AG
Al Gore (Generation Investment Management) disclosed new in SEA LTD
Al Gore (Generation Investment Management) filed a 13F change in SEA LTD (81141R100) on 2026-05-14, covering period end 2026-03-31.
Action
New
Capital
$7,728,243 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
35 changes from Al Gore (Generation Investment Management), filed 2026-05-14 for period end 2026-03-31.
$11.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
79466L302 SALESFORCE INC | Sold out | -$734.6M | $0 | 6.58% |
00846U101 AGILENT TECHNOLOGIES INC | Sold out | -$568.8M | $0 | 5.10% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$541.6M | $102.8M | 4.85% |
23135106 AMAZON COM INC | Increased | $529.5M | $1.1B | 4.75% |
808513105 SCHWAB CHARLES CORP | Reduced | -$526.2M | $257.9M | 4.72% |
235851102 DANAHER CORP DEL | Reduced | -$358.2M | $1.4B | 3.21% |
461202103 INTUIT | New | $356.3M | $356.3M | 3.19% |
594918104 MICROSOFT CORP | Reduced | -$342.2M | $1.7B | 3.07% |
98138H101 WORKDAY INC | Reduced | -$341.2M | $543.3M | 3.06% |
02079K305 ALPHABET INC | Reduced | -$300.2M | $584.7M | 2.69% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$263.7M | $380.2M | 2.36% |
871607107 SYNOPSYS INC | Sold out | -$234.8M | $0 | 2.10% |
55354G100 MSCI INC | Increased | $140.3M | $270.7M | 1.26% |
58733R102 MERCADOLIBRE INC | Reduced | -$132.8M | $791.2M | 1.19% |
955306105 WEST PHARMACEUTICAL SVSC INC | Increased | $132.7M | $562.4M | 1.19% |
142339100 CARLISLE COS INC | Sold out | -$109.2M | $0 | 0.98% |
67059N108 NUTANIX INC | Increased | $107.9M | $285.2M | 0.97% |
216648501 COOPER COS INC | Increased | $95.3M | $328.9M | 0.85% |
896239100 TRIMBLE INC | Reduced | -$87.5M | $507.5M | 0.78% |
81764X103 SERVICETITAN INC | Reduced | -$75.4M | $111.1M | 0.68% |
615369105 MOODYS CORP | Increased | $44.4M | $159.8M | 0.40% |
L8681T102 SPOTIFY TECHNOLOGY S A | Reduced | -$34.3M | $159.1M | 0.31% |
92826C839 VISA INC | Increased | $32.6M | $457.8M | 0.29% |
294429105 EQUIFAX INC | Reduced | -$21.3M | $319.7M | 0.19% |
G8473T100 STERIS PLC | Reduced | -$19.0M | $510.5M | 0.17% |
75960P104 REMITLY GLOBAL INC | Increased | $14.4M | $120.5M | 0.13% |
874039100 TAIWAN SEMICONDUCTOR MANUFAC | Reduced | -$11.4M | $47.0M | 0.10% |
44332N106 H WORLD GROUP LTD | Reduced | -$9.8M | $54.0M | 0.09% |
22266T109 COUPANG INC | Increased | $9.0M | $16.2M | 0.08% |
192446102 COGNIZANT TECHNOLOGY SOLUTIO | Reduced | -$8.0M | $26.3M | 0.07% |
81141R100 SEA LTD | New | $7.7M | $7.7M | 0.07% |
882508104 TEXAS INSTRS INC | Sold out | -$4.9M | $0 | 0.04% |
358054104 FRESHWORKS INC | Reduced | -$3.2M | $5.6M | 0.03% |
88675P103 TIGO ENERGY INC | Sold out | -$2.3M | $0 | 0.02% |
H82027105 SOPHIA GENETICS SA | Increased | $1.9M | $33.6M | 0.02% |