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Generate Investment Management Ltd
Updated 5 days agoManaged by Generate Investment Management Ltd • Latest filing Q3 2026
Portfolio value
$2.7B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
36.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $2B |
| Q4 2025 | $2.2B |
| Q1 2026 | $2B |
| Q2 2026 | $2.4B |
| Q3 2026 | $2.7B |
Top holdings
101 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $147.6M | 287.8K | 5.49% | Added(+9.5%) | |
| 2 | $145M | 635.0K | 5.39% | Added(+41.2%) | |
| 3 | $144.2M | 578.9K | 5.37% | Added(+51.5%) | |
| 4 | $132.7M | 580.9K | 4.93% | Added(+29.2%) | |
| 5 | $97.5M | 190.0K | 3.62% | Trimmed(-27.7%) | |
| 6 | $94.3M | 274.0K | 3.51% | Added(+14.5%) | |
| 7 | $91M | 199.5K | 3.39% | Added(+54.0%) | |
| 8 | $82.9M | 249.1K | 3.08% | Added(+1.5%) | |
| 9 | $79.7M | 320.0K | 2.97% | Trimmed(-16.3%) | |
| 10 | $74.8M | 103.1K | 2.78% | Added(+91.6%) | |
| 11 | $74.6M | 70.0K | 2.77% | Added(+276.0%) | |
| 12 | $65.2M | 36.0K | 2.43% | Added(+4527.3%) | |
| 13 | $58M | 80.0K | 2.16% | Added(+48.6%) | |
| 14 | $55.1M | 160.0K | 2.05% | Trimmed(-33.1%) | |
| 15 | $54.9M | 400.0K | 2.04% | Added(+6254.3%) | |
| 16 | $52.7M | 150.0K | 1.96% | Added(+193.0%) | |
| 17 | $47.9M | 105.0K | 1.78% | Trimmed(-19.0%) | |
| 18 | $42.8M | 86.0K | 1.59% | Added(+19.6%) | |
| 19 | $41.3M | 42.5K | 1.54% | Added(+165.6%) | |
| 20 | $40.6M | 37.5K | 1.51% | Added(+25.0%) |