 -5.9% 4.89% $738.6M 2025-11-10 $263.34
2025 Q2 REDUCED 5.5% +2.4% 3,170,717 -183,828 -5.5% 4.84% $761.7M 2025-08-07 $235.03
2025 Q1 ADDED 3,354,545 +170,392 +5.4% 4.59% $760.3M 2025-05-15 $245.04
2024 Q4 ADDED 3,184,153 +360,527 +12.8% 3.41% $654.5M 2025-02-14 $217.14
2024 Q3 REDUCED 2,823,626 -116,482 -4.0% 3.20% $684.8M 2024-11-14 $218.40
2024 Q2 ADDED 2,940,108 +799,348 +37.3% 3.11% $645.5M 2024-08-13 $230.29
2024 Q1 ADDED 2,140,760 +1,005,397 +88.6% 2.20% $481.3M 2024-05-14 $231.93
2023 Q4 REDUCED 1,135,363 -19,480 -1.7% 1.13% $249.6M 2024-02-14 $223.19
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GENERATION INVESTMENT MANAGEMENT LLP and STE

These are the practical questions this page is built to answer before you even open the full history table.

How long has GENERATION INVESTMENT MANAGEMENT LLP reported owning STE?

GENERATION INVESTMENT MANAGEMENT LLP reported STE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STE position in GENERATION INVESTMENT MANAGEMENT LLP's portfolio?

The largest reported portfolio weight for STE was 4.89% in 2025 Q3.

What is the latest reported STE position on this page?

The most recent filing on this page is 2026 Q1, when GENERATION INVESTMENT MANAGEMENT LLP reported 2,308,459 shares, equal to 4.57% of portfolio, with an estimated market value of $510.5M.

What does the chart on this STE ownership page compare?

The chart compares GENERATION INVESTMENT MANAGEMENT LLP's quarterly STE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GENERATION INVESTMENT MANAGEMENT LLP time their STE position?

Based on 13F filing dates vs. subsequent STE price moves, GENERATION INVESTMENT MANAGEMENT LLP correctly timed 11 out of 22 reported position changes (50%). The annualised alpha on STE relative to SPY over the holding period was -11.2%.

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