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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

35 changes from Al Gore (Generation Investment Management), filed 2026-05-14 for period end 2026-03-31.

$11.2B portfolio value
StockActionChangeCurrentPortfolio Impact
79466L302
SALESFORCE INC
Sold out-$734.6M$06.58%
00846U101
AGILENT TECHNOLOGIES INC
Sold out-$568.8M$05.10%
G1151C101
ACCENTURE PLC IRELAND
Reduced-$541.6M$102.8M4.85%
23135106
AMAZON COM INC
Increased$529.5M$1.1B4.75%
808513105
SCHWAB CHARLES CORP
Reduced-$526.2M$257.9M4.72%
235851102
DANAHER CORP DEL
Reduced-$358.2M$1.4B3.21%
461202103
INTUIT
New$356.3M$356.3M3.19%
594918104
MICROSOFT CORP
Reduced-$342.2M$1.7B3.07%
98138H101
WORKDAY INC
Reduced-$341.2M$543.3M3.06%
02079K305
ALPHABET INC
Reduced-$300.2M$584.7M2.69%
883556102
THERMO FISHER SCIENTIFIC INC
Reduced-$263.7M$380.2M2.36%
871607107
SYNOPSYS INC
Sold out-$234.8M$02.10%
55354G100
MSCI INC
Increased$140.3M$270.7M1.26%
58733R102
MERCADOLIBRE INC
Reduced-$132.8M$791.2M1.19%
955306105
WEST PHARMACEUTICAL SVSC INC
Increased$132.7M$562.4M1.19%
142339100
CARLISLE COS INC
Sold out-$109.2M$00.98%
67059N108
NUTANIX INC
Increased$107.9M$285.2M0.97%
216648501
COOPER COS INC
Increased$95.3M$328.9M0.85%
896239100
TRIMBLE INC
Reduced-$87.5M$507.5M0.78%
81764X103
SERVICETITAN INC
Reduced-$75.4M$111.1M0.68%
615369105
MOODYS CORP
Increased$44.4M$159.8M0.40%
L8681T102
SPOTIFY TECHNOLOGY S A
Reduced-$34.3M$159.1M0.31%
92826C839
VISA INC
Increased$32.6M$457.8M0.29%
294429105
EQUIFAX INC
Reduced-$21.3M$319.7M0.19%
G8473T100
STERIS PLC
Reduced-$19.0M$510.5M0.17%
75960P104
REMITLY GLOBAL INC
Increased$14.4M$120.5M0.13%
874039100
TAIWAN SEMICONDUCTOR MANUFAC
Reduced-$11.4M$47.0M0.10%
44332N106
H WORLD GROUP LTD
Reduced-$9.8M$54.0M0.09%
22266T109
COUPANG INC
Increased$9.0M$16.2M0.08%
192446102
COGNIZANT TECHNOLOGY SOLUTIO
Reduced-$8.0M$26.3M0.07%
81141R100
SEA LTD
New$7.7M$7.7M0.07%
882508104
TEXAS INSTRS INC
Sold out-$4.9M$00.04%
358054104
FRESHWORKS INC
Reduced-$3.2M$5.6M0.03%
88675P103
TIGO ENERGY INC
Sold out-$2.3M$00.02%
H82027105
SOPHIA GENETICS SA
Increased$1.9M$33.6M0.02%

Evidence

Related Cards

AG
Sold out79466L302

Al Gore

Al Gore (Generation Investment Management) filed a 13F change in SALESFORCE INC (79466L302) on 2026-05-14, covering period end 2026-03-31.

HM

Howard Marks

Howard Marks (Oaktree Capital) filed a 13F change in INVESCO QQQ TRUST SERIES 1 (4.609E+107) on 2026-05-14, covering period end 2026-03-31.

SK
Sold out31620M106

Seth Klarman

Seth Klarman (Baupost Group) filed a 13F change in FIDELITY NATL INFORMATION SV (31620M106) on 2026-05-14, covering period end 2026-03-31.

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