Tuesday, April 21, 2009

Al Gore's Generation Investment Management: Form 13F Report to the Securities and Exchange Commission

I am tardy on this post. This filing is dated February 9, 2009 for the year ended Dec. 31, 2008.
As always, these are just the public names in the portfolio, GIM has investments in many private positions which they are not required to report, so they don't.

These positions add up to $950 million, about 19% of the $5 Billion Mr. Gore helped raise for the fund.
For now I am just going to list the names and the link. For future reference GIM's CIK number is 0001375534

It is NOT a particularly green portfolio. Quanta Services (PWR), Cisco and Johnson Controls (JCI) are the most interesting from an energy/cleantech point of view.
From the Securities and Exchange Commission:
FORM 13F INFORMATION TABLE
VALUE SHARES/
NAME OF ISSUER TITLE OF CLASS (x$1000) PRN
- ------------------------------ ------------- -------- -------- -
AFLAC INC COM 72907 1590469 SH
AMDOCS LTD ORD 77579 4241624 SH
AUTODESK INC COM 49596 2523949 SH
BECTON DICKINSON & CO COM 101692 1486937 SH
BLACKBAUD INC COM 33291 2466021 SH
CISCO SYS INC COM 48171 2955298 SH
CITRIX SYS INC COM 51218 2173003 SH
EBAY INC COM 44031 3154068 SH
GREENHILL & CO INC COM 55006 788394 SH
JOHNSON CTLS INC COM 41936 2309277 SH
JONES LANG LASALLE INC COM 38213 1379521 SH
MILLIPORE CORP COM 49321 957309 SH
MINDRAY MEDICAL INTL LTD SPON ADR 26375 1465288 SH
NORTHERN TR CORP COM 104683 2007733 SH
QUANTA SVCS INC COM 38284 1933558 SH
SPDR TR UNIT SER 1 1807 20000 SH
VMWARE INC CL A COM 61301 2587627 SH
WATERS CORP COM 55348 1510185 SH