Fund Holdings — Generate Investment Management Ltd

Total Portfolio Value
$1.97B
Total Bought
$562.13M
Total Sold
$410.24M
Net Transaction
+$151.89M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)184,657371,280+186,62337,88694,5394.80%+56,653
INTUIT(INTU)043,777+43,777029,8961.52%+29,896
BROADCOM INC(AVGO)44,719123,182+78,46312,32740,6392.06%+28,312
MICROSOFT CORP(MSFT)204,799248,931+44,132101,869128,9346.54%+27,065
ALAMOS GOLD INC NEW360,4641,050,000+689,5369,57436,6031.86%+27,029
ALPHABET INC(GOOG)314,640338,750+24,11055,44082,3504.18%+26,911
BOSTON SCIENTIFIC CORP(BSX)135,816395,081+259,26514,58838,5721.96%+23,984
META PLATFORMS INC(META)95,949123,787+27,83870,81990,9074.61%+20,088
BERKSHIRE HATHAWAY INC DEL71,454103,172+31,71834,71051,8692.63%+17,158
VISA INC(V)28,52778,872+50,34510,12926,9251.37%+16,797
KLA CORP(KLAC)014,590+14,590015,7370.80%+15,737
WASTE MGMT INC DEL(WM)21,23785,783+64,5464,85918,9430.96%+14,084
MAPLEBEAR INC(CART)320,000750,000+430,00014,47727,5701.40%+13,093
ABBVIE INC(ABBV)45,19786,669+41,4728,38920,0671.02%+11,678
FISERV INC(FISV)171,821320,000+148,17929,62441,2582.09%+11,634
TKO GROUP HOLDINGS INC(TKO)057,163+57,163011,5450.59%+11,545
QUALCOMM INC(QCOM)068,234+68,234011,3510.58%+11,351
ELI LILLY & CO(LLY)66,46181,813+15,35251,80862,4233.17%+10,615
PEPSICO INC(PEP)072,359+72,359010,1620.52%+10,162
VERTEX PHARMACEUTICALS INC(VRTX)025,734+25,734010,0780.51%+10,078
NEWMONT CORP(NEM)378,975378,975022,07931,9511.62%+9,872
GALLAGHER ARTHUR J & CO(AJG)17,60150,000+32,3995,63415,4870.79%+9,853
MCKESSON CORP(MCK)8,50220,267+11,7656,23015,6570.79%+9,427
CLOUDFLARE INC(NET)25,29363,777+38,4844,95313,6860.69%+8,733
GOLDMAN SACHS GROUP INC(GS)20,57229,056+8,48414,56023,1391.17%+8,579
SHERWIN WILLIAMS CO(SHW)023,389+23,38908,0990.41%+8,099
WILLIS TOWERS WATSON PLC LTD(WTW)31,85251,456+19,6049,76317,7750.90%+8,013
GFL ENVIRONMENTAL INC(GFL)0166,550+166,55007,8910.40%+7,891
THERMO FISHER SCIENTIFIC INC(TMO)015,403+15,40307,4710.38%+7,471
CINTAS CORP(CTAS)036,201+36,20107,4310.38%+7,431
UNITEDHEALTH GROUP INC(UNH)135,000142,486+7,48642,11649,2002.50%+7,084
AMAZON COM INC(AMZN)400,127426,804+26,67787,78493,7134.76%+5,929
INTUITIVE SURGICAL INC012,500+12,50005,5900.28%+5,590
ELEVANCE HEALTH INC(ELV)98,052135,000+36,94838,13843,6212.21%+5,483
HCA HEALTHCARE INC(HCA)012,500+12,50005,3280.27%+5,328
KIMCO RLTY CORP(KIM)390,981619,023+228,0428,21813,5260.69%+5,307
S&P GLOBAL INC(SPGI)8,39620,000+11,6044,4279,7340.49%+5,307
COCA COLA CO(KO)111,205194,731+83,5267,86812,9150.66%+5,047
CORPAY INC(CPAY)50,24975,000+24,75116,67421,6051.10%+4,931
REGENERON PHARMACEUTICALS(REGN)12,00018,778+6,7786,30010,5580.54%+4,258
NVIDIA CORPORATION(NVDA)801,577699,110-102,467126,641130,4366.62%+3,795
TESLA INC(TSLA)19,19022,237+3,0476,0969,8890.50%+3,793
WASTE CONNECTIONS INC(WCN)43,09266,774+23,6828,04611,7390.60%+3,693
REGENCY CTRS CORP(REG)66,654115,457+48,8034,7488,4170.43%+3,669
ENTEGRIS INC(ENTG)61,30991,671+30,3624,9458,4760.43%+3,531
ORACLE CORP(ORCL)27,09532,726+5,6315,9249,2040.47%+3,280
FIRST CTZNS BANCSHARES INC D(FCNCA)3,3655,500+2,1356,5849,8400.50%+3,257
ASML HOLDING N V
N Y REGISTRY SHS
6,0008,000+2,0004,8087,7450.39%+2,936
INTERNATIONAL BUSINESS MACHS(IBM)56,85568,696+11,84116,76019,3830.98%+2,624
MASTERCARD INCORPORATED(MA)16,17720,000+3,8239,09111,3760.58%+2,286
INTERCONTINENTAL EXCHANGE IN(ICE)128,681151,577+22,89623,60925,5381.30%+1,929
NOVO-NORDISK A S(NVO)160,539229,962+69,42311,08012,7610.65%+1,680
REPUBLIC SVCS INC(RSG)30,25139,068+8,8177,4608,9650.45%+1,505
MICRON TECHNOLOGY INC(MU)80,00067,212-12,7889,86011,2510.57%+1,391
UNITED AIRLS HLDGS INC(UAL)413,307355,132-58,17532,91234,2701.74%+1,359
HOME DEPOT INC(HD)82,32677,050-5,27630,18431,2201.58%+1,036
CENCORA INC17,85717,85705,3545,5810.28%+226
FERRARI N V
COM
10,15710,15704,9844,9280.25%-56
SALESFORCE INC(CRM)18,17820,000+1,8224,9574,7400.24%-217
JPMORGAN CHASE & CO.(JPM)83,98776,500-7,48724,34924,1301.22%-218
COCA-COLA EUROPACIFIC PARTNE
SHS
115,281115,281010,68910,4230.53%-266
AERCAP HOLDINGS NV(AER)78,08270,000-8,0829,1368,4700.43%-666
BANK AMERICA CORP506,039437,055-68,98423,94622,5481.14%-1,398
EQT CORP(EQT)401,316400,000-1,31623,40521,7721.10%-1,633
WILLSCOT HLDGS CORP(WSC)105,1590-105,1592,8810—-2,881
COSTAR GROUP INC(CSGP)78,42737,573-40,8546,3063,1700.16%-3,135
NXP SEMICONDUCTORS N V
COM
39,98623,706-16,2808,7375,3990.27%-3,338
SERVICENOW INC(NOW)13,32210,936-2,38613,69610,0640.51%-3,632
NETFLIX INC(NFLX)29,49629,527+3139,49935,4011.80%-4,098
ARISTA NETWORKS INC(ANET)93,77137,119-56,6529,5945,4090.27%-4,185
PROLOGIS INC.(PLD)123,39173,648-49,74312,9718,4340.43%-4,537
MOODYS CORP(MCO)9,0720-9,0724,5500—-4,550
AMERICAN EXPRESS CO(AXP)15,0000-15,0004,7850—-4,785
CHEWY INC(CHWY)114,4540-114,4544,8780—-4,878
AMPHENOL CORP NEW217,901134,240-83,66121,51816,6120.84%-4,906
SYNOPSYS INC(SNPS)9,7400-9,7404,9940—-4,994
BLOCK INC(XYZ)75,0000-75,0005,0950—-5,095
NIKE INC(NKE)76,8310-76,8315,4580—-5,458
AGNICO EAGLE MINES LTD(AEM)61,0740-61,0747,2640—-7,264
CHIPOTLE MEXICAN GRILL INC(CMG)139,4090-139,4097,8280—-7,828
DOORDASH INC(DASH)33,8810-33,8818,3520—-8,352
WESCO INTL INC(WCC)47,3990-47,3998,7780—-8,778
BLACKROCK INC(BLK)8,4940-8,4948,9120—-8,912
UBER TECHNOLOGIES INC(UBER)219,322111,386-107,93620,46310,9120.55%-9,550
MERCADOLIBRE INC(MELI)3,8190-3,8199,9810—-9,981
EATON CORP PLC(ETN)57,11926,472-30,64720,3919,9070.50%-10,484
WALMART INC(WMT)188,38770,000-118,38718,4207,2140.37%-11,206
APPLIED MATLS INC62,3570-62,35711,4160—-11,416
WESTERN ALLIANCE BANCORP(WAL)319,449140,000-179,44924,91112,1410.62%-12,770
DELTA AIR LINES INC DEL(DAL)560,467260,000-300,46727,56414,7550.75%-12,809
ROBINHOOD MKTS INC(HOOD)139,8830-139,88313,0970—-13,097
SPOTIFY TECHNOLOGY S A(SPOT)20,4680-20,46815,7060—-15,706
CRH PLC
ORD
488,016242,516-245,50044,80029,0781.48%-15,722
GODADDY INC(GDDY)88,7490-88,74915,9800—-15,980
VERTIV HOLDINGS CO(VRT)127,5080-127,50816,3730—-16,373
AMERICAN TOWER CORP NEW(AMT)76,4710-76,47116,9020—-16,902
TEXAS INSTRS INC(TXN)87,7960-87,79618,2280—-18,228
PINTEREST INC(PINS)763,191277,035-486,15627,3688,9120.45%-18,456
PULTE GROUP INC(PHM)189,3570-189,35719,9700—-19,970
LAM RESEARCH CORP(LRCX)457,467172,994-284,47344,53023,1641.18%-21,366
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Generate Investment Management Ltd — 13F Holdings — Q3 2025 | TickerTrail