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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Al Gore (Generation Investment)
  • Overview
  • Portfolio33
  • Performance8Q
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Al Gore

Generation Investment
Share
  • Asset Manager · CIK 0001375534
  • Tech-Heavy
  • Large Fund

Al Gore runs Generation Investment, an asset manager overseeing $14.42B in disclosed equity holdings (SEC CIK 0001375534). The latest portfolio (2025Q4) discloses 33 positions across 6 sectors, with the largest positions in MSFT, DHR and MELI. On a mark-to-market basis the tracked portfolio has returned 12.6% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Al's filingsView holdings↓
Portfolio
$14.42B
Positions
33
Quarter
2025Q4
Filings tracked
8
Since filing+12.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Holdings

Sorted by value · 2025Q4
33 positions
1
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
13.85%
of portfolio
Number of shares
4,128,300 sh
Holdings current value
$2.00B
Avg closing price
$420.51
-1.1%
Last action
Trimmed 13.0%
2025Q4
Current $415.75
2
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
12.05%
of portfolio
Number of shares
7,589,661 sh
Holdings current value
$1.74B
Avg closing price
$218.30
-18.2%
Last action
Added 14.1%
2025Q4
Current $178.57
3
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
6.41%
of portfolio
Number of shares
458,751 sh
Holdings current value
$924.04M
Avg closing price
$1573
+15.0%
Last action
Added 2.5%
2025Q4
Current $1809
4
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
6.14%
of portfolio
Number of shares
2,827,443 sh
Holdings current value
$884.99M
Avg closing price
$182.76
+85.4%
Last action
Trimmed 12.1%
2025Q4
Current $338.89
5
W
WDAYWORKDAY INC
Technology·Software - Application
6.13%
of portfolio
Number of shares
4,118,011 sh
Holdings current value
$884.47M
Avg closing price
$234.86
-51.2%
Last action
Added 33.4%
2025Q4
Current $114.67
6
S
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
5.44%
of portfolio
Number of shares
7,847,717 sh
Holdings current value
$784.07M
Avg closing price
$70.95
+25.3%
Last action
Trimmed 26.8%
2025Q4
Current $88.92
7
C
CRMSALESFORCE COM INC
Technology·Software - Application
5.10%
of portfolio
Number of shares
2,772,875 sh
Holdings current value
$734.56M
Avg closing price
$274.93
-37.0%
Last action
Added 52.4%
2025Q4
Current $173.30
8
G
G1151C101ACCENTURE PLC IRELAND
4.47%
of portfolio
Number of shares
2,401,691 sh
Holdings current value
$644.37M
Avg closing price
$304.07
Last action
Added 39.4%
2025Q4
Current —
9
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
4.47%
of portfolio
Number of shares
1,111,327 sh
Holdings current value
$643.96M
Avg closing price
$559.05
-16.5%
Last action
Trimmed 13.5%
2025Q4
Current $466.70
10
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
4.13%
of portfolio
Number of shares
2,579,886 sh
Holdings current value
$595.49M
Avg closing price
$196.91
+29.5%
Last action
Added 45.2%
2025Q4
Current $255.08
11
T
TRMBTRIMBLE INC
Technology·Scientific & Technical Instruments
4.13%
of portfolio
Number of shares
7,593,981 sh
Holdings current value
$594.99M
Avg closing price
$66.10
+1.4%
Last action
Trimmed 9.1%
2025Q4
Current $67.04
12
A
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
3.95%
of portfolio
Number of shares
4,180,266 sh
Holdings current value
$568.81M
Avg closing price
$136.25
-16.0%
Last action
Trimmed 34.3%
2025Q4
Current $114.42
13
G
G8473T100STERIS PLC
3.67%
of portfolio
Number of shares
2,088,483 sh
Holdings current value
$529.47M
Avg closing price
$221.63
Last action
Trimmed 30.0%
2025Q4
Current —
14
W
WSTWEST PHARMACEUTICAL SVSC INC
Healthcare·Medical Instruments & Supplies
2.98%
of portfolio
Number of shares
1,561,869 sh
Holdings current value
$429.73M
Avg closing price
$239.93
+29.1%
Last action
Added 60.0%
2025Q4
Current $309.70
15
V
VVISA INC
Financial Services·Credit Services
2.95%
of portfolio
Number of shares
1,212,446 sh
Holdings current value
$425.22M
Avg closing price
$313.46
-1.5%
Last action
Trimmed 9.1%
2025Q4
Current $308.88
16
E
EFXEQUIFAX INC
Industrials·Consulting Services
2.37%
of portfolio
Number of shares
1,571,674 sh
Holdings current value
$341.02M
Avg closing price
$256.90
-31.9%
Last action
Trimmed 42.6%
2025Q4
Current $174.93
17
S
SNPSSYNOPSYS INC
Technology·Software - Infrastructure
1.63%
of portfolio
Number of shares
499,931 sh
Holdings current value
$234.83M
Avg closing price
$435.69
+4.9%
Last action
Added 20.1%
2025Q4
Current $456.85
18
C
COOCOOPER COS INC
Healthcare·Medical Instruments & Supplies
1.62%
of portfolio
Number of shares
2,849,428 sh
Holdings current value
$233.54M
Avg closing price
$100.86
-35.6%
Last action
New holding
2025Q4
Current $64.95
19
S
SPOTSPOTIFY TECHNOLOGY S A
Communication Services·Internet Content & Information
1.34%
of portfolio
Number of shares
332,933 sh
Holdings current value
$193.34M
Avg closing price
$580.71
-11.2%
Last action
New holding
2025Q4
Current $515.94
20
T
TTANSERVICETITAN INC
Technology·Software - Application
1.29%
of portfolio
Number of shares
1,751,224 sh
Holdings current value
$186.51M
Avg closing price
$102.87
-40.8%
Last action
Trimmed 3.4%
2025Q3
Current $60.93
21
N
NTNXNUTANIX INC
Technology·Software - Infrastructure
1.23%
of portfolio
Number of shares
3,429,922 sh
Holdings current value
$177.29M
Avg closing price
$61.27
-36.1%
Last action
Trimmed 46.8%
2025Q4
Current $39.15
22
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.90%
of portfolio
Number of shares
227,249 sh
Holdings current value
$130.38M
Avg closing price
$573.73
+4.2%
Last action
New holding
2025Q4
Current $598.01
23
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.80%
of portfolio
Number of shares
225,909 sh
Holdings current value
$115.41M
Avg closing price
$501.59
-9.8%
Last action
Trimmed 11.1%
2025Q4
Current $452.35
24
C
CSLCARLISLE COS INC
Industrials·Building Products & Equipment
0.76%
of portfolio
Number of shares
341,452 sh
Holdings current value
$109.22M
Avg closing price
$391.85
-7.2%
Last action
New holding
2025Q4
Current $363.70
25
R
RELYREMITLY GLOBAL INC
Technology·Software - Infrastructure
0.74%
of portfolio
Number of shares
7,692,320 sh
Holdings current value
$106.15M
Avg closing price
$20.74
-1.4%
Last action
—
Current $20.46
26
H
HTHTHUAZHU GROUP LTDADR
Consumer Cyclical·Lodging
0.44%
of portfolio
Number of shares
1,355,431 sh
Holdings current value
$63.77M
Avg closing price
$34.97
+49.0%
Last action
Trimmed 9.2%
2025Q4
Current $52.09
27
T
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
0.41%
of portfolio
Number of shares
192,192 sh
Holdings current value
$58.41M
Avg closing price
$180.23
+112.3%
Last action
Trimmed 20.9%
2025Q4
Current $382.66
28
C
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
Technology·Information Technology Services
0.24%
of portfolio
Number of shares
412,729 sh
Holdings current value
$34.26M
Avg closing price
$73.29
-24.8%
Last action
Trimmed 2.5%
2025Q4
Current $55.10
29
H
H82027105SOPHIA GENETICS SA
0.22%
of portfolio
Number of shares
6,789,560 sh
Holdings current value
$31.71M
Avg closing price
$4.93
Last action
—
Current —
30
F
FRSHFRESHWORKS INC
Technology·Software - Application
0.06%
of portfolio
Number of shares
721,324 sh
Holdings current value
$8.84M
Avg closing price
$15.05
-45.1%
Last action
Trimmed 9.7%
2025Q4
Current $8.26
31
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
0.05%
of portfolio
Number of shares
304,941 sh
Holdings current value
$7.19M
Avg closing price
$17.79
+15.7%
Last action
Trimmed 3.5%
2025Q4
Current $20.58
32
T
TXNTEXAS INSTRS INC
Technology·Semiconductors
0.03%
of portfolio
Number of shares
28,109 sh
Holdings current value
$4.88M
Avg closing price
$174.21
+62.0%
Last action
Trimmed 9.1%
2025Q4
Current $282.23
33
T
TYGOTIGO ENERGY INC
0.02%
of portfolio
Number of shares
1,658,857 sh
Holdings current value
$2.29M
Avg closing price
$1.07
+357.0%
Last action
Trimmed 76.5%
2025Q4
Current $4.89

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
13.85% · -14.0%
DHR
12.05% · -22.0%
MELI
6.41% · -10.2%
GOOGL
6.14% · +8.3%
WDAY
6.13% · -46.6%
SCHW
5.44% · -11.0%
CRM
5.10% · -34.6%
ACCENTURE PLC IRELAND
4.47%
TMO
4.47% · -19.5%
AMZN
4.13% · +10.5%
TRMB
4.13% · -14.4%
A
3.95% · -15.9%
STERIS PLC
3.67%
WST
2.98% · +12.6%
V
2.95% · -11.9%
EFX
2.37% · -19.4%
SNPS
1.63% · -2.7%
COO
1.62% · -20.8%
SPOT
1.34% · -11.2%
TTAN
1.29% · -42.8%
NTNX
1.23% · -24.3%
MSCI
0.90% · +4.2%
MCO
0.80% · -11.5%
CSL
0.76% · +13.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology12 pos$5.02B38.0%
  • Healthcare5 pos$3.61B27.4%
  • Consumer Cyclical4 pos$1.59B12.0%
  • Financial Services4 pos$1.46B11.0%
  • Communication Services2 pos$1.08B8.2%
  • Industrials2 pos$450.2M3.4%
(8.4% unclassified, excluded from %)