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....

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