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CIK: 0002025905
Total reported value
$2.7B
$2.7B
90 檔
29.3%
At the close of Q2 2026, Generate Investment Management Ltd disclosed equity holdings valued at approximately $2.7B, spread across 90 reported holdings.
In Q2 2026, Generate Investment Management Ltd displayed an active expansion posture, initiating 35 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.82% | +2.51% | -31.48% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.93% | +1.40% | -12.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.49% | +2.63% | -15.63% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.17% | -0.61% | -1.25% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.01% | -1.93% | +2.78% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.22% | +0.95% | -13.90% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.91% | +1.03% | -23.17% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.13% | -0.21% | -19.18% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 3.07% | +0.92% | -68.04% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.76% | -0.86% | +130.24% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.60% | -0.14% | +93.61% | |
| 12 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.86% | -1.86% | EXIT | |
| 13 | TDG | Transdigm Group Inc | Stock-Industrials | 1.64% | -0.13% | — | |
| 14 | LRCX | Lam Research CORP | Stock-Tech | 1.64% | -0.95% | -39.26% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | +0.11% | +10.60% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.23% | -1.17% | -62.33% | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.23% | -1.23% | EXIT | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.05% | -1.28% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | -0.24% | — | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.14% | -1.14% | EXIT | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.09% | +1.39% | +26.59% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.02% | -0.12% | +273.78% | |
| 23 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.00% | -0.04% | +6.67% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | -0.87% | +41.25% | |
| 25 | MSCI | Msci Inc | Stock-Financials | 0.89% | -0.45% | — | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.88% | +1.20% | -47.10% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.87% | EXIT | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.87% | EXIT | |
| 29 | MCK | Mckesson CORP | Stock-Healthcare | 0.87% | -0.18% | +4828.17% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.86% | +0.39% | -53.45% | |
| 31 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.84% | -0.84% | EXIT | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.83% | -0.83% | EXIT | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | -0.81% | — | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.77% | -0.31% | +8.94% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.71% | +226.92% | |
| 36 | VMC | Vulcan Materials Co | Stock-Materials | 0.71% | -0.71% | EXIT | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.71% | -0.33% | — | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.69% | -0.69% | EXIT | |
| 39 | MCO | Moody's CORP | Stock-Financials | 0.68% | -0.68% | EXIT | |
| 40 | WCC | Wesco International Inc | Stock-Industrials | 0.67% | -0.43% | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.57% | +2548.03% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | -0.10% | +2369.46% | |
| 43 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.59% | -0.43% | +368.62% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.25% | +72.67% | |
| 45 | ARES | Ares Management CORP - A | Stock-Financials | 0.57% | +0.55% | — | |
| 46 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.56% | +1.75% | — | |
| 47 | RSG | Republic Services Inc | Stock-Industrials | 0.56% | +0.15% | — | |
| 48 | CPAY | Corpay Inc | Stock-Tech | 0.55% | +0.03% | -50.00% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.54% | -0.05% | -6.66% | |
| 50 | ALK | Alaska Air Group Inc | Stock-Industrials | 0.54% | -0.54% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group Inc | +1.6% | NEW | New buy |
| 2 | VRT | Vertiv Holdings Co-a | +1.5% | +374.06% | Add |
| 3 | V | Visa Inc-class A Shares | +1.5% | +130.24% | Add |
| 4 | LLY | Eli Lilly & Co | +1.4% | +93.61% | Add |
| 5 | JNJ | Johnson & Johnson | +1.2% | NEW | New buy |
| 6 | MSCI | Msci Inc | +0.9% | NEW | New buy |
| 7 | WMT | Walmart Inc | +0.9% | NEW | New buy |
| 8 | MCK | Mckesson CORP | +0.9% | +4828.17% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.8% | NEW | New buy |
| 10 | VMC | Vulcan Materials Co | +0.7% | NEW | New buy |
| 11 | WM | Waste Management Inc | +0.7% | NEW | New buy |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.7% | +273.78% | Add |
| 13 | NVO | Novo-nordisk A/s-spons Adr | +0.7% | NEW | New buy |
| 14 | BAC | Bank Of America CORP | +0.7% | +148.57% | Add |
| 15 | WCC | Wesco International Inc | +0.7% | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | +0.6% | +2548.03% | Add |
| 17 | TXN | Texas Instruments Inc | +0.6% | +2369.46% | Add |
| 18 | ARES | Ares Management CORP - A | +0.6% | NEW | New buy |
| 19 | DASH | Doordash Inc - A | +0.6% | +193.35% | Add |
| 20 | LITE | Lumentum Holdings Inc | +0.6% | NEW | New buy |
| 21 | RSG | Republic Services Inc | +0.6% | NEW | New buy |
| 22 | H | Hyatt Hotels CORP - Cl A | +0.5% | NEW | New buy |
| 23 | ISRG | Intuitive Surgical Inc | +0.5% | +3151.16% | Add |
| 24 | HD | Home Depot Inc | +0.5% | +226.92% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.5% | +126.76% | Add |
| 26 | ARM | Arm Holdings Plc-adr | +0.5% | NEW | New buy |
| 27 | AZN | AstraZeneca PLC | +0.5% | NEW | New buy |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | NEW | New buy |
| 29 | WCN | Waste Connections Inc | +0.5% | NEW | New buy |
| 30 | A | Agilent Technologies Inc | +0.4% | NEW | New buy |
| 31 | NXT | Nextpower Inc-cl A | +0.4% | NEW | New buy |
| 32 | RCL | Royal Caribbean Cruises Ltd. | +0.4% | +3334.41% | Add |
| 33 | ASML | ASML Holding N.V. | +0.4% | +26.59% | Add |
| 34 | UNH | Unitedhealth Group Inc | +0.4% | +41.25% | Add |
| 35 | ELV | Elevance Health Inc | +0.4% | NEW | New buy |
| 36 | WAL | Western Alliance Bancorp | +0.4% | NEW | New buy |
| 37 | REGN | Regeneron Pharmaceuticals | +0.4% | +368.62% | Add |
| 38 | RACE | Ferrari N.V. | +0.4% | NEW | New buy |
| 39 | KIM | Kimco Realty CORP | +0.4% | NEW | New buy |
| 40 | URI | United Rentals Inc | +0.4% | NEW | New buy |
| 41 | CMG | Chipotle Mexican Grill Inc | +0.3% | NEW | New buy |
| 42 | APP | Applovin Corp-class A | +0.3% | NEW | New buy |
| 43 | COR | Cencora Inc | +0.3% | NEW | New buy |
| 44 | UAL | United Airlines Holdings Inc | +0.3% | NEW | New buy |
| 45 | WPM | Wheaton Precious Metals CORP | +0.3% | NEW | New buy |
| 46 | TJX | Tjx Companies Inc | +0.3% | NEW | New buy |
| 47 | CEG | Constellation Energy | +0.3% | NEW | New buy |
| 48 | ABBV | Abbvie Inc | +0.2% | +72.67% | Add |
| 49 | WTW | Willis Towers Watson Public Limited Company | +0.2% | NEW | New buy |
| 50 | INTC | Intel CORP | +0.2% | NEW | New buy |
According to official SEC Form 13F filings, Generate Investment Management Ltd reported a total U.S. public equity portfolio value of $2.7B across 90 disclosed positions in Q2 2026.
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, AMZN, MSFT) accounted for 29.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
TDG
市值: $40.0M
Top Position Liquidated / Trimmed
BP
前期市值: $26.5M
During Q2 2026, Generate Investment Management Ltd's top holdings by market value included NVDA (7.8%)、AMZN (6.9%)、MSFT (6.5%). The largest single position, NVDA, represented 7.8% of total portfolio value.
In Q2 2026, Generate Investment Management Ltd made 105 total portfolio adjustments, initiating 35 new buys, adding to 28 positions, trimming 27 holdings, and fully liquidating 15 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.
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