Fund HoldingsGenerate Investment Management Ltd

Total Portfolio Value
$1.43B
Total Bought
$367.20M
Total Sold
$437.66M
Net Transaction
-$70.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
HCA HEALTHCARE INC(HCA)091,744+91,744027,5371.93%+27,537
TAIWAN SEMICONDUCTOR MFG LTD(TSM)101,699193,676+91,97717,66238,2492.67%+20,587
BANK AMERICA CORP203,036648,340+445,3048,05628,4951.99%+20,438
BLACKROCK INC(BLK)017,203+17,203017,6351.23%+17,635
MARVELL TECHNOLOGY INC(MRVL)0159,226+159,226017,5871.23%+17,587
PROCTER AND GAMBLE CO(PG)0100,116+100,116016,7841.17%+16,784
GFL ENVIRONMENTAL INC(GFL)0337,699+337,699015,0411.05%+15,041
COCA-COLA EUROPACIFIC PARTNE
SHS
0184,801+184,801014,1950.99%+14,195
WILLIS TOWERS WATSON PLC LTD(WTW)043,326+43,326013,5710.95%+13,571
CLOUDFLARE INC(NET)0120,229+120,229012,9460.91%+12,946
EATON CORP PLC(ETN)038,202+38,202012,6780.89%+12,678
ROBINHOOD MKTS INC(HOOD)0322,737+322,737012,0250.84%+12,025
S&P GLOBAL INC(SPGI)024,033+24,033011,9690.84%+11,969
MICROSOFT CORP(MSFT)166,264196,155+29,89171,51382,6795.78%+11,166
DIAGEO PLC(DEO)087,754+87,754011,1560.78%+11,156
ELI LILLY & CO(LLY)15,63231,714+16,08213,84924,4831.71%+10,634
EQUIFAX INC(EFX)38,71886,282+47,56411,37821,9891.54%+10,611
UNITEDHEALTH GROUP INC(UNH)43,91867,628+23,71025,67834,2102.39%+8,532
ABBVIE INC(ABBV)047,324+47,32408,4090.59%+8,409
IQVIA HLDGS INC(IQV)042,042+42,04208,2620.58%+8,262
DANAHER CORPORATION(DHR)035,043+35,04308,0440.56%+8,044
ASTRAZENECA PLC(AZN)0120,851+120,85107,9180.55%+7,918
ALAMOS GOLD INC NEW370,871818,945+448,0747,39515,1011.06%+7,706
BLOCK INC(XYZ)088,107+88,10707,4880.52%+7,488
ALPHABET INC(GOOG)189,440198,625+9,18531,41537,6002.63%+6,185
DELTA AIR LINES INC DEL(DAL)204,479272,281+67,80210,38516,4731.15%+6,088
AMPHENOL CORP NEW98,427167,430+69,0036,41411,6280.81%+5,215
PINTEREST INC(PINS)205,881406,016+200,1356,66411,7740.82%+5,110
CENCORA INC24,17846,508+22,3305,44210,4490.73%+5,007
NEW YORK TIMES CO(NYT)088,911+88,91104,6280.32%+4,628
SALESFORCE INC(CRM)72,74472,816+7219,91124,3451.70%+4,434
MASTERCARD INCORPORATED(MA)12,79520,188+7,3936,31810,6300.74%+4,312
BROADCOM INC(AVGO)189,725157,435-32,29032,72836,5002.55%+3,772
KIMCO RLTY CORP(KIM)564,244678,680+114,43613,10215,9011.11%+2,800
JPMORGAN CHASE & CO.(JPM)30,42038,108+7,6886,4149,1350.64%+2,721
GODADDY INC(GDDY)64,81364,813010,16112,7920.89%+2,631
WASTE MGMT INC DEL(WM)56,51467,751+11,23711,73213,6710.96%+1,939
WESCO INTL INC(WCC)26,83233,233+6,4014,5076,0140.42%+1,507
INTERCONTINENTAL EXCHANGE IN(ICE)92,327105,632+13,30514,83115,7401.10%+909
BOSTON SCIENTIFIC CORP(BSX)185,936182,978-2,95815,58116,3441.14%+762
NETFLIX INC(NFLX)28,78723,720-5,06720,41821,1421.48%+724
GOLDMAN SACHS GROUP INC(GS)16,20014,507-1,6938,0218,3070.58%+286
ELEVANCE HEALTH INC(ELV)53,21273,937+20,72527,67027,2751.91%-395
WASTE CONNECTIONS INC(WCN)59,23159,231010,59210,1630.71%-429
BERKSHIRE HATHAWAY INC DEL83,19483,194038,29137,7102.64%-581
AGNICO EAGLE MINES LTD(AEM)311,818311,818025,12024,3871.71%-733
WESTERN ALLIANCE BANCORP(WAL)414,303417,075+2,77235,83334,8422.44%-991
NOVO-NORDISK A S(NVO)39,96239,96204,7583,4380.24%-1,321
CHENIERE ENERGY INC(LNG)35,14921,643-13,5066,3214,6500.33%-1,671
PULTE GROUP INC(PHM)100,294113,497+13,20314,39512,3600.86%-2,035
REPUBLIC SVCS INC(RSG)53,12140,077-13,04410,6698,0630.56%-2,606
TARGET CORP(TGT)55,75039,184-16,5668,6895,2970.37%-3,392
VISA INC(V)69,92449,845-20,07919,22615,7531.10%-3,473
WALMART INC(WMT)150,38195,348-55,03312,1438,6150.60%-3,529
HOME DEPOT INC(HD)55,43848,441-6,99722,46318,8431.32%-3,620
CRH PLC
ORD
306,334267,820-38,51428,40924,7791.73%-3,631
AMAZON COM INC(AMZN)361,723289,644-72,07967,40063,5454.44%-3,855
KLA CORP(KLAC)5,8820-5,8824,5550-4,555
COSTAR GROUP INC(CSGP)62,1430-62,1434,6880-4,688
PROLOGIS INC.(PLD)146,587128,274-18,31318,51113,5590.95%-4,952
ALIBABA GROUP HLDG LTD(BABA)119,26485,922-33,34212,6567,2850.51%-5,371
REGENERON PHARMACEUTICALS(REGN)10,7647,841-2,92311,3165,5850.39%-5,730
HYATT HOTELS CORP(H)39,4420-39,4426,0030-6,003
NVIDIA CORPORATION(NVDA)766,010646,601-119,40993,02086,8326.07%-6,188
TEXAS INSTRS INC(TXN)30,1230-30,1236,2230-6,223
ENTEGRIS INC(ENTG)56,3290-56,3296,3390-6,339
FISERV INC(FISV)167,711114,743-52,96830,12923,5711.65%-6,559
THERMO FISHER SCIENTIFIC INC(TMO)24,16515,974-8,19114,9488,3100.58%-6,638
UBER TECHNOLOGIES INC(UBER)267,891202,760-65,13120,13512,2300.86%-7,904
SPOTIFY TECHNOLOGY S A(SPOT)43,86417,789-26,07516,1657,9580.56%-8,207
APPLIED MATLS INC41,2960-41,2968,3440-8,344
SUN CMNTYS INC(SUI)66,8630-66,8639,0370-9,037
ROYAL CARIBBEAN GROUP
COM
161,38684,531-76,85528,62319,5001.36%-9,123
BP PLC(BP)356,0140-356,01411,1750-11,175
CORPAY INC(CPAY)98,15655,282-42,87430,69918,7091.31%-11,991
AMERICAN TOWER CORP NEW(AMT)52,1210-52,12112,1210-12,121
TESLA INC(TSLA)53,2220-53,22213,9240-13,924
SERVICENOW INC(NOW)16,1650-16,16514,4580-14,458
META PLATFORMS INC(META)116,05988,079-27,98066,43751,5713.61%-14,866
MICRON TECHNOLOGY INC(MU)208,32777,375-130,95221,6066,5120.46%-15,094
MERCK & CO INC(MRK)257,199140,675-116,52429,20813,9940.98%-15,213
LAM RESEARCH CORP(LRCX)20,1820-20,18216,4700-16,470
WORKDAY INC(WDAY)67,6660-67,66616,5380-16,538
MCKESSON CORP(MCK)56,39018,557-37,83327,88010,5760.74%-17,305
APPLE INC(AAPL)264,594176,542-88,05261,62444,2103.09%-17,414
FIRST CTZNS BANCSHARES INC N(FCNCA)15,6494,428-11,22128,8099,3560.65%-19,453
WILLSCOT HLDGS CORP(WSC)1,091,371642,406-448,96541,03621,4881.50%-19,547
ADVANCED MICRO DEVICES INC(AMD)123,0410-123,04120,1890-20,189
ASML HOLDING N V
N Y REGISTRY SHS
27,6210-27,62123,0150-23,015
VERTIV HOLDINGS CO(VRT)598,372156,919-441,45359,53217,8281.25%-41,704
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