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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 2025-08-07 for period end 2025-06-30.

$15.7B portfolio value
StockActionChangeCurrentPortfolio Impact
75887109
BECTON DICKINSON & CO
Reduced-$737.9M$475.3M4.69%
23135106
AMAZON COM INC
Reduced-$579.5M$377.8M3.68%
594918104
MICROSOFT CORP
Increased$555.4M$2.5B3.53%
366651107
GARTNER INC
Reduced-$433.7M$129.3M2.76%
57636Q104
MASTERCARD INCORPORATED
Sold out-$348.6M$02.22%
235851102
DANAHER CORPORATION
Increased$329.4M$980.9M2.09%
45168D104
IDEXX LABS INC
New$304.3M$304.3M1.93%
941848103
WATERS CORP
Sold out-$278.4M$01.77%
955306105
WEST PHARMACEUTICAL SVSC INC
New$255.1M$255.1M1.62%
216648501
COOPER COS INC
Sold out-$242.4M$01.54%
92826C839
VISA INC
Increased$237.7M$487.7M1.51%
67059N108
NUTANIX INC
Reduced-$234.5M$508.8M1.49%
883556102
THERMO FISHER SCIENTIFIC INC
Reduced-$191.4M$401.0M1.22%
896239100
TRIMBLE INC
Increased$188.3M$685.3M1.20%
98138H101
WORKDAY INC
Reduced-$185.4M$492.7M1.18%
58733R102
MERCADOLIBRE INC
Increased$167.7M$1.2B1.07%
808513105
SCHWAB CHARLES CORP
Increased$145.3M$1.3B0.92%
44332N106
H WORLD GROUP LTD
Reduced-$142.5M$50.5M0.91%
615369105
MOODYS CORP
New$136.0M$136.0M0.86%
00846U101
AGILENT TECHNOLOGIES INC
Increased$98.6M$681.6M0.63%
34964C106
FORTUNE BRANDS INNOVATIONS I
Sold out-$98.2M$00.62%
G1151C101
ACCENTURE PLC IRELAND
Increased$79.8M$490.1M0.51%
32654105
ANALOG DEVICES INC
Increased$58.0M$515.7M0.37%
02079K305
ALPHABET INC
Increased$49.5M$649.8M0.31%
654106103
NIKE INC
Increased$42.5M$258.3M0.27%
871607107
SYNOPSYS INC
Increased$36.5M$277.0M0.23%
874039100
TAIWAN SEMICONDUCTOR MFG LTD
Increased$20.7M$67.3M0.13%
922475108
VEEVA SYS INC
Reduced-$20.2M$166.3M0.13%
75960P104
REMITLY GLOBAL INC
Reduced-$15.6M$144.4M0.10%
294429105
EQUIFAX INC
Reduced-$14.9M$667.4M0.09%
882508104
TEXAS INSTRS INC
Reduced-$13.8M$13.9M0.09%
888787108
TOAST INC
Increased$10.2M$40.4M0.06%
48020Q107
JONES LANG LASALLE INC
Reduced-$6.3M$447.6M0.04%
595017104
MICROCHIP TECHNOLOGY INC.
Reduced-$4.2M$13.8M0.03%
88675P103
TIGO ENERGY INC
Increased$3.3M$9.8M0.02%
22266T109
COUPANG INC
Increased$2.7M$10.1M0.02%
81764X103
SERVICETITAN INC
Increased$1.8M$194.2M0.01%
192446102
COGNIZANT TECHNOLOGY SOLUTIO
Reduced-$1.7M$33.2M0.01%
H82027105
SOPHIA GENETICS SA
Reduced-$1.5M$21.0M0.01%
G8473T100
STERIS PLC
Increased$1.4M$761.7M0.01%
358054104
FRESHWORKS INC
Reduced-$388,767$7.0M0.00%

Evidence

Related Cards

AG
Sold out57636Q104

Al Gore

Al Gore (Generation Investment Management) filed a 13F change in MASTERCARD INCORPORATED (57636Q104) on 2025-08-07, covering period end 2025-06-30.

AG
Reduced75887109

Al Gore

Al Gore (Generation Investment Management) filed a 13F change in BECTON DICKINSON & CO (75887109) on 2025-08-07, covering period end 2025-06-30.

AG
Increased594918104

Al Gore

Al Gore (Generation Investment Management) filed a 13F change in MICROSOFT CORP (594918104) on 2025-08-07, covering period end 2025-06-30.

Al Gore (Generation Investment Management) disclosed sold out in COOPER COS INC | TradingNote AI