Generate Investment Management Ltd
SEC Form 13F institutional filer · CIK 0002025905
13F-HR · 60 reported holdings · 2026-03-31
Asset management firm.
Reported long-US-equity value
$1.82B
Top-10 concentration
65.5%
Generate Investment Management Ltd — $1.82B AUM allocation strategy
Generate Investment Management Ltd files SEC Form 13F and reports $1.82B of long US equity value across 60 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 44.6%, followed by Communication Services 16.1% and Consumer Discretionary 9.3%.
The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Generate Investment Management Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.82B
total across 60 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
65% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +533K sh · +$82.7M+$MSFT +183K sh · +$31.8M+$ORCL +157K sh · +$17.3M
Biggest trims (shares)
−$BAC −379K sh · −$22.1M−$EQT −230K sh · −$11M−$NEM −229K sh · −$21.2M
Exited to nil (held last quarter, gone now)
$XLK ($27.3M last qtr)$UAL ($25.2M last qtr)$WM ($19.2M last qtr)$LULU ($14.3M last qtr)$BDX ($12.6M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors22.9%—
- Interactive Media & Services13.7%—
- Systems Software10.3%—
- Broadline Retail9.3%—
- Technology Hardware, Storage & Peripherals5.7%—
- Transaction & Payment Processing Services4.2%—
- Heavy Electrical Equipment2.8%—
- Movies & Entertainment2.4%—
- Other holdings28.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 1.39M | $242M | +533K | 13.3% |
| $MSFT | Microsoft Corporation | 501K | $186M | +183K | 10.2% |
| $AMZN | Amazon.com Inc | 810K | $169M | +131K | 9.3% |
| $META | Meta Platforms Inc | 220K | $126M | +56.2K | 6.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 425K | $122M | -55.8K | 6.7% |
| $AAPL | Apple Inc | 409K | $104M | +117K | 5.7% |
| $AVGO | Broadcom Inc | 249K | $77.1M | +29.7K | 4.2% |
| $MU | Micron Technology Inc | 202K | $68.3M | +101K | 3.8% |
| $GEV | GE Vernova Inc | 58K | $50.7M | +36K | 2.8% |
| $NFLX | Netflix Inc | 468K | $45M | +149K | 2.5% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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