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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

37 changes from Al Gore (Generation Investment Management), filed 2026-02-12 for period end 2025-12-31.

$14.4B portfolio value
StockActionChangeCurrentPortfolio Impact
594918104
MICROSOFT CORP
Reduced-$460.7M$2.0B3.20%
235851102
DANAHER CORPORATION
Increased$418.1M$1.7B2.90%
75887109
BECTON DICKINSON & CO
Sold out-$371.5M$02.58%
294429105
EQUIFAX INC
Reduced-$361.0M$341.0M2.50%
32654105
ANALOG DEVICES INC
Sold out-$323.5M$02.24%
79466L302
SALESFORCE INC
Increased$303.4M$734.6M2.10%
67059N108
NUTANIX INC
Reduced-$302.0M$177.3M2.10%
00846U101
AGILENT TECHNOLOGIES INC
Reduced-$247.2M$568.8M1.71%
808513105
SCHWAB CHARLES CORP
Reduced-$240.0M$784.1M1.66%
216648501
COOPER COS INC
New$233.5M$233.5M1.62%
G1151C101
ACCENTURE PLC IRELAND
Increased$219.6M$644.4M1.52%
G8473T100
STERIS PLC
Reduced-$209.1M$529.5M1.45%
23135106
AMAZON COM INC
Increased$205.3M$595.5M1.42%
L8681T102
SPOTIFY TECHNOLOGY S A
New$193.3M$193.3M1.34%
955306105
WEST PHARMACEUTICAL SVSC INC
Increased$173.7M$429.7M1.20%
45168D104
IDEXX LABS INC
Sold out-$166.4M$01.15%
98138H101
WORKDAY INC
Increased$141.2M$884.5M0.98%
55354G100
MSCI INC
New$130.4M$130.4M0.90%
58733R102
MERCADOLIBRE INC
Reduced-$121.7M$924.0M0.84%
142339100
CARLISLE COS INC
New$109.2M$109.2M0.76%
02079K305
ALPHABET INC
Increased$103.2M$885.0M0.72%
896239100
TRIMBLE INC
Reduced-$87.5M$595.0M0.61%
92826C839
VISA INC
Reduced-$29.9M$425.2M0.21%
871607107
SYNOPSYS INC
Increased$29.4M$234.8M0.20%
883556102
THERMO FISHER SCIENTIFIC INC
Increased$20.7M$644.0M0.14%
75960P104
REMITLY GLOBAL INC
Reduced-$19.2M$106.2M0.13%
88675P103
TIGO ENERGY INC
Reduced-$15.4M$2.3M0.11%
81764X103
SERVICETITAN INC
Increased$9.9M$186.5M0.07%
874039100
TAIWAN SEMICONDUCTOR MFG LTD
Reduced-$9.5M$58.4M0.07%
192446102
COGNIZANT TECHNOLOGY SOLUTIO
Increased$5.9M$34.3M0.04%
615369105
MOODYS CORP
Reduced-$5.7M$115.4M0.04%
595017104
MICROCHIP TECHNOLOGY INC.
Sold out-$5.5M$00.04%
44332N106
H WORLD GROUP LTD
Increased$5.4M$63.8M0.04%
22266T109
COUPANG INC
Reduced-$3.0M$7.2M0.02%
882508104
TEXAS INSTRS INC
Reduced-$801,913$4.9M0.01%
H82027105
SOPHIA GENETICS SA
Reduced-$611,061$31.7M0.00%
358054104
FRESHWORKS INC
Reduced-$564,586$8.8M0.00%

Evidence

Related Cards

PC

Polen Capital

Polen Capital filed a 13F change in INTUITIVE SURGICAL INC (46120E602) on 2026-02-12, covering period end 2025-12-31.

AG
Sold out75887109

Al Gore

Al Gore (Generation Investment Management) filed a 13F change in BECTON DICKINSON & CO (75887109) on 2026-02-12, covering period end 2025-12-31.

AG
Sold out32654105

Al Gore

Al Gore (Generation Investment Management) filed a 13F change in ANALOG DEVICES INC (32654105) on 2026-02-12, covering period end 2025-12-31.

Al Gore (Generation Investment Management) disclosed increased in ACCENTURE PLC IRELAND | TradingNote AI