GENERATION INVESTMENT MANAGEMENT LLP
•CIK: 1375534•Filing: Q4 2025
Generation Investment Management LLP, co-founded by Al Gore and David Blood, maintains a focus on sustainable investing with a $14.4 billion AUM, emphasizing long-term growth and environmental, social, and governance (ESG) factors. Recently, the fund has adjusted its portfolio by adding CRM and WST significantly, while reducing positions in TYGO and NTNX, reflecting a strategic shift towards technology and consumer sectors.
Total AUM
$14.4B
QoQ Performance
-4.5%
Positions
33
Top 10 Concentration
68.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
DHR
MLB1
GOOGL
WDAY
SCHW
CRM
MSFT13.8%
DHR12.1%
MLB16.4%
GOOGL6.1%
WDAY6.1%
SCHW5.4%
CRM5.1%
ACN4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.0%
Technology29.6%
Healthcare16.5%
Financial8.4%
Consumer4.1%
Communication1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑8 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023