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This article is part of a series that provides an ongoing analysis of the changes made to Generation Investment Management’s 13F portfolio on a quarterly basis. It is based on Al Gore’s regulatory 13F Form filed on 08/14/2019. Please visit our "Tracking Al Gore’s Generation Investment Management Portfolio" series to get an idea of their investment philosophy and our previous update for the fund’s moves in Q1 2019.
This quarter, Al Gore’s 13F portfolio value increased ~6%, from $13.68B to $14.51B. The number of positions increased from 33 to 34. The top five