Generate Investment Management Ltd Diversified Active

Location: Auckland, New Zealand

CIK: 0002025905 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 28, 2025

Total Value: $1.43B (100.0% shares, 0.0% debt)

Holdings (75)

NVDA NVIDIA CORPORATION 6.1%
Value $86.83M Shares 646,601 Est. Cost $101.06 Unrealized +36.3%
MSFT MICROSOFT CORP 5.8%
Value $82.68M Shares 196,155 Est. Cost $366.87 Unrealized +15.1%
AMZN AMAZON COM INC 4.4%
Value $63.54M Shares 289,644 Est. Cost $153.61 Unrealized +33.2%
META META PLATFORMS INC 3.6%
Value $51.57M Shares 88,079 Est. Cost $380.10 Unrealized +53.8%
AAPL APPLE INC 3.1%
Value $44.21M Shares 176,542 Est. Cost $184.15 Unrealized +27.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.7%
Value $38.25M Shares 193,676 Est. Cost $148.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value $37.71M Shares 83,194 Est. Cost $350.99 Unrealized +31.5%
GOOGL ALPHABET INC 2.6%
Value $37.6M Shares 198,625 Est. Cost $137.91 Unrealized +26.3%
AVGO BROADCOM INC 2.6%
Value $36.5M Shares 157,435 Est. Cost $156.77 Unrealized +16.6%
WAL WESTERN ALLIANCE BANCORP 2.4%
Value $34.84M Shares 417,075 Est. Cost $52.37 Unrealized +63.7%
UNH UNITEDHEALTH GROUP INC 2.4%
Value $34.21M Shares 67,628 Est. Cost $522.08 Unrealized +5.9%
BAC BANK AMERICA CORP 2.0%
Value $28.49M Shares 648,340 Est. Cost $38.24 Unrealized +12.0%
HCA HCA HEALTHCARE INC 1.9%
Value $27.54M Shares 91,744 Est. Cost $346.27 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 1.9%
Value $27.28M Shares 73,937 Est. Cost $484.41 Unrealized -15.5%
CRH CRH PLC 1.7%
Value $24.78M Shares 267,820 Est. Cost $58.12 Unrealized +64.0%
LLY ELI LILLY & CO 1.7%
Value $24.48M Shares 31,714 Est. Cost $699.87 Unrealized +17.3%
AEM AGNICO EAGLE MINES LTD 1.7%
Value $24.39M Shares 311,818 Est. Cost $58.08 Unrealized +39.7%
CRM SALESFORCE INC 1.7%
Value $24.34M Shares 72,816 Est. Cost $251.76 Unrealized +25.8%
FISV FISERV INC 1.6%
Value $23.57M Shares 114,743 Est. Cost $122.71 Unrealized +66.4%
EFX EQUIFAX INC 1.5%
Value $21.99M Shares 86,282 Est. Cost $253.47 Unrealized +4.8%
WSC WILLSCOT HLDGS CORP 1.5%
Value $21.49M Shares 642,406 Est. Cost $41.16 Unrealized -10.7%
NFLX NETFLIX INC 1.5%
Value $21.14M Shares 23,720 Est. Cost $56.08 Unrealized +46.8%
RCL ROYAL CARIBBEAN GROUP 1.4%
Value $19.5M Shares 84,531 Est. Cost $118.03 Unrealized +84.8%
HD HOME DEPOT INC 1.3%
Value $18.84M Shares 48,441 Est. Cost $325.79 Unrealized +21.9%
CPAY CORPAY INC 1.3%
Value $18.71M Shares 55,282 Est. Cost $285.71 Unrealized +23.0%
VRT VERTIV HOLDINGS CO 1.2%
Value $17.83M Shares 156,919 Est. Cost $85.62 Unrealized +38.5%
BLACKROCK INC 1.2%
Value $17.63M Shares 17,203 Est. Cost $1025.11 Unrealized
MRVL MARVELL TECHNOLOGY INC 1.2%
Value $17.59M Shares 159,226 Est. Cost $92.47 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 1.2%
Value $16.78M Shares 100,116 Est. Cost $165.73 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 1.2%
Value $16.47M Shares 272,281 Est. Cost $51.00 Unrealized +14.4%
BSX BOSTON SCIENTIFIC CORP 1.1%
Value $16.34M Shares 182,978 Est. Cost $57.49 Unrealized +53.1%
KIM KIMCO RLTY CORP 1.1%
Value $15.9M Shares 678,680 Est. Cost $19.90 Unrealized +15.2%
V VISA INC 1.1%
Value $15.75M Shares 49,845 Est. Cost $242.67 Unrealized +22.9%
ICE INTERCONTINENTAL EXCHANGE IN 1.1%
Value $15.74M Shares 105,632 Est. Cost $139.53 Unrealized +12.0%
AGI ALAMOS GOLD INC NEW 1.1%
Value $15.1M Shares 818,945 Est. Cost $18.82 Unrealized +2.4%
GFL GFL ENVIRONMENTAL INC 1.1%
Value $15.04M Shares 337,699 Est. Cost $43.48 Unrealized 0.0%
CCEP COCA-COLA EUROPACIFIC PARTNE 1.0%
Value $14.19M Shares 184,801 Est. Cost $74.60 Unrealized 0.0%
MRK MERCK & CO INC 1.0%
Value $13.99M Shares 140,675 Est. Cost $115.03 Unrealized -14.2%
WM WASTE MGMT INC DEL 1.0%
Value $13.67M Shares 67,751 Est. Cost $178.72 Unrealized +18.1%
WTW WILLIS TOWERS WATSON PLC LTD 0.9%
Value $13.57M Shares 43,326 Est. Cost $302.48 Unrealized 0.0%
PLD PROLOGIS INC. 0.9%
Value $13.56M Shares 128,274 Est. Cost $111.42 Unrealized -1.1%
NET CLOUDFLARE INC 0.9%
Value $12.95M Shares 120,229 Est. Cost $97.70 Unrealized 0.0%
GDDY GODADDY INC 0.9%
Value $12.79M Shares 64,813 Est. Cost $110.58 Unrealized +65.3%
ETN EATON CORP PLC 0.9%
Value $12.68M Shares 38,202 Est. Cost $347.11 Unrealized 0.0%
PHM PULTE GROUP INC 0.9%
Value $12.36M Shares 113,497 Est. Cost $100.21 Unrealized +28.3%
UBER UBER TECHNOLOGIES INC 0.9%
Value $12.23M Shares 202,760 Est. Cost $63.72 Unrealized +12.1%
HOOD ROBINHOOD MKTS INC 0.8%
Value $12.03M Shares 322,737 Est. Cost $32.29 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.8%
Value $11.97M Shares 24,033 Est. Cost $503.12 Unrealized 0.0%
PINS PINTEREST INC 0.8%
Value $11.77M Shares 406,016 Est. Cost $35.48 Unrealized -11.4%
APH AMPHENOL CORP NEW 0.8%
Value $11.63M Shares 167,430 Est. Cost $59.62 Unrealized +16.3%
DEO DIAGEO PLC 0.8%
Value $11.16M Shares 87,754 Est. Cost $127.13 Unrealized
MA MASTERCARD INCORPORATED 0.7%
Value $10.63M Shares 20,188 Est. Cost $481.11 Unrealized +7.0%
MCK MCKESSON CORP 0.7%
Value $10.58M Shares 18,557 Est. Cost $512.93 Unrealized +8.6%
COR CENCORA INC 0.7%
Value $10.45M Shares 46,508 Est. Cost $211.61 Unrealized +10.2%
WCN WASTE CONNECTIONS INC 0.7%
Value $10.16M Shares 59,231 Est. Cost $135.64 Unrealized +33.2%
FCNCA FIRST CTZNS BANCSHARES INC N 0.7%
Value $9.356M Shares 4,428 Est. Cost $1575.94 Unrealized +32.3%
JPM JPMORGAN CHASE & CO. 0.6%
Value $9.135M Shares 38,108 Est. Cost $164.39 Unrealized +38.7%
WMT WALMART INC 0.6%
Value $8.615M Shares 95,348 Est. Cost $62.25 Unrealized +37.8%
ABBV ABBVIE INC 0.6%
Value $8.409M Shares 47,324 Est. Cost $177.41 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $8.31M Shares 15,974 Est. Cost $502.58 Unrealized +8.9%
GS GOLDMAN SACHS GROUP INC 0.6%
Value $8.307M Shares 14,507 Est. Cost $372.27 Unrealized +46.4%
IQV IQVIA HLDGS INC 0.6%
Value $8.262M Shares 42,042 Est. Cost $210.89 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.6%
Value $8.063M Shares 40,077 Est. Cost $151.31 Unrealized +35.0%
DHR DANAHER CORPORATION 0.6%
Value $8.044M Shares 35,043 Est. Cost $243.95 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.6%
Value $7.958M Shares 17,789 Est. Cost $250.96 Unrealized +70.6%
AZN ASTRAZENECA PLC 0.6%
Value $7.918M Shares 120,851 Est. Cost $65.52 Unrealized
XYZ BLOCK INC 0.5%
Value $7.488M Shares 88,107 Est. Cost $82.04 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value $7.285M Shares 85,922 Est. Cost $106.12 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value $6.512M Shares 77,375 Est. Cost $103.98 Unrealized -2.6%
WCC WESCO INTL INC 0.4%
Value $6.014M Shares 33,233 Est. Cost $165.34 Unrealized +13.1%
REGN REGENERON PHARMACEUTICALS 0.4%
Value $5.585M Shares 7,841 Est. Cost $1106.73 Unrealized -24.6%
TGT TARGET CORP 0.4%
Value $5.297M Shares 39,184 Est. Cost $141.02 Unrealized -3.1%
LNG CHENIERE ENERGY INC 0.3%
Value $4.65M Shares 21,643 Est. Cost $171.83 Unrealized +18.2%
NYT NEW YORK TIMES CO 0.3%
Value $4.628M Shares 88,911 Est. Cost $53.75 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.2%
Value $3.438M Shares 39,962 Est. Cost $104.03 Unrealized