Rating #119
Al Gore
Generation Investment Management
Portfolio value
Stocks
Performance
1 Year
-3.97%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Al Gore’s Portfolio: Q1 2026
Top10 stocks: 72.73% of the portfolio
Al Gore’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
5.95ppt
1.33ppt
2.06ppt
1.52ppt
0.98ppt
1.33ppt
1.15ppt
0.63ppt
0.90ppt
0.50ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  AMZN | Add +109.38% | $220.17 | $621.28M | 5.95ppt | |
2  NTNX | Add +118.78% | $42.15 | $171.71M | 1.33ppt | |
3  WST | Add +43.67% | $248.81 | $169.72M | 2.06ppt | |
4  MSCI | Add +120.98% | $563.88 | $155.02M | 1.52ppt | |
5  MSFT | Add +8.25% | $418.44 | $142.57M | 0.98ppt | |
6  COO | Add +61.41% | $79.12 | $138.46M | 1.33ppt | |
7  V | Add +24.93% | $321.55 | $97.18M | 1.15ppt | |
8  MCO | Add +62.17% | $473.05 | $66.44M | 0.63ppt | |
9  STE | Add +10.53% | $244.62 | $53.81M | 0.90ppt | |
10  EFX | Add +12.98% | $198.61 | $40.50M | 0.50ppt |
Al Gore’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1 MSFT | Prepackaged Software | $268.80 | Add +8.25% | 4.47M | $1.65B | 14.83% 0.98ppt | 0.06% | 48 Quarters | Q1 2026 | |
2  DHR | Industrial Instruments | $209.39 | Cut -4.15% | 7.27M | $1.38B | 12.36% 0.31ppt | 1.03% | 13 Quarters | Q1 2026 | |
3 AMZN | Retail-Catalog & Mail-Order | $190.55 | Add +109.38% | 5.40M | $1.13B | 10.08% 5.95ppt | 0.05% | 21 Quarters | Q1 2026 | |
4  MELI | Other Business Services | $1217.14 | Cut -0.25% | 457.63K | $791.24M | 7.09% 0.68ppt | 0.90% | 34 Quarters | Q1 2026 | |
Computer Programming & Data | $182.76 | Cut -28.08% | 2.03M | $584.74M | 5.24% -0.90ppt | 0.02% | 6 Quarters | Q1 2026 | ||
6 WST | Other Rubber Products | $243.19 | Add +43.67% | 2.24M | $562.43M | 5.04% 2.06ppt | 3.10% | 4 Quarters | Q1 2026 | |
7  WDAY | Data Processing Services | $233.33 | Add +1.55% | 4.18M | $543.31M | 4.87% -1.27ppt | 1.60% | 8 Quarters | Q1 2026 | |
8 STE | OrthopedicSupplies | $209.70 | Add +10.53% | 2.31M | $510.47M | 4.57% 0.90ppt | 2.35% | 23 Quarters | Q1 2026 | |
9  TRMB | Other Measuring Devices | $57.82 | Add +2.46% | 7.78M | $507.52M | 4.55% 0.42ppt | 3.28% | 11 Quarters | Q1 2026 | |
10 V | Other Business Services | $311.22 | Add +24.93% | 1.51M | $457.79M | 4.10% 1.15ppt | 0.08% | 7 Quarters | Q1 2026 | |
11  TMO | Other Measuring Devices | $442.72 | Cut -30.39% | 773.60K | $380.25M | 3.41% -1.06ppt | 0.21% | 39 Quarters | Q1 2026 | |
12  INTU | Prepackaged Software | $432.38 | New Buy +100.00% | 823.96K | $356.26M | 3.19% 3.19ppt | 0.30% | 1 Quarter | Q1 2026 | |
13 COO | Ophthalmic Goods | $77.98 | Add +61.41% | 4.60M | $328.86M | 2.95% 1.33ppt | 2.34% | 2 Quarters | Q1 2026 | |
14 EFX | Consumer Credit Reporting | $218.90 | Add +12.98% | 1.78M | $319.73M | 2.87% 0.50ppt | 1.46% | 29 Quarters | Q1 2026 | |
15 NTNX | Prepackaged Software | $35.53 | Add +118.78% | 7.50M | $285.22M | 2.56% 1.33ppt | 2.79% | 28 Quarters | Q1 2026 | |
16 MSCI | Other Business Services | $554.72 | Add +120.98% | 502.17K | $270.67M | 2.43% 1.52ppt | 0.65% | 2 Quarters | Q1 2026 | |
17  SCHW | Security Brokers & Dealers | $56.58 | Cut -65.04% | 2.74M | $257.85M | 2.31% -3.13ppt | 0.15% | 41 Quarters | Q1 2026 | |
18 MCO | Consumer Credit Reporting | $476.54 | Add +62.17% | 366.36K | $159.82M | 1.43% 0.63ppt | 0.21% | 4 Quarters | Q1 2026 | |
19  SPOT | Radio Broadcasting | $580.71 | Cut -1.48% | 328.01K | $159.06M | 1.43% 0.08ppt | 0.16% | 2 Quarters | Q1 2026 | |
20  RELY | Other Business Services | $36.70 | 0.00% | 7.69M | $120.54M | 1.08% 0.34ppt | 3.74% | 19 Quarters | Q4 2023 |
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