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Generate Investment Management LTD
Generate Investment Management Limited is a New Zealand-based investment management firm headquartered in Auckland. The firm offers managed funds and KiwiSaver retirement savings products and serves retail and institutional investors throughout New Zealand. Generate is regulated under New Zealand law and provides a suite of services including fund management, investor services, and financial advice. The company maintains a reputation for robust investor protection and compliance standards, focusing on serving New Zealand individuals and institutions.
Investment Strategy
Generate Investment Management Limited focuses on long-term, disciplined investment strategies designed to grow and protect members' savings, with a particular emphasis on retirement outcomes through the KiwiSaver Scheme. The firm manages diversified portfolios across different asset classes including equities, fixed income, and alternative investments. Generate believes in active management, strong research processes, and responsible investment principles that consider environmental, social, and governance (ESG) factors.
Latest 13F Filing Activity
Generate Investment Management LTD filed their most recent 13F report on Sep 30, 2025 disclosing 80 equity positions with a total 13F market value of $2B. The fund increased holdings in Apple Inc., Intuit, Broadcom Inc. among other positions. Generate Investment Management LTD reduced exposure to Royal Caribbean Group, Taiwan Semiconductor MFG LTD, Lam Research Corp. among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.62% | $130.4M | 699,110 | $81.91 | $186.58 | +$3.8M |
M MSFT | MICROSOFT CORP | 6.54% | $128.9M | 248,931 | $411.58 | $517.95 | +$27.1M |
A AAPL | APPLE INC | 4.80% | $94.5M | 371,280 | $225.18 | $254.63 | +$56.7M |
A AMZN | AMAZON COM INC | 4.76% | $93.7M | 426,804 | $180.88 | $219.57 | +$5.9M |
M META | META PLATFORMS INC | 4.61% | $90.9M | 123,787 | $536.60 | $734.38 | +$20.1M |
Industry Allocation
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