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Generate Investment Management LTD

CIK:0002025905
Asset Manager
$4B AUM
81 holdings
Auckland, New Zealand
Founded:2012
50 employees
Latest filing:Sep 30, 2025

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 Buys
A
AAPLAPPLE INC
+$56.7M
I
INTUINTUIT
+$29.9M
A
AVGOBROADCOM INC
+$28.3M
M
MSFTMICROSOFT CORP
+$27.1M
A
AGIALAMOS GOLD INC NEW
+$27.0M
Top Sells
R
RCLROYAL CARIBBEAN GROUP
-$28.4M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
-$22.8M
L
LRCXLAM RESEARCH CORP
-$21.4M
P
PHMPULTE GROUP INC
-$20.0M
P
PINSPINTEREST INC
-$18.5M

Top Holdings

N
NVDANVIDIA CORPORATION
+6.6%$130.4M
M
MSFTMICROSOFT CORP
+6.5%$128.9M
A
AAPLAPPLE INC
+4.8%$94.5M
A
AMZNAMAZON COM INC
+4.8%$93.7M
M
METAMETA PLATFORMS INC
+4.6%$90.9M

Equity Positions (80)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION6.62%$130.4M699,110$81.91$186.58+$3.8M
MICROSOFT CORP6.54%$128.9M248,931$411.58$517.95+$27.1M
APPLE INC4.80%$94.5M371,280$225.18$254.63+$56.7M
AMAZON COM INC4.76%$93.7M426,804$180.88$219.57+$5.9M
META PLATFORMS INC4.61%$90.9M123,787$536.60$734.38+$20.1M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+11.6%
SERVICES-PREPACKAGED SOFTWARE
+10.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.2%
SERVICES-BUSINESS SERVICES, NEC
+7.2%
PHARMACEUTICAL PREPARATIONS
+5.9%