SEC 13F Intelligence

Managers / Q1 2026

Generate Investment Management Ltd

CIK 0002025905 · LEVEL 9, JARDEN HOUSE, 21 QUEEN STREET, AUCKLAND, Q2, 1010 · 6496005100

Reported Value
$2.0B
Q1 2026
Positions
92
Filings on Record
10
2019–present window
Filed
Apr 16, 2026
original filing

Summary

Generate Investment Management Ltd reported $2.0B in U.S.-listed holdings across 92 positions for Q1 2026.

Its largest position, NVDA, represents 6.8% of the portfolio.

Compared with Q4 2025, the fund opened 18 new positions and exited 24.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $1.7BQ2 ’24Q3 ’24: $1.5BQ3 ’24Q4 ’24: $1.4BQ4 ’24Q1 ’25: $1.4BQ1 ’25Q2 ’25: $1.8BQ2 ’25Q3 ’25: $2.0BQ3 ’25Q4 ’25: $2.2BQ4 ’25Q1 ’26: $2.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.0B92Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.2B92Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.0B102Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.8B105Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B95Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.4B97Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B100Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.7B99Aug 1, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Vinva Investment Management Ltd028-23233
  • Compound Global Advisors, LLC028-22887

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.