Fund HoldingsGenerate Investment Management Ltd

Total Portfolio Value
$2.43B
Total Bought
$784.66M
Total Sold
$494.81M
Net Transaction
+$289.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VISA INC(V)84,937195,561+110,62425,67167,0952.76%+41,424
TRANSDIGM GROUP INC(TDG)030,000+30,000039,9611.64%+39,961
VERTIV HOLDINGS CO(VRT)28,541135,301+106,7607,15245,3011.86%+38,150
ELI LILLY & CO(LLY)27,19752,656+25,45925,01563,1572.60%+38,142
JOHNSON & JOHNSON(JNJ)0110,965+110,965028,1821.16%+28,182
ALPHABET INC(GOOG)424,612419,306-5,306122,101149,8476.17%+27,746
MSCI INC(MSCI)038,514+38,514021,5690.89%+21,569
WALMART INC(WMT)0187,126+187,126021,1940.87%+21,194
MCKESSON CORP(MCK)56827,992+27,42449221,1510.87%+20,659
PALO ALTO NETWORKS INC(PANW)058,795+58,795020,0500.82%+20,050
THERMO FISHER SCIENTIFIC INC(TMO)13,25649,548+36,2926,51624,8411.02%+18,326
TAIWAN SEMICONDUCTOR MANUFAC(TSM)249,222214,587-34,63584,225102,4804.22%+18,256
BANK OF AMER CORP195,874486,879+291,0059,54927,7421.14%+18,194
APPLE INC(AAPL)409,043420,426+11,383103,811121,6545.01%+17,843
VULCAN MATLS CO(VMC)058,815+58,815017,3510.71%+17,351
WASTE MGMT INC DEL(WM)077,104+77,104017,1850.71%+17,185
NOVO-NORDISK A S(NVO)0350,000+350,000016,7790.69%+16,779
WESCO INTL INC(WCC)047,363+47,363016,3610.67%+16,361
DOORDASH INC(DASH)37,688110,557+72,8695,65920,4010.84%+14,742
COSTCO WHOLESALE CORPORATION(COST)61016,153+15,54360815,1110.62%+14,503
TEXAS INSTRS INC(TXN)1,98148,920+46,93938514,5820.60%+14,197
ARES MANAGEMENT CORPORATION(ARES)0125,000+125,000013,9140.57%+13,914
LUMENTUM HLDGS INC(LITE)016,000+16,000013,7290.56%+13,729
REPUBLIC SVCS INC(RSG)064,317+64,317013,7050.56%+13,705
JPMORGAN CHASE & CO(JPM)28,50764,643+36,1368,38621,1600.87%+12,774
HOME DEPOT INC(HD)15,34750,173+34,8265,04717,6950.73%+12,648
HYATT HOTELS CORP(H)064,815+64,815012,5640.52%+12,564
ASML HLDG NV
N Y REGISTRY SHS
10,48913,278+2,78913,85426,4161.09%+12,562
INTUITIVE SURGICAL INC98932,154+31,16545612,7870.53%+12,331
UNITEDHEALTH GROUP INC(UNH)37,62753,148+15,52110,18122,0900.91%+11,908
ARM HOLDINGS PLC031,878+31,878011,3030.47%+11,303
ASTRAZENECA PLC(AZN)058,838+58,838011,1570.46%+11,157
CROWDSTRIKE HLDGS INC(CRWD)014,333+14,333010,9380.45%+10,938
WASTE CONNECTIONS INC(WCN)065,389+65,389010,9000.45%+10,900
AGILENT TECHNOLOGIES INC(A)081,046+81,046010,7650.44%+10,765
REGENERON PHARMACEUTICALS(REGN)4,90823,000+18,0923,79214,3410.59%+10,549
NEXTPOWER INC085,678+85,678010,2080.42%+10,208
ROYAL CARIBBEAN GROUP
COM
95632,833+31,87726310,4250.43%+10,162
ELEVANCE HEALTH INC FORMERLY(ELV)025,518+25,51809,8690.41%+9,869
WESTERN ALLIANCE BANCORP(WAL)0120,000+120,00009,8640.41%+9,864
FERRARI N V
COM
025,489+25,48909,4890.39%+9,489
KIMCO REALTY CORP(KIM)0342,131+342,13108,6730.36%+8,673
UNITED RENTALS INC(URI)07,599+7,59908,6090.35%+8,609
LAM RESEARCH CORP(LRCX)151,33491,916-59,41832,33439,8301.64%+7,496
CHIPOTLE MEXICAN GRILL INC(CMG)0216,253+216,25307,3530.30%+7,353
APPLOVIN CORP(APP)014,025+14,02507,2260.30%+7,226
ABBVIE INC(ABBV)32,18455,571+23,3877,00013,9840.58%+6,984
CENCORA INC024,114+24,11406,8240.28%+6,824
UNITED AIRLS HLDGS INC(UAL)050,000+50,00006,8000.28%+6,800
WHEATON PRECIOUS METALS CORP(WPM)060,000+60,00006,7390.28%+6,739
TJX COS INC NEW(TJX)042,203+42,20306,3940.26%+6,394
MICRON TECHNOLOGY INC(MU)202,18764,616-137,57168,30774,5863.07%+6,279
CONSTELLATION ENERGY CORP(CEG)025,000+25,00006,2090.26%+6,209
WILLIS TOWERS WATSON PLC LTD(WTW)022,691+22,69105,9310.24%+5,931
ALASKA AIR GROUP INC200,000250,000+50,0007,35613,0500.54%+5,694
INTEL CORP(INTC)036,478+36,47805,0930.21%+5,093
BERKSHIRE HATHAWAY INC DEL65,04571,938+6,89331,17035,9971.48%+4,827
EATON CORP PLC(ETN)40,37843,987+3,60914,44218,7440.77%+4,302
TESLA INC(TSLA)12,10620,855+8,7494,5008,7720.36%+4,271
INTERNATIONAL BUSINESS MACHS(IBM)74,65771,994-2,66318,09620,2450.83%+2,149
ADVANCED MICRO DEVICES INC(AMD)137,18351,671-85,51227,90730,0161.23%+2,109
MOODYS CORP(MCO)33,88536,523+2,63814,78216,5420.68%+1,760
S&P GLOBAL INC(SPGI)25,00030,000+5,00010,63412,2180.50%+1,584
SPACE EXPLORATION TECHN CORP09,107+9,10701,5560.06%+1,556
STRYKER CORPORATION(SYK)13,91718,605+4,6884,5735,8580.24%+1,285
CHENIERE ENERGY INC(LNG)40,00050,000+10,00011,35011,9510.49%+600
VERTEX PHARMACEUTICALS INC(VRTX)6281,573+9452807810.03%+501
MASTERCARD INCORPORATED(MA)57,06956,338-73128,51528,9351.19%+420
TERADYNE INC(TER)0500+50002420.01%+242
HCA HEALTHCARE INC(HCA)4260-4262020-202
AMAZON COM INC(AMZN)810,357707,199-103,158168,773168,5546.93%-219
ROSS STORES INC(ROST)2,2360-2,2364840-484
MARVELL TECHNOLOGY INC(MRVL)63,73419,244-44,4906,3135,7330.24%-580
PROLOGIS INC.(PLD)104,14897,207-6,94113,76613,1690.54%-598
APPLIED MATLS INC36,88216,275-20,60712,60611,7670.48%-839
BROADCOM INC(AVGO)248,950201,192-47,75877,05376,0003.13%-1,052
SPOTIFY TECHNOLOGY S A(SPOT)16,5089,046-7,4628,0054,1530.17%-3,852
CRH PLC
ORD
43,5280-43,5284,5760-4,576
REPLIGEN CORP(RGEN)41,5210-41,5214,8920-4,892
NXP SEMICONDUCTORS N V
COM
28,2930-28,2935,5700-5,570
MAPLEBEAR INC(CART)150,0000-150,0005,6190-5,619
TKO GROUP HOLDINGS INC(TKO)31,1691,487-29,6826,2852990.01%-5,986
MONOLITHIC PWR SYS INC(MPWR)10,6403,922-6,71811,6335,4220.22%-6,212
DANAHER CORP DEL(DHR)69,05729,649-39,40813,0935,6480.23%-7,446
ARISTA NETWORKS INC(ANET)67,3710-67,3718,2720-8,272
EQT CORP(EQT)130,0000-130,0008,2730-8,273
ALAMOS GOLD INC750,000800,000+50,00033,32324,2721.00%-9,050
CORPAY INC(CPAY)80,00040,000-40,00023,27913,3310.55%-9,948
AMPHENOL CORP254,042118,247-135,79532,09820,8490.86%-11,249
KLA CORP(KLAC)7,9280-7,92811,6730-11,673
INTUIT(INTU)27,8040-27,80412,0220-12,022
NEWMONT CORP(NEM)200,000100,000-100,00021,6509,3400.38%-12,310
SERVICENOW INC(NOW)183,18468,393-114,79119,1526,7900.28%-12,362
AGNICO EAGLE MINES LTD(AEM)95,00040,000-55,00019,2836,2050.26%-13,078
BOSTON SCIENTIFIC CORP(BSX)254,2500-254,25015,9540-15,954
SALESFORCE INC(CRM)90,6080-90,60816,9140-16,914
ORACLE CORP(ORCL)276,544146,295-130,24940,68221,4400.88%-19,243
GALLAGHER ARTHUR J & CO(AJG)90,0000-90,00019,4920-19,492
UBER TECHNOLOGIES INC(UBER)271,4290-271,42919,5240-19,524
GE VERNOVA INC(GEV)58,04825,513-32,53550,67029,9741.23%-20,696
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