This chart highlights Gore’s top holdings, showing a mix of long‑term conviction names and new growth bets:

Core anchors: Microsoft ($2,457M, >10 years), Danaher ($1,319M, 2.5 years), MercadoLibre ($1,046M, 7.7 years), Schwab ($1,024M, 9.5 years).
Fresh entries: Salesforce (new buy, +100%), Workday (+50%), Thermo Fisher (+30%) — signaling confidence in enterprise software and life sciences.
Healthcare & diagnostics: Agilent, STERIS, Equifax, Becton Dickinson, Analog Devices, IDEXX — a diversified cluster, though several saw sharp trims (BDX -28%, ADI -39%, IDXX -54%).
Selective tech bets: Alphabet, Visa, Amazon, Synopsys, ServiceTitan — smaller allocations with mixed performance.

Takeaway: The Al Gore Stock Portfolio blends decade‑long conviction in Microsoft and Schwab with aggressive new positions in SaaS and life sciences. Gore is clearly leaning into enterprise software + healthcare innovation, while trimming legacy diagnostics and semiconductors.

Analysis:

Conviction vs rotation: Microsoft remains the crown jewel, but Salesforce and Workday show a pivot toward cloud‑driven growth.
Healthcare balance: Thermo Fisher and Agilent gains offset steep cuts in Becton Dickinson, Analog Devices, and IDEXX.
Risk posture: Heavy trims in semis (ADI, TXN, MCHP) suggest caution on cyclical tech, while new SaaS buys reflect optimism in recurring revenue models.

⚡ Q3 2025 snapshot: Gore’s portfolio is a hybrid of long‑term conviction and tactical pivots — anchored by Microsoft, diversified through healthcare, and refreshed with enterprise SaaS bets.

Who is Al Gore?

Al Gore is an American politician and environmentalist who served as the 45th Vice President of the United States. Following his political career, he co-founded Generation Investment Management, a firm focused on sustainable investing.

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📊 Al Gore’s Portfolio — Q3 2025