GENERATE INVESTMENT MANAGEMENT LTD

PrivateCIK: 2025905
Location

AUCKLAND, Q2

70
Positions
$2.03B
Total AUM (reported)
10.29M
Total Shares

Allocation by class

TOTAL AUM$2.03B70 positions
COM$1.37B67.7%
CL A$198.28M9.8%
CAP STK CL A$122.10M6.0%
SPONSORED ADS$84.22M4.1%
COM CL A$66.15M3.3%
COM NEW$55.81M2.7%
COM SHS$31.55M1.6%

Portfolio Concentration

Top 329.4%4–1031.1%11–2521.3%Rest18.2%TOP 1060.5%0%100%
Top 3$596.02M29.4%
4–10$631.89M31.1%
11–25$432.10M21.3%
Rest$369.94M18.2%

Top 3 weight

29.4%

Top 10 weight

60.5%

Voting Authority Distribution

Total shares with voting rights: 10.29M

Sole

Full voting authority

10.29M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole60
Shared0
Other10
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares1.39M
TypeSH
Market value$241.70M
11.91%
Sole
1.39M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares501.26K
TypeSH
Market value$185.55M
9.14%
Sole
501.26K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares810.36K
TypeSH
Market value$168.77M
8.31%
Sole
810.36K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares219.74K
TypeSH
Market value$125.72M
6.19%
Sole
219.74K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares424.61K
TypeSH
Market value$122.10M
6.01%
Sole
424.61K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares409.04K
TypeSH
Market value$103.81M
5.11%
Sole
409.04K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares249.22K
TypeSH
Market value$84.22M
4.15%
Sole
249.22K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares248.95K
TypeSH
Market value$77.05M
3.80%
Sole
248.95K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares202.19K
TypeSH
Market value$68.31M
3.36%
Sole
202.19K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares58.05K
TypeSH
Market value$50.67M
2.50%
Sole
58.05K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares467.71K
TypeSH
Market value$44.97M
2.22%
Sole
467.71K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares276.54K
TypeSH
Market value$40.68M
2.00%
Sole
276.54K
Shared
0.00
None
0.00

ALAMOS GOLD INC

OTR
COM CL A
Shares750K
TypeSH
Market value$33.32M
1.64%
Sole
750K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares151.33K
TypeSH
Market value$32.33M
1.59%
Sole
151.33K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares254.04K
TypeSH
Market value$32.10M
1.58%
Sole
254.04K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares65.05K
TypeSH
Market value$31.17M
1.54%
Sole
65.05K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares57.07K
TypeSH
Market value$28.52M
1.40%
Sole
57.07K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares137.18K
TypeSH
Market value$27.91M
1.37%
Sole
137.18K
Shared
0.00
None
0.00

BP PLC

SOLE
SPONSORED ADR
Shares563.15K
TypeSH
Market value$26.47M
1.30%
Sole
563.15K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares84.94K
TypeSH
Market value$25.67M
1.26%
Sole
84.94K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares27.20K
TypeSH
Market value$25.01M
1.23%
Sole
27.20K
Shared
0.00
None
0.00

CORPAY INC

OTR
COM SHS
Shares80K
TypeSH
Market value$23.28M
1.15%
Sole
80K
Shared
0.00
None
0.00

NEWMONT CORP

OTR
COM
Shares200K
TypeSH
Market value$21.65M
1.07%
Sole
200K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares271.43K
TypeSH
Market value$19.52M
0.96%
Sole
271.43K
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

OTR
COM
Shares90K
TypeSH
Market value$19.49M
0.96%
Sole
90K
Shared
0.00
None
0.00
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