Fund HoldingsGenerate Investment Management Ltd

Total Portfolio Value
$1.50B
Total Bought
$428.19M
Total Sold
$641.60M
Net Transaction
-$213.41M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VERTIV HOLDINGS CO(VRT)213,121598,372+385,25118,45059,5323.98%+41,082
META PLATFORMS INC(META)81,185116,059+34,87440,93566,4374.44%+25,502
MICRON TECHNOLOGY INC(MU)0208,327+208,327021,6061.44%+21,606
NVIDIA CORPORATION(NVDA)585,609766,010+180,40172,30593,0206.21%+20,715
ADVANCED MICRO DEVICES INC(AMD)0123,041+123,041020,1891.35%+20,189
MERCK & CO INC(MRK)94,717257,199+162,48211,72629,2081.95%+17,482
WORKDAY INC(WDAY)067,666+67,666016,5381.10%+16,538
ASML HOLDING N V
N Y REGISTRY SHS
7,93827,621+19,6838,11823,0151.54%+14,897
BROADCOM INC(AVGO)11,505189,725+178,22018,47232,7282.19%+14,256
SALESFORCE INC(CRM)23,27872,744+49,4665,98519,9111.33%+13,926
HOME DEPOT INC(HD)25,26355,438+30,1758,69722,4631.50%+13,767
UBER TECHNOLOGIES INC(UBER)98,932267,891+168,9597,19020,1351.35%+12,944
ALIBABA GROUP HLDG LTD(BABA)0119,264+119,264012,6560.85%+12,656
AGNICO EAGLE MINES LTD(AEM)198,640311,818+113,17812,99125,1201.68%+12,129
REGENERON PHARMACEUTICALS(REGN)010,764+10,764011,3160.76%+11,316
CORPAY INC(CPAY)73,34698,156+24,81019,54030,6992.05%+11,159
NETFLIX INC(NFLX)14,81628,787+13,9719,99920,4181.36%+10,419
MCKESSON CORP(MCK)30,14656,390+26,24417,60627,8801.86%+10,274
PROLOGIS INC.(PLD)78,218146,587+68,3698,78518,5111.24%+9,726
SUN CMNTYS INC(SUI)066,863+66,86309,0370.60%+9,037
TARGET CORP(TGT)055,750+55,75008,6890.58%+8,689
TESLA INC(TSLA)30,56953,222+22,6536,04913,9240.93%+7,875
APPLE INC(AAPL)255,335264,594+9,25953,77961,6244.12%+7,845
WILLSCOT MOBIL MINI HLDNG CO(WSC)885,6481,091,371+205,72333,33641,0362.74%+7,700
ALAMOS GOLD INC NEW0370,871+370,87107,3950.49%+7,395
KIMCO RLTY CORP(KIM)305,820564,244+258,4245,95113,1020.88%+7,150
FIRST CTZNS BANCSHARES INC N(FCNCA)12,90315,649+2,74621,72428,8091.92%+7,085
INTERCONTINENTAL EXCHANGE IN(ICE)61,44892,327+30,8798,41214,8310.99%+6,420
MASTERCARD INCORPORATED(MA)012,795+12,79506,3180.42%+6,318
AMERICAN TOWER CORP NEW(AMT)37,15552,121+14,9667,22212,1210.81%+4,899
COSTAR GROUP INC(CSGP)062,143+62,14304,6880.31%+4,688
FISERV INC(FISV)170,978167,711-3,26725,48330,1292.01%+4,647
WESCO INTL INC(WCC)026,832+26,83204,5070.30%+4,507
EQUIFAX INC(EFX)29,28138,718+9,4377,09911,3780.76%+4,278
THERMO FISHER SCIENTIFIC INC(TMO)19,29924,165+4,86610,67214,9481.00%+4,275
SPOTIFY TECHNOLOGY S A(SPOT)40,03843,864+3,82612,56416,1651.08%+3,602
ENTEGRIS INC(ENTG)21,28556,329+35,0442,8826,3390.42%+3,457
LAM RESEARCH CORP(LRCX)12,40020,182+7,78213,20416,4701.10%+3,266
SERVICENOW INC(NOW)14,76416,165+1,40111,61414,4580.97%+2,843
WALMART INC(WMT)146,385150,381+3,9969,91212,1430.81%+2,232
TEXAS INSTRS INC(TXN)25,64830,123+4,4754,9896,2230.42%+1,233
DELTA AIR LINES INC DEL(DAL)196,158204,479+8,3219,30610,3850.69%+1,080
KLA CORP(KLAC)4,2315,882+1,6513,4894,5550.30%+1,067
BP PLC(BP)296,766356,014+59,24810,71311,1750.75%+462
WASTE CONNECTIONS INC(WCN)59,23159,231010,38710,5920.71%+205
HYATT HOTELS CORP(H)38,18639,442+1,2565,8016,0030.40%+202
WASTE MGMT INC DEL(WM)56,51456,514012,05711,7320.78%-324
WESTERN ALLIANCE BANCORP(WAL)575,894414,303-161,59136,17835,8332.39%-345
BERKSHIRE HATHAWAY INC DEL95,07783,194-11,88338,67738,2912.56%-386
GOLDMAN SACHS GROUP INC(GS)18,78316,200-2,5838,4968,0210.54%-475
BOSTON SCIENTIFIC CORP(BSX)222,089185,936-36,15317,10315,5811.04%-1,522
REPUBLIC SVCS INC(RSG)64,42553,121-11,30412,52010,6690.71%-1,852
GODADDY INC(GDDY)88,20864,813-23,39512,32410,1610.68%-2,162
CENCORA INC34,16924,178-9,9917,6985,4420.36%-2,256
TAIWAN SEMICONDUCTOR MFG LTD(TSM)116,145101,699-14,44620,18717,6621.18%-2,525
ROYAL CARIBBEAN GROUP
COM
196,264161,386-34,87831,29028,6231.91%-2,667
BANK AMERICA CORP283,997203,036-80,96111,2958,0560.54%-3,238
APPLIED MATLS INC49,21841,296-7,92211,6158,3440.56%-3,271
PROCTER AND GAMBLE CO(PG)20,6920-20,6923,4130-3,413
LULULEMON ATHLETICA INC(LULU)11,4940-11,4943,4330-3,433
CRH PLC
ORD
426,807306,334-120,47332,00228,4091.90%-3,593
PEPSICO INC(PEP)22,7000-22,7003,7440-3,744
PINTEREST INC(PINS)249,630205,881-43,74911,0016,6640.45%-4,337
ELEVANCE HEALTH INC(ELV)59,24753,212-6,03532,10427,6701.85%-4,433
AMPHENOL CORP NEW168,73498,427-70,30711,3686,4140.43%-4,954
HUBSPOT INC(HUBS)8,6320-8,6325,0910-5,091
JPMORGAN CHASE & CO.(JPM)58,59930,420-28,17911,8526,4140.43%-5,438
OREILLY AUTOMOTIVE INC(ORLY)5,2920-5,2925,5890-5,589
CHEWY INC(CHWY)244,5360-244,5366,6610-6,661
VISA INC(V)100,67969,924-30,75526,42519,2261.28%-7,200
QUALCOMM INC(QCOM)38,9060-38,9067,7490-7,749
UNITEDHEALTH GROUP INC(UNH)66,73843,918-22,82033,98725,6781.72%-8,309
CHENIERE ENERGY INC(LNG)86,62235,149-51,47315,1446,3210.42%-8,823
MICROSOFT CORP(MSFT)183,725166,264-17,46182,11671,5134.78%-10,602
ELI LILLY & CO(LLY)28,12815,632-12,49625,46713,8490.93%-11,618
MOODYS CORP(MCO)27,7710-27,77111,6900-11,690
FRANCO NEV CORP(FNV)106,5190-106,51912,6250-12,625
TOTALENERGIES SE(TTE)199,5520-199,55213,3060-13,306
AMAZON COM INC(AMZN)427,162361,723-65,43982,54967,4004.50%-15,149
NOVO-NORDISK A S(NVO)148,36339,962-108,40121,1774,7580.32%-16,419
AUTOZONE INC(AZO)5,9530-5,95317,6450-17,645
ATKORE INC150,2680-150,26820,2760-20,276
HEALTHEQUITY INC(HQY)280,5570-280,55724,1840-24,184
PULTE GROUP INC(PHM)372,096100,294-271,80240,96814,3950.96%-26,573
ALPHABET INC(GOOG)320,099189,440-130,65958,28031,4152.10%-26,866
SPDR S&P 500 ETF TR(SPY)(Put)600,0000-600,000326,5320-326,532
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