Fund HoldingsGenerate Investment Management Ltd

Total Portfolio Value
$2.19B
Total Bought
$849.72M
Total Sold
$619.20M
Net Transaction
+$230.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG(TSM)0312,229+312,229094,8834.33%+94,883
ALPHABET INC(GOOG)338,750480,456+141,70682,350150,3836.86%+68,033
AMAZON COM INC(AMZN)426,804679,634+252,83093,713156,8737.16%+63,160
ALASKA AIR GROUP INC0800,000+800,000040,2401.84%+40,240
BROADCOM INC(AVGO)123,182219,257+96,07540,63975,8853.46%+35,246
NVIDIA CORPORATION(NVDA)699,110852,764+153,654130,436159,0407.26%+28,604
MASTERCARD INCORPORATED(MA)20,00068,804+48,80411,37639,2791.79%+27,903
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0189,552+189,552027,2901.24%+27,290
COREWEAVE INC(CRWV)0370,000+370,000026,4961.21%+26,496
MICROSOFT CORP(MSFT)248,931318,000+69,069128,934153,7917.02%+24,857
AMPHENOL CORP NEW134,240288,309+154,06916,61238,9621.78%+22,350
THERMO FISHER SCIENTIFIC(TMO)035,646+35,646020,6550.94%+20,655
MOODYS CORP(MCO)038,364+38,364019,5980.89%+19,598
SALESFORCE INC(CRM)20,00091,318+71,3184,74024,1911.10%+19,451
MICRON TECHNOLOGY INC(MU)67,212101,058+33,84611,25128,8411.32%+17,591
VISA INC(V)78,872126,634+47,76226,92544,4122.03%+17,486
META PLATFORMS INC(META)123,787163,498+39,71190,907107,9234.92%+17,017
CORPAY INC(CPAY)75,000120,000+45,00021,60536,1121.65%+14,507
GE VERNOVA INC(GEV)022,007+22,007014,3830.66%+14,383
LULULEMON ATHLETICA INC(LULU)068,697+68,697014,2760.65%+14,276
ORACLE CORP(ORCL)32,726120,000+87,2749,20423,3891.07%+14,185
BECTON DICKINSON & CO(BDX)065,000+65,000012,6150.58%+12,615
DOORDASH INC(DASH)055,198+55,198012,5010.57%+12,501
SYNOPSYS INC(SNPS)025,282+25,282011,8750.54%+11,875
PROLOGIS INC.(PLD)73,648157,480+83,8328,43420,1040.92%+11,670
NEWMONT CORP(NEM)378,975428,975+50,00031,95142,8331.95%+10,882
STRYKER CORPORATION(SYK)030,922+30,922010,8680.50%+10,868
CHENIERE ENERGY INC(LNG)055,000+55,000010,6910.49%+10,691
ALAMOS GOLD INC NEW1,050,0001,200,000+150,00036,60346,2962.11%+9,693
SPOTIFY TECHNOLOGY S A(SPOT)016,667+16,66709,6790.44%+9,679
WILLIS TOWERS WATSON PLC(WTW)029,131+29,13109,5730.44%+9,573
MONOLITHIC PWR SYS INC(MPWR)010,331+10,33109,3640.43%+9,364
BANK AMERICA CORP437,055574,686+137,63122,54831,6081.44%+9,060
WESCO INTL INC(WCC)035,868+35,86808,7750.40%+8,775
S&P GLOBAL INC(SPGI)20,00035,000+15,0009,73418,2910.83%+8,556
EATON CORP PLC(ETN)26,47256,434+29,9629,90717,9750.82%+8,068
ROBINHOOD MKTS INC(HOOD)068,572+68,57207,7550.35%+7,755
MARVELL TECHNOLOGY INC(MRVL)084,924+84,92407,2170.33%+7,217
ASML HOLDING N V
N Y REGISTRY SHS
8,00013,500+5,5007,74514,4430.66%+6,698
ELEVANCE HEALTH INC FORME(ELV)017,500+17,50006,1350.28%+6,135
INTUITIVE SURGICAL INC12,50020,254+7,7545,59011,4710.52%+5,881
NXP SEMICONDUCTORS N V
COM
23,70651,057+27,3515,39911,0820.51%+5,684
SEA LTD(SE)037,935+37,93504,8390.22%+4,839
LOWES COS INC(LOW)014,996+14,99603,6160.16%+3,616
LAUDER ESTEE COS INC(EL)034,211+34,21103,5830.16%+3,583
ULTA BEAUTY INC(ULTA)04,025+4,02502,4350.11%+2,435
APPLOVIN CORP(APP)03,483+3,48302,3470.11%+2,347
TESLA INC(TSLA)22,23726,471+4,2349,88911,9050.54%+2,015
VERTEX PHARMACEUTICALS INC(VRTX)25,73426,334+60010,07811,9390.54%+1,860
WESTERN ALLIANCE BANCORP(WAL)140,000160,000+20,00012,14113,4510.61%+1,310
MAPLEBEAR INC(CART)750,000640,500-109,50027,57028,8101.31%+1,240
CENCORA INC17,85717,85705,5816,0310.28%+450
WASTE MGMT INC DEL(WM)85,78387,232+1,44918,94319,1660.87%+222
WASTE CONNECTIONS INC(WCN)66,77466,907+13311,73911,7330.54%-6
SERVICENOW INC(NOW)10,93662,500+51,56410,0649,5740.44%-490
WALMART INC(WMT)70,00060,000-10,0007,2146,6830.30%-531
SHERWIN WILLIAMS CO(SHW)23,38922,367-1,0228,0997,2480.33%-851
EQT CORP(EQT)400,000360,000-40,00021,77219,2960.88%-2,476
COSTAR GROUP INC(CSGP)37,5730-37,5733,1700-3,170
REPUBLIC SVCS INC(RSG)39,06822,751-16,3178,9654,8220.22%-4,144
FERRARI N V
COM
10,1570-10,1574,9280-4,928
BOSTON SCIENTIFIC CORP(BSX)395,081348,920-46,16138,57233,2701.52%-5,302
HCA HEALTHCARE INC(HCA)12,5000-12,5005,3280-5,327
ARISTA NETWORKS INC(ANET)37,1190-37,1195,4090-5,409
NETFLIX INC(NFLX)29,527318,469+288,94235,40129,8601.36%-5,541
CRH PLC
ORD
242,516186,527-55,98929,07823,2791.06%-5,799
ROYAL CARIBBEAN GROUP
COM
017,244+17,24404,8100.22%+4,810
CINTAS CORP(CTAS)36,2010-36,2017,4310-7,431
THERMO FISHER SCIENTIFIC INC(TMO)15,4030-15,4037,4710-7,471
LAM RESEARCH CORP(LRCX)172,99490,370-82,62423,16415,4700.71%-7,694
GALLAGHER ARTHUR J & CO(AJG)50,00030,000-20,00015,4877,7640.35%-7,723
GFL ENVIRONMENTAL INC(GFL)166,5500-166,5507,8910-7,891
REGENCY CTRS CORP(REG)115,4570-115,4578,4170-8,417
AERCAP HOLDINGS NV(AER)70,0000-70,0008,4700-8,470
ENTEGRIS INC(ENTG)91,6710-91,6718,4760-8,476
PINTEREST INC(PINS)277,0350-277,0358,9120-8,912
UNITED AIRLS HLDGS INC(UAL)355,132225,000-130,13234,27025,1601.15%-9,111
JPMORGAN CHASE & CO.(JPM)76,50045,232-31,26824,13014,5750.66%-9,556
FIRST CTZNS BANCSHARES INC D(FCNCA)5,5000-5,5009,8400-9,840
BERKSHIRE HATHAWAY INC DEL103,17283,082-20,09051,86941,7611.91%-10,108
PEPSICO INC(PEP)72,3590-72,35910,1620-10,162
COCA-COLA EUROPACIFIC PARTNE
SHS
115,2810-115,28110,4230-10,423
REGENERON PHARMACEUTICALS(REGN)18,7780-18,77810,5580-10,558
UBER TECHNOLOGIES INC(UBER)111,3860-111,38610,9120-10,912
QUALCOMM INC(QCOM)68,2340-68,23411,3510-11,351
ELI LILLY & CO(LLY)81,81347,395-34,41862,42350,9342.32%-11,489
ABBVIE INC(ABBV)86,66937,445-49,22420,0678,5560.39%-11,512
TKO GROUP HOLDINGS INC(TKO)57,1630-57,16311,5450-11,545
HOME DEPOT INC(HD)77,05055,902-21,14831,22019,2360.88%-11,984
MCKESSON CORP(MCK)20,2673,972-16,29515,6573,2580.15%-12,399
NOVO-NORDISK A S(NVO)229,9620-229,96212,7610-12,761
COCA COLA CO(KO)194,7310-194,73112,9150-12,915
GOLDMAN SACHS GROUP INC(GS)29,05611,628-17,42823,13910,2210.47%-12,918
KIMCO RLTY CORP(KIM)619,0230-619,02313,5260-13,526
CLOUDFLARE INC(NET)63,7770-63,77713,6860-13,686
DELTA AIR LINES INC DEL(DAL)260,0000-260,00014,7550-14,755
APPLE INC(AAPL)371,280292,134-79,14694,53979,4203.62%-15,119
KLA CORP(KLAC)14,5900-14,59015,7370-15,737
WILLIS TOWERS WATSON PLC LTD(WTW)51,4560-51,45617,7750-17,775
INTERCONTINENTAL EXCHANGE IN(ICE)151,57740,000-111,57725,5386,4780.30%-19,059
Page 1 of 1