Fund HoldingsGenerate Investment Management Ltd

Total Portfolio Value
$2.03B
Total Bought
$601.76M
Total Sold
$765.19M
Net Transaction
-$163.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0249,222+249,222084,2254.15%+84,225
NVIDIA CORPORATION(NVDA)852,7641,385,889+533,125159,040241,69911.91%+82,659
MICRON TECHNOLOGY INC(MU)101,058202,187+101,12928,84168,3073.36%+39,466
GE VERNOVA INC(GEV)22,00758,048+36,04114,38350,6702.50%+36,287
MICROSOFT CORP(MSFT)318,000501,263+183,263153,791185,5539.14%+31,761
ADVANCED MICRO DEVICES INC(AMD)0137,183+137,183027,9071.37%+27,907
BP PLC(BP)0563,151+563,151026,4681.30%+26,468
APPLE INC(AAPL)292,134409,043+116,90979,420103,8115.11%+24,391
UBER TECHNOLOGIES INC(UBER)0271,429+271,429019,5240.96%+19,524
AGNICO EAGLE MINES LTD(AEM)095,000+95,000019,2830.95%+19,283
INTERNATIONAL BUSINESS MACHS(IBM)074,657+74,657018,0960.89%+18,096
META PLATFORMS INC(META)163,498219,743+56,245107,923125,7226.19%+17,798
ORACLE CORP(ORCL)120,000276,544+156,54423,38940,6822.00%+17,293
LAM RESEARCH CORP(LRCX)90,370151,334+60,96415,47032,3341.59%+16,864
NETFLIX INC.(NFLX)318,469467,711+149,24229,86044,9702.22%+15,111
DANAHER CORP DEL(DHR)069,057+69,057013,0930.65%+13,093
APPLIED MATLS INC036,882+36,882012,6060.62%+12,606
INTUIT(INTU)027,804+27,804012,0220.59%+12,022
AMAZON COM INC(AMZN)679,634810,357+130,723156,873168,7738.31%+11,900
GALLAGHER ARTHUR J & CO(AJG)30,00090,000+60,0007,76419,4920.96%+11,729
KLA CORP(KLAC)07,928+7,928011,6730.58%+11,673
SERVICENOW INC(NOW)62,500183,184+120,6849,57419,1520.94%+9,578
ARISTA NETWORKS INC(ANET)067,371+67,37108,2720.41%+8,272
VERTIV HOLDINGS CO(VRT)028,541+28,54107,1520.35%+7,152
THERMO FISHER SCIENTIFIC INC(TMO)013,256+13,25606,5160.32%+6,516
TKO GROUP HOLDINGS INC(TKO)031,169+31,16906,2850.31%+6,285
REPLIGEN CORP(RGEN)041,521+41,52104,8920.24%+4,892
REGENERON PHARMACEUTICALS(REGN)04,908+4,90803,7920.19%+3,792
MONOLITHIC PWR SYS INC(MPWR)10,33110,640+3099,36411,6330.57%+2,270
BROADCOM INC(AVGO)219,257248,950+29,69375,88577,0533.80%+1,168
CHENIERE ENERGY INC(LNG)55,00040,000-15,00010,69111,3500.56%+659
COSTCO WHOLESALE CORPORATION(COST)0610+61006080.03%+608
ROSS STORES INC(ROST)02,236+2,23604840.02%+484
TEXAS INSTRS INC(TXN)01,981+1,98103850.02%+385
HCA HEALTHCARE INC(HCA)0426+42602020.01%+202
ASML HLDG NV
N Y REGISTRY SHS
13,50010,489-3,01114,44313,8540.68%-589
MARVELL TECHNOLOGY INC(MRVL)84,92463,734-21,1907,2176,3130.31%-904
ABBVIE INC(ABBV)37,44532,184-5,2618,5567,0000.34%-1,556
SPOTIFY TECHNOLOGY S A(SPOT)16,66716,508-1599,6798,0050.39%-1,674
APPLOVIN CORP(APP)3,4830-3,4832,3470-2,347
ULTA BEAUTY INC(ULTA)4,0250-4,0252,4350-2,435
MCKESSON CORP(MCK)3,972568-3,4043,2584920.02%-2,767
EATON CORP PLC(ETN)56,43440,378-16,05617,97514,4420.71%-3,533
LAUDER ESTEE COS INC(EL)34,2110-34,2113,5830-3,583
LOWES COS INC(LOW)14,9960-14,9963,6160-3,616
ROYAL CARIBBEAN GROUP
COM
17,244956-16,2884,8102630.01%-4,547
MOODYS CORP(MCO)38,36433,885-4,47919,59814,7820.73%-4,816
REPUBLIC SVCS INC(RSG)22,7510-22,7514,8220-4,822
SEA LTD(SE)37,9350-37,9354,8390-4,839
NXP SEMICONDUCTORS N V
COM
51,05728,293-22,76411,0825,5700.27%-5,513
CENCORA INC17,8570-17,8576,0310-6,031
ELEVANCE HEALTH INC FORME(ELV)17,5000-17,5006,1350-6,135
JPMORGAN CHASE & CO(JPM)45,23228,507-16,72514,5758,3860.41%-6,189
STRYKER CORPORATION(SYK)30,92213,917-17,00510,8684,5730.23%-6,295
PROLOGIS INC.(PLD)157,480104,148-53,33220,10413,7660.68%-6,338
INTERCONTINENTAL EXCHANGE IN(ICE)40,0000-40,0006,4780-6,478
WALMART INC(WMT)60,0000-60,0006,6830-6,683
DOORDASH INC(DASH)55,19837,688-17,51012,5015,6590.28%-6,842
AMPHENOL CORP288,309254,042-34,26738,96232,0981.58%-6,864
SHERWIN WILLIAMS CO(SHW)22,3670-22,3677,2480-7,248
SALESFORCE INC(CRM)91,31890,608-71024,19116,9140.83%-7,277
TESLA INC(TSLA)26,47112,106-14,36511,9054,5000.22%-7,404
S&P GLOBAL INC(SPGI)35,00025,000-10,00018,29110,6340.52%-7,657
ROBINHOOD MKTS INC(HOOD)68,5720-68,5727,7550-7,755
WESCO INTL INC(WCC)35,8680-35,8688,7750-8,775
WILLIS TOWERS WATSON PLC(WTW)29,1310-29,1319,5730-9,573
GOLDMAN SACHS GROUP INC(GS)11,6280-11,62810,2210-10,221
BERKSHIRE HATHAWAY INC DEL83,08265,045-18,03741,76131,1701.54%-10,592
MASTERCARD INCORPORATED(MA)68,80457,069-11,73539,27928,5151.40%-10,764
INTUITIVE SURGICAL INC20,254989-19,26511,4714560.02%-11,015
EQT CORP(EQT)360,000130,000-230,00019,2968,2730.41%-11,023
VERTEX PHARMACEUTICALS INC(VRTX)26,334628-25,70611,9392800.01%-11,658
WASTE CONNECTIONS INC(WCN)66,9070-66,90711,7330-11,733
SYNOPSYS INC(SNPS)25,2820-25,28211,8750-11,875
UNITEDHEALTH GROUP INC(UNH)037,627+37,627010,1810.50%+10,181
BECTON DICKINSON & CO(BDX)65,0000-65,00012,6150-12,615
CORPAY INC(CPAY)120,00080,000-40,00036,11223,2791.15%-12,832
ALAMOS GOLD INC1,200,000750,000-450,00046,29633,3231.64%-12,973
WESTERN ALLIANCE BANCORP(WAL)160,0000-160,00013,4510-13,451
HOME DEPOT INC(HD)55,90215,347-40,55519,2365,0470.25%-14,188
LULULEMON ATHLETICA INC(LULU)68,6970-68,69714,2760-14,276
BOSTON SCIENTIFIC CORP(BSX)348,920254,250-94,67033,27015,9540.79%-17,315
CRH PLC
ORD
186,52743,528-142,99923,2794,5760.23%-18,703
VISA INC(V)126,63484,937-41,69744,41225,6711.26%-18,740
WASTE MGMT INC DEL(WM)87,2320-87,23219,1660-19,166
THERMO FISHER SCIENTIFIC(TMO)35,6460-35,64620,6550-20,655
NEWMONT CORP(NEM)428,975200,000-228,97542,83321,6501.07%-21,183
BANK AMERICA CORP574,686195,874-378,81231,6089,5490.47%-22,059
MAPLEBEAR INC(CART)640,500150,000-490,50028,8105,6190.28%-23,191
UNITED AIRLS HLDGS INC(UAL)225,0000-225,00025,1600-25,159
ELI LILLY & CO(LLY)47,39527,197-20,19850,93425,0151.23%-25,919
COREWEAVE INC(CRWV)370,0000-370,00026,4960-26,496
SELECT SECTOR SPDR TR
ST STR TECHN ETF
189,5520-189,55227,2900-27,290
ALPHABET INC(GOOG)480,456424,612-55,844150,383122,1016.01%-28,281
ALASKA AIR GROUP INC800,000200,000-600,00040,2407,3560.36%-32,884
TAIWAN SEMICONDUCTOR MFG(TSM)312,2290-312,22994,8830-94,883
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