Portfolio (Quarterly) Guide ↗

Generate Investment Management Ltd

· CIK 0002025905

13F Portfolio $2.0B AUM 92 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 18 New 14 Added 38 Reduced 24 Exited

Page 2 of 2 · 24 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	LOW	LOWES COS INC	Consumer Cyclical	14,996	$3.6M	0.17%	SOLD
22	EL	LAUDER ESTEE COS INC	Consumer Defensive	34,211	$3.6M	0.16%	SOLD
23	ULTA	ULTA BEAUTY INC	Consumer Cyclical	4,025	$2.4M	0.11%	SOLD
24	APP	APPLOVIN CORP	Technology	3,483	$2.3M	0.11%	SOLD

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Sector Allocation

Technology 53.3%

Communication Services 15.9%

Consumer Cyclical 9.4%

Financial Services 5.9%

Healthcare 4.7%

Basic Materials 3.8%

Utilities 2.6%

Energy 2.3%

Industrials 1.5%

Real Estate 0.7%