Generate Investment Management Ltd holds a focused book of 90 reported positions worth $2.4B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Transdigm Group Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +51% (+21.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +78.6%, a 27.1-point gap that is the cost of the ~27-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Generate Investment Management Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Generate Investment Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 14 / 80 | $646.7M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Evelyn Partners Group Ltd | 65 / 80 | $44.7B |
| Prospect Hill Management, LLC | 11 / 80 | $245.3M |
| Howard Hughes Medical Institute | 18 / 80 | $406.9M |
| Explore Capital Management, LLC | 9 / 80 | $101.3M |
| Draper Asset Management, LLC | 10 / 80 | $173.6M |
| Jia Investment Alliance Pte. LTD. | 18 / 80 | $929.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Generate Investment Management Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $190.0M | 949.7K | 7.8% | ▼−31% Reduced · −436K sh | |
| 2 | Amazon Com Inc COM | $168.6M | 707.2K | 6.9% | ▼−13% Reduced · −103K sh | |
| 3 | Microsoft Corp COM | $157.8M | 422.9K | 6.5% | ▼−16% Reduced · −78K sh | |
| 4 | Alphabet Inc CAP STK CL A | $149.8M | 419.3K | 6.2% | ▼−1.2% Reduced · −5K sh | |
| 5 | Apple Inc COM | $121.7M | 420.4K | 5.0% | ▲+2.8% Added · +11K sh | |
| 6 | Taiwan Semiconductor Manufac SPONSORED ADS | $102.5M | 214.6K | 4.2% | ▼−14% Reduced · −35K sh | |
| 7 | Meta Platforms Inc CL A | $95.1M | 168.8K | 3.9% | ▼−23% Reduced · −51K sh | |
| 8 | Broadcom Inc COM | $76.0M | 201.2K | 3.1% | ▼−19% Reduced · −48K sh | |
| 9 | Micron Technology Inc COM | $74.6M | 64.6K | 3.1% | ▼−68% Reduced · −138K sh | |
| 10 | Visa Inc COM CL A | $67.1M | 195.6K | 2.8% | ▲+130% Added · +111K sh | |
| 11 | Eli Lilly & Co COM | $63.2M | 52.7K | 2.6% | ▲+94% Added · +25K sh | |
| 12 | Vertiv Holdings Co COM CL A | $45.3M | 135.3K | 1.9% | ▲+374% Added · +107K sh | |
| 13 | Transdigm Group Inc COM | $40.0M | 30.0K | 1.6% | ▲New New position | |
| 14 | Lam Research Corp COM NEW | $39.8M | 91.9K | 1.6% | ▼−39% Reduced · −59K sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $36.0M | 71.9K | 1.5% | ▲+11% Added · +7K sh | |
| 16 | Advanced Micro Devices Inc COM | $30.0M | 51.7K | 1.2% | ▼−62% Reduced · −86K sh | |
| 17 | Ge Vernova Inc COM | $30.0M | 25.5K | 1.2% | ▼−56% Reduced · −33K sh | |
| 18 | Mastercard Incorporated CL A | $28.9M | 56.3K | 1.2% | ▼−1.3% Reduced · −731 sh | |
| 19 | Johnson & Johnson COM | $28.2M | 111.0K | 1.2% | ▲New New position | |
| 20 | Bank Of Amer Corp COM | $27.7M | 486.9K | 1.1% | ▲+149% Added · +291K sh | |
| 21 | ASML Hldg NV N Y REGISTRY SHS | $26.4M | 13.3K | 1.1% | ▲+27% Added · +3K sh | |
| 22 | Thermo Fisher Scientific Inc COM | $24.8M | 49.5K | 1.0% | ▲+274% Added · +36K sh | |
| 23 | Alamos Gold Inc COM CL A | $24.3M | 800.0K | 1.0% | ▲+6.7% Added · +50K sh | |
| 24 | Unitedhealth Group Inc COM | $22.1M | 53.1K | 0.9% | ▲+41% Added · +16K sh | |
| 25 | Msci Inc COM | $21.6M | 38.5K | 0.9% | ▲New New position | |
| 26 | Oracle Corp COM | $21.4M | 146.3K | 0.9% | ▼−47% Reduced · −130K sh | |
| 27 | Walmart Inc COM | $21.2M | 187.1K | 0.9% | ▲New New position | |
| 28 | JPMorgan Chase & Co COM | $21.2M | 64.6K | 0.9% | ▲+127% Added · +36K sh | |
| 29 | McKesson Corp COM | $21.2M | 28.0K | 0.9% | ▲49× Added · +27K sh | |
| 30 | Amphenol Corp CL A | $20.8M | 118.2K | 0.9% | ▼−53% Reduced · −136K sh | |
| 31 | Doordash Inc CL A | $20.4M | 110.6K | 0.8% | ▲+193% Added · +73K sh | |
| 32 | International Business Machs COM | $20.2M | 72.0K | 0.8% | ▼−3.6% Reduced · −3K sh | |
| 33 | Palo Alto Networks Inc COM | $20.1M | 58.8K | 0.8% | ▲New New position | |
| 34 | Eaton Corp PLC SHS | $18.7M | 44.0K | 0.8% | ▲+8.9% Added · +4K sh | |
| 35 | Home Depot Inc COM | $17.7M | 50.2K | 0.7% | ▲+227% Added · +35K sh | |
| 36 | Vulcan Matls Co COM | $17.4M | 58.8K | 0.7% | ▲New New position | |
| 37 | Waste Mgmt Inc Del COM | $17.2M | 77.1K | 0.7% | ▲New New position | |
| 38 | Novo-Nordisk A S ADR | $16.8M | 350.0K | 0.7% | ▲New New position | |
| 39 | Moodys Corp COM | $16.5M | 36.5K | 0.7% | ▲+7.8% Added · +3K sh | |
| 40 | Wesco Intl Inc COM | $16.4M | 47.4K | 0.7% | ▲New New position | |
| 41 | Costco Wholesale Corporation COM | $15.1M | 16.2K | 0.6% | ▲26× Added · +16K sh | |
| 42 | Texas Instrs Inc COM | $14.6M | 48.9K | 0.6% | ▲25× Added · +47K sh | |
| 43 | Regeneron Pharmaceuticals COM | $14.3M | 23.0K | 0.6% | ▲+369% Added · +18K sh | |
| 44 | Abbvie Inc COM | $14.0M | 55.6K | 0.6% | ▲+73% Added · +23K sh | |
| 45 | Ares Management Corporation CL A COM STK | $13.9M | 125.0K | 0.6% | ▲New New position | |
| 46 | Lumentum Hldgs Inc COM | $13.7M | 16.0K | 0.6% | ▲New New position | |
| 47 | Republic Svcs Inc COM | $13.7M | 64.3K | 0.6% | ▲New New position | |
| 48 | Corpay Inc COM SHS | $13.3M | 40.0K | 0.5% | ▼−50% Reduced · −40K sh | |
| 49 | Prologis Inc. COM | $13.2M | 97.2K | 0.5% | ▼−6.7% Reduced · −7K sh | |
| 50 | Alaska Air Group Inc COM | $13.1M | 250.0K | 0.5% | ▲+25% Added · +50K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2025905/holdings"
Use Arkolith to show Generate Investment Management Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 118 | $2.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 92 | $2.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 92 | $2.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 102 | $2.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 105 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 95 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 97 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 100 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 1, 2024 | 32d | 99 | $1.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Aug 1, 2024 | 123d | 97 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Aug 1, 2024 | 214d | 95 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.