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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 08/14/2020. 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 2020.
This quarter, Al Gore’s 13F portfolio value increased ~23% from $14.09B to $17.34B. The number of positions decreased from 41 to 39. The top five stakes are