Fund HoldingsGenerate Investment Management Ltd

Total Portfolio Value
$1.43B
Total Bought
$471.44M
Total Sold
$481.46M
Net Transaction
-$10.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMAZON COM INC(AMZN)289,644582,747+293,10363,545110,8737.78%+47,328
CHENIERE ENERGY INC(LNG)21,643156,082+134,4394,65036,1172.53%+31,467
META PLATFORMS INC(META)88,079142,131+54,05251,57181,9195.75%+30,347
SYNOPSYS INC(SNPS)055,788+55,788023,9251.68%+23,925
LAM RESEARCH CORP(LRCX)0315,485+315,485022,9361.61%+22,936
E L F BEAUTY INC(ELF)0344,805+344,805021,6501.52%+21,650
AMPHENOL CORP NEW167,430477,972+310,54211,62831,3502.20%+19,722
NVIDIA CORPORATION(NVDA)646,601964,113+317,51286,832104,4917.33%+17,659
MICRON TECHNOLOGY INC(MU)77,375249,754+172,3796,51221,7011.52%+15,189
NEWMONT CORP(NEM)0301,110+301,110014,5381.02%+14,538
TAIWAN SEMICONDUCTOR MFG LTD(TSM)193,676316,025+122,34938,24952,4603.68%+14,211
INTERNATIONAL BUSINESS MACHS(IBM)056,855+56,855014,1380.99%+14,138
WALMART INC(WMT)95,348248,816+153,4688,61521,8441.53%+13,229
CINTAS CORP(CTAS)058,527+58,527012,0290.84%+12,029
PINTEREST INC(PINS)406,016767,394+361,37811,77423,7891.67%+12,015
ARISTA NETWORKS INC(ANET)0149,932+149,932011,6170.82%+11,617
JPMORGAN CHASE & CO.(JPM)38,10883,987+45,8799,13520,6021.45%+11,467
TEXAS INSTRS INC(TXN)062,691+62,691011,2660.79%+11,266
UNITED AIRLS HLDGS INC(UAL)0156,019+156,019010,7730.76%+10,773
MERCADOLIBRE INC(MELI)04,167+4,16708,1290.57%+8,129
INTUITIVE SURGICAL INC014,682+14,68207,2720.51%+7,272
CORPAY INC(CPAY)55,28272,979+17,69718,70925,4491.79%+6,741
WYNDHAM HOTELS & RESORTS INC(WH)069,141+69,14106,2580.44%+6,258
NETFLIX INC(NFLX)23,72029,176+5,45621,14227,2071.91%+6,065
ALASKA AIR GROUP INC0122,541+122,54106,0310.42%+6,031
ROYAL CARIBBEAN GROUP
COM
84,531122,761+38,23019,50025,2201.77%+5,720
SPOTIFY TECHNOLOGY S A(SPOT)17,78924,807+7,0187,95813,6450.96%+5,686
BERKSHIRE HATHAWAY INC DEL83,19481,137-2,05737,71043,2123.03%+5,502
APPLIED MATLS INC037,864+37,86405,4950.39%+5,495
NIKE INC(NKE)082,706+82,70605,2500.37%+5,250
AERCAP HOLDINGS NV(AER)048,343+48,34304,9390.35%+4,939
BLACKROCK INC(BLK)05,139+5,13904,8640.34%+4,864
COCA COLA CO(KO)067,830+67,83004,8580.34%+4,858
ALAMOS GOLD INC NEW818,945743,034-75,91115,10119,8691.39%+4,767
CHEWY INC(CHWY)0143,563+143,56304,6670.33%+4,667
HOME DEPOT INC(HD)48,44164,139+15,69818,84323,5061.65%+4,663
AIRBNB INC030,895+30,89503,6910.26%+3,691
ROBINHOOD MKTS INC(HOOD)322,737367,717+44,98012,02515,3041.07%+3,279
GODADDY INC(GDDY)64,81388,749+23,93612,79215,9871.12%+3,195
SERVICENOW INC(NOW)03,886+3,88603,0940.22%+3,094
REDDIT INC(RDDT)022,380+22,38002,3480.16%+2,348
INTERCONTINENTAL EXCHANGE IN(ICE)105,632104,501-1,13115,74018,0261.26%+2,286
WILLIS TOWERS WATSON PLC LTD(WTW)43,32645,037+1,71113,57115,2201.07%+1,649
REPUBLIC SVCS INC(RSG)40,07740,07708,0639,7050.68%+1,642
WILLSCOT HLDGS CORP(WSC)642,406803,643+161,23721,48822,3411.57%+853
UBER TECHNOLOGIES INC(UBER)202,760172,109-30,65112,23012,5400.88%+309
THERMO FISHER SCIENTIFIC INC(TMO)15,97417,131+1,1578,3108,5240.60%+214
ALIBABA GROUP HLDG LTD(BABA)85,92256,206-29,7167,2857,4320.52%+147
NOVO-NORDISK A S(NVO)39,96239,96203,4382,7750.19%-663
MCKESSON CORP(MCK)18,55713,804-4,75310,5769,2900.65%-1,286
NEW YORK TIMES CO(NYT)88,91166,849-22,0624,6283,3160.23%-1,312
WASTE CONNECTIONS INC(WCN)59,23143,092-16,13910,1638,4110.59%-1,752
CENCORA INC46,50830,743-15,76510,4498,5490.60%-1,900
BOSTON SCIENTIFIC CORP(BSX)182,978139,691-43,28716,34414,0920.99%-2,252
MICROSOFT CORP(MSFT)196,155210,798+14,64382,67979,1315.55%-3,548
ALPHABET INC(GOOG)198,625219,377+20,75237,60033,9242.38%-3,675
APPLE INC(AAPL)176,542182,160+5,61844,21040,4632.84%-3,746
COCA-COLA EUROPACIFIC PARTNE
SHS
184,801115,281-69,52014,19510,0330.70%-4,162
EATON CORP PLC(ETN)38,20230,720-7,48212,6788,3510.59%-4,327
ELI LILLY & CO(LLY)31,71424,378-7,33624,48320,1341.41%-4,349
BLOCK INC(XYZ)88,10741,312-46,7957,4882,2440.16%-5,244
WASTE MGMT INC DEL(WM)67,75136,273-31,47813,6718,3980.59%-5,274
TARGET CORP(TGT)39,1840-39,1845,2970-5,297
DELTA AIR LINES INC DEL(DAL)272,281251,411-20,87016,47310,9620.77%-5,511
REGENERON PHARMACEUTICALS(REGN)7,8410-7,8415,5850-5,585
GOLDMAN SACHS GROUP INC(GS)14,5074,420-10,0878,3072,4150.17%-5,892
WESCO INTL INC(WCC)33,2330-33,2336,0140-6,014
GFL ENVIRONMENTAL INC(GFL)337,699170,599-167,10015,0418,2420.58%-6,799
KIMCO RLTY CORP(KIM)678,680390,981-287,69915,9018,3040.58%-7,597
ASTRAZENECA PLC(AZN)120,8510-120,8517,9180-7,918
DANAHER CORPORATION(DHR)35,0430-35,0438,0440-8,044
PROLOGIS INC.(PLD)128,27449,246-79,02813,5595,5050.39%-8,053
IQVIA HLDGS INC(IQV)42,0420-42,0428,2620-8,262
ABBVIE INC(ABBV)47,3240-47,3248,4090-8,409
SALESFORCE INC(CRM)72,81657,027-15,78924,34515,3041.07%-9,041
FIRST CTZNS BANCSHARES INC N(FCNCA)4,4280-4,4289,3560-9,356
MASTERCARD INCORPORATED(MA)20,1880-20,18810,6300-10,630
VERTIV HOLDINGS CO(VRT)156,91994,896-62,02317,8286,8510.48%-10,976
ELEVANCE HEALTH INC(ELV)73,93737,089-36,84827,27516,1321.13%-11,143
DIAGEO PLC(DEO)87,7540-87,75411,1560-11,156
CRH PLC
ORD
267,820146,662-121,15824,77912,9020.91%-11,877
S&P GLOBAL INC(SPGI)24,0330-24,03311,9690-11,969
PULTE GROUP INC(PHM)113,4970-113,49712,3600-12,360
WESTERN ALLIANCE BANCORP(WAL)417,075290,931-126,14434,84222,3521.57%-12,490
CLOUDFLARE INC(NET)120,2290-120,22912,9460-12,946
MERCK & CO INC(MRK)140,6750-140,67513,9940-13,994
FISERV INC(FISV)114,74337,975-76,76823,5718,3860.59%-15,184
VISA INC(V)49,8450-49,84515,7530-15,753
BROADCOM INC(AVGO)157,435123,432-34,00336,50020,6661.45%-15,834
PROCTER AND GAMBLE CO(PG)100,1160-100,11616,7840-16,784
MARVELL TECHNOLOGY INC(MRVL)159,2260-159,22617,5870-17,587
BLACKROCK INC(BLK)17,2030-17,20317,6350-17,635
HCA HEALTHCARE INC(HCA)91,74425,164-66,58027,5378,6950.61%-18,842
EQUIFAX INC(EFX)86,2820-86,28221,9890-21,989
BANK AMERICA CORP648,340135,738-512,60228,4955,6640.40%-22,830
AGNICO EAGLE MINES LTD(AEM)311,8180-311,81824,3870-24,387
UNITEDHEALTH GROUP INC(UNH)67,62811,013-56,61534,2105,7680.40%-28,442
Page 1 of 1