Al Gore / David Blood Holdings 13F: Latest Generation Investment Management Portfolio Changes
Generation Investment Management. Pioneer of sustainable investing. Founded by the former US Vice President and a former Goldman Sachs executive, the fund integrates rigorous environmental, social, and governance (ESG) factors into deep fundamental equity analysis.
As of the latest Q1 2026 13F filing, Al Gore / David Blood (managing Generation Investment Management) reported a public portfolio value of $11.2B with 29 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent buy was MSFT. The top recent sell was DHR.
Open interactive portfolioLatest 13F portfolio changes
Al Gore / David Blood holdings 13F summary: the latest Generation Investment Management portfolio changes show top holdings including Microsoft, DANAHER CORP DEL, Amazon, MERCADOLIBRE, and Alphabet, reported top buys such as Microsoft, Amazon, WEST PHARMACEUTICAL SVSC, and WORKDAY, and top sells or reductions such as DANAHER CORP DEL, MERCADOLIBRE, SALESFORCE, and Alphabet.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-05-14; disclosure source SEC 13F.
Al Gore / David Blood 13F portfolio and latest holdings overview
Al Gore / David Blood's Q1 2026 13F holdings show Generation Investment Management reporting 29 positions with a disclosed portfolio value of $11.2B. For readers searching Al Gore / David Blood 13F holdings, Al Gore / David Blood portfolio, Generation Investment Management holdings, or latest 13F changes, the latest top holdings include Microsoft, DANAHER CORP DEL, Amazon, MERCADOLIBRE, and Alphabet.
The three largest reported positions add up to roughly 37.3%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Information Technology at 33.0% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as Microsoft, Amazon, WEST PHARMACEUTICAL SVSC, WORKDAY, and STERIS and reported reductions or exits such as DANAHER CORP DEL, MERCADOLIBRE, SALESFORCE, Alphabet, and AGILENT TECHNOLOGIES. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-05-14, SEC accession 0001752724-26-000018. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Al Gore / David Blood portfolio analytics
the top five positions account for 49.6% of disclosed value; the largest sector exposure is Information Technology at 33.0%; reported buy and sell activity implies roughly 112.5% turnover this period; cost-basis P&L across 28 tracked positions averages 79.4% (11/19 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| MSFT whale holders MICROSOFT CORP | $1.65B | 14.8% | Increased |
| DHR whale holders DANAHER CORP DEL | $1.38B | 12.4% | Reduced |
| AMZN whale holders AMAZON COM INC | $1.13B | 10.1% | Increased |
| MELI whale holders MERCADOLIBRE INC | $791.2M | 7.1% | Reduced |
| GOOGL whale holders ALPHABET INC | $584.7M | 5.2% | Reduced |
| WST whale holders WEST PHARMACEUTICAL SVSC INC | $562.4M | 5.0% | Increased |
| WDAY whale holders WORKDAY INC | $543.3M | 4.9% | Increased |
| STE whale holders STERIS PLC | $510.5M | 4.6% | Increased |
| TRMB whale holders TRIMBLE INC | $507.5M | 4.5% | Increased |
| V whale holders VISA INC | $457.8M | 4.1% | Increased |
Top buys
- MSFT whale holders — MICROSOFT CORP ($1.65B)
- AMZN whale holders — AMAZON COM INC ($1.13B)
- WST whale holders — WEST PHARMACEUTICAL SVSC INC ($562.4M)
- WDAY whale holders — WORKDAY INC ($543.3M)
- STE whale holders — STERIS PLC ($510.5M)
- TRMB whale holders — TRIMBLE INC ($507.5M)
Top sells
- DHR whale holders — DANAHER CORP DEL ($1.38B)
- MELI whale holders — MERCADOLIBRE INC ($791.2M)
- CRM whale holders — SALESFORCE INC ($734.6M)
- GOOGL whale holders — ALPHABET INC ($584.7M)
- A whale holders — AGILENT TECHNOLOGIES INC ($568.8M)
- TMO whale holders — THERMO FISHER SCIENTIFIC INC ($380.2M)
Allocation
- Information Technology: 33.0%
- Health Care: 25.4%
- Consumer Discretionary: 17.3%
- Financials: 10.3%
- Other: 8.4%
- Communication Services: 5.3%
- Industrials: 0.3%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Al Gore / David Blood 13F Holdings
The Q1 2026 13F profile for Al Gore / David Blood and Generation Investment Management shows 29 reported positions, $11.2B in disclosed portfolio value, and top holdings including Microsoft, DANAHER CORP DEL, Amazon, MERCADOLIBRE, and Alphabet.
What is Al Gore / David Blood buying? Latest 13F changes
The latest tracked change data for Al Gore / David Blood highlights reported buys such as Microsoft, Amazon, WEST PHARMACEUTICAL SVSC, and WORKDAY and reported sells or reductions such as DANAHER CORP DEL, MERCADOLIBRE, SALESFORCE, and Alphabet.
Generation Investment Management top holdings
Generation Investment Management top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Al Gore / David Blood buys and sells
Use the top buys and top sells sections above to compare Al Gore / David Blood's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Al Gore / David Blood's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.