Fund HoldingsGenerate Investment Management Ltd

Total Portfolio Value
$1.37B
Total Bought
$693.84M
Total Sold
$391.59M
Net Transaction
+$302.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)0600,000+600,0000326,532+326,532
ELEVANCE HEALTH INC(ELV)059,247+59,247032,1042.34%+32,104
HEALTHEQUITY INC(HQY)0280,557+280,557024,1841.76%+24,184
NVIDIA CORPORATION(NVDA)56,040585,609+529,56950,63672,3055.26%+21,670
CORPAY INC(CPAY)073,346+73,346019,5401.42%+19,540
APPLE INC(AAPL)205,662255,335+49,67335,26753,7793.91%+18,512
BROADCOM INC(AVGO)011,505+11,505018,4721.34%+18,472
VERTIV HOLDINGS CO(VRT)0213,121+213,121018,4501.34%+18,450
AMAZON COM INC(AMZN)358,153427,162+69,00964,60482,5496.01%+17,945
TOTALENERGIES SE(TTE)0199,552+199,552013,3060.97%+13,306
PULTE GROUP INC(PHM)235,588372,096+136,50828,41740,9682.98%+12,551
MICROSOFT CORP(MSFT)165,764183,725+17,96169,74082,1165.97%+12,376
APPLIED MATLS INC049,218+49,218011,6150.84%+11,615
SERVICENOW INC(NOW)014,764+14,764011,6140.84%+11,614
PINTEREST INC(PINS)0249,630+249,630011,0010.80%+11,001
WALMART INC(WMT)0146,385+146,38509,9120.72%+9,912
ROYAL CARIBBEAN GROUP
COM
155,078196,264+41,18621,55731,2902.28%+9,733
DELTA AIR LINES INC DEL(DAL)0196,158+196,15809,3060.68%+9,306
QUALCOMM INC(QCOM)038,906+38,90607,7490.56%+7,749
AUTOZONE INC(AZO)3,2425,953+2,71110,21817,6451.28%+7,428
AMERICAN TOWER CORP NEW(AMT)037,155+37,15507,2220.53%+7,222
GODADDY INC(GDDY)45,17388,208+43,0355,36112,3240.90%+6,962
ALPHABET INC(GOOG)340,546320,099-20,44751,39958,2804.24%+6,882
CHEWY INC(CHWY)0244,536+244,53606,6610.48%+6,661
TESLA INC(TSLA)030,569+30,56906,0490.44%+6,049
HYATT HOTELS CORP(H)038,186+38,18605,8010.42%+5,801
UNITEDHEALTH GROUP INC(UNH)57,58366,738+9,15528,48633,9872.47%+5,501
MERCK & CO INC(MRK)50,19594,717+44,5226,62311,7260.85%+5,103
HUBSPOT INC(HUBS)08,632+8,63205,0910.37%+5,091
BOSTON SCIENTIFIC CORP(BSX)176,047222,089+46,04212,05717,1031.24%+5,046
WESTERN ALLIANCE BANCORP(WAL)501,071575,894+74,82332,16436,1782.63%+4,014
KLA CORP(KLAC)04,231+4,23103,4890.25%+3,489
SPOTIFY TECHNOLOGY S A(SPOT)35,02640,038+5,0129,24312,5640.91%+3,320
WASTE MGMT INC DEL(WM)42,74656,514+13,7689,11112,0570.88%+2,945
ASML HOLDING N V
N Y REGISTRY SHS
5,4587,938+2,4805,2978,1180.59%+2,822
FIRST CTZNS BANCSHARES INC N(FCNCA)11,79112,903+1,11219,27821,7241.58%+2,445
MOODYS CORP(MCO)24,27727,771+3,4949,54211,6900.85%+2,148
NETFLIX INC(NFLX)13,04414,816+1,7727,9229,9990.73%+2,077
NOVO-NORDISK A S(NVO)151,244148,363-2,88119,42021,1771.54%+1,758
AMPHENOL CORP NEW84,367168,734+84,3679,73211,3680.83%+1,636
ELI LILLY & CO(LLY)31,31528,128-3,18724,36225,4671.85%+1,105
BP PLC(BP)261,484296,766+35,2829,85310,7130.78%+861
KIMCO RLTY CORP(KIM)270,242305,820+35,5785,2995,9510.43%+652
WASTE CONNECTIONS INC(WCN)59,23159,231010,18810,3870.76%+198
REPUBLIC SVCS INC(RSG)64,42564,425012,33412,5200.91%+187
INTERCONTINENTAL EXCHANGE IN(ICE)63,18061,448-1,7328,6838,4120.61%-271
UBER TECHNOLOGIES INC(UBER)98,93298,93207,6177,1900.52%-426
TAIWAN SEMICONDUCTOR MFG LTD(TSM)155,043116,145-38,89821,09420,1871.47%-906
GOLDMAN SACHS GROUP INC(GS)23,28118,783-4,4989,7248,4960.62%-1,228
MCKESSON CORP(MCK)35,78130,146-5,63519,20917,6061.28%-1,603
OREILLY AUTOMOTIVE INC(ORLY)6,4485,292-1,1567,2795,5890.41%-1,690
TEXAS INSTRS INC(TXN)38,38525,648-12,7376,6874,9890.36%-1,698
LAM RESEARCH CORP(LRCX)15,42812,400-3,02814,98913,2040.96%-1,785
CHENIERE ENERGY INC(LNG)105,07986,622-18,45716,94715,1441.10%-1,803
CENCORA INC40,10934,169-5,9409,7467,6980.56%-2,048
AGNICO EAGLE MINES LTD(AEM)253,595198,640-54,95515,12712,9910.95%-2,136
VISA INC(V)102,439100,679-1,76028,58926,4251.92%-2,163
BANK AMERICA CORP357,397283,997-73,40013,55211,2950.82%-2,258
THERMO FISHER SCIENTIFIC INC(TMO)22,34419,299-3,04512,98710,6720.78%-2,314
JPMORGAN CHASE & CO(JPM)73,85158,599-15,25214,79211,8520.86%-2,940
PROLOGIS INC.(PLD)91,04678,218-12,82811,8568,7850.64%-3,071
PEPSICO INC(PEP)39,81122,700-17,1116,9673,7440.27%-3,223
META PLATFORMS INC(META)91,33981,185-10,15444,35240,9352.98%-3,417
ASTRAZENECA PLC(AZN)50,7710-50,7713,4400-3,440
FISERV INC(FISV)182,330170,978-11,35229,14025,4831.85%-3,657
LULULEMON ATHLETICA INC(LULU)18,73111,494-7,2377,3173,4330.25%-3,884
FRANCO NEV CORP(FNV)139,712106,519-33,19316,64812,6250.92%-4,023
S&P GLOBAL INC(SPGI)10,8640-10,8644,6220-4,622
CLOUDFLARE INC(NET)48,4350-48,4354,6900-4,690
ABBVIE INC(ABBV)26,9350-26,9354,9050-4,905
ADVANCED MICRO DEVICES INC(AMD)29,2430-29,2435,2780-5,278
PROCTER AND GAMBLE CO(PG)56,39420,692-35,7029,1503,4130.25%-5,737
HOME DEPOT INC(HD)38,91425,263-13,65114,9278,6970.63%-6,231
REGENERON PHARMACEUTICALS(REGN)6,7050-6,7056,4530-6,453
COCA-COLA EUROPACIFIC PARTNE
SHS
93,4420-93,4426,5360-6,536
IQVIA HLDGS INC(IQV)26,7940-26,7946,7760-6,776
ENTEGRIS INC(ENTG)70,30321,285-49,0189,8802,8820.21%-6,998
VERTEX PHARMACEUTICALS INC(VRTX)19,2180-19,2188,0330-8,033
WILLSCOT MOBIL MINI HLDNG CO(WSC)892,159885,648-6,51141,48533,3362.43%-8,150
TERADYNE INC(TER)73,9830-73,9838,3480-8,348
COSTAR GROUP INC(CSGP)89,1330-89,1338,6100-8,610
DANAHER CORPORATION(DHR)35,7750-35,7758,9340-8,934
CRH PLC
ORD
477,056426,807-50,24941,15132,0022.33%-9,149
ARISTA NETWORKS INC32,1890-32,1899,3340-9,334
SALESFORCE INC(CRM)54,29623,278-31,01816,3535,9850.44%-10,368
WYNDHAM HOTELS & RESORTS INC(WH)138,4130-138,41310,6230-10,623
ULTA BEAUTY INC(ULTA)21,4440-21,44411,2130-11,213
EQUIFAX INC(EFX)68,66429,281-39,38318,3697,0990.52%-11,270
ROYALTY PHARMA PLC(RPRX)396,3420-396,34212,0370-12,037
WORKDAY INC(WDAY)44,2090-44,20912,0580-12,058
BERKSHIRE HATHAWAY INC DEL121,65695,077-26,57951,15938,6772.81%-12,481
MASTERCARD INCORPORATED(MA)26,7160-26,71612,8660-12,866
ATKORE INC187,619150,268-37,35135,71520,2761.47%-15,439
ISHARES TR(Put)500,0000-500,000105,1500-105,150
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