AG
Al Gore (Generation Investment Management) disclosed new in VISA INC
Al Gore (Generation Investment Management) filed a 13F change in VISA INC (92826C839) on 2024-11-14, covering period end 2024-09-30.
Action
New
Capital
$228,003,663 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
45 changes from Al Gore (Generation Investment Management), filed 2024-11-14 for period end 2024-09-30.
$21.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
00846U101 AGILENT TECHNOLOGIES INC | New | $450.5M | $450.5M | 2.10% |
142339100 CARLISLE COS INC | Sold out | -$291.3M | $0 | 1.36% |
98138H101 WORKDAY INC | Increased | $279.7M | $359.7M | 1.31% |
806407102 HENRY SCHEIN INC | Reduced | -$271.9M | $321.0M | 1.27% |
294429105 EQUIFAX INC | Reduced | -$271.1M | $606.2M | 1.27% |
92826C839 VISA INC | New | $228.0M | $228.0M | 1.07% |
882508104 TEXAS INSTRS INC | Reduced | -$209.4M | $542.6M | 0.98% |
594918104 MICROSOFT CORP | Reduced | -$185.0M | $2.2B | 0.86% |
75887109 BECTON DICKINSON & CO | Increased | $171.9M | $1.4B | 0.80% |
23135106 AMAZON COM INC | Reduced | -$170.9M | $2.1B | 0.80% |
58733R102 MERCADOLIBRE INC | Increased | $162.7M | $984.4M | 0.76% |
67059N108 NUTANIX INC | Increased | $159.1M | $733.3M | 0.74% |
808513105 SCHWAB CHARLES CORP | Increased | $157.6M | $789.4M | 0.74% |
38222105 APPLIED MATLS INC | Reduced | -$141.8M | $345.7M | 0.66% |
12504L109 CBRE GROUP INC | Increased | $128.5M | $925.2M | 0.60% |
941848103 WATERS CORP | Increased | $124.4M | $649.9M | 0.58% |
896239100 TRIMBLE INC | Increased | $118.7M | $738.6M | 0.55% |
G1151C101 ACCENTURE PLC IRELAND | Increased | $97.1M | $928.6M | 0.45% |
48020Q107 JONES LANG LASALLE INC | Increased | $85.3M | $719.0M | 0.40% |
216648501 COOPER COS INC | Increased | $79.7M | $457.7M | 0.37% |
883556102 THERMO FISHER SCIENTIFIC INC | Increased | $66.7M | $981.8M | 0.31% |
888787108 TOAST INC | Reduced | -$66.3M | $51.7M | 0.31% |
79466L302 SALESFORCE INC | Reduced | -$63.1M | $389.1M | 0.29% |
88025U109 10X GENOMICS INC | Sold out | -$56.1M | $0 | 0.26% |
71813109 BAXTER INTL INC | Sold out | -$51.8M | $0 | 0.24% |
90138F102 TWILIO INC | Reduced | -$49.0M | $289.5M | 0.23% |
366651107 GARTNER INC | Increased | $45.7M | $615.6M | 0.21% |
G8473T100 STERIS PLC | Increased | $39.4M | $684.8M | 0.18% |
235851102 DANAHER CORPORATION | Increased | $37.9M | $616.1M | 0.18% |
57636Q104 MASTERCARD INCORPORATED | Increased | $37.7M | $564.0M | 0.18% |
G8994E103 TRANE TECHNOLOGIES PLC | Reduced | -$35.1M | $312.0M | 0.16% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $25.3M | $51.0M | 0.12% |
32654105 ANALOG DEVICES INC | Reduced | -$21.0M | $606.5M | 0.10% |
922475108 VEEVA SYS INC | Increased | $19.4M | $195.9M | 0.09% |
595017104 MICROCHIP TECHNOLOGY INC. | Reduced | -$13.5M | $44.4M | 0.06% |
G21810109 CLARIVATE PLC | Increased | $13.3M | $151.4M | 0.06% |
G9491K105 GOGORO INC | Reduced | -$11.6M | $1.5M | 0.05% |
44332N106 H WORLD GROUP LTD | Increased | $10.8M | $60.8M | 0.05% |
75960P104 REMITLY GLOBAL INC | Increased | $9.8M | $103.0M | 0.05% |
H82027105 SOPHIA GENETICS SA | Reduced | -$6.3M | $24.8M | 0.03% |
04342Y104 ASANA INC | Reduced | -$2.4M | $11.6M | 0.01% |
358054104 FRESHWORKS INC | Reduced | -$1.9M | $7.4M | 0.01% |
88675P103 TIGO ENERGY INC | Increased | $1.2M | $13.1M | 0.01% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Increased | $621,211 | $47.0M | 0.00% |
22266T109 COUPANG INC | Increased | $443,354 | $9.3M | 0.00% |