AG
Al Gore (Generation Investment Management) disclosed increased in THERMO FISHER SCIENTIFIC INC
Al Gore (Generation Investment Management) filed a 13F change in THERMO FISHER SCIENTIFIC INC (883556102) on 2025-11-10, covering period end 2025-09-30.
Action
Increased
Capital
$623,213,839 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
38 changes from Al Gore (Generation Investment Management), filed 2025-11-10 for period end 2025-09-30.
$15.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
48020Q107 JONES LANG LASALLE INC | Sold out | -$447.6M | $0 | 2.96% |
79466L302 SALESFORCE INC | New | $431.2M | $431.2M | 2.86% |
235851102 DANAHER CORPORATION | Increased | $338.4M | $1.3B | 2.24% |
654106103 NIKE INC | Sold out | -$258.3M | $0 | 1.71% |
98138H101 WORKDAY INC | Increased | $250.6M | $743.2M | 1.66% |
808513105 SCHWAB CHARLES CORP | Reduced | -$242.9M | $1.0B | 1.61% |
883556102 THERMO FISHER SCIENTIFIC INC | Increased | $222.2M | $623.2M | 1.47% |
32654105 ANALOG DEVICES INC | Reduced | -$192.3M | $323.5M | 1.27% |
922475108 VEEVA SYS INC | Sold out | -$166.3M | $0 | 1.10% |
58733R102 MERCADOLIBRE INC | Reduced | -$157.0M | $1.0B | 1.04% |
45168D104 IDEXX LABS INC | Reduced | -$137.9M | $166.4M | 0.91% |
00846U101 AGILENT TECHNOLOGIES INC | Increased | $134.4M | $816.0M | 0.89% |
02079K305 ALPHABET INC | Increased | $132.0M | $781.7M | 0.87% |
366651107 GARTNER INC | Sold out | -$129.3M | $0 | 0.86% |
75887109 BECTON DICKINSON & CO | Reduced | -$103.8M | $371.5M | 0.69% |
871607107 SYNOPSYS INC | Reduced | -$71.6M | $205.4M | 0.47% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$65.3M | $424.8M | 0.43% |
594918104 MICROSOFT CORP | Reduced | -$49.0M | $2.5B | 0.32% |
888787108 TOAST INC | Sold out | -$40.4M | $0 | 0.27% |
294429105 EQUIFAX INC | Increased | $34.6M | $702.0M | 0.23% |
92826C839 VISA INC | Reduced | -$32.5M | $455.2M | 0.22% |
67059N108 NUTANIX INC | Reduced | -$29.4M | $479.3M | 0.20% |
G8473T100 STERIS PLC | Reduced | -$23.1M | $738.6M | 0.15% |
75960P104 REMITLY GLOBAL INC | Reduced | -$19.0M | $125.4M | 0.13% |
81764X103 SERVICETITAN INC | Reduced | -$17.6M | $176.6M | 0.12% |
615369105 MOODYS CORP | Reduced | -$14.9M | $121.1M | 0.10% |
23135106 AMAZON COM INC | Increased | $12.4M | $390.2M | 0.08% |
H82027105 SOPHIA GENETICS SA | Increased | $11.3M | $32.3M | 0.07% |
595017104 MICROCHIP TECHNOLOGY INC. | Reduced | -$8.3M | $5.5M | 0.05% |
882508104 TEXAS INSTRS INC | Reduced | -$8.2M | $5.7M | 0.05% |
44332N106 H WORLD GROUP LTD | Increased | $7.9M | $58.4M | 0.05% |
88675P103 TIGO ENERGY INC | Increased | $7.9M | $17.7M | 0.05% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$4.8M | $28.4M | 0.03% |
896239100 TRIMBLE INC | Reduced | -$2.9M | $682.4M | 0.02% |
358054104 FRESHWORKS INC | Increased | $2.4M | $9.4M | 0.02% |
955306105 WEST PHARMACEUTICAL SVSC INC | Increased | $965,745 | $256.0M | 0.01% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $571,630 | $67.9M | 0.00% |
22266T109 COUPANG INC | Increased | $62,072 | $10.2M | 0.00% |