Fund HoldingsGenerate Investment Management Ltd

Total Portfolio Value
$1.27B
Total Bought
$368.07M
Total Sold
$216.90M
Net Transaction
+$151.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR(Put)0500,000+500,0000105,150+105,150
AMAZON COM INC(AMZN)255,885358,153+102,26838,87964,6045.07%+25,724
ALPHABET INC(GOOG)229,874340,546+110,67232,11151,3994.03%+19,288
FIRST CTZNS BANCSHARES INC N(FCNCA)011,791+11,791019,2781.51%+19,278
WORKDAY INC(WDAY)044,209+44,209012,0580.95%+12,058
ROYAL CARIBBEAN GROUP
COM
74,794155,078+80,2849,68521,5571.69%+11,872
NVIDIA CORPORATION(NVDA)78,99856,040-22,95839,12150,6363.97%+11,514
ATKORE INC152,016187,619+35,60324,32335,7152.80%+11,393
WILLSCOT MOBIL MINI HLDNG CO(WSC)679,706892,159+212,45330,24741,4853.26%+11,238
MCKESSON CORP(MCK)17,31635,781+18,4658,01719,2091.51%+11,192
ENTEGRIS INC(ENTG)070,303+70,30309,8800.78%+9,880
EQUIFAX INC(EFX)34,34568,664+34,3198,49318,3691.44%+9,876
GOLDMAN SACHS GROUP INC(GS)023,281+23,28109,7240.76%+9,724
WESTERN ALLIANCE BANCORP(WAL)343,901501,071+157,17022,62532,1642.52%+9,539
SPOTIFY TECHNOLOGY S A(SPOT)035,026+35,02609,2430.73%+9,243
INTERCONTINENTAL EXCHANGE IN(ICE)063,180+63,18008,6830.68%+8,683
PULTE GROUP INC(PHM)195,019235,588+40,56920,13028,4172.23%+8,287
SALESFORCE INC(CRM)33,33254,296+20,9648,77116,3531.28%+7,582
TEXAS INSTRS INC(TXN)038,385+38,38506,6870.52%+6,687
MERCK & CO INC(MRK)050,195+50,19506,6230.52%+6,623
REGENERON PHARMACEUTICALS(REGN)06,705+6,70506,4530.51%+6,453
CRH PLC
ORD
507,700477,056-30,64435,11341,1513.23%+6,038
KIMCO RLTY CORP(KIM)0270,242+270,24205,2990.42%+5,299
FISERV INC(FISV)182,330182,330024,22129,1402.29%+4,919
ABBVIE INC(ABBV)026,935+26,93504,9050.38%+4,905
APPLE INC(AAPL)157,844205,662+47,81830,39035,2672.77%+4,877
CLOUDFLARE INC(NET)048,435+48,43504,6900.37%+4,690
TAIWAN SEMICONDUCTOR MFG LTD(TSM)159,966155,043-4,92316,63621,0941.66%+4,457
NOVO-NORDISK A S(NVO)147,754151,244+3,49015,28519,4201.52%+4,135
JPMORGAN CHASE & CO(JPM)65,06973,851+8,78211,06814,7921.16%+3,724
OREILLY AUTOMOTIVE INC(ORLY)4,1476,448+2,3013,9407,2790.57%+3,339
META PLATFORMS INC(META)115,99091,339-24,65141,05644,3523.48%+3,297
VERTEX PHARMACEUTICALS INC(VRTX)11,82419,218+7,3944,8118,0330.63%+3,222
LAM RESEARCH CORP(LRCX)15,31915,428+10911,99914,9891.18%+2,991
BANK AMERICA CORP318,884357,397+38,51310,73713,5521.06%+2,816
WYNDHAM HOTELS & RESORTS INC(WH)97,425138,413+40,9887,83410,6230.83%+2,789
COSTAR GROUP INC(CSGP)67,80189,133+21,3325,9258,6100.68%+2,685
ARISTA NETWORKS INC32,18932,18907,5819,3340.73%+1,753
CENCORA INC40,10940,10908,2389,7460.76%+1,509
UBER TECHNOLOGIES INC(UBER)99,79298,932-8606,1447,6170.60%+1,473
WASTE MGMT INC DEL(WM)42,74642,74607,6569,1110.71%+1,456
ELI LILLY & CO(LLY)39,29931,315-7,98422,90824,3621.91%+1,454
HOME DEPOT INC(HD)38,91438,914013,48614,9271.17%+1,442
NETFLIX INC(NFLX)13,48113,044-4376,5647,9220.62%+1,358
PROCTER AND GAMBLE CO(PG)54,04056,394+2,3547,9199,1500.72%+1,231
FRANCO NEV CORP(FNV)139,712139,712015,48116,6481.31%+1,167
GODADDY INC(GDDY)43,51145,173+1,6624,6195,3610.42%+742
DANAHER CORPORATION(DHR)36,04835,775-2738,3398,9340.70%+594
MASTERCARD INCORPORATED(MA)29,96126,716-3,24512,77912,8661.01%+87
MOODYS CORP(MCO)24,27724,27709,4829,5420.75%+60
TERADYNE INC(TER)77,70573,983-3,7228,4338,3480.66%-85
MICROSOFT CORP(MSFT)185,823165,764-20,05969,87769,7405.47%-137
WASTE CONNECTIONS INC(WCN)70,14259,231-10,91110,47010,1880.80%-282
UNITEDHEALTH GROUP INC(UNH)55,72557,583+1,85829,33828,4862.24%-851
S&P GLOBAL INC(SPGI)13,25510,864-2,3915,8394,6220.36%-1,217
ROYALTY PHARMA PLC(RPRX)479,248396,342-82,90613,46212,0370.94%-1,425
REPUBLIC SVCS INC(RSG)83,70864,425-19,28313,80412,3340.97%-1,471
CHENIERE ENERGY INC(LNG)109,709105,079-4,63018,72816,9471.33%-1,781
BERKSHIRE HATHAWAY INC DEL149,254121,656-27,59853,23351,1594.01%-2,074
AGNICO EAGLE MINES LTD(AEM)314,011253,595-60,41617,22415,1271.19%-2,097
AMPHENOL CORP NEW120,76484,367-36,39711,9719,7320.76%-2,240
ULTA BEAUTY INC(ULTA)27,99421,444-6,55013,71711,2130.88%-2,504
BP PLC(BP)352,700261,484-91,21612,4869,8530.77%-2,633
IQVIA HLDGS INC(IQV)40,82426,794-14,0309,4466,7760.53%-2,670
BOSTON SCIENTIFIC CORP(BSX)255,590176,047-79,54314,77612,0570.95%-2,718
ASML HOLDING N V
N Y REGISTRY SHS
10,7075,458-5,2498,1045,2970.42%-2,808
LAUDER ESTEE COS INC(EL)21,1030-21,1033,0860-3,086
VISA INC(V)122,206102,439-19,76731,81628,5892.24%-3,228
ADVANCED MICRO DEVICES INC(AMD)58,66629,243-29,4238,6485,2780.41%-3,370
ASTRAZENECA PLC(AZN)104,91650,771-54,1457,0663,4400.27%-3,626
MERCADOLIBRE INC(MELI)2,4500-2,4503,8500-3,850
LULULEMON ATHLETICA INC(LULU)22,63918,731-3,90811,5757,3170.57%-4,258
BLACKROCK INC(BLK)5,9990-5,9994,8700-4,870
AUTOZONE INC(AZO)5,8483,242-2,60615,12110,2180.80%-4,903
PEPSICO INC(PEP)69,89839,811-30,08711,8716,9670.55%-4,904
WHEATON PRECIOUS METALS CORP(WPM)111,0700-111,0705,4800-5,480
PROLOGIS INC.(PLD)140,94391,046-49,89718,78811,8560.93%-6,932
APPLIED MATLS INC43,1880-43,1886,9990-6,999
NIKE INC(NKE)70,6510-70,6517,6710-7,671
THERMO FISHER SCIENTIFIC INC(TMO)40,63122,344-18,28721,56712,9871.02%-8,580
COCA-COLA EUROPACIFIC PARTNE
SHS
229,08393,442-135,64115,2896,5360.51%-8,753
COCA COLA CO(KO)153,3400-153,3409,0360-9,036
COSTCO WHSL CORP NEW(COST)14,1850-14,1859,3630-9,363
TOTALENERGIES SE(TTE)191,8470-191,84712,9270-12,927
GFL ENVIRONMENTAL INC(GFL)441,3690-441,36915,2320-15,232
EQT CORP(EQT)409,5450-409,54515,8330-15,833
INMODE LTD(INMD)790,7000-790,70017,5850-17,585
Page 1 of 1