13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002025905
Total reported value
$2.4B
$2.4B
81 檔
22.2%
According to the latest 13F quarterly dataset, Generate Investment Management Ltd managed an equity portfolio of $2.4B at the end of Q3 2025, spanning 81 distinct U.S. exchange-listed positions.
Generate Investment Management Ltd executed strategic sector rebalancing during Q3 2025, establishing 25 new positions while fully exiting 21 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.62% | -4.09% | -12.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.54% | -2.65% | +21.55% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.80% | -0.10% | +101.06% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.76% | -1.38% | +6.67% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.61% | -2.28% | +29.01% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.18% | +0.14% | +7.66% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.17% | +1.37% | +23.10% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.63% | -0.06% | +44.39% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.50% | +0.41% | +5.55% | |
| 10 | ELV | Elevance Health Inc | Stock-Healthcare | 2.21% | +0.41% | NEW | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.11% | +0.07% | -47.65% | |
| 12 | FISV | Fiserv Inc | Stock-Other | 2.09% | — | +86.24% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.06% | -0.67% | +175.46% | |
| 14 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.96% | -0.79% | EXIT | |
| 15 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.86% | -0.64% | +191.29% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.80% | -1.80% | +0.11% | |
| 17 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.74% | +0.28% | NEW | |
| 18 | NEM | Newmont CORP | Stock-Materials | 1.62% | -0.69% | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.58% | +0.48% | -6.41% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.52% | -0.59% | EXIT | |
| 21 | CRH | CRH plc | Stock-Materials | 1.48% | -0.23% | EXIT | |
| 22 | CART | Maplebear Inc | Stock-Consumer Disc | 1.40% | -0.28% | EXIT | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | +1.50% | +176.48% | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 1.30% | — | +17.79% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | +0.46% | -8.91% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 1.18% | +0.05% | -62.18% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.17% | — | +41.24% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 1.14% | +0.67% | -13.63% | |
| 29 | EQT | Eqt CORP | Stock-Energy | 1.10% | -0.41% | EXIT | |
| 30 | CPAY | Corpay Inc | Stock-Tech | 1.10% | -0.60% | +49.26% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | +0.24% | +91.76% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.98% | -0.06% | +20.83% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.96% | +0.71% | NEW | |
| 34 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.90% | +0.24% | NEW | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.84% | -0.72% | -38.39% | |
| 36 | KLAC | Kla CORP | Stock-Tech | 0.80% | -0.58% | EXIT | |
| 37 | MCK | Mckesson CORP | Stock-Healthcare | 0.79% | +0.85% | +138.38% | |
| 38 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.79% | -0.96% | EXIT | |
| 39 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.75% | — | -53.61% | |
| 40 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.69% | — | +152.15% | |
| 41 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.69% | +0.36% | NEW | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | — | +75.11% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.65% | +0.69% | NEW | |
| 44 | WAL | Western Alliance Bancorp | Stock-Financials | 0.62% | +0.41% | NEW | |
| 45 | WCN | Waste Connections Inc | Stock-Industrials | 0.60% | +0.45% | NEW | |
| 46 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.59% | -0.30% | — | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.21% | +23.63% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | — | — | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.57% | -0.29% | -15.98% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.55% | -0.96% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +2.1% | +5.55% | Add |
| 2 | AAPL | Apple Inc | +2% | +101.06% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +1.8% | +7.66% | Add |
| 4 | LLY | Eli Lilly & Co | +1.8% | +23.10% | Add |
| 5 | FISV | Fiserv Inc | +1.5% | +86.24% | Add |
| 6 | ELV | Elevance Health Inc | +1.1% | +37.68% | Add |
| 7 | GS | Goldman Sachs Group Inc | +1% | +41.24% | Add |
| 8 | MSFT | Microsoft CORP | +1% | +21.55% | Add |
| 9 | UAL | United Airlines Holdings Inc | +1% | -14.08% | Add |
| 10 | BSX | Boston Scientific CORP | +1% | +190.89% | Add |
| 11 | BAC | Bank Of America CORP | +0.7% | -13.63% | Add |
| 12 | AVGO | Broadcom Inc | +0.6% | +175.46% | Trim |
| 13 | NEM | Newmont CORP | +0.6% | — | Add |
| 14 | CRH | CRH plc | +0.6% | -50.31% | Add |
| 15 | AGI | Alamos Gold Inc-class A | +0.5% | +191.29% | Add |
| 16 | NVO | Novo-nordisk A/s-spons Adr | +0.5% | +43.24% | Add |
| 17 | WM | Waste Management Inc | +0.4% | +303.93% | Add |
| 18 | KO | Coca-cola Co/the | +0.3% | +75.11% | Add |
| 19 | NOW | Servicenow Inc | +0.3% | -17.91% | Add |
| 20 | MCK | Mckesson CORP | +0.1% | +138.38% | Add |
| 21 | KIM | Kimco Realty CORP | +0.1% | +58.33% | Add |
| 22 | AER | AerCap Holdings N.V. | +0.1% | -10.35% | Add |
| 23 | ICE | Intercontinental Exchange In | 0% | +17.79% | Add |
| 24 | PLD | Prologis Inc | 0% | -40.31% | Add |
| 25 | WCN | Waste Connections Inc | 0% | +54.96% | Add |
| 26 | IBM | Intl Business Machines CORP | 0% | +20.83% | Add |
| 27 | DAL | Delta Air Lines Inc | 0% | -53.61% | Add |
| 28 | HD | Home Depot Inc | -0.1% | -6.41% | Add |
| 29 | ETN | Eaton Corporation plc | -0.1% | -53.65% | Trim |
| 30 | NFLX | Netflix Inc | -0.1% | +0.11% | Add |
| 31 | WTW | Willis Towers Watson Public Limited Company | -0.2% | +61.55% | Add |
| 32 | KO | The Coca-Cola Company | -0.2% | — | Unchanged |
| 33 | GFL | Gfl Environmental Inc-sub Vt | -0.2% | — | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.2% | — | Trim |
| 35 | JPM | Jpmorgan Chase & Co | -0.2% | -8.91% | Trim |
| 36 | ISRG | Intuitive Surgical Inc | -0.2% | — | Trim |
| 37 | RSG | Republic Services Inc | -0.2% | +29.15% | Trim |
| 38 | COR | Cencora Inc | -0.3% | — | Trim |
| 39 | UBER | Uber Technologies Inc | -0.3% | -49.21% | Trim |
| 40 | HCA | Hca Healthcare Inc | -0.3% | — | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +44.39% | Add |
| 42 | LRCX | Lam Research CORP | -0.4% | -62.18% | Trim |
| 43 | CTAS | Cintas CORP | -0.5% | — | Trim |
| 44 | ANET | Arista Networks Inc | -0.6% | -60.42% | Trim |
| 45 | CPAY | Corpay Inc | -0.7% | +49.26% | Add |
| 46 | NVDA | Nvidia CORP | -0.7% | -12.78% | Trim |
| 47 | CRM | Salesforce Inc | -0.8% | +10.02% | Trim |
| 48 | MU | Micron Technology Inc | -1% | -15.98% | Trim |
| 49 | WAL | Western Alliance Bancorp | -1% | -56.17% | Trim |
| 50 | META | Meta Platforms Inc-class A | -1.1% | +29.01% | Trim |
According to official SEC Form 13F filings, Generate Investment Management Ltd reported a total U.S. public equity portfolio value of $2.4B across 81 disclosed positions in Q3 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, AAPL) accounted for 22.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
INTU
市值: $29.9M
Top Position Liquidated / Trimmed
LNG
前期市值: $36.1M
During Q3 2025, Generate Investment Management Ltd's top holdings by market value included NVDA (6.6%)、MSFT (6.5%)、AAPL (4.8%). The largest single position, NVDA, represented 6.6% of total portfolio value.
In Q3 2025, Generate Investment Management Ltd made 101 total portfolio adjustments, initiating 25 new buys, adding to 31 positions, trimming 24 holdings, and fully liquidating 21 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.