Generate Investment Management Ltd

Position in MSCI — MSCI Inc.

CIK 2025905 AUCKLAND, Q2

Position in MSCI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$21,569,380

New position

Shares Held

38,514

first reported quarter

Ownership

0.053%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#167

of 1,074 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Generate Investment Management Ltd holds $49,670,317 across 3 Financial Data & Stock Exchanges names. MSCI ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc. This page	38,514	$21,569,380
2	MCO	Moodys Corp /De/	36,523	$16,541,997
3	SPGI	S&P Global Inc.	31,710	$11,558,940

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,569,380	38,514	—	Shares	Other	2026-07-27
No filing history on record for this holder in this stock.