Generate Investment Management Ltd Portfolio Stock Holdings

Generate Investment Management Ltd disclosed 90 stock positions valued at approximately $2.4 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, AMAZON COM INC, and MICROSOFT CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.

Report Period
June 30, 2026
No. of Stocks
90
Portfolio Value
$2.4B
Holdings by Sector
Generate Investment Management Ltd Portfolio Holdings in Q2 2026

88 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology7.82%949,680-436,209-31.48%$190,021,471
AMAZON COM INCAMZNConsumer Cyclical6.93%707,199-103,158-12.73%$168,553,810
MICROSOFT CORPMSFTTechnology6.49%422,913-78,350-15.63%$157,755,007
ALPHABET INCGOOGLCommunication Services6.17%419,306-5,306-1.25%$149,847,385
APPLE INCAAPLTechnology5.01%420,426+11,383+2.78%$121,654,467
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology4.22%214,587-34,635-13.90%$102,480,314
META PLATFORMS INCMETACommunication Services3.91%168,824-50,919-23.17%$95,096,871
BROADCOM INCAVGOTechnology3.13%201,192-47,758-19.18%$76,000,278
MICRON TECHNOLOGY INCMUTechnology3.07%64,616-137,571-68.04%$74,585,603
VISA INCVFinancial Services2.76%195,561+110,624+130.24%$67,095,023
ELI LILLY & COLLYHealthcare2.60%52,656+25,459+93.61%$63,157,186
VERTIV HOLDINGS COVRTIndustrials1.86%135,301+106,760+374.06%$45,301,481
TRANSDIGM GROUP INCTDGIndustrials1.64%30,000+30,000+100.00%$39,961,200
LAM RESEARCH CORPLRCXOther1.64%91,916-59,418-39.26%$39,829,960
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.48%71,938+6,893+10.60%$35,997,056
ADVANCED MICRO DEVICES INCAMDTechnology1.23%51,671-85,512-62.33%$30,016,201
GE VERNOVA INCGEVUtilities1.23%25,513-32,535-56.05%$29,974,203
MASTERCARD INCORPORATEDMAFinancial Services1.19%56,338-731-1.28%$28,935,197
JOHNSON & JOHNSONJNJHealthcare1.16%110,965+110,965+100.00%$28,181,781
BANK OF AMER CORPBACFinancial Services1.14%486,879+291,005+148.57%$27,742,365
ASML HLDG NVASMLOther1.09%13,278+2,789+26.59%$26,415,784
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.02%49,548+36,292+273.78%$24,841,385
ALAMOS GOLD INCAGIBasic Materials1.00%800,000+50,000+6.67%$24,272,000
UNITEDHEALTH GROUP INCUNHHealthcare0.91%53,148+15,521+41.25%$22,089,903
MSCI INCMSCIFinancial Services0.89%38,514+38,514+100.00%$21,569,381
ORACLE CORPORCLTechnology0.88%146,295-130,249-47.10%$21,439,532
WALMART INCWMTConsumer Defensive0.87%187,126+127,126+211.88%$21,193,891
JPMORGAN CHASE & COJPMFinancial Services0.87%64,643+36,136+126.76%$21,159,593
MCKESSON CORPMCKHealthcare0.87%27,992+27,424+4828.17%$21,150,755
AMPHENOL CORPAPHTechnology0.86%118,247-135,795-53.45%$20,849,311
DOORDASH INCDASHCommunication Services0.84%110,557+72,869+193.35%$20,401,083
INTERNATIONAL BUSINESS MACHSIBMTechnology0.83%71,994-2,663-3.57%$20,245,433
PALO ALTO NETWORKS INCPANWTechnology0.82%58,795+58,795+100.00%$20,050,271
EATON CORP PLCETNOther0.77%43,987+3,609+8.94%$18,743,740
HOME DEPOT INCHDConsumer Cyclical0.73%50,173+34,826+226.92%$17,695,014
VULCAN MATLS COVMCBasic Materials0.71%58,815+58,815+100.00%$17,351,013
WASTE MGMT INC DELWMIndustrials0.71%77,104-10,128-11.61%$17,184,940
NOVO-NORDISK A SNVOHealthcare0.69%350,000+350,000+100.00%$16,779,000
MOODYS CORPMCOFinancial Services0.68%36,523+2,638+7.79%$16,541,997
WESCO INTL INCWCCIndustrials0.67%47,363+11,495+32.05%$16,360,601
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.62%16,153+15,543+2548.03%$15,110,647
TEXAS INSTRS INCTXNTechnology0.60%48,920+46,939+2369.46%$14,581,584
REGENERON PHARMACEUTICALSREGNHealthcare0.59%23,000+18,092+368.62%$14,341,420
ABBVIE INCABBVHealthcare0.58%55,571+23,387+72.67%$13,983,886
ARES MANAGEMENT CORPORATIONARESFinancial Services0.57%125,000+125,000+100.00%$13,913,750
LUMENTUM HLDGS INCLITETechnology0.56%16,000+16,000+100.00%$13,728,960
REPUBLIC SVCS INCRSGIndustrials0.56%64,317+41,566+182.70%$13,704,666
CORPAY INCCPAYTechnology0.55%40,000-40,000-50.00%$13,330,800
PROLOGIS INC.PLDReal Estate0.54%97,207-6,941-6.66%$13,168,632
ALASKA AIR GROUP INCALKIndustrials0.54%250,000+50,000+25.00%$13,050,000
INTUITIVE SURGICAL INCISRGHealthcare0.53%32,154+31,165+3151.16%$12,787,003
HYATT HOTELS CORPHConsumer Cyclical0.52%64,815+64,815+100.00%$12,563,740
S&P GLOBAL INCSPGIFinancial Services0.50%30,000+5,000+20.00%$12,217,800
CHENIERE ENERGY INCLNGEnergy0.49%50,000+10,000+25.00%$11,950,500
APPLIED MATLS INCAMATTechnology0.48%16,275-20,607-55.87%$11,766,825
ARM HOLDINGS PLCARMTechnology0.47%31,878+31,878+100.00%$11,302,982
CROWDSTRIKE HLDGS INCCRWDTechnology0.45%14,333+14,333+100.00%$10,938,086
WASTE CONNECTIONS INCWCNIndustrials0.45%65,389-1,518-2.27%$10,899,692
AGILENT TECHNOLOGIES INCAHealthcare0.44%81,046+81,046+100.00%$10,765,340
ROYAL CARIBBEAN GROUPRCLOther0.43%32,833+31,877+3334.41%$10,425,462
NETFLIX INC.NFLXCommunication Services0.42%144,521-323,190-69.10%$10,318,799
NEXTPOWER INCNXTTechnology0.42%85,678+85,678+100.00%$10,207,677
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.41%25,518+8,018+45.82%$9,868,576
WESTERN ALLIANCE BANCORPWALFinancial Services0.41%120,000-40,000-25.00%$9,864,000
FERRARI N VRACEOther0.39%25,489+25,489+100.00%$9,489,300
NEWMONT CORPNEMBasic Materials0.38%100,000-100,000-50.00%$9,340,000
TESLA INCTSLAConsumer Cyclical0.36%20,855+8,749+72.27%$8,771,613
KIMCO REALTY CORPKIMReal Estate0.36%342,131+342,131+100.00%$8,673,021
UNITED RENTALS INCURIIndustrials0.35%7,599+7,599+100.00%$8,608,831
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.30%216,253+216,253+100.00%$7,352,602
APPLOVIN CORPAPPTechnology0.30%14,025+10,542+302.67%$7,226,101
CENCORA INCCORHealthcare0.28%24,114+6,257+35.04%$6,823,780
UNITED AIRLS HLDGS INCUALIndustrials0.28%50,000-175,000-77.78%$6,799,500
SERVICENOW INCNOWTechnology0.28%68,393-114,791-62.66%$6,790,057
WHEATON PRECIOUS METALS CORPWPMBasic Materials0.28%60,000+60,000+100.00%$6,739,200
TJX COS INC NEWTJXConsumer Cyclical0.26%42,203+42,203+100.00%$6,393,755
CONSTELLATION ENERGY CORPCEGUtilities0.26%25,000+25,000+100.00%$6,209,250
AGNICO EAGLE MINES LTDAEMBasic Materials0.26%40,000-55,000-57.89%$6,205,200
WILLIS TOWERS WATSON PLC LTDWTWOther0.24%22,691-6,440-22.11%$5,930,747
STRYKER CORPORATIONSYKHealthcare0.24%18,605+4,688+33.69%$5,857,598
MARVELL TECHNOLOGY INCMRVLTechnology0.24%19,244-44,490-69.81%$5,732,595
DANAHER CORP DELDHRHealthcare0.23%29,649-39,408-57.07%$5,647,542
MONOLITHIC PWR SYS INCMPWRTechnology0.22%3,922-6,718-63.14%$5,421,616
INTEL CORPINTCTechnology0.21%36,478+36,478+100.00%$5,093,423
SPOTIFY TECHNOLOGY S ASPOTOther0.17%9,046-7,462-45.20%$4,153,290
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.03%1,573+945+150.48%$781,356
TKO GROUP HOLDINGS INCTKOCommunication Services0.01%1,487-29,682-95.23%$299,348
TERADYNE INCTERTechnology0.01%500+500+100.00%$241,920