Al Gore's Generation Investment Management Reduces Amazon Stake by 46.77%

GuruFocus News

Thu, May 15, 2025, 4:31 PM 3 min read

• Warning! GuruFocus has detected 4 Warning Sign with MSFT.

Al Gore (Trades, Portfolio), the erstwhile Vice President of the United States, is renowned not lone for his governmental vocation but besides for his important contributions to biology advocacy and sustainable investing. He co-founded Generation Investment Management successful 2004 alongside David Blood. The steadfast is headquartered successful London, with further offices successful New York, Washington D.C., and Sydney. Generation Investment Management is dedicated to semipermanent investing, integrating sustainability research, and aligning with lawsuit interests. The steadfast serves a divers clientele, including pooled concern vehicles, pension plans, and charitable organizations, with a absorption connected sustainable improvement and addressing planetary challenges specified arsenic clime alteration and assets scarcity. The steadfast employs a cardinal investigation and bottom-up concern strategy, with a important allocation successful the accusation exertion sector.

Al Gore (Trades, Portfolio) added a full of 3 stocks to his portfolio successful the archetypal 4th of 2025. The astir important summation was Synopsys Inc (NASDAQ:SNPS), with 560,782 shares, accounting for 1.45% of the portfolio and a full worth of $240.49 million. The 2nd largest summation was Nike Inc (NYSE:NKE), consisting of 3,398,991 shares, representing astir 1.3% of the portfolio, with a full worth of $215.77 million. The 3rd largest summation was Fortune Brands Innovations Inc (NYSE:FBIN), with 1,612,301 shares, accounting for 0.59% of the portfolio and a full worth of $98.16 million.

Al Gore (Trades, Portfolio) besides accrued stakes successful a full of 11 stocks. The astir notable summation was successful Equifax Inc (NYSE:EFX), with an further 1,087,446 shares, bringing the full to 2,801,325 shares. This accommodation represents a important 63.45% summation successful stock count, a 1.6% interaction connected the existent portfolio, with a full worth of $682.29 million. The 2nd largest summation was successful Workday Inc (NASDAQ:WDAY), with an further 778,301 shares, bringing the full to 2,903,767. This accommodation represents a important 36.62% summation successful stock count, with a full worth of $678.12 million.

Al Gore (Trades, Portfolio) wholly exited 3 holdings successful the archetypal 4th of 2025. He sold each 3,192,849 shares of CBRE Group Inc (NYSE:CBRE), resulting successful a -2.19% interaction connected the portfolio. Additionally, helium liquidated each 1,813,499 shares of Twilio Inc (NYSE:TWLO), causing a -1.02% interaction connected the portfolio.