CBRE - Tracking Al Gore's Generation Investment Management Portfolio - Q1 2025 Update
2025-05-25 20:57:46 ET
Summary
- Generation IM’s Q1 2025 13F portfolio value dropped to $16.56B, with 38 positions and Microsoft, Becton, Dickinson, Charles Schwab, MercadoLibre, and Amazon as top holdings.
- Significant stake increases were made in Equifax, Workday, Danaher, Alphabet, and Agilent, while Amazon, Thermo Fisher, and Accenture saw major reductions.
- New positions were initiated in Synopsys, Nike, and Fortune Brands, while CBRE, Henry Schein, and Twilio were fully exited this quarter.
- Portfolio activity reflects a disciplined approach, with dynamic rebalancing and selective buying in undervalued or strategic growth names.
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 05/15/2025. 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 2024....
Tracking Al Gore's Generation Investment Management Portfolio - Q1 2025 Update