Al Gore (Generation Investment Management) exit Twilio Inc
Al Gore (Generation Investment Management) exit $-196.0M of disclosed value in Twilio Inc.
Signal
Investor Move
Action
Exit
Capital
$-196.0M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2025
Total Changes
41
New
3
Reduced/Sold
24
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| AMZN | Amazon.com, Inc. | Reduced | $957.3M | 0.07% |
| ACN | Accenture plc | Reduced | $410.3M | 0.03% |
| CBRE | CBRE Group, Inc. | Sold out | $0 | 0.03% |
| TXN | Texas Instruments Incorporated | Reduced | $27.7M | 0.02% |
| WAT | Waters Corporation | Reduced | $278.4M | 0.02% |
| EFX | Equifax Inc. | Increased | $682.3M | 0.01% |
| SNPS | Synopsys, Inc. | New | $240.5M | 0.01% |
| TMO | Thermo Fisher Scientific Inc. | Reduced | $592.4M | 0.01% |
| NKE | NIKE, Inc. | New | $215.8M | 0.01% |
| TWLO | Twilio Inc. | Sold out | $0 | 0.01% |
| HSIC | Henry Schein, Inc. | Sold out | $0 | 0.01% |
| MSFT | Microsoft Corporation | Reduced | $2B | 0.01% |
| TRMB | Trimble Inc. | Reduced | $497M | 0.01% |
| MELI | MercadoLibre, Inc. | Increased | $1B | 0.01% |
| MA.BA | Mastercard Incorporated | Reduced | $348.6M | 0.01% |
| WDAY | Workday, Inc. | Increased | $678.1M | 0.01% |
| SCHW | The Charles Schwab Corporation | Increased | $1.1B | 0.01% |
| 216648501 | COOPER COS INC | Reduced | $242.4M | 0.01% |
| BDX | Becton, Dickinson and Company | Reduced | $1.2B | 0.01% |
| STE | STERIS plc | Increased | $760.3M | 0.01% |