AG
Al Gore (Generation Investment Management) disclosed increased in EQUIFAX INC
Al Gore (Generation Investment Management) filed a 13F change in EQUIFAX INC (294429105) on 2025-05-15, covering period end 2025-03-31.
Action
Increased
Capital
$682,290,718 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
41 changes from Al Gore (Generation Investment Management), filed 2025-05-15 for period end 2025-03-31.
$16.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
23135106 AMAZON COM INC | Reduced | -$1.1B | $957.3M | 6.74% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$465.7M | $410.3M | 2.81% |
12504L109 CBRE GROUP INC | Sold out | -$419.2M | $0 | 2.53% |
882508104 TEXAS INSTRS INC | Reduced | -$303.6M | $27.7M | 1.83% |
941848103 WATERS CORP | Reduced | -$289.3M | $278.4M | 1.75% |
294429105 EQUIFAX INC | Increased | $245.5M | $682.3M | 1.48% |
871607107 SYNOPSYS INC | New | $240.5M | $240.5M | 1.45% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$225.2M | $592.4M | 1.36% |
654106103 NIKE INC | New | $215.8M | $215.8M | 1.30% |
90138F102 TWILIO INC | Sold out | -$196.0M | $0 | 1.18% |
806407102 HENRY SCHEIN INC | Sold out | -$189.9M | $0 | 1.15% |
594918104 MICROSOFT CORP | Reduced | -$172.5M | $2.0B | 1.04% |
896239100 TRIMBLE INC | Reduced | -$165.0M | $497.0M | 1.00% |
58733R102 MERCADOLIBRE INC | Increased | $161.6M | $1.0B | 0.98% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$151.7M | $348.6M | 0.92% |
98138H101 WORKDAY INC | Increased | $129.7M | $678.1M | 0.78% |
808513105 SCHWAB CHARLES CORP | Increased | $122.9M | $1.1B | 0.74% |
216648501 COOPER COS INC | Reduced | -$119.2M | $242.4M | 0.72% |
75887109 BECTON DICKINSON & CO | Reduced | -$106.1M | $1.2B | 0.64% |
G8473T100 STERIS PLC | Increased | $105.8M | $760.3M | 0.64% |
235851102 DANAHER CORPORATION | Increased | $103.7M | $651.5M | 0.63% |
34964C106 FORTUNE BRANDS INNOVATIONS I | New | $98.2M | $98.2M | 0.59% |
32654105 ANALOG DEVICES INC | Reduced | -$73.2M | $457.8M | 0.44% |
48020Q107 JONES LANG LASALLE INC | Reduced | -$55.9M | $453.9M | 0.34% |
44332N106 H WORLD GROUP LTD | Increased | $33.8M | $193.0M | 0.20% |
67059N108 NUTANIX INC | Increased | $25.2M | $743.2M | 0.15% |
00846U101 AGILENT TECHNOLOGIES INC | Increased | $24.2M | $583.0M | 0.15% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$22.4M | $46.6M | 0.14% |
81764X103 SERVICETITAN INC | Reduced | -$17.1M | $192.5M | 0.10% |
595017104 MICROCHIP TECHNOLOGY INC. | Reduced | -$14.0M | $18.0M | 0.08% |
75960P104 REMITLY GLOBAL INC | Reduced | -$13.6M | $160.0M | 0.08% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$8.3M | $34.9M | 0.05% |
366651107 GARTNER INC | Increased | $5.0M | $563.0M | 0.03% |
02079K305 ALPHABET INC | Increased | $4.1M | $600.3M | 0.03% |
888787108 TOAST INC | Reduced | -$3.0M | $30.3M | 0.02% |
358054104 FRESHWORKS INC | Reduced | -$2.2M | $7.4M | 0.01% |
H82027105 SOPHIA GENETICS SA | Increased | $1.7M | $22.5M | 0.01% |
92826C839 VISA INC | Increased | $1.6M | $249.9M | 0.01% |
88675P103 TIGO ENERGY INC | Reduced | -$1.1M | $6.5M | 0.01% |
922475108 VEEVA SYS INC | Increased | $296,523 | $186.5M | 0.00% |
22266T109 COUPANG INC | Reduced | -$224,893 | $7.4M | 0.00% |