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CIK: 0002025905
Total reported value
$2.4B
$2.4B
90 檔
18.6%
During the Q2 2025 filing period, Generate Investment Management Ltd (CIK: 0002025905) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 90 reported positions.
During Q2 2025, 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 | 7.03% | -4.09% | -16.86% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.65% | -2.65% | -2.85% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.87% | -1.38% | -31.34% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.93% | -2.28% | -32.49% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.57% | +0.07% | -10.14% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | +0.14% | +43.42% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.87% | +1.37% | +172.63% | |
| 8 | CRH | CRH plc | Stock-Materials | 2.49% | -0.23% | EXIT | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 2.47% | +0.05% | +45.00% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.34% | +0.41% | +1125.82% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.19% | -1.80% | +1.10% | |
| 12 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 2.17% | +0.42% | +1.91% | |
| 13 | ELV | Elevance Health Inc | Stock-Healthcare | 2.12% | +0.41% | NEW | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.10% | -0.10% | +1.37% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.93% | -0.06% | -11.93% | |
| 16 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.83% | +0.28% | NEW | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | +0.48% | +28.36% | |
| 18 | FISV | Fiserv Inc | Stock-Other | 1.64% | — | +352.46% | |
| 19 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.53% | — | +122.93% | |
| 20 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.52% | — | -0.55% | |
| 21 | WAL | Western Alliance Bancorp | Stock-Financials | 1.38% | +0.41% | NEW | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.46% | — | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.33% | +0.67% | +272.81% | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 1.31% | — | +23.14% | |
| 25 | EQT | Eqt CORP | Stock-Energy | 1.30% | -0.41% | EXIT | |
| 26 | NEM | Newmont CORP | Stock-Materials | 1.22% | -0.69% | +25.86% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 1.19% | -0.72% | -54.41% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.14% | -0.96% | EXIT | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.13% | +0.06% | +85.93% | |
| 30 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.11% | — | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | +0.87% | NEW | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 1.01% | +0.58% | +40.05% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.94% | — | — | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | -0.06% | — | |
| 35 | CPAY | Corpay Inc | Stock-Tech | 0.93% | -0.60% | -31.15% | |
| 36 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.91% | +1.51% | +34.37% | |
| 37 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.89% | — | — | |
| 38 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.87% | -0.22% | -17.49% | |
| 39 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.81% | -0.79% | EXIT | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.81% | — | +365.43% | |
| 41 | CART | Maplebear Inc | Stock-Consumer Disc | 0.80% | -0.28% | EXIT | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.76% | -0.66% | +242.82% | |
| 43 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.73% | — | -61.96% | |
| 44 | PLD | Prologis Inc | Stock-Real Estate | 0.72% | -0.14% | +150.56% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | -0.67% | -63.77% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | -0.14% | +64.69% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.61% | +0.69% | NEW | |
| 48 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.59% | — | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +1.50% | — | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.55% | — | -8.35% |
According to official SEC Form 13F filings, Generate Investment Management Ltd reported a total U.S. public equity portfolio value of $2.4B across 90 disclosed positions in Q2 2025.
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 18.6% of total reported equity market value during Q2 2025.
During Q2 2025, Generate Investment Management Ltd's top holdings by market value included NVDA (7.0%)、MSFT (5.7%)、AMZN (4.9%). The largest single position, NVDA, represented 7.0% of total portfolio value.
In Q2 2025, 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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