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앨 고어 (제너레이션) 포트폴리오

앨 고어 (제너레이션)

AS OF2026년 2분기 기준

전 미국 부통령, 지속가능성 중심의 장기 투자

※ 오류 발견 시 즉시 반영 및 교정하고 있습니다.

분기 리밸런싱 추적

이번 분기에 샀어요
1
STRYKER CORPORATION
보유비중 1.57%
+1.57%p
$161,307,015
2
VISA INC (Class A)
보유비중 5.09%
+0.99%p
$4,227,898
3
DUTMOODYS CORP
보유비중 2.37%
+0.94%p
$77,972,443
4
MLB1MERCADOLIBRE INC
보유비중 7.80%
+0.71%p
$25,613,615
5
COOPER COS INC
보유비중 3.46%
+0.52%p
$26,481,356
이번 분기에 팔았어요
1
MICROSOFT CORP
보유비중 11.29%
-3.54%p
$505,615,927
2
THERMO FISHER SCIENTIFIC INC
보유비중 0.00%
-3.41%p
$380,247,608
3
WORKDAY INC (Class A)
보유비중 2.75%
-2.12%p
$229,023,581
4
TRIMBLE INC
보유비중 3.58%
-0.97%p
$30,211,196
5
ACCENTURE PLC IRELAND (Class A)
보유비중 0.00%
-0.92%p
$102,791,553

주요 보유 현황

#종목명비중주식수량 (변동)평가금액
1DANAHER CORP DEL12.52%
6,761,596
▼ 512,799
$1,287,948,806
2AMAZON COM INC12.03%
5,193,506
▼ 208,205
$1,237,820,220
3MICROSOFT CORP11.29%
3,113,553
▼ 1,355,466
$1,161,417,540
4MLB1MERCADOLIBRE INC7.80%
472,716
▲ 15,090
$802,383,411
5WEST PHARMACEUTICAL SVSC INC7.08%
2,028,322
▼ 215,654
$728,167,598
6ALPHABET INC (Class A)6.94%
1,997,385
▼ 36,079
$713,805,477
7VISA INC (Class A)5.09%
1,526,992
▲ 12,323
$523,895,685
8STERIS PLC (SHS USD)4.67%
2,280,698
▼ 27,761
$480,246,578
9TRIMBLE INC3.58%
7,190,197
▼ 590,293
$367,994,282
10COOPER COS INC3.46%
4,968,673
▲ 369,284
$356,303,541

분기별 수량 변동

종목명25년 3Q25년 4Q26년 1Q26년 2Q
DANAHER CORP DEL6,654,6667,589,6617,274,3956,761,596
AMAZON COM INC1,776,9582,579,8865,401,7115,193,506
MICROSOFT CORP4,744,2284,128,3004,469,0193,113,553
MLB1MERCADOLIBRE INC447,488458,751457,626472,716
WEST PHARMACEUTICAL SVSC INC976,0141,561,8692,243,9762,028,322
ALPHABET INC (Class A)3,215,7292,827,4432,033,4641,997,385
VISA INC (Class A)1,333,2791,212,4461,514,6691,526,992
STERIS PLC (SHS USD)2,984,9392,088,4832,308,4592,280,698
TRIMBLE INC8,358,1127,593,9817,780,4907,190,197
COOPER COS INC-2,849,4284,599,3894,968,673
NUTANIX INC (Class A)6,443,5733,429,9227,503,8216,709,160
MSCI INC-227,249502,166538,342
EQUIFAX INC2,736,4671,571,6741,775,6091,832,583
INTUIT--823,9621,095,488
WORKDAY INC (Class A)3,087,3954,118,0114,181,8862,311,084
DUTMOODYS CORP254,169225,909366,361538,516
SPOTIFY TECHNOLOGY S A (SHS)-332,933328,010378,559
STRYKER CORPORATION---
512,346
신규 편입
SCHWAB CHARLES CORP10,726,3237,847,7172,743,7031,611,555
REMITLY GLOBAL INC7,692,3207,692,3207,692,3204,892,320
SERVICETITAN INC (Class A)1,751,2241,751,2241,751,2241,180,780
TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS)242,970192,192138,944141,665
H WORLD GROUP LTD (SPONSORED ADS)1,492,2411,355,4311,072,7791,151,118
SOPHIA GENETICS SA (ORDINARY SHARES)6,789,5606,789,5606,789,5606,789,560
SEA LTD (SPONSORD ADS)--93,325168,830
COGNIZANT TECHNOLOGY SOLUTIO (Class A)423,434412,729428,010396,547
COUPANG INC (Class A)316,156304,941856,309745,027
FRESHWORKS INC (Class A)798,709721,324703,407631,598

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