TXN - Tracking Al Gore's Generation Investment Management Portfolio - Q1 2024 Update
2024-06-04 22:20:15 ET
Summary
- Al Gore's 13F portfolio value decreased from $22.06B to $21.91B this quarter.
- The number of positions in the portfolio decreased from 45 to 42.
- The top five stakes in the portfolio are Amazon.com, Microsoft, Applied Materials, Thermo Fisher Scientific, and Equifax.
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 5/14/2024. 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 Q4 2023....
Tracking Al Gore's Generation Investment Management Portfolio - Q1 2024 Update