Generate Investment Management Ltd
CIK 0002025905 · AUCKLAND, Q2 · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.43B
2026 Q2
Positions
90
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
7.8%
AMZN
AMAZON COM INC
6.9%
MSFT
MICROSOFT CORP
6.5%
GOOGL
ALPHABET INC
6.2%
AAPL
APPLE INC
5.0%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.2%
META
META PLATFORMS INC
3.9%
AVGO
BROADCOM INC
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.