Generate Investment Management Ltd
All 13F Filings
- Location
- Auckland, Q2
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,192,062
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 76 | 2,192,062 | 13F-HR | Generate Investment Management Ltd |
| Q3 2025 | 10/20/2025 | 81 | 1,970,687 | 13F-HR | Generate Investment Management Ltd |
| Q2 2025 | 7/17/2025 | 90 | 1,802,494 | 13F-HR | Generate Investment Management Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.192 M | 100.0% | 221.4 K | 0 | 221.4 K |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
2,192,062
Holdings
76
QoQ value change ($000)
221,375
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.