Generate Investment Management Ltd
13F Reported Value
ⓘ$2.0B
Holdings
70
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Generate Investment Management Ltd disclosed 70 positions worth $2.0B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 11.9% of the equity portfolio, followed by $MSFT and $AMZN. During the quarter the fund opened 18 new positions and exited 24 — including a new stake in $AMD. The portfolio is most concentrated in Technology (64.6% of disclosed assets). All figures are sourced directly from Generate Investment Management Ltd’s Form 13F-HR filing with the SEC under CIK 2025905.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$241.7M1,385,889 sh - 83.7#15
Quality
$185.6M501,263 sh - 74.6#152
Quality
$168.8M810,357 sh - 80.9
Quality
$125.7M219,743 sh - 80.2
Quality
$122.1M424,612 sh - 76.1
Quality
$103.8M409,043 sh - $84.2M249,222 sh
- 86.4
Quality
$77.1M248,950 sh - 88.4
Quality
$68.3M202,187 sh - 70.1
Quality
$50.7M58,048 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $241.7M | 1,385,889 |
 MICROSOFT CORP$MSFT | 83.7#15 | $185.6M | 501,263 |
 AMAZON COM INC$AMZN | 74.6#152 | $168.8M | 810,357 |
 Meta Platforms, Inc.$META | 80.9 | $125.7M | 219,743 |
 Alphabet Inc.$GOOG | 80.2 | $122.1M | 424,612 |
 Apple Inc.$AAPL | 76.1 | $103.8M | 409,043 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $84.2M | 249,222 |
 Broadcom Inc.$AVGO | 86.4 | $77.1M | 248,950 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $68.3M | 202,187 |
 GE Vernova Inc.$GEV | 70.1 | $50.7M | 58,048 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Generate Investment Management Ltd's 70 positions.
Showing top 10 of 70 holdings.
Sector Allocation
Technology
$1.3B
Consumer Discretionary
$174.9M
Financials
$148.2M
Industrials
$125.4M
Materials
$78.8M
Healthcare
$72.3M
Communication Services
$59.3M
Energy
$46.1M
Full Holdings — Generate Investment Management Ltd (Q1 2026)
All 70 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $241.7M | 11.9% | +63% | 90.2 |
| 2 | $MSFT | MICROSOFT CORP | $185.6M | 9.1% | +58% | 83.7 |
| 3 | $AMZN | AMAZON COM INC | $168.8M | 8.3% | +19% | 74.6 |
| 4 | $META | Meta Platforms, Inc. | $125.7M | 6.2% | +34% | 80.9 |
| 5 | $GOOG | Alphabet Inc. | $122.1M | 6.0% | -12% | 80.2 |
| 6 | $AAPL | Apple Inc. | $103.8M | 5.1% | +40% | 76.1 |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $84.2M | 4.2% | -20% | — |
| 8 | $AVGO | Broadcom Inc. | $77.1M | 3.8% | +14% | 86.4 |
| 9 | $MU | MICRON TECHNOLOGY INC | $68.3M | 3.4% | +100% | 88.4 |
| 10 | $GEV | GE Vernova Inc. | $50.7M | 2.5% | +164% | 70.1 |
| 11 |  $NFLX | NETFLIX INC | $45.0M | 2.2% | +47% | 86.7 |
| 12 |  $ORCL | ORACLE CORP | $40.7M | 2.0% | +130% | 67.2 |
| 13 |  $AGI | ALAMOS GOLD INC | $33.3M | 1.6% | -38% | — |
| 14 |  $LRCX | LAM RESEARCH CORP | $32.3M | 1.6% | +67% | 82.4 |
| 15 |  $APH | AMPHENOL CORP /DE/ | $32.1M | 1.6% | -12% | 80.5 |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $31.2M | 1.5% | -22% | 64.5 |
| 17 |  $MA | Mastercard Inc | $28.5M | 1.4% | -17% | 81.7 |
| 18 |  $AMD | ADVANCED MICRO DEVICES INC | $27.9M | 1.4% | NEW | 78.8 |
| 19 |  $BP | BP PLC | $26.5M | 1.3% | NEW | — |
| 20 |  $V | VISA INC. | $25.7M | 1.3% | -33% | 83.5 |
| 21 |  $LLY | ELI LILLY & Co | $25.0M | 1.2% | -43% | 89.3 |
| 22 |  $CPAY | CORPAY, INC. | $23.3M | 1.1% | -33% | 67.1 |
| 23 |  $NEM | NEWMONT Corp /DE/ | $21.6M | 1.1% | -53% | 88.3 |
| 24 |  $UBER | Uber Technologies, Inc | $19.5M | 1.0% | NEW | 79.3 |
| 25 |  $AJG | Arthur J. Gallagher & Co. | $19.5M | 1.0% | +200% | 72.1 |
| 26 |  $AEM | AGNICO EAGLE MINES LTD | $19.3M | 0.9% | NEW | — |
| 27 |  $NOW | ServiceNow, Inc. | $19.2M | 0.9% | +193% | 76 |
| 28 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $18.1M | 0.9% | NEW | 66.7 |
| 29 |  $CRM | Salesforce, Inc. | $16.9M | 0.8% | -1% | 75.2 |
| 30 |  $BSX | BOSTON SCIENTIFIC CORP | $16.0M | 0.8% | -27% | 79.9 |
| 31 |  $MCO | MOODYS CORP /DE/ | $14.8M | 0.7% | -12% | 81.3 |
| 32 |  $ETN | Eaton Corp plc | $14.4M | 0.7% | -28% | — |
| 33 |  $ASML | ASML HOLDING NV | $13.9M | 0.7% | -22% | — |
| 34 |  $PLD | Prologis, Inc. | $13.8M | 0.7% | -34% | 67.5 |
| 35 |  $DHR | DANAHER CORP /DE/ | $13.1M | 0.7% | NEW | 63.9 |
| 36 |  $AMAT | APPLIED MATERIALS INC /DE | $12.6M | 0.6% | NEW | 74.8 |
| 37 |  $INTU | INTUIT INC. | $12.0M | 0.6% | NEW | 82 |
| 38 |  $KLAC | KLA CORP | $11.7M | 0.6% | NEW | 84.4 |
| 39 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $11.6M | 0.6% | +3% | 76.3 |
| 40 |  $LNG | Cheniere Energy, Inc. | $11.4M | 0.6% | -27% | 48.4 |
| 41 |  $SPGI | S&P Global Inc. | $10.6M | 0.5% | -29% | 79.4 |
| 42 |  $UNH | UNITEDHEALTH GROUP INC | $10.2M | 0.5% | -45% | 66.8 |
| 43 |  $BAC | BANK OF AMERICA CORP /DE/ | $9.5M | 0.5% | -66% | 68.4 |
| 44 |  $JPM | JPMORGAN CHASE & CO | $8.4M | 0.4% | -37% | 35.6 |
| 45 |  $EQT | EQT Corp | $8.3M | 0.4% | -64% | 83.3 |
| 46 |  $ANET | Arista Networks, Inc. | $8.3M | 0.4% | NEW | 86 |
| 47 |  $SPOT | Spotify Technology S.A. | $8.0M | 0.4% | -1% | — |
| 48 |  $ALK | ALASKA AIR GROUP, INC. | $7.4M | 0.4% | -75% | 56.3 |
| 49 |  $VRT | Vertiv Holdings Co | $7.2M | 0.3% | NEW | 82.7 |
| 50 |  $ABBV | AbbVie Inc. | $7.0M | 0.3% | -14% | 59.3 |
| 51 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $6.5M | 0.3% | -63% | 63.7 |
| 52 |  $MRVL | Marvell Technology, Inc. | $6.3M | 0.3% | -25% | 77.3 |
| 53 |  $TKO | TKO Group Holdings, Inc. | $6.3M | 0.3% | NEW | 73.1 |
| 54 |  $DASH | DoorDash, Inc. | $5.7M | 0.3% | -32% | 70.6 |
| 55 |  $CART | Maplebear Inc. | $5.6M | 0.3% | -77% | 76.4 |
| 56 |  $NXPI | NXP Semiconductors N.V. | $5.6M | 0.3% | -45% | — |
| 57 |  $HD | HOME DEPOT, INC. | $5.0M | 0.3% | -73% | 69.2 |
| 58 |  $RGEN | REPLIGEN CORP | $4.9M | 0.2% | NEW | 54.1 |
| 59 |  $CRH | CRH PUBLIC LTD CO | $4.6M | 0.2% | -77% | — |
| 60 |  $SYK | STRYKER CORP | $4.6M | 0.2% | -55% | 69.8 |
| 61 |  $TSLA | Tesla, Inc. | $4.5M | 0.2% | -54% | 50.1 |
| 62 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $3.8M | 0.2% | NEW | 75.1 |
| 63 |  $COST | COSTCO WHOLESALE CORP /NEW | $607,822 | 0.0% | NEW | 67 |
| 64 |  $MCK | MCKESSON CORP | $491,524 | 0.0% | -86% | 63.7 |
| 65 |  $ROST | ROSS STORES, INC. | $484,385 | 0.0% | NEW | 71.5 |
| 66 |  $ISRG | INTUITIVE SURGICAL INC | $455,919 | 0.0% | -95% | 81.4 |
| 67 |  $TXN | TEXAS INSTRUMENTS INC | $384,591 | 0.0% | NEW | 70.4 |
| 68 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $280,427 | 0.0% | -98% | 76.6 |
| 69 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $263,072 | 0.0% | -94% | — |
| 70 |  $HCA | HCA Healthcare, Inc. | $201,600 | 0.0% | NEW | 70.5 |
New Positions (18)
$AMD ADVANCED MICRO DEVICES INC$27.9M$BP BP PLC$26.5M$UBER Uber Technologies, Inc$19.5M$AEM AGNICO EAGLE MINES LTD$19.3M$IBM INTERNATIONAL BUSINESS MACHINES CORP$18.1M$DHR DANAHER CORP /DE/$13.1M$AMAT APPLIED MATERIALS INC /DE$12.6M$INTU INTUIT INC.$12.0M$KLAC KLA CORP$11.7M$ANET Arista Networks, Inc.$8.3M$VRT Vertiv Holdings Co$7.2M$TKO TKO Group Holdings, Inc.$6.3M$RGEN REPLIGEN CORP$4.9M$REGN REGENERON PHARMACEUTICALS, INC.$3.8M$COST COSTCO WHOLESALE CORP /NEW$607,822Exited Positions (24)
$CRWV CoreWeave, Inc.
$UAL United Airlines Holdings, Inc.
$WM WASTE MANAGEMENT INC
$LULU lululemon athletica inc.
$WAL WESTERN ALLIANCE BANCORPORATION
$BDX BECTON DICKINSON & CO
$SNPS SYNOPSYS INC
$WCN Waste Connections, Inc.
$GS GOLDMAN SACHS GROUP INC
$WTW WILLIS TOWERS WATSON PLC
$WCC WESCO INTERNATIONAL INC
$HOOD Robinhood Markets, Inc.
$SHW SHERWIN WILLIAMS CO
$WMT Walmart Inc.Browse Top Institutional Investors
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