AG
Al Gore (Generation Investment Management) disclosed increased in WORKDAY INC
Al Gore (Generation Investment Management) filed a 13F change in WORKDAY INC (98138H101) on 2025-02-14, covering period end 2024-12-31.
Action
Increased
Capital
$548,433,993 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
44 changes from Al Gore (Generation Investment Management), filed 2025-02-14 for period end 2024-12-31.
$19.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K305 ALPHABET INC | New | $596.1M | $596.1M | 3.11% |
12504L109 CBRE GROUP INC | Reduced | -$506.0M | $419.2M | 2.64% |
79466L302 SALESFORCE INC | Sold out | -$389.1M | $0 | 2.03% |
38222105 APPLIED MATLS INC | Sold out | -$345.7M | $0 | 1.80% |
G8994E103 TRANE TECHNOLOGIES PLC | Sold out | -$312.0M | $0 | 1.63% |
882508104 TEXAS INSTRS INC | Reduced | -$211.3M | $331.3M | 1.10% |
81764X103 SERVICETITAN INC | New | $209.5M | $209.5M | 1.09% |
808513105 SCHWAB CHARLES CORP | Increased | $209.3M | $998.7M | 1.09% |
48020Q107 JONES LANG LASALLE INC | Reduced | -$209.2M | $509.8M | 1.09% |
98138H101 WORKDAY INC | Increased | $188.7M | $548.4M | 0.98% |
294429105 EQUIFAX INC | Reduced | -$169.4M | $436.8M | 0.88% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$164.1M | $817.7M | 0.86% |
G21810109 CLARIVATE PLC | Sold out | -$151.4M | $0 | 0.79% |
806407102 HENRY SCHEIN INC | Reduced | -$131.1M | $189.9M | 0.68% |
594918104 MICROSOFT CORP | Reduced | -$121.6M | $2.1B | 0.63% |
75887109 BECTON DICKINSON & CO | Reduced | -$116.3M | $1.3B | 0.61% |
58733R102 MERCADOLIBRE INC | Reduced | -$110.9M | $873.5M | 0.58% |
00846U101 AGILENT TECHNOLOGIES INC | Increased | $108.2M | $558.8M | 0.56% |
44332N106 H WORLD GROUP LTD | Increased | $98.3M | $159.2M | 0.51% |
216648501 COOPER COS INC | Reduced | -$96.1M | $361.6M | 0.50% |
90138F102 TWILIO INC | Reduced | -$93.5M | $196.0M | 0.49% |
941848103 WATERS CORP | Reduced | -$82.3M | $567.6M | 0.43% |
896239100 TRIMBLE INC | Reduced | -$76.7M | $662.0M | 0.40% |
32654105 ANALOG DEVICES INC | Reduced | -$75.5M | $531.0M | 0.39% |
75960P104 REMITLY GLOBAL INC | Increased | $70.6M | $173.6M | 0.37% |
235851102 DANAHER CORPORATION | Reduced | -$68.3M | $547.8M | 0.36% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$63.7M | $500.3M | 0.33% |
366651107 GARTNER INC | Reduced | -$57.6M | $558.0M | 0.30% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$52.6M | $876.0M | 0.27% |
23135106 AMAZON COM INC | Reduced | -$40.8M | $2.1B | 0.21% |
G8473T100 STERIS PLC | Reduced | -$30.3M | $654.5M | 0.16% |
92826C839 VISA INC | Increased | $20.4M | $248.4M | 0.11% |
888787108 TOAST INC | Reduced | -$18.4M | $33.3M | 0.10% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $18.1M | $69.1M | 0.09% |
67059N108 NUTANIX INC | Reduced | -$15.3M | $718.0M | 0.08% |
595017104 MICROCHIP TECHNOLOGY INC. | Reduced | -$12.4M | $32.1M | 0.06% |
04342Y104 ASANA INC | Sold out | -$11.6M | $0 | 0.06% |
922475108 VEEVA SYS INC | Reduced | -$9.7M | $186.2M | 0.05% |
88675P103 TIGO ENERGY INC | Reduced | -$5.5M | $7.6M | 0.03% |
H82027105 SOPHIA GENETICS SA | Reduced | -$3.9M | $20.8M | 0.02% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$3.9M | $43.2M | 0.02% |
358054104 FRESHWORKS INC | Increased | $2.2M | $9.6M | 0.01% |
22266T109 COUPANG INC | Reduced | -$1.6M | $7.7M | 0.01% |
G9491K105 GOGORO INC | Sold out | -$1.5M | $0 | 0.01% |