Generate Investment Management Ltd Top Holdings and 13F Report (2026) About Generate Investment Management LtdInvestment ActivityGenerate Investment Management Ltd has $2.43 billion in total holdings as of June 30, 2026.Generate Investment Management Ltd owns shares of 90 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 29.86% of the portfolio was purchased this quarter.About 33.07% of the portfolio was sold this quarter.This quarter, Generate Investment Management Ltd has purchased 70 new stocks and bought additional shares in 28 stocks.Generate Investment Management Ltd sold shares of 27 stocks and completely divested from 15 stocks this quarter.Largest Holdings NVIDIA $190,021,471Amazon.com $168,553,810Microsoft $157,755,007Alphabet $149,847,385Apple $121,654,467 Largest New Holdings this Quarter 893641100 - Transdigm Group $39,961,200 Holding478160104 - Johnson & Johnson $28,181,781 Holding55354G100 - MSCI $21,569,381 Holding931142103 - WALMART INC $21,193,891 Holding697435105 - Palo Alto Networks $20,050,271 Holding Largest Purchases this Quarter Transdigm Group 30,000 shares (about $39.96M)Visa 110,624 shares (about $37.95M)Vertiv 106,760 shares (about $35.75M)Eli Lilly and Company 25,459 shares (about $30.54M)Johnson & Johnson 110,965 shares (about $28.18M) Largest Sales this Quarter Micron Technology 137,571 shares (about $158.80M)NVIDIA 436,209 shares (about $87.28M)Advanced Micro Devices 85,512 shares (about $49.67M)GE VERNOVA INC 32,535 shares (about $38.22M)Microsoft 78,350 shares (about $29.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGenerate Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$190,021,471$87,281,059 â–¼-31.5%949,6807.8%TechnologyAMZNAmazon.com$168,553,810$24,586,678 â–¼-12.7%707,1996.9%Consumer DiscretionaryMSFTMicrosoft$157,755,007$29,226,117 â–¼-15.6%422,9136.5%TechnologyGOOGLAlphabet$149,847,385$1,896,205 â–¼-1.2%419,3066.2%Communication ServicesAAPLApple$121,654,467$3,293,785 â–²2.8%420,4265.0%TechnologyTSMTaiwan Semiconductor Manufacturing$102,480,314$16,540,637 â–¼-13.9%214,5874.2%TechnologyMETAMeta Platforms$95,096,871$28,682,164 â–¼-23.2%168,8243.9%Communication ServicesAVGOBroadcom$76,000,278$18,040,585 â–¼-19.2%201,1923.1%TechnologyMUMicron Technology$74,585,603$158,796,830 â–¼-68.0%64,6163.1%TechnologyVVisa$67,095,023$37,953,988 â–²130.2%195,5612.8%FinanceLLYEli Lilly and Company$63,157,186$30,536,288 â–²93.6%52,6562.6%HealthcareVRTVertiv$45,301,481$35,745,383 â–²374.1%135,3011.9%IndustrialsTDGTransdigm Group$39,961,200$39,961,200 â–²New Holding30,0001.6%IndustrialsLAM RESEARCH CORP$39,829,960$25,747,602 â–¼-39.3%91,9161.6%COM NEWBRK.BBerkshire Hathaway$35,997,056$3,449,188 â–²10.6%71,9381.5%FinanceAMDAdvanced Micro Devices$30,016,201$49,674,777 â–¼-62.3%51,6711.2%TechnologyGE VERNOVA INC$29,974,203$38,224,070 â–¼-56.0%25,5131.2%COMMAMastercard$28,935,197$375,442 â–¼-1.3%56,3381.2%FinanceJNJJohnson & Johnson$28,181,781$28,181,781 â–²New Holding110,9651.2%HealthcareBACBank of America$27,742,365$16,581,465 â–²148.6%486,8791.1%FinanceASMLASML$26,415,784$5,548,548 â–²26.6%13,2781.1%TechnologyTMOThermo Fisher Scientific$24,841,385$18,195,357 â–²273.8%49,5481.0%HealthcareAGIAlamos Gold$24,272,000$1,517,000 â–²6.7%800,0001.0%MaterialsUNHUnitedHealth Group$22,089,903$6,450,993 â–²41.2%53,1480.9%HealthcareMSCIMSCI$21,569,381$21,569,381 â–²New Holding38,5140.9%FinanceORCLOracle$21,439,532$19,087,991 â–¼-47.1%146,2950.9%TechnologyWALMART INC$21,193,891$21,193,891 â–²New Holding187,1260.9%COMJPMJPMorgan Chase & Co.$21,159,593$11,828,397 â–²126.8%64,6430.9%FinanceMCKMcKesson$21,150,755$20,721,574 â–²4,828.2%27,9920.9%HealthcareAPHAmphenol$20,849,311$23,943,374 â–¼-53.5%118,2470.9%TechnologyDOORDASH INC$20,401,083$13,446,516 â–²193.3%110,5570.8%CL AIBMInternational Business Machines$20,245,433$748,862 â–¼-3.6%71,9940.8%TechnologyPANWPalo Alto Networks$20,050,271$20,050,271 â–²New Holding58,7950.8%TechnologyETNEaton$18,743,740$1,537,867 â–²8.9%43,9870.8%IndustrialsHDHome Depot$17,695,014$12,282,434 â–²226.9%50,1730.7%Consumer DiscretionaryVMCVulcan Materials$17,351,013$17,351,013 â–²New Holding58,8150.7%MaterialsWMWaste Management$17,184,940$17,184,940 â–²New Holding77,1040.7%IndustrialsNVONovo Nordisk A/S$16,779,000$16,779,000 â–²New Holding350,0000.7%HealthcareMCOMoody's$16,541,997$1,194,803 â–²7.8%36,5230.7%FinanceWCCWESCO International$16,360,601$16,360,601 â–²New Holding47,3630.7%IndustrialsCOSTCostco Wholesale$15,110,647$14,540,010 â–²2,548.0%16,1530.6%Consumer StaplesTXNTexas Instruments$14,581,584$13,991,107 â–²2,369.5%48,9200.6%TechnologyREGNRegeneron Pharmaceuticals$14,341,420$11,281,086 â–²368.6%23,0000.6%HealthcareABBVAbbVie$13,983,886$5,885,104 â–²72.7%55,5710.6%HealthcareARESAres Management$13,913,750$13,913,750 â–²New Holding125,0000.6%FinanceLITELumentum$13,728,960$13,728,960 â–²New Holding16,0000.6%TechnologyRSGRepublic Services$13,704,666$13,704,666 â–²New Holding64,3170.6%IndustrialsCORPAY INC$13,330,800$13,330,800 â–¼-50.0%40,0000.5%COM SHSPLDPrologis$13,168,632$940,297 â–¼-6.7%97,2070.5%Real EstateALKAlaska Air Group$13,050,000$2,610,000 â–²25.0%250,0000.5%IndustrialsISRGIntuitive Surgical$12,787,003$12,393,697 â–²3,151.2%32,1540.5%HealthcareHHyatt Hotels$12,563,740$12,563,740 â–²New Holding64,8150.5%Consumer DiscretionarySPGIS&P Global$12,217,800$2,036,300 â–²20.0%30,0000.5%FinanceCHENIERE ENERGY INC$11,950,500$2,390,100 â–²25.0%50,0000.5%COM NEWAMATApplied Materials$11,766,825$14,898,861 â–¼-55.9%16,2750.5%TechnologyARM HOLDINGS PLC$11,302,982$11,302,982 â–²New Holding31,8780.5%SPONSORED ADSAZNCFAstraZeneca$11,156,862$11,156,862 â–²New Holding58,8380.5%HealthcareCRWDCrowdStrike$10,938,086$10,938,086 â–²New Holding14,3330.5%TechnologyWCNWaste Connections$10,899,692$10,899,692 â–²New Holding65,3890.4%IndustrialsAAgilent Technologies$10,765,340$10,765,340 â–²New Holding81,0460.4%HealthcareRCLRoyal Caribbean Cruises$10,425,462$10,121,903 â–²3,334.4%32,8330.4%Consumer DiscretionaryNFLXNetflix$10,318,799$23,075,765 â–¼-69.1%144,5210.4%Communication ServicesNXTNextpower$10,207,677$10,207,677 â–²New Holding85,6780.4%IndustrialsELVElevance Health$9,868,576$9,868,576 â–²New Holding25,5180.4%HealthcareWALWestern Alliance Bancorporation$9,864,000$9,864,000 â–²New Holding120,0000.4%FinanceRACEFerrari$9,489,300$9,489,300 â–²New Holding25,4890.4%Consumer DiscretionaryNEMNewmont$9,340,000$9,340,000 â–¼-50.0%100,0000.4%MaterialsTSLATesla$8,771,613$3,679,829 â–²72.3%20,8550.4%Consumer DiscretionaryKIMKimco Realty$8,673,021$8,673,021 â–²New Holding342,1310.4%Real EstateURIUnited Rentals$8,608,831$8,608,831 â–²New Holding7,5990.4%IndustrialsCMGChipotle Mexican Grill$7,352,602$7,352,602 â–²New Holding216,2530.3%Consumer DiscretionaryAPPLOVIN CORP$7,226,101$7,226,101 â–²New Holding14,0250.3%COM CL ACORCencora$6,823,780$6,823,780 â–²New Holding24,1140.3%HealthcareUALUnited Airlines$6,799,500$6,799,500 â–²New Holding50,0000.3%IndustrialsNOWServiceNow$6,790,057$11,396,450 â–¼-62.7%68,3930.3%TechnologyWPMWheaton Precious Metals$6,739,200$6,739,200 â–²New Holding60,0000.3%MaterialsTJXTJX Companies$6,393,755$6,393,755 â–²New Holding42,2030.3%Consumer DiscretionaryCEGConstellation Energy$6,209,250$6,209,250 â–²New Holding25,0000.3%UtilitiesAEMAgnico Eagle Mines$6,205,200$8,532,150 â–¼-57.9%40,0000.3%MaterialsWTWWillis Towers Watson Public$5,930,747$5,930,747 â–²New Holding22,6910.2%FinanceSYKStryker$5,857,598$1,475,970 â–²33.7%18,6050.2%HealthcareMRVLMarvell Technology$5,732,595$13,253,126 â–¼-69.8%19,2440.2%TechnologyDHRDanaher$5,647,542$7,506,436 â–¼-57.1%29,6490.2%HealthcareMPWRMonolithic Power Systems$5,421,616$9,286,695 â–¼-63.1%3,9220.2%TechnologyINTCIntel$5,093,423$5,093,423 â–²New Holding36,4780.2%TechnologySPOTSpotify Technology$4,153,290$3,426,028 â–¼-45.2%9,0460.2%Communication ServicesSPACE EXPLORATION TECHN CORP$1,556,022$1,556,022 â–²New Holding9,1070.1%CLASS A COM STKVRTXVertex Pharmaceuticals$781,356$469,410 â–²150.5%1,5730.0%HealthcareTKO GROUP HOLDINGS INC$299,348$5,975,284 â–¼-95.2%1,4870.0%CL ATERTeradyne$241,920$241,920 â–²New Holding5000.0%TechnologyBPBP$0$26,468,097 â–¼-100.0%00.0%EnergyUBERUber Technologies$0$19,523,888 â–¼-100.0%00.0%IndustrialsAJGArthur J. Gallagher & Co.$0$19,492,200 â–¼-100.0%00.0%FinanceCRMSalesforce$0$16,913,795 â–¼-100.0%00.0%TechnologyBSXBoston Scientific$0$15,954,188 â–¼-100.0%00.0%HealthcareINTUIntuit$0$12,021,894 â–¼-100.0%00.0%TechnologyKLACKLA$0$11,673,266 â–¼-100.0%00.0%TechnologyEQTEQT$0$8,273,200 â–¼-100.0%00.0%EnergyARISTA NETWORKS INC$0$8,271,811 â–¼-100.0%00.0%COM SHSMAPLEBEAR INC$0$5,619,000 â–¼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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