Generate Investment Management Ltd

CIK
2025905
City
AUCKLAND
State / Country
Q2

Top Portfolio Positions

69 positions · $1,998,782,213 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
1,385,889 $241,699,041 12.09%
MSFT
Microsoft Corp
Technology
501,263 $185,552,524 9.28%
AMZN
Amazon Com Inc
Consumer Cyclical
810,357 $168,773,052 8.44%
META
Meta Platforms, Inc.
Communication Services
219,743 $125,721,562 6.29%
GOOGL
Alphabet Inc.
Communication Services
424,612 $122,101,426 6.11%
AAPL
Apple Inc.
Technology
409,043 $103,811,022 5.19%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
249,222 $84,224,574 4.21%
AVGO
Broadcom Inc.
Technology
248,950 $77,052,514 3.85%
MU
Micron Technology Inc
Technology
202,187 $68,306,856 3.42%
GEV
GE Vernova Inc.
Industrials
58,048 $50,670,099 2.54%

Portfolio Trend

10 quarters · across all stocks

Holdings in AGI

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Shares Held

Position Value (USD)

7 of 7 shown
Report Date Value (USD) Shares
2026-03-31 $33,322,500 750,000
2025-12-31 $46,296,000 1,200,000
2025-09-30 $36,603,000 1,050,000
2025-06-30 $9,573,923 360,464
2025-03-31 $19,868,729 743,034
2024-12-31 $15,101,345 818,945
2024-09-30 $7,395,167 370,871