Generate Investment Management Ltd Top Holdings and 13F Report (2026) About Generate Investment Management LtdInvestment ActivityGenerate Investment Management Ltd has $2.69 billion in total holdings as of September 30, 2026.Generate Investment Management Ltd owns shares of 84 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 30.72% of the portfolio was purchased this quarter.About 24.83% of the portfolio was sold this quarter.This quarter, Generate Investment Management Ltd has purchased 90 new stocks and bought additional shares in 35 stocks.Generate Investment Management Ltd sold shares of 26 stocks and completely divested from 26 stocks this quarter.Largest Holdings NVIDIA $277,683,816Microsoft $245,088,239Amazon.com $223,972,147Alphabet $149,315,925Taiwan Semiconductor Manufacturing $138,915,785 Largest New Holdings this Quarter 87422Q109 - TALEN ENERGY CORP $31,269,000 Holding482480100 - KLA $20,040,169 Holding42824C109 - Hewlett Packard Enterprise $19,339,822 Holding29362U104 - Entegris $16,892,833 HoldingG3730V105 - FTAI AVIATION LTD $16,703,000 Holding Largest Purchases this Quarter NVIDIA 266,205 shares (about $60.80M)Amazon.com 191,746 shares (about $47.77M)Lumentum 47,855 shares (about $46.48M)ASML 23,500 shares (about $42.57M)Taiwan Semiconductor Manufacturing 89,926 shares (about $41.02M) Largest Sales this Quarter Apple 171,363 shares (about $57.07M)Advanced Micro Devices 48,947 shares (about $29.94M)Palo Alto Networks 58,060 shares (about $23.07M)Visa 53,631 shares (about $19.27M)UnitedHealth Group 50,323 shares (about $18.47M) 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$277,683,816$60,795,898 ▲28.0%1,215,88510.3%TechnologyMSFTMicrosoft$245,088,239$28,176,161 ▲13.0%477,8489.1%TechnologyAMZNAmazon.com$223,972,147$47,773,516 ▲27.1%898,9458.3%Consumer DiscretionaryGOOGLAlphabet$149,315,925$5,041,116 ▲3.5%433,9575.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$138,915,785$41,023,342 ▲41.9%304,5135.2%TechnologyMETAMeta Platforms$132,799,313$10,371,524 ▲8.5%183,1264.9%Communication ServicesMUMicron Technology$107,265,098$38,441,950 ▲55.9%100,7084.0%TechnologyAAPLApple$82,942,960$57,067,306 ▼-40.8%249,0633.1%TechnologyAVGOBroadcom$78,477,269$7,820,650 ▲11.1%223,4612.9%TechnologyASMLASML$66,629,599$42,574,245 ▲177.0%36,7782.5%TechnologyLLYEli Lilly and Company$66,028,770$5,101,566 ▲8.4%57,0652.5%HealthcareLITELumentum$62,019,807$46,479,647 ▲299.1%63,8552.3%TechnologyORCLOracle$55,924,212$35,837,909 ▲178.4%407,3142.1%TechnologyVVisa$50,999,707$19,271,227 ▼-27.4%141,9301.9%FinanceAMATApplied Materials$47,602,830$39,280,121 ▲472.0%93,0871.8%TechnologyBRK.BBerkshire Hathaway$42,847,104$7,025,577 ▲19.6%86,0471.6%FinanceTDGTransdigm Group$40,597,500$8,119,500 ▲25.0%37,5001.5%IndustrialsCEGConstellation Energy$34,165,436$27,814,936 ▲438.0%134,4991.3%UtilitiesAPHAmphenol$33,720,000$23,751,778 ▲238.3%400,0001.3%TechnologyTALEN ENERGY CORP$31,269,000$31,269,000 ▲New Holding100,0001.2%COMMAMastercard$30,601,070$467,647 ▼-1.5%55,4901.1%FinanceARESAres Management$30,153,898$15,632,648 ▲107.7%259,5671.1%FinanceMRVLMarvell Technology$26,198,799$21,114,342 ▲415.3%99,1591.0%TechnologyRCLRoyal Caribbean Cruises$26,013,338$17,284,356 ▲198.0%97,8461.0%Consumer DiscretionaryAGIAlamos Gold$25,912,0000.0%800,0001.0%MaterialsJNJJohnson & Johnson$24,774,104$4,602,770 ▼-15.7%93,5790.9%HealthcareTMOThermo Fisher Scientific$24,197,842$9,249,535 ▼-27.7%35,8460.9%HealthcareKLACKLA$20,040,169$20,040,169 ▲New Holding102,8070.7%TechnologyHPEHewlett Packard Enterprise$19,339,822$19,339,822 ▲New Holding302,7050.7%TechnologyRSGRepublic Services$19,152,316$5,654,108 ▲41.9%91,2580.7%IndustrialsMCKMcKesson$18,648,918$5,250,931 ▼-22.0%21,8420.7%HealthcareLAM RESEARCH CORP$18,490,842$11,704,483 ▼-38.8%56,2870.7%COM NEWNEMNewmont$17,301,000$5,767,000 ▲50.0%150,0000.6%MaterialsENTGEntegris$16,892,833$16,892,833 ▲New Holding109,6510.6%TechnologyFTAI AVIATION LTD$16,703,000$16,703,000 ▲New Holding100,0000.6%SHSSYKStryker$16,523,400$11,399,769 ▲222.5%60,0000.6%HealthcareDALDelta Air Lines$15,877,931$15,877,931 ▲New Holding190,2460.6%IndustrialsSTMSTMicroelectronics$15,856,831$15,856,831 ▲New Holding297,1670.6%TechnologySPGIS&P Global$15,778,800$3,944,700 ▲33.3%40,0000.6%FinanceCORPAY INC$15,544,0000.0%40,0000.6%COM SHSAAgilent Technologies$15,467,579$1,502,543 ▲10.8%89,7660.6%HealthcareBXBlackstone$15,132,150$15,132,150 ▲New Holding135,0000.6%FinanceSPACE EXPLORATION TECHN CORP$15,107,464$13,733,400 ▲999.5%100,1290.6%CLASS A COM STKTSLATesla$14,814,382$7,414,819 ▲100.2%41,7530.6%Consumer DiscretionaryWPMWheaton Precious Metals$14,709,200$6,686,000 ▲83.3%110,0000.5%MaterialsRACEFerrari$14,612,449$4,599,095 ▲45.9%37,1960.5%Consumer DiscretionaryTXNTexas Instruments$13,355,812$346,191 ▼-2.5%47,6840.5%TechnologyPLDPrologis$13,049,439$428,082 ▲3.4%100,5040.5%Real EstateNOKNokia$12,612,558$12,612,558 ▲New Holding1,243,8420.5%TechnologyETNEaton$12,474,481$6,427,172 ▼-34.0%29,0300.5%IndustrialsMSCIMSCI$11,838,669$8,907,281 ▼-42.9%21,9780.4%FinanceCAVACAVA Group$11,221,476$11,221,476 ▲New Holding207,4210.4%Consumer DiscretionaryURIUnited Rentals$10,793,412$3,188,485 ▲41.9%10,7850.4%IndustrialsWMWaste Management$10,095,467$5,627,580 ▼-35.8%49,5070.4%IndustrialsWCNWaste Connections$10,065,3290.0%65,3890.4%IndustrialsNXPINXP Semiconductors$9,312,839$9,312,839 ▲New Holding39,2070.3%TechnologyABBVAbbVie$8,943,239$5,593,579 ▼-38.5%34,1880.3%HealthcareARM HOLDINGS PLC$8,561,191$672,591 ▼-7.3%29,5560.3%SPONSORED ADSAPOApollo Global Management$8,211,477$8,211,477 ▲New Holding70,7520.3%FinanceNOWServiceNow$7,894,931$1,270,415 ▼-13.9%58,9130.3%TechnologyMPWRMonolithic Power Systems$7,704,751$2,420,954 ▲45.8%5,7190.3%TechnologyVSTVistra$7,406,706$7,406,706 ▲New Holding53,5360.3%UtilitiesWCCWESCO International$6,483,048$10,548,213 ▼-61.9%18,0290.2%IndustrialsOTISOtis Worldwide$5,986,069$5,986,069 ▲New Holding93,0670.2%IndustrialsCRMSalesforce$5,976,166$5,976,166 ▲New Holding26,0320.2%TechnologyAMTAmerican Tower$5,968,956$5,968,956 ▲New Holding36,4650.2%Real EstateGFLGFL Environmental$5,904,514$5,904,514 ▲New Holding141,1550.2%IndustrialsFWONKLiberty Media Corporation - Liberty Formula One Series C$4,439,450$4,439,450 ▲New Holding48,0460.2%Communication ServicesREGNRegeneron Pharmaceuticals$4,372,943$13,067,267 ▼-74.9%5,7670.2%HealthcareHHyatt Hotels$2,943,191$7,333,876 ▼-71.4%18,5620.1%Consumer DiscretionaryAMDAdvanced Micro Devices$1,666,434$29,943,812 ▼-94.7%2,7240.1%TechnologyCOSTCostco Wholesale$1,355,496$13,349,223 ▼-90.8%1,4890.1%Consumer StaplesUNHUnitedHealth Group$1,037,001$18,472,567 ▼-94.7%2,8250.0%HealthcareNFLXNetflix$1,010,371$9,045,398 ▼-90.0%14,5210.0%Communication ServicesVRTXVertex Pharmaceuticals$917,009$94,629 ▲11.5%1,7540.0%HealthcareISRGIntuitive Surgical$875,881$12,198,900 ▼-93.3%2,1540.0%HealthcareTKO GROUP HOLDINGS INC$630,637$363,394 ▲136.0%3,5090.0%CL AAZNCFAstraZeneca$618,107$8,882,462 ▼-93.5%3,8280.0%HealthcareTJXTJX Companies$615,242$4,968,641 ▼-89.0%4,6500.0%Consumer DiscretionaryTERTeradyne$515,570$315,115 ▲157.2%1,2860.0%TechnologySNOWSnowflake$464,179$464,179 ▲New Holding1,3670.0%TechnologyHDHome Depot$460,874$13,812,849 ▼-96.8%1,6200.0%Consumer DiscretionarySHOPIFY INC$408,715$408,715 ▲New Holding2,7560.0%CL A SUB VTG SHSPANWPalo Alto Networks$292,023$23,067,830 ▼-98.7%7350.0%TechnologyVRTVertiv$0$45,301,481 ▼-100.0%00.0%IndustrialsGE VERNOVA INC$0$29,974,203 ▼-100.0%00.0%COMBACBank of America$0$27,742,365 ▼-100.0%00.0%FinanceWALMART INC$0$21,193,891 ▼-100.0%00.0%COMJPMJPMorgan Chase & Co.$0$21,159,593 ▼-100.0%00.0%FinanceDOORDASH INC$0$20,401,083 ▼-100.0%00.0%CL AIBMInternational Business Machines$0$20,245,433 ▼-100.0%00.0%TechnologyVMCVulcan Materials$0$17,351,013 ▼-100.0%00.0%MaterialsNVONovo Nordisk A/S$0$16,779,000 ▼-100.0%00.0%HealthcareMCOMoody's$0$16,541,997 ▼-100.0%00.0%FinanceALKAlaska Air Group$0$13,050,000 ▼-100.0%00.0%IndustrialsCHENIERE ENERGY INC$0$11,950,500 ▼-100.0%00.0%COM NEWCRWDCrowdStrike$0$10,938,086 ▼-100.0%00.0%TechnologyNXTNextpower$0$10,207,677 ▼-100.0%00.0%IndustrialsELVElevance Health$0$9,868,576 ▼-100.0%00.0%HealthcareWALWestern Alliance Bancorporation$0$9,864,000 ▼-100.0%00.0%FinanceShowing 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. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
