Generation Investment Management LLP

Al Gore

Generation Investment Management is an investment management company based out of London dedicated to “long-term investing, integrated sustainability research, and client alignment.” The firm was founded in 2004 by Al Gore and David Blood. Generation is located in headquarter in London and additional locations in New York, Washington D.C., and Sydney composed of a diverse group that represent over 20 countries and 25 languages. The firm currently caters to a diverse client base including pooled investment vehicles, pension and profit sharing plans, and charitable organizations with the first two each making up over 40% of its total client base, in order of decreasing clientele. Generation Investment Management currently provides its Global Equity, Asia Equity, Climate Solutions, and Global Credit products in its line up of strategies.

Holdings MV

13.55B

Last Updated

2026-03-09

Total Holdings

Tracker Performance

Generation Investment Management LLP

S&P 500

Total Return

-6.14%

Annualized Return

-8.72%

1 Day Change

-1.69%

Sharpe Ratio

-0.83

Trade Updates

2026-03-09

Ticker

Name

03/09

Buy

3.87%

Fill Price --

4.19%

Ticker

Name

03/09

Buy

4.54%

Fill Price --

4.73%

Ticker

Name

03/09

Buy

4.27%

Fill Price --

4.40%

Ticker

Name

03/09

Buy

1.52%

Fill Price --

1.72%

Ticker

Name

03/09

Buy

5.22%

Fill Price --

5.42%

Ticker

Name

03/09

Buy

11.61%

Fill Price --

12.82%

Ticker

Name

03/09

Buy

2.30%

Fill Price --

2.51%

Ticker

Name

03/09

Buy

5.92%

Fill Price --

6.53%

Ticker

Name

03/09

Buy

6.30%

Fill Price --

6.81%

Ticker

Name

03/09

Buy

13.98%

Fill Price --

14.69%

Ticker

Name

03/09

Buy

5.32%

Fill Price --

5.77%

Ticker

Name

03/09

Buy

1.66%

Fill Price --

1.73%

Ticker

Name

03/09

Sell

1.44%

Fill Price --

1.43%

Ticker

Name

03/09

Buy

3.47%

Fill Price --

3.90%

Ticker

Name

03/09

Buy

4.47%

Fill Price --

4.75%

Ticker

Name

03/09

Buy

4.18%

Fill Price --

4.40%

Ticker

Name

03/09

Buy

1.34%

Fill Price --

1.38%

Ticker

Name

03/09

Buy

2.88%

Fill Price --

3.13%

Ticker

Name

03/09

Sell

6.61%

Fill Price --

6.52%

Ticker

Name

03/09

Buy

2.85%

Fill Price --

3.17%

Current Holdings

Generation Investment Management LLP maintains a prominent position in the Computer sector (32.43%), which serves as the cornerstone of the portfolio. The remaining capital is allocated across Medical Biology and other industries, balancing sector-specific growth potential with risk management.

Computer

32.43%

Medical Biology

28.74%

Commerce

10.55%

Non-Bank Financials

8.38%

Internet & Media

7.49%

Electronics

4.14%

Other

2.36%

Real Estate

0.00%

Symbol

P&L %

Position Size

Ticker

Name

+175.03%

6.14%

Ticker

Name

+17.48%

1.35%

Ticker

Name

+13.21%

4.47%

Ticker

Name

+6.71%

1.30%

Ticker

Name

+3.83%

5.43%

Ticker

Name

+1.56%

4.14%

Ticker

Name

-0.18%

2.98%

Ticker

Name

-2.79%

1.63%

Ticker

Name

-4.17%

3.94%

Ticker

Name

-4.77%

5.10%

Ticker

Name

-4.93%

3.67%

Ticker

Name

-5.47%

12.06%

Ticker

Name

-7.41%

4.14%

Ticker

Name

-8.16%

1.62%

Ticker

Name

-11.16%

2.95%

Ticker

Name

-15.32%

4.45%

Ticker

Name

-17.29%

13.82%

Ticker

Name

-18.35%

6.13%

Ticker

Name

-27.95%

6.41%

Ticker

Name

-39.16%

2.36%

Investing Philosophy

Generation Investment Management focuses on a long term investment perspective, focusing on sustainability within markets with companies that strategically manage their economic, social, and environmental performances; a systematic view of global challenges considering all inputs, costs, and externalities; and believing that sustainable development is economically transformative. Generation has isolated a variety of “key drivers of global change” including climate change and environmental degradation; poverty and development; water and natural resource scarcity; pandemics and healthcare, and demographics, migration and urbanization, believing that these global challenges can both create risks and opportunities that are able to significantly affect a company’s performance. The firm utilizes a fundamental analysis and a bottom up investment strategy, investing in a variety of public equity markets on a global scale. Generation invests most heavily in the information technology sector, which alone makes up almost half of its total asset allocations, and the firm also invests in the health care, finance, and industrials sectors, among others to a lesser degree, in order of decreasing allocation.

Disclaimer

This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.

Frequently Asked Questions

How many stocks does Generation Investment Management LLP currently hold?

As of the latest update on 2026-03-09, the Generation Investment Management LLP portfolio consists of 20 individual holdings. The portfolio is actively managed to optimize strategy performance.

How has Generation Investment Management LLP's portfolio performed recently?

Over the recent period, Generation Investment Management LLP has demonstrated significant growth. The portfolio currently shows a Total Return of -6.14%, with an Annualized Return of -8.72%, outperforming standard market benchmarks.

What is the total portfolio value (AUM) of Generation Investment Management LLP?

The current market value of Generation Investment Management LLP's disclosed holdings is approximately $13.55B. This figure reflects the value of assets tracked based on their latest filing.