Generate Investment Management LTD Portfolio Holdings

Generate Investment Management LTD

  • $1.43 Trillion
  • Q4 2024

Generate Investment Management LTD has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.43 Trillion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $86.8B, Microsoft Corp with a value of $82.7B, Amazon Com Inc with a value of $63.5B, Meta Platforms, Inc. with a value of $51.6B, and Apple Inc. with a value of $44.2B.

Examining the 13F form we can see an decrease of $66.6B in the current position value, from $1.5T to 1.43T.

Generate Investment Management LTD is based out at Auckland, Q2

Below you can find more details about Generate Investment Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.43 Trillion
Technology: $430 Billion
Healthcare: $215 Billion
Financial Services: $213 Billion
Industrials: $143 Billion
Communication Services: $135 Billion
Consumer Cyclical: $122 Billion
Basic Materials: $64.3 Billion
Consumer Defensive: $56 Billion
Other: $34.1 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.73B
$34.8 Billion 2.44% of portfolio
417,075
Q4 2024 Added 0.67%
$7.9B
$21.5 Billion 1.5% of portfolio
642,406
Q4 2024 Reduced 41.14%
$8.33B
$15.1 Billion 1.06% of portfolio
818,945
Q4 2024 Added 120.82%
$9.62B
$6.01 Billion 0.42% of portfolio
33,233
Q4 2024 Added 23.86%
$8.95B
$4.63 Billion 0.32% of portfolio
88,911
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $1.43 Trillion
  • Prior Value $1.5 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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