Generate Investment Management
Generate Investment Management reported 84 stocks worth $2.7B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are NVDA (10.3%), MSFT (9.1%) and AMZN (8.3%). Compared with Q2 2026, the fund opened new positions in TLN, KLAC and HPE, added to NVDA, MSFT and AMZN, trimmed AAPL, V and MA and sold out of VRT, GEV and BAC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $278M | 10.3% | 1.2M | +266K (+28%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $245M | 9.1% | 478K | +55K (+13%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $224M | 8.3% | 899K | +192K (+27%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $149M | 5.5% | 434K | +15K (+3%) | 8 of 8 | |
| 5 |  TSM Taiwan Semiconductor Mfg Ltd | $139M | 5.2% | 305K | +90K (+42%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $133M | 4.9% | 183K | +14K (+8%) | 8 of 8 | |
| 7 |  MU Micron Technology Inc | $107M | 4.0% | 101K | +36K (+56%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $82.9M | 3.1% | 249K | −171K (−41%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $78.5M | 2.9% | 223K | +22K (+11%) | 8 of 8 | |
| 10 |  ASML Asml Holding N V | $66.6M | 2.5% | 37K | +24K (+177%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VRT Vertiv Holdings Co | $45.3M | 135K |
 GEV GE Vernova Inc | $30M | 26K |
 BAC Bank of America Corp | $27.7M | 487K |
 WMT Walmart Inc | $21.2M | 187K |
 JPM Jpmorgan Chase & Co. | $21.2M | 65K |
🔒 Free account: see all 26.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Generate Investment Management 13F FAQ
What does Generate Investment Management own?
Generate Investment Management reported 84 stocks worth $2.7B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are NVDA (10.3%), MSFT (9.1%) and AMZN (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Generate Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 20 new positions, 35 added to, 26 trimmed and 26 sold out. New positions include TLN, KLAC and HPE. It sold all of VRT, GEV and BAC.
When will Generate Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Generate Investment Management's portfolio worth?
The Q3 2026 filing reports $2.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.