Generate Investment Management Ltd Diversified Active

CIK: 0002025905 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 1, 2024

Total Value ($000): $1,701,203 (100.0% shares, 0.0% debt)

Holdings (75)

SPY SPDR S&P 500 ETF TR 19.2%
Value ($000) $326,532 Shares 600,000 Est. Cost Unrealized
AMZN AMAZON COM INC 4.9%
Value ($000) $82,549 Shares 427,162 Est. Cost $153.61 Unrealized +19.6%
MSFT MICROSOFT CORP 4.8%
Value ($000) $82,116 Shares 183,725 Est. Cost $356.90 Unrealized +16.9%
NVDA NVIDIA CORPORATION 4.3%
Value ($000) $72,305 Shares 585,609 Est. Cost $95.82 Unrealized +5.5%
GOOGL ALPHABET INC 3.4%
Value ($000) $58,280 Shares 320,099 Est. Cost $136.15 Unrealized +22.9%
AAPL APPLE INC 3.2%
Value ($000) $53,779 Shares 255,335 Est. Cost $182.78 Unrealized +1.3%
PHM PULTE GROUP INC 2.4%
Value ($000) $40,968 Shares 372,096 Est. Cost $96.47 Unrealized +16.2%
META META PLATFORMS INC 2.4%
Value ($000) $40,935 Shares 81,185 Est. Cost $323.40 Unrealized +49.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $38,677 Shares 95,077 Est. Cost $350.99 Unrealized +16.4%
WAL WESTERN ALLIANCE BANCORP 2.1%
Value ($000) $36,178 Shares 575,894 Est. Cost $52.37 Unrealized +11.5%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $33,987 Shares 66,738 Est. Cost $505.45 Unrealized -6.4%
WSC WILLSCOT MOBIL MINI HLDNG CO 2.0%
Value ($000) $33,336 Shares 885,648 Est. Cost $41.86 Unrealized -5.5%
ELV ELEVANCE HEALTH INC 1.9%
Value ($000) $32,104 Shares 59,247 Est. Cost $513.68 Unrealized 0.0%
CRH CRH PLC 1.9%
Value ($000) $32,002 Shares 426,807 Est. Cost $58.12 Unrealized +34.8%
RCL ROYAL CARIBBEAN GROUP 1.8%
Value ($000) $31,290 Shares 196,264 Est. Cost $118.03 Unrealized +19.7%
V VISA INC 1.6%
Value ($000) $26,425 Shares 100,679 Est. Cost $242.67 Unrealized +11.6%
FISV FISERV INC 1.5%
Value ($000) $25,483 Shares 170,978 Est. Cost $122.71 Unrealized +23.4%
LLY ELI LILLY & CO 1.5%
Value ($000) $25,467 Shares 28,128 Est. Cost $575.10 Unrealized +37.5%
HQY HEALTHEQUITY INC 1.4%
Value ($000) $24,184 Shares 280,557 Est. Cost $80.80 Unrealized 0.0%
FCNCA FIRST CTZNS BANCSHARES INC N 1.3%
Value ($000) $21,724 Shares 12,903 Est. Cost $1507.44 Unrealized +10.3%
NVO NOVO-NORDISK A S 1.2%
Value ($000) $21,177 Shares 148,363 Est. Cost $104.03 Unrealized
ATKR ATKORE INC 1.2%
Value ($000) $20,276 Shares 150,268 Est. Cost $137.12 Unrealized +12.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value ($000) $20,187 Shares 116,145 Est. Cost $104.00 Unrealized
CPAY CORPAY INC 1.1%
Value ($000) $19,540 Shares 73,346 Est. Cost $283.00 Unrealized 0.0%
AVGO BROADCOM INC 1.1%
Value ($000) $18,472 Shares 11,505 Est. Cost $137.66 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 1.1%
Value ($000) $18,450 Shares 213,121 Est. Cost $90.84 Unrealized 0.0%
AZO AUTOZONE INC 1.0%
Value ($000) $17,645 Shares 5,953 Est. Cost $2745.56 Unrealized +6.6%
MCK MCKESSON CORP 1.0%
Value ($000) $17,606 Shares 30,146 Est. Cost $477.72 Unrealized +15.7%
BSX BOSTON SCIENTIFIC CORP 1.0%
Value ($000) $17,103 Shares 222,089 Est. Cost $57.49 Unrealized +27.3%
LNG CHENIERE ENERGY INC 0.9%
Value ($000) $15,144 Shares 86,622 Est. Cost $171.83 Unrealized -7.3%
TOTALENERGIES SE 0.8%
Value ($000) $13,306 Shares 199,552 Est. Cost $66.68 Unrealized
LAM RESEARCH CORP 0.8%
Value ($000) $13,204 Shares 12,400 Est. Cost $783.26 Unrealized
AEM AGNICO EAGLE MINES LTD 0.8%
Value ($000) $12,991 Shares 198,640 Est. Cost $47.96 Unrealized +32.5%
FNV FRANCO NEV CORP 0.7%
Value ($000) $12,625 Shares 106,519 Est. Cost $119.31 Unrealized +0.5%
SPOT SPOTIFY TECHNOLOGY S A 0.7%
Value ($000) $12,564 Shares 40,038 Est. Cost $243.16 Unrealized +23.8%
RSG REPUBLIC SVCS INC 0.7%
Value ($000) $12,520 Shares 64,425 Est. Cost $151.31 Unrealized +22.4%
GDDY GODADDY INC 0.7%
Value ($000) $12,324 Shares 88,208 Est. Cost $110.58 Unrealized +19.3%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $12,057 Shares 56,514 Est. Cost $172.28 Unrealized +17.7%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $11,852 Shares 58,599 Est. Cost $148.31 Unrealized +27.6%
MRK MERCK & CO INC 0.7%
Value ($000) $11,726 Shares 94,717 Est. Cost $118.57 Unrealized +2.7%
MCO MOODYS CORP 0.7%
Value ($000) $11,690 Shares 27,771 Est. Cost $348.22 Unrealized +12.9%
AMAT APPLIED MATLS INC 0.7%
Value ($000) $11,615 Shares 49,218 Est. Cost $211.43 Unrealized 0.0%
NOW SERVICENOW INC 0.7%
Value ($000) $11,614 Shares 14,764 Est. Cost $146.74 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.7%
Value ($000) $11,368 Shares 168,734 Est. Cost $52.81 Unrealized +17.8%
BAC BANK AMERICA CORP 0.7%
Value ($000) $11,295 Shares 283,997 Est. Cost $28.17 Unrealized +30.8%
PINS PINTEREST INC 0.6%
Value ($000) $11,001 Shares 249,630 Est. Cost $39.42 Unrealized 0.0%
BP BP PLC 0.6%
Value ($000) $10,713 Shares 296,766 Est. Cost $35.48 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $10,672 Shares 19,299 Est. Cost $480.76 Unrealized +18.5%
WCN WASTE CONNECTIONS INC 0.6%
Value ($000) $10,387 Shares 59,231 Est. Cost $135.64 Unrealized +22.1%
NFLX NETFLIX INC 0.6%
Value ($000) $9,999 Shares 14,816 Est. Cost $45.90 Unrealized +36.1%
WMT WALMART INC 0.6%
Value ($000) $9,912 Shares 146,385 Est. Cost $61.97 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.5%
Value ($000) $9,306 Shares 196,158 Est. Cost $48.81 Unrealized 0.0%
PLD PROLOGIS INC. 0.5%
Value ($000) $8,785 Shares 78,218 Est. Cost $105.61 Unrealized -1.1%
HD HOME DEPOT INC 0.5%
Value ($000) $8,697 Shares 25,263 Est. Cost $293.72 Unrealized +11.5%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $8,496 Shares 18,783 Est. Cost $372.27 Unrealized +13.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value ($000) $8,412 Shares 61,448 Est. Cost $129.80 Unrealized +1.5%
ASML ASML HOLDING N V 0.5%
Value ($000) $8,118 Shares 7,938 Est. Cost $839.96 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $7,749 Shares 38,906 Est. Cost $182.37 Unrealized 0.0%
COR CENCORA INC 0.5%
Value ($000) $7,698 Shares 34,169 Est. Cost $191.75 Unrealized +19.2%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $7,222 Shares 37,155 Est. Cost $176.27 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $7,190 Shares 98,932 Est. Cost $52.31 Unrealized +32.9%
EFX EQUIFAX INC 0.4%
Value ($000) $7,099 Shares 29,281 Est. Cost $225.49 Unrealized +4.6%
CHWY CHEWY INC 0.4%
Value ($000) $6,661 Shares 244,536 Est. Cost $19.04 Unrealized 0.0%
TSLA TESLA INC 0.4%
Value ($000) $6,049 Shares 30,569 Est. Cost $174.77 Unrealized 0.0%
CRM SALESFORCE INC 0.4%
Value ($000) $5,985 Shares 23,278 Est. Cost $247.36 Unrealized +7.0%
KIM KIMCO RLTY CORP 0.3%
Value ($000) $5,951 Shares 305,820 Est. Cost $18.09 Unrealized -4.1%
H HYATT HOTELS CORP 0.3%
Value ($000) $5,801 Shares 38,186 Est. Cost $149.07 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $5,589 Shares 5,292 Est. Cost $65.60 Unrealized +5.4%
HUBS HUBSPOT INC 0.3%
Value ($000) $5,091 Shares 8,632 Est. Cost $613.26 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $4,989 Shares 25,648 Est. Cost $157.89 Unrealized +11.6%
PEP PEPSICO INC 0.2%
Value ($000) $3,744 Shares 22,700 Est. Cost $153.75 Unrealized +5.6%
KLAC KLA CORP 0.2%
Value ($000) $3,489 Shares 4,231 Est. Cost $728.44 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $3,433 Shares 11,494 Est. Cost $432.06 Unrealized -22.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $3,413 Shares 20,692 Est. Cost $141.00 Unrealized +11.5%
ENTG ENTEGRIS INC 0.2%
Value ($000) $2,882 Shares 21,285 Est. Cost $126.74 Unrealized +3.4%