Q3 2026 13F · SEC CIK 2025905

Generate Investment Management Ltd

Asset managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.7B
Reported positions: 84
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2.5 yrs

Generate Investment Management Ltd is an asset manager that reported 84 positions worth $2.7B in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Nvidia Corporation (NVDA, 10.3%), Microsoft Corp (MSFT, 9.1%), Amazon Com Inc (AMZN, 8.3%).

Generate Investment Management Ltd holdings largest 50 of 84 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Generate Investment Management Ltd 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	10.3%	7.8%	1,215,885	+28.0%	$277.7M
MSFTMicrosoft Corp	9.1%	6.5%	477,848	+13.0%	$245.1M
AMZNAmazon Com Inc	8.3%	6.9%	898,945	+27.1%	$224.0M
GOOGLAlphabet Inc	5.6%	6.2%	433,957	+3.5%	$149.3M
TSMTaiwan Semiconductor Manufac	5.2%	4.2%	304,513	+41.9%	$138.9M
METAMeta Platforms Inc	4.9%	3.9%	183,126	+8.5%	$132.8M
MUMicron Technology Inc	4.0%	3.1%	100,708	+55.9%	$107.3M
AAPLApple Inc	3.1%	5.0%	249,063	-40.8%	$82.9M
AVGOBroadcom Inc	2.9%	3.1%	223,461	+11.1%	$78.5M
ASMLAsml Hldg NV	2.5%	1.1%	36,778	+177.0%	$66.6M
LLYEli Lilly & Co	2.5%	2.6%	57,065	+8.4%	$66.0M
LITELumentum Hldgs Inc	2.3%	0.6%	63,855	+299.1%	$62.0M
ORCLOracle Corp	2.1%	0.9%	407,314	+178.4%	$55.9M
VVisa Inc	1.9%	2.8%	141,930	-27.4%	$51.0M
AMATApplied Matls Inc	1.8%	—	93,087	—	$47.6M
BRK-BBerkshire Hathaway Inc Del	1.6%	1.5%	86,047	+19.6%	$42.8M
TDGTransdigm Group Inc	1.5%	1.6%	37,500	+25.0%	$40.6M
CEGConstellation Energy Corp	1.3%	—	134,499	—	$34.2M
APHAmphenol Corp	1.3%	0.9%	400,000	+238.3%	$33.7M
TLNTalen Energy Corp	1.2%	—	100,000	—	$31.3M
MAMastercard Incorporated	1.1%	1.2%	55,490	-1.5%	$30.6M
ARESAres Management Corp	1.1%	0.6%	259,567	+107.7%	$30.2M
MRVLMarvell Technology Inc	1.0%	—	99,159	—	$26.2M
RCLRoyal Caribbean Group	1.0%	—	97,846	—	$26.0M
AGIAlamos Gold Inc	1.0%	1.0%	800,000	+0.0%	$25.9M
JNJJohnson & Johnson	0.9%	1.2%	93,579	-15.7%	$24.8M
TMOThermo Fisher Scientific Inc	0.9%	1.0%	35,846	-27.7%	$24.2M
KLACKla Corp	0.7%	—	102,807	—	$20.0M
HPEHewlett Packard Enterprise C	0.7%	—	302,705	—	$19.3M
RSGRepublic Svcs Inc	0.7%	0.6%	91,258	+41.9%	$19.2M
MCKMckesson Corp	0.7%	0.9%	21,842	-22.0%	$18.6M
LRCXLam Research Corp	0.7%	1.6%	56,287	-38.8%	$18.5M
NEMNewmont Corp	0.6%	—	150,000	—	$17.3M
ENTGEntegris Inc	0.6%	—	109,651	—	$16.9M
FTAIFtai Aviation Ltd	0.6%	—	100,000	—	$16.7M
SYKStryker Corporation	0.6%	—	60,000	—	$16.5M
DALDelta Air Lines Inc	0.6%	—	190,246	—	$15.9M
STMStmicroelectronics N V Ny Registry	0.6%	—	297,167	—	$15.9M
SPGIS&p Global Inc	0.6%	—	40,000	—	$15.8M
CPAYCorpay Inc	0.6%	0.5%	40,000	+0.0%	$15.5M
AAgilent Technologies Inc	0.6%	—	89,766	—	$15.5M
BXBlackstone Inc	0.6%	—	135,000	—	$15.1M
SPCXSpace Exploration Techn Corp	0.6%	—	100,129	—	$15.1M
TSLATesla Inc	0.6%	—	41,753	—	$14.8M
WPMWheaton Precious Metals Corp	0.5%	—	110,000	—	$14.7M
RACEFerrari N V	0.5%	—	37,196	—	$14.6M
TXNTexas Instrs Inc	0.5%	0.6%	47,684	-2.5%	$13.4M
PLDPrologis Inc	0.5%	0.5%	100,504	+3.4%	$13.0M
NOKNokia Corp	0.5%	—	1,243,842	—	$12.6M
ETNEaton Corp PLC	0.5%	0.8%	29,030	-34.0%	$12.5M

What Generate Investment Management Ltd bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

LITE Lumentum Hldgs Inc+299.1% shares
APH Amphenol Corp+238.3% shares
ORCL Oracle Corp+178.4% shares
ASML Asml Hldg NV+177.0% shares
ARES Ares Management Corp+107.7% shares
MU Micron Technology Inc+55.9% shares
TSM Taiwan Semiconductor Manufac+41.9% shares
RSG Republic Svcs Inc+41.9% shares

Reduced

AAPL Apple Inc-40.8% shares
LRCX Lam Research Corp-38.8% shares
ETN Eaton Corp PLC-34.0% shares
TMO Thermo Fisher Scientific Inc-27.7% shares
V Visa Inc-27.4% shares
MCK Mckesson Corp-22.0% shares
JNJ Johnson & Johnson-15.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.7B	84
Q2 2026	$2.4B	90
Q1 2026	$2.0B	70
Q4 2025	$2.2B	76
Q3 2025	$2.0B	81
Q2 2025	$1.8B	90
Q1 2025	$1.4B	77
Q4 2024	$1.4B	75
Q3 2024	$1.5B	72
Q2 2024	$1.4B	74
Q1 2024	$1.3B	74

Questions about Generate Investment Management Ltd's portfolio

What stocks does Generate Investment Management Ltd own?

Generate Investment Management Ltd's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 84 positions worth $2.7B. The largest are Nvidia Corporation (NVDA) at 10.3%, Microsoft Corp (MSFT) at 9.1%, Amazon Com Inc (AMZN) at 8.3%, Alphabet Inc (GOOGL) at 5.6% and Taiwan Semiconductor Manufac (TSM) at 5.2%.

What did Generate Investment Management Ltd buy last quarter?

In Q3 2026, Generate Investment Management Ltd added Lumentum Hldgs Inc (LITE) (+299.1% shares), Amphenol Corp (APH) (+238.3% shares) and Oracle Corp (ORCL) (+178.4% shares), compared with its Q2 2026 filing.

What did Generate Investment Management Ltd sell last quarter?

In Q3 2026, Generate Investment Management Ltd cut from its top 50 Vertiv Holdings Co (VRT), cut from its top 50 Advanced Micro Devices Inc (AMD), cut from its top 50 Ge Vernova Inc (GEV), cut from its top 50 Bank of Amer Corp (BAC), cut from its top 50 Unitedhealth Group Inc (UNH), Apple Inc (AAPL) (-40.8% shares), Lam Research Corp (LRCX) (-38.8% shares) and Eaton Corp PLC (ETN) (-34.0% shares), compared with its Q2 2026 filing.

When is Generate Investment Management Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Generate Investment Management Ltd's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.