GI

Generate Investment Management Ltd

Diversified strategySector-focusedMomentum follower

Total reported value

$2.0B

Reporting period: 2026-03-31 · Number of holdings: 92

Generate Investment Management Ltd disclosed 92 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.0B and a quarterly turnover rate of 56.2%.

Personality snowflake

Concentration
19.48
Portfolio Stability
56.16
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
84.37

Recent moves

  • Add NVDA

    +62.5%　$82.7M

  • Add MSFT

    +57.6%　$31.8M

  • Add MU

    +100.1%　$39.5M

  • Add GEV

    +163.8%　$36.3M

  • Add AAPL

    +40.0%　$24.4M

  • Trim ALK

    -75.0%　-$32.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 70 holdings (of 92 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech11.91%+4.65%+62.52%
2MSFTMicrosoft CORPStock-Tech9.14%+2.12%+57.63%
3AMZNAmazon.com INCStock-Consumer Disc8.31%+1.15%+19.23%
4METAMeta Platforms Inc-class AStock-Comm Services6.19%+1.27%+34.40%
5GOOGLAlphabet Inc-cl AStock-Comm Services6.01%-0.84%-11.62%
6AAPLApple INCStock-Tech5.11%+1.49%+40.02%
7TSMTaiwan Semiconductor-sp AdrStock-Tech4.15%-0.18%-20.18%
8AVGOBroadcom INCStock-Tech3.80%—+13.54%
9MUMicron Technology INCStock-Tech3.36%+2.04%+100.07%
10GEVGE Vernova INCStock-Industrials2.50%+1.84%+163.77%
11NFLXNetflix INCStock-Comm Services2.22%+0.86%+46.86%
12ORCLOracle CORPStock-Tech2.00%+0.93%+130.45%
13AGIAlamos Gold Inc-class AStock-Materials1.64%-0.47%-37.50%
14LRCXLam Research CORPStock-Tech1.59%+0.88%+67.46%
15APHAmphenol Corp-cl AStock-Tech1.58%—-11.89%
16BRK-BBerkshire Hathaway Inc-cl BStock-Other1.54%-0.37%-21.71%
17MAMastercard INC - AStock-Financials1.40%-0.39%-17.06%
18AMDAdvanced Micro DevicesStock-Tech1.37%+1.37%NEW
19BPBp Plc-spons AdrStock-Energy1.30%+1.30%NEW
20VVisa Inc-class A SharesStock-Financials1.26%-0.77%-32.93%
21LLYEli Lilly & CoStock-Healthcare1.23%-1.09%-42.62%
22CPAYCorpay INCStock-Tech1.15%-0.50%-33.33%
23NEMNewmont CORPStock-Materials1.07%-0.88%-53.38%
24UBERUber Technologies INCStock-Industrials0.96%+0.96%NEW
25AJGArthur J Gallagher & CoStock-Financials0.96%+0.61%+200.00%
26AEMAgnico Eagle Mines LTDStock-Materials0.95%+0.95%NEW
27NOWServicenow INCStock-Tech0.94%—+193.09%
28IBMIntl Business Machines CORPStock-Tech0.89%+0.89%NEW
29CRMSalesforce INCStock-Tech0.83%—-0.78%
30BSXBoston Scientific CORPStock-Healthcare0.79%-0.73%-27.13%
31MCOMoody's CORPStock-Financials0.73%—-11.68%
32ETNEaton Corporation plcStock-Industrials0.71%—-28.45%
33ASMLASML Holding N.V.Stock-Tech0.68%—-22.30%
34PLDPrologis INCStock-Real Estate0.68%—-33.87%
35DHRDanaher CORPStock-Healthcare0.65%+0.64%NEW
36AMATApplied Materials INCStock-Tech0.62%+0.62%NEW
37INTUIntuit INCStock-Tech0.59%+0.59%NEW
38KLACKla CORPStock-Tech0.58%+0.58%NEW
39MPWRMonolithic Power Systems INCStock-Tech0.57%—+2.99%
40LNGCheniere Energy INCStock-Energy0.56%—-27.27%
41SPGIS&p Global INCStock-Financials0.52%—-28.57%
42UNHUnitedhealth Group INCStock-Healthcare0.50%-0.53%-44.75%
43BACBank Of America CORPStock-Financials0.47%-0.97%-65.92%
44JPMJpmorgan Chase & CoStock-Financials0.41%—-36.98%
45EQTEqt CORPStock-Energy0.41%-0.47%-63.89%
46ANETArista Networks INCStock-Tech0.41%——
47SPOTSpotify Technology S.A.Stock-Comm Services0.39%—-0.95%
48ALKAlaska Air Group INCStock-Industrials0.36%-1.48%-75.00%
49VRTVertiv Holdings Co-aStock-Industrials0.35%——
50ABBVAbbvie INCStock-Healthcare0.34%—-14.05%
1–50 of 70

Holding changes this quarter

Generate Investment Management Ltd's most significant position changes for 2026-03-31: New buy: Advanced Micro Devices (AMD); Sold out: Ss Technology Select Sector (XLK); Sold out: Coreweave Inc-cl A (CRWV); New buy: Bp Plc-spons Adr (BP); Sold out: United Airlines Holdings INC (UAL).

Position changes disclosed by Generate Investment Management Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1NVDANvidia CORP+4.7%+62.52%Add
2MSFTMicrosoft CORP+2.1%+57.63%Add
3MUMicron Technology INC+2%+100.07%Add
4GEVGE Vernova INC+1.8%+163.77%Add
5AAPLApple INC+1.5%+40.02%Add
6METAMeta Platforms Inc-class A+1.3%+34.40%Add
7AMZNAmazon.com INC+1.2%+19.23%Add
8ORCLOracle CORP+0.9%+130.45%Add
9LRCXLam Research CORP+0.9%+67.46%Add
10NFLXNetflix INC+0.9%+46.86%Add
11AJGArthur J Gallagher & Co+0.6%+200.00%Add
12TSMTaiwan Semiconductor-sp Adr-0.2%-20.18%Trim
13BRK-BBerkshire Hathaway Inc-cl B-0.4%-21.71%Trim
14MAMastercard INC - A-0.4%-17.06%Trim
15AGIAlamos Gold Inc-class A-0.5%-37.50%Trim
16EQTEqt CORP-0.5%-63.89%Trim
17CPAYCorpay INC-0.5%-33.33%Trim
18ISRGIntuitive Surgical INC-0.5%-95.12%Trim
19UNHUnitedhealth Group INC-0.5%-44.75%Trim
20VRTXVertex Pharmaceuticals INC-0.5%-97.62%Trim
21TMOThermo Fisher Scientific INC-0.6%-62.81%Trim
22HDHome Depot INC-0.6%-72.55%Trim
23BSXBoston Scientific CORP-0.7%-27.13%Trim
24VVisa Inc-class A Shares-0.8%-32.93%Trim
25CRHCRH plc-0.8%-76.66%Trim
26GOOGLAlphabet Inc-cl A-0.8%-11.62%Trim
27NEMNewmont CORP-0.9%-53.38%Trim
28BACBank Of America CORP-1%-65.92%Trim
29CARTMaplebear INC-1%-76.58%Trim
30LLYEli Lilly & Co-1.1%-42.62%Trim
31ALKAlaska Air Group INC-1.5%-75.00%Trim
32AMDAdvanced Micro Devices—NEWNew buy
33XLKSs Technology Select Sector—EXITSold out
34CRWVCoreweave Inc-cl A—EXITSold out
35BPBp Plc-spons Adr—NEWNew buy
36UALUnited Airlines Holdings INC—EXITSold out
37UBERUber Technologies INC—NEWNew buy
38AEMAgnico Eagle Mines LTD—NEWNew buy
39WMWaste Management INC—EXITSold out
40IBMIntl Business Machines CORP—NEWNew buy
41LULULululemon Athletica INC—EXITSold out
42WALWestern Alliance Bancorp—EXITSold out
43DHRDanaher CORP—NEWNew buy
44BDXBecton Dickinson And Co—EXITSold out
45AMATApplied Materials INC—NEWNew buy
46INTUIntuit INC—NEWNew buy
47SNPSSynopsys INC—EXITSold out
48WCNWaste Connections INC—EXITSold out
49KLACKla CORP—NEWNew buy
50GSGoldman Sachs Group INC—EXITSold out

FAQ

What is Generate Investment Management Ltd and what type of investor is it?
Generate Investment Management Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.0B, spread across 92 disclosed positions.
What are Generate Investment Management Ltd's largest equity positions?
Based on the latest 13F filing, Generate Investment Management Ltd's top holdings by market value are: 1. Nvidia CORP (NVDA) — $241.7M (11.9%) 2. Microsoft CORP (MSFT) — $185.6M (9.1%) 3. Amazon.com INC (AMZN) — $168.8M (8.3%) 4. Meta Platforms Inc-class A (META) — $125.7M (6.2%) 5. Alphabet Inc-cl A (GOOGL) — $122.1M (6.0%)
What changes did Generate Investment Management Ltd make in its most recent portfolio filing?
In the latest reported quarter, Generate Investment Management Ltd made 50 notable position adjustments: 9 new positions were initiated, 11 existing holdings were added to, 20 positions were partially reduced, and 10 were completely exited. The largest of these moves: New buy: Advanced Micro Devices (AMD); Sold out: Ss Technology Select Sector (XLK); Sold out: Coreweave Inc-cl A (CRWV); New buy: Bp Plc-spons Adr (BP); Sold out: United Airlines Holdings INC (UAL)
What sectors does Generate Investment Management Ltd focus on?
Generate Investment Management Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 55.5% • Communication Services: 17.0% • Consumer Discretionary: 10.7% • Financials: 7.5% • Health Care: 4.8% • Industrials: 4.5%