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CIK: 0002025905
Total reported value
$2.4B
$2.4B
75 檔
13.5%
According to the latest 13F quarterly dataset, Generate Investment Management Ltd managed an equity portfolio of $2.4B at the end of Q4 2024, spanning 75 distinct U.S. exchange-listed positions.
During Q4 2024, Generate Investment Management Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.07% | -4.09% | -15.59% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.78% | -2.65% | +17.98% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.44% | -1.38% | -19.93% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.61% | -2.28% | -24.11% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.10% | -33.28% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.67% | +0.07% | +90.44% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.64% | -0.06% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | +0.14% | +4.85% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.55% | -0.67% | -17.02% | |
| 10 | WAL | Western Alliance Bancorp | Stock-Financials | 2.44% | +0.41% | NEW | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.39% | +0.41% | +53.99% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.99% | +0.67% | +219.32% | |
| 13 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.93% | -0.01% | EXIT | |
| 14 | ELV | Elevance Health Inc | Stock-Healthcare | 1.91% | +0.41% | NEW | |
| 15 | CRH | CRH plc | Stock-Materials | 1.73% | -0.23% | EXIT | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.71% | +1.37% | +102.88% | |
| 17 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.71% | -0.69% | — | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.70% | -0.83% | EXIT | |
| 19 | FISV | Fiserv Inc | Stock-Other | 1.65% | — | -31.58% | |
| 20 | EFX | Equifax Inc | Stock-Industrials | 1.54% | — | +122.85% | |
| 21 | WSC | Willscot Holdings CORP | Stock-Industrials | 1.50% | — | -41.14% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.48% | -1.80% | -17.60% | |
| 23 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.36% | +0.42% | -47.62% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.32% | +0.48% | -12.62% | |
| 25 | CPAY | Corpay Inc | Stock-Tech | 1.31% | -0.60% | -43.68% | |
| 26 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.25% | +1.51% | -73.78% | |
| 27 | BLKCHF | Blackrock Inc | Stock-Other | 1.23% | — | — | |
| 28 | MRVL | Marvell Technology Inc | Stock-Tech | 1.23% | -0.07% | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | — | — | |
| 30 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.15% | — | +33.16% | |
| 31 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.14% | -0.79% | EXIT | |
| 32 | KIM | Kimco Realty CORP | Stock-Real Estate | 1.11% | +0.36% | NEW | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +1.50% | -28.72% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 1.10% | — | +14.41% | |
| 35 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.06% | -0.64% | +120.82% | |
| 36 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 1.05% | — | — | |
| 37 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.99% | — | — | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | — | -45.30% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.96% | +0.71% | NEW | |
| 40 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.95% | +0.24% | NEW | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.95% | -0.14% | -12.49% | |
| 42 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.91% | — | — | |
| 43 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.89% | — | — | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.89% | +0.06% | — | |
| 45 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.86% | — | +13.16% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.86% | -0.96% | EXIT | |
| 47 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.84% | — | — | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.84% | -0.02% | — | |
| 49 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.82% | — | +97.21% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.81% | -0.72% | +70.11% |
According to official SEC Form 13F filings, Generate Investment Management Ltd reported a total U.S. public equity portfolio value of $2.4B across 75 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMZN) accounted for 13.5% of total reported equity market value during Q4 2024.
During Q4 2024, Generate Investment Management Ltd's top holdings by market value included NVDA (6.1%)、MSFT (5.8%)、AMZN (4.4%). The largest single position, NVDA, represented 6.1% of total portfolio value.
In Q4 2024, Generate Investment Management Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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