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Generation Investment Management LLP · Q2 2026 13F · SEC CIK 1375534

Al Gore and David Blood portfolio

Hedge fundGeneration Investment Management 13F holdings. Filed 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$10.3B
Reported positions
28
Top holdings a year, 3 yrs
+11.2%
Average holding period
5.2 yrs

Al Gore and David Blood are the co-founders of Generation Investment Management, which reported 28 positions worth $10.3B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Danaher Corporation (DHR, 12.5%), Amazon Com Inc Com (AMZN, 12.0%), Microsoft Corp (MSFT, 11.3%). A portfolio copying its top holdings returned 11.2% a year over the last 3 years, against 20.4% for the S&P 500.

Al Gore and David Blood holdings all 28 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Al Gore and David Blood 13F holdings
Stock% of 13F valueShare changeReported value
DHRDanaher Corporation12.5%-7.0%$1.3B
AMZNAmazon Com Inc Com12.0%-3.9%$1.2B
MSFTMicrosoft Corp11.3%-30.3%$1.2B
MELIMercadolibre Inc7.8%+3.3%$802.4M
WSTWest Pharmaceutical Svsc Inc7.1%-9.6%$728.2M
GOOGLAlphabet Inc6.9%-1.8%$713.8M
VVisa Inc Com Cl A5.1%+0.8%$523.9M
STESteris Corp4.7%-1.2%$480.2M
TRMBTrimble Inc3.6%-7.6%$368.0M
COOCooper Cos Inc3.5%+8.0%$356.3M
NTNXNutanix Inc3.3%-10.6%$341.9M
MSCIMSCI Inc2.9%+7.2%$301.5M
EFXEquifax Inc2.8%+3.2%$290.9M
INTUIntuit2.8%+33.0%$285.9M
WDAYWorkday Inc2.8%-44.7%$282.9M
MCOMoodys Corp2.4%+47.0%$243.9M
SPOTSpotify Technology S A1.7%+15.4%$173.8M
SYKStryker Corporation1.6%—$161.3M
SCHWSchwab Charles Corp1.4%-41.3%$148.7M
RELYRemitly Global Inc1.1%-36.4%$109.6M
TTANServiceTitan, Inc.0.8%-32.6%$83.5M
TSMTaiwan Semiconductor Manufac0.7%+2.0%$67.7M
HTHTH World Group Ltd0.5%+7.3%$48.0M
SOPHSophia Genetics SA0.4%+0.0%$39.2M
SESea Ltd0.2%+80.9%$16.2M
CTSHCognizant Technology Solutions Corp0.1%-7.4%$15.4M
CPNGCoupang Inc0.1%-13.0%$12.9M
FRSHFreshworks Inc0.1%-10.2%$6.4M

What Al Gore and David Blood bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
-2.1% /yr
S&P 500 +20.1%
3 years
+11.2% /yr
S&P 500 +20.4%
5 years
+3.4% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$10.3B28
Q1 2026$11.2B29
Q4 2025$14.4B33
Q3 2025$15.1B33
Q2 2025$15.7B37
Q1 2025$16.6B38
Q4 2024$19.2B38
Q3 2024$21.4B42
Q2 2024$20.8B43
Q1 2024$21.9B42
Q4 2023$22.1B44
Q3 2023$19.0B43

Questions about Al Gore and David Blood's portfolio

Who is Al Gore and David Blood?

Al Gore and David Blood are the co-founders of Generation Investment Management, a hedge fund that files its US stock holdings with the SEC on Form 13F under the name Generation Investment Management LLP.

What stocks does Al Gore and David Blood own?

Generation Investment Management LLP's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 28 positions worth $10.3B. The largest are Danaher Corporation (DHR) at 12.5%, Amazon Com Inc Com (AMZN) at 12.0%, Microsoft Corp (MSFT) at 11.3%, Mercadolibre Inc (MELI) at 7.8% and West Pharmaceutical Svsc Inc (WST) at 7.1%.

What did Al Gore and David Blood buy last quarter?

In Q2 2026, Generation Investment Management LLP added a new position in Stryker Corporation (SYK), Sea Ltd (SE) (+80.9% shares), Moodys Corp (MCO) (+47.0% shares) and Intuit (INTU) (+33.0% shares), compared with its Q1 2026 filing.

What did Al Gore and David Blood sell last quarter?

In Q2 2026, Generation Investment Management LLP sold all of Thermo Fisher Scientific Inc (TMO), sold all of Accenture PLC Ireland Shs Class A (ACN), Workday Inc (WDAY) (-44.7% shares), Schwab Charles Corp (SCHW) (-41.3% shares) and Remitly Global Inc (RELY) (-36.4% shares), compared with its Q1 2026 filing.

How has Al Gore and David Blood's portfolio performed?

A portfolio copying Generation Investment Management LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -2.1% against +20.1%. Over 5 years: +3.4% a year against +11.6%.

When is Generation Investment Management LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Generation Investment Management LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.