Generation Investment Management Llp (Al Gore)
Basic Stats
Market Value
19.17B
Top 10 (%)
58.0%
Portfolio Size (Change from Prev.)
38 (-4)
Avg. Holding Period
18 years
Turnover
0.2%
Industry Breakdown
Services-prepackaged Software
16.9%
Services-business Services, Nec
13.9%
Retail-catalog & Mail-order Houses
10.9%
Measuring & Controlling Devices, Nec
7.7%
Surgical & Medical Instruments & Apparatus
6.9%
Laboratory Analytical Instruments
5.9%
Security Brokers, Dealers & Flotation Companies
5.2%
Semiconductors & Related Devices
5.0%
Orthopedic, Prosthetic & Surgical Appliances & Supplies
3.4%
Services-computer Programming, Data Processing, Etc.
3.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 MSFT | Microsoft Corp | 2.12B | 11.1% | 5.0M | -3.4% | -179.7K | 422.00 | 0.1% |
 AMZN | Amazon Com Inc | 2.07B | 10.8% | 9.5M | -16.7% | -1.9M | 219.00 | 0.1% |
 BDX | Becton Dickinson & Co | 1.32B | 6.9% | 5.8M | -2.3% | -139.3K | 227.00 | 2.0% |
 SCHW | Schwab Charles Corp | 998.69M | 5.2% | 13.5M | 10.8% | 1.3M | 74.00 | 0.7% |
 ACN | Accenture Plc Ireland | 875.99M | 4.6% | 2.5M | -5.2% | -137.0K | 352.00 | 0.4% |
 MELI | Mercadolibre Inc | 873.49M | 4.6% | 513.7K | 7.1% | 33.9K | 1.70K | 1.0% |
 TMO | Thermo Fisher Scientific Inc | 817.66M | 4.3% | 1.6M | -1.0% | -15.4K | 520.00 | 0.4% |
 NTNX | Nutanix Inc | 718.04M | 3.7% | 11.7M | -5.2% | -639.7K | 61.00 | 4.4% |
 TRMB | Trimble Inc | 661.98M | 3.5% | 9.4M | -21.2% | -2.5M | 71.00 | 3.8% |
 STE | Steris Plc | 654.53M | 3.4% | 3.2M | 12.8% | 360.5K | 206.00 | 3.2% |
 GOOGL | Alphabet Inc | 596.13M | 3.1% | 3.1M | New Buy | 3.1M | 189.00 | 0.0% |
 WAT | Waters Corp | 567.64M | 3.0% | 1.5M | -15.3% | -275.8K | 371.00 | 2.6% |
 A | Agilent Technologies Inc | 558.76M | 2.9% | 4.2M | 37.1% | 1.1M | 134.00 | 1.4% |
 IT | Gartner Inc | 558.03M | 2.9% | 1.2M | -5.2% | -63.0K | 484.00 | 1.5% |
 WDAY | Workday Inc | 548.43M | 2.9% | 2.1M | 44.4% | 653.8K | 258.00 | 0.8% |